Rupesh Dilip More
Borivali
Summary
Seasoned Head of Operation & Strategy with a proven track record at Emkay Consultants Limited, adept in project management and fostering team building. Demonstrates exceptional communication skills and a positive attitude, significantly enhancing operational efficiency and stakeholder satisfaction. Expert in recruitment, training, and reducing overhead costs, ensuring continuous improvement and strategic success.
Overview
13
13
years of professional experience
Work History
Head- Operation & Strategy
Emkay Consultants Limited
09.2023 - 03.2025
- Managing and optimizing operational processes
- Support effective organization, management and completion of due diligence projects
- Fostering a culture of continuous improvement
- System Migration with CBS (CORE BANKING SYSTEM) company
- System updating as per requirement
- Monitoring internal GLs and ensuring non exception
- Monitoring any customer escalation and complaint ensuring timely revert
- Day-to-day operations across all functions and help Branch Team in case any trouble related to system and operation
RHS (Regional Head Sales)
ICICI BANK
01.2023 - 09.2024
- Offering solutions that are fair to the Customer and Fair to the Bank
- Offering 360-degree banking solutions that meet the needs of our customers
- Constantly exploring emerging market opportunities, trends and changing customer preferences
- Keep up to date with product to provide suitable advice to the customers
- Reduce the waiting time for customers in branch
- Conduct daily morning huddles to discuss daily plan and agenda for employee
- Respond to customer queries on a timely basis and handle customer satisfaction survey
- Review and handhold BSM on daily basic and RMNR on weekly basis
- Ensure proper on Boarding of all new customers acquired
- Track inflow outflow report, Account closure, Daily Business Generation Report on daily basis
- Monitoring DSRs on regular basis
CRM (CUSTOMER RELATION MANAGER)
VIRTUAL GALAXY PVT LTD
01.2021 - 12.2022
- Handling Mumbai, Pune, Konkan And Goa region
- Assist in training at the time of CBS migration time
- Resolve customer complaint satisfactorily
- Handling day to day issues of banks/ credit society solved and forward to developers
- Visit Client Location and understand all problems and provide them best and suitable solution
- CBS Presentation given to EDP Dept and resolve all quarry
- Handling all documentation support related to agreement and complete procedure
OSD
DNS BANK
11.2019 - 01.2021
- Handling Transactions and operations
- Supervise Assistant Manager, Ensuring adherence to bank policies, procedure and standards
- Assist in training new employee
- Delegate duties to staff and review work for accuracy and understanding
- Resolve customer complaint satisfactorily
- Ensure all operational duties such as cash advances and official checks verification are completed on daily basis
- Communicate effectively with the Branch Manager regarding all Branch Operations including employee performance issue
- Work As a Branch Manager since 22 march 2020 to 17th Jan 2021 and handling all responsible work of Borivali Branch
Principal Officer
SHALINI SAHKARI BANK LTD.
01.2014 - 11.2019
- Daily Clearing (Inward, Outward, ECS,NPCI) maker or checker
- New product Launch-
- Education loan (started 2 OCT 2014)
- SMS banking
- Maintain Relation with exiting as well as new clients for Bank development purpose
- RTGS/ NEFT payment Initiate/ Authorized
- All type of tax payment initiate or authorized for bank clients ( VAT/Service tax/ Profession Tax/income tax/Direct tax)
- Daily Transaction Authorization
- Product modification (Updating part in System like KYC modification and New Product Launch)
- SMS banking Started Since 25-09-2015 updating new client database
- Provided training to other staff members and help them to operate new software and product
- Bank reconciliation on monthly basic for daily operating transaction
- Prepare and adjust journal entry to correct the appropriate general ledger accounts
- Handling bank's all kind of account opening process as per RBI guideline as well as handled KYC process ( C-kyc also include )
- Analyzed clients' database to create Customer Monitoring Report and reported to FIU-IND
- Handle complete process of KYC and AML as per RBI rules
Equity Dealer
ANGEL BROKING FIRM
01.2013 - 04.2013
- Advising clients for trading in Derivatives Market and Equity market
- Managing risk, related to the trades of clients
- Updating clients about the current market scenario and on corporate actions
- Advising clients on their trades using technical software
- Distributing other products as per the need of the client (Insurance, Corporate bonds)
- Co-coordinating with Research team for fundamental calls
- Reading Research reports and advising the client to make a suitable trade
DST (Loan against Securities Dept)
IDBI BANK
06.2008 - 04.2009
Management Trainee
SHAREKHAN BROKING FIRM
04.2008 - 06.2008
Education
MMS - FINANCE
MUMBAI UNIVERSITY
01.2012
T.Y.BCOM -
Gokhale college
01.2008
H.S.C. -
Gokhale college
01.2005
S.S.C -
Jeevan Bima Edu. Society
01.2003
Skills
- Recruitment and training
- Overhead cost reduction
- Project Management
- Consultation
- Communication Skills
- Problem-solving
- Friendly, positive attitude
- Team building
Disclaimer
I consider that above information is true to the best of my knowledge.
Accomplishments
TRPS certificate, 2012, Income tax dept. and NIIT (TAXMANN)
Personal Information
- Date of Birth: 03/08/88
- Nationality: Indian
- Driving License: Indian
- Marital Status: Married
Certificate Program
E-KYC And C-KYC and database (RBI) -pune
Timeline
Head- Operation & Strategy
Emkay Consultants Limited
09.2023 - 03.2025
RHS (Regional Head Sales)
ICICI BANK
01.2023 - 09.2024
CRM (CUSTOMER RELATION MANAGER)
VIRTUAL GALAXY PVT LTD
01.2021 - 12.2022
OSD
DNS BANK
11.2019 - 01.2021
Principal Officer
SHALINI SAHKARI BANK LTD.
01.2014 - 11.2019
Equity Dealer
ANGEL BROKING FIRM
01.2013 - 04.2013
DST (Loan against Securities Dept)
IDBI BANK
06.2008 - 04.2009
Management Trainee
SHAREKHAN BROKING FIRM
04.2008 - 06.2008
MMS - FINANCE
MUMBAI UNIVERSITY
T.Y.BCOM -
Gokhale college
H.S.C. -
Gokhale college
S.S.C -
Jeevan Bima Edu. Society
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