RISHABH SRIVASTAVA
Gurgaon
Summary
Banking professional with 4+ years of experience in retail banking, customer relationship management, branch operations, financial advisory, transaction authorization, and compliance. Proven ability to manage customer portfolios, drive product sales, support audit functions, and deliver high-quality banking service in fast-paced branch environments. Strong knowledge of banking operations, digital payments, and regulatory procedures.
Overview
1
1
Certificate
7
7
years of professional experience
Work History
Deputy Manager (Personal Banker Authoriser)
HDFC Bank ltd
Gurgaon
06.2025 - Current
- Verified high-value transactions and customer documentation to safeguard against fraud before approval.
- Ensured compliance of all transactions with internal banking controls, KYC norms, and regulatory guidelines to mitigate risk.
- Authorized daily branch transactions, ensuring accuracy and compliance in cash, transfer, clearing, and account servicing requests.
- Monitor suspicious transactions and escalate compliance-related concerns.
- Supervise teller operations and support smooth branch functioning.
Deputy Manager (M2)
Kotak Mahindra Bank
Gurgaon
07.2023 - 05.2025
- Managed banking requirements of retail customers, delivering tailored financial solutions.
- Authorize branch transactions and ensure process compliance.
- Conduct branch audit reviews and support operational correction measures.
- Handle cash operations and transaction verification.
- Analyzed customer financial portfolios to recommend suitable investment products, enhancing customer satisfaction.
- Addressed UPI and IMPS transaction issues to ensure smooth digital banking experiences for customers.
- Supported branch targets through effective product and service delivery.
Relationship Manager (AM II)
ICICI Bank
11.2021 - 07.2023
- Cultivated customer relationships to enhance financial service delivery.
- Assessed customer financial needs and offered banking solutions.
- Executed daily banking transactions and account servicing requests to ensure customer satisfaction.
- Updated CRM records to track customer engagement and support sales initiatives.
- Verified remittance transactions including domestic and international payments.
- Reconciled Nostro and Vostro account-related transactions.
Digital Marketing Executive
Simple Intelligent Systems
10.2019 - 05.2020
- Executed SEO campaigns and digital promotion strategies to enhance online visibility.
- Created engaging content for online marketing campaigns to drive audience interaction.
- Monitored website traffic using analytics tools to assess campaign performance.
- Utilized Ahrefs and Semrush for in-depth keyword analysis and SEO strategy development. for keyword research and SEO planning.
Education
MBA - International Business & Marketing
University of Lucknow
01-2019
B.Sc. -
University of Lucknow
01-2016
Skills
- Relationship Management
- Retail Banking Operations
- Portfolio Management
- Investment Advisory
- Cross-selling Banking Products
- Audit & Compliance
- Cash Handling
- AML & Money laundering prevention
- PowerPoint
- CRM Tools ie Leads
- Central Alerts Tracking System
Certification
- IRDA Certified
- Google Fundamentals of Digital Marketing
- Google My Business Certification
- NIELIT Computer Certification
- Trade Compliance Certification
- AML Certification
Timeline
Deputy Manager (Personal Banker Authoriser)
HDFC Bank ltd
06.2025 - Current
Deputy Manager (M2)
Kotak Mahindra Bank
07.2023 - 05.2025
Relationship Manager (AM II)
ICICI Bank
11.2021 - 07.2023
Digital Marketing Executive
Simple Intelligent Systems
10.2019 - 05.2020
MBA - International Business & Marketing
University of Lucknow
B.Sc. -
University of Lucknow
Languages
- Hindi
- English