Romiyo Sharma
Bank Branch Manager
Jaipur
Summary
Skilled Branch Manager with demonstrated success in coordinating team and financial activities. Friendly and adaptable professional with remarkable leadership and program management skills.
Overview
17
17
years of professional experience
4
4
years of post-secondary education
Work History
Branch Manager
ICICI BANK
Jaipur
01.2024 - Current
- Spearheaded achievement of month-till-date (MTD) and year-till-date (YTD) targets for CASA enhancement and revenue achievement by formulating sales strategies and energizing the team
- Oversaw the management of actual costs in line with budgeted costs, ensuring that forecasts were at least 90% accurate to actual
- Fabricated and drafted reports to clarify and summarize complex financial information to clients and colleagues
- Managed a portfolio of High Net Worth Individual (HNI) wealth customers, providing portfolio management and forex services, and oversaw the day-to-day management of the portfolio
- Prioritized focusing on branch profitability by achieving targets for key metrics, including CASA, FD, Assets, and Fees (LI, GI, Forex, Mutual Fund)
- Publicized and synthesized key information related to banking products and services to influence and persuade potential clients
- Streamlined and overhauled banking operations, demystified complex procedures, and centralized information to facilitate improved customer experience
- Conceptualized and originated competent strategies to revitalize and stimulate business growth, energizing team members and fostering a culture of innovation
- Retrieved and compiled data to survey and analyze market trends, and reconciled and standardized information to unify business operations
- Delegated achieving sales targets for liabilities, assets, Third Party Products (TPP), and Life Insurance by assigning tasks to team members and providing support and guidance as needed.
- Improved customer satisfaction ratings by enhancing service quality and resolving client issues promptly.
- Maintained friendly and professional customer interactions.
- Strengthened relationships with key clients, securing long-term partnerships and driving revenue growth.
- Enhanced staff competency with regular training sessions, boosting productivity levels across the branch operations.
Commodity Incharge
Geojit Financial Services Ltd
Jaipur
05.2018 - 01.2024
- Managing the development of Commodities Derivatives Business across 32 branches and directing the achievement of assigned target of mentioned business
- Performing fundamental analysis, supported by technical analysis to increase profitability and manage risk
- Developing parameters for discretionary traders to manage risk and sizing of positions
- Offering support in client acquisition, development of hedging business, and development of physical delivery business through Exchange platform
- Interacting with various Business Units on their requirement for roll-out of products; managing the turnaround time for disbursement of loans and processing of trade transactions
- Maintaining relationships for the development of business; managing the Trading Portfolio for new credit/transaction applications through credit risk review
- Increasing knowledge/awareness and promotion of online products, equities, commodities & Mutual funds.
Regional Area Manager
Geofin Comtrade Ltd.
03.2009 - 04.2018
- Managed 8 branches and franchises of Geofin, which included revenue generation, bank account handling, client account activation, correspondence with investors and grievances
- Actively involved with investor relations through corporate tie-ups and business development through 7B2B partners
- Recruitment of sales employees including training of employees and clients on online trading platforms (Web-based, Software and Mobile App) & Digital Client On Boarding (DCOB)
- Increasing knowledge/awareness and promotion of online products, Equities, Commodities & Mutual Funds
- Handled team of 50 sales & back office staffs.
Relationship Officer
Geojit Financial Services Ltd.
Jaipur
09.2007 - 03.2009
- Acquisition of new clients, including customer grievances and active promotion of financial products including DEMAT, mutual funds, PMS and Insurance
- Detailed analysis of performance of stocks and trends in the capital market, and coaching a team of sales executives.
Education
Bachelor of Science -
Govt. PG College Dholpur
Dholpur, Rajasthan 04.2001 - 04.2005
PGDBM - Marketing & Finance
GyanVihar ISBM
Jaipur, Rajasthan09.2007
Skills
Financial & banking process, Investor relationship, Mutual Fund reconciliation, Team management, Back office operation, Data management & Processing, Strong work ethic, demonstrated judgment in managing information and relationships, ability to prioritize, plan and execute tasks efficiently, leadership, and problem solving ability Computer skills include proficiency in MS Office Suites, trading platforms, customer relationship management (Microsoft CRM) and operational management
Timeline
Branch Manager
ICICI BANK
01.2024 - Current
Commodity Incharge
Geojit Financial Services Ltd
05.2018 - 01.2024
Regional Area Manager
Geofin Comtrade Ltd.
03.2009 - 04.2018
Relationship Officer
Geojit Financial Services Ltd.
09.2007 - 03.2009
Bachelor of Science -
Govt. PG College Dholpur
04.2001 - 04.2005
PGDBM - Marketing & Finance
GyanVihar ISBM
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