SABARISH SRINIVASAN
Cuddalore
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Relationship Manager
HDFC Bank Ltd
11.2023 - Current
- Handling a book of 250 Crore portfolio and managing preferred and imperia clients
- To deepen the relationship of portfolio customers
- To acquire new HNI relationships
- To cross sell Asset and Investment products
- To service portfolio customers and acquire more value.
Branch Operations Manager
HDFC Bank Ltd
05.2022 - 10.2023
- Back up Branch Manager and responsible for achieving branch’s sales target
- Responsible to maintain branch’s audit and compliance
- Responsible in representing the branch on meetings, taking care of escalated client concerns and reporting sales activities, which include lead tracking, call log management, commission requests, expense reports, submission of proposals, job modeling, and profit forecasting
- Monitoring branch GL’s, Registers, Files and Reports
- Guiding sales and service staff in achieving managements goal.
Manager
Kotak Mahindra Bank
08.2018 - 04.2022
- Worked as a vault custodian for currency chest Chennai
- Reporting of daily withdrawal and deposit to RBI & HO through E-kuber, ICCOMS & MIS
- Worked as sorting room in charge and sent monthly mutilated and counterfeit reports
- Generated reports of GL A/Cs and also monitored
- Maintained daily, monthly and year end MIS, Registers and Files.
Deputy manager
Kotak Mahindra Bank
10.2015 - 08.2018
- Investigated and resolved customer inquiries and complaints in an empathetic manner
- Processed quarterly Vault and ATM audits with a zero error rate
- Maintained friendly and professional customer interactions
- Generated reports of GL A/Cs and also monitored
- Effectively communicated with and supported sales, marketing and administrative teams on a daily basis
- Helped drive sales goals and achieve monthly quotas.
Education
PG Diploma - Banking and Finance
Manipal University
10.2015
Bachelor of Engineering - Mechanical Engineer
Arasu Engineering College
04.2014
Skills
- Trusted Vault manager and branch custodian
- Good in Communicating agenda and help all team members to achieve the target
- Good in MIS and monthly, quarterly and year end reports to RBI & HO
- Proficient in Team Management
- Relationship building and management
- Wealth management offerings
- Investment and Wealth Planning
- Customer Portfolio Management
Certification
- NISM Series-V-A: Mutual Fund Distributor Certification Examination
- NISM Series VI: Depository Operation Certificate Examination
Languages
English
Hindi
Tamil
Kannada (speak only)
Softwareandcomputerskills
- Operating System: Windows 95/98/XP/Vista/7/8/10
- Accounting Software Packages: E-kuber, ICCOMS, Finacle, Profile Web CSR & PD Teller
- Software Package: MS Office (MS-Word, MS-Excel, MS-Power Point)
Timeline
Relationship Manager
HDFC Bank Ltd
11.2023 - Current
Branch Operations Manager
HDFC Bank Ltd
05.2022 - 10.2023
Manager
Kotak Mahindra Bank
08.2018 - 04.2022
Deputy manager
Kotak Mahindra Bank
10.2015 - 08.2018
PG Diploma - Banking and Finance
Manipal University
Bachelor of Engineering - Mechanical Engineer
Arasu Engineering College
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