RAVINDRA SHEKHAWAT

Experienced and results-driven Deputy Manager with a proven track record in branch banking and lending services. Skilled in team leadership, client relationship management, and financial planning. Demonstrated success in achieving and exceeding Branch revenue, ensuring compliance with banking regulations, and driving customer satisfaction. Proficient in handling complex banking operations including trade finance (LC, BG), remittance, Forex, and investment advisory. Adept at developing personalized financial strategies aligned with client objectives and market trends. Developed personalized financial plans tailored to client risk profiles, investment preferences, and long-term financial goals. Offered hands-on assistance to customers, assessing needs, and maintaining current knowledge of consumer preferences.

• Working on Asset Transition Tax Lot Updates for all PWM-US clients
• Responsible for understanding clients' need from operational perspective
• Preparing daily trade portfolios of buy and sells autoloader in Excel
• Handling account termination involving fee deduction, sweep sale, tax clearance, cash and security transfer along with account closing
• Maintained excellent customer satisfaction by delivering mail on time and providing service with a smile
• Trade execution, confirmation and settlement.

Experienced Banking Professional with a strong background in Australian financial services, specializing in Commercial Lending, Mortgage Lending, Consumer Loans, and Business Loans. Skilled in managing high-value loan applications while ensuring full compliance with regulatory policies and credit standards. Support business bankers with accurate documentation, and maintain operational efficiency. Maintained accurate documentation of processes, facilitating easy reference for internal audits and knowledge transfer. Proficient in handling multiple banking systems including Siebel and eBobs, with a keen eye for detail in validating and analyzing credit-related documents.

• Previously associated with Genpact and managing ICICI Bank Collection Portfolio
• Providing profitable paybacks solutions as a customer care associates
• As a collection associated managing basic quality standards an compliance requirements as per RBI code of conduct
• Providing additional training to new staff on the full functionality of internal systems.