Sandeep Yadav
Howrah
Summary
Highly skilled banking professional with 13+ years of experience in financial services and client relationship management. Adept at understanding client needs and promoting suitable banking products to ensure compliance and enhance customer satisfaction
Overview
14
14
years of professional experience
Work History
PBA/TA
HDFC BANK LTD
12.2022 - Current
- Supervise & monitor Personal Banker desks and contract sales staff
- Branch administration
- Lobby Management
- Ensure quality customer service is delivered
- Resolution of customer queries/complaints
- Customer service to ensure walk in customers issues
- Monitor Staff productivity and give guidance on improving the same in conjunction with the Branch Manager
- Monitoring of dummy accounts, suspense accounts, deferred accounts, accounts payable/ receivable
- Branch Operations and Audit Compliance
DEPUTY BRANCH MANAGER
ICICI BANK LTD
09.2021 - 12.2022
- Achieve annual targets for branch set in AOP (Annual operative plan)
- Make action plan, and strategize to get profit through branch operations and cross sell
- Keep up to date with product to provide suitable advice to the customers
- Reduce the waiting time for customers in branch
- Increase the customer satisfaction
- Know the value bankers (VBs) productivity and revenue generation.
BRANCH OPERATION MANAGER
UTKARSH SMALL FINANCE BANK
04.2021 - 09.2021
- Achieve annual targets for branch set in AOP (Annual operative plan)
- Make action plan, and strategize to get profit through branch operations and cross sell
- Keep up to date with product to provide suitable advice to the customers
- Reduce the waiting time for customers in branch
- Increase the customer satisfaction
BRANCH SERVICE PARTNER
YES BANK LTD
04.2019 - 04.2021
- Manage KYC, MIS and BRS report.
- Overall Bank Financial, Operational and Account Work.
- Resolving Customer request and queries and issues.
TELLER
HDFC BANK LTD
04.2015 - 04.2019
- Maintain an adequate cash drawer at all times; this includes buying and selling Currency from the vault as necessary.
- Assist in ordering, receiving, verifying, and distributing cash.
- Receive checks and post entries into correct accounts.
- Promotes the bank's products and services.
- Accept retail and/or commercial deposits, loan payments, process checking and savings account withdrawals.
- Represent the Bank in a manner that maintains and expands positive relations with all customers, potential customers and coworkers.
CSE (Customer Service Executive)
MUTHOOT FINCORP LTD
07.2013 - 03.2015
- Running sales & marketing operations, increasing sales growth and driving sales initiatives in order to achieve goals
- Identifying prospective clients, generating business from the existing clientele, thereby achieving the business targets.
- Desk operational work including gold loan processing
- Marketing of core product & mobilizing of investment product i.e. debenture (Secured & unsecured) and third party products like Health Insurance and Money Transfer.
- Key area also includes handling of cash, up keeping of valuable document in safe custody.
- Remittances and Recovery of loan overdue
TSE (Tele Sales Executive)
HBL GLOBAL PVT LTD
05.2012 - 06.2013
- To Call up HDFC Bank existing Customer & generating lead for Credit Card.
- To cross sell other HDFC Bank product i.e. insurance.
Education
Master of Business Administration -
The ICFAI University
B.A - General
University of Calcutta
Higher Secondary -
Salkia Vikram Vidyalaya
Secondary Education -
Salkia Vikram Vidyalaya
Skills
- Teamwork
- Leadership
- Work ethic
Personal Information
- Date of Birth: 07/07/88
- Nationality: Indian
Languages
- English
- Bengali
- Hindi
- English
- Bengali
Languages
Hindi
Beginner
A1
English
Beginner
A1
Bengali
Beginner
A1
Timeline
PBA/TA
HDFC BANK LTD
12.2022 - Current
DEPUTY BRANCH MANAGER
ICICI BANK LTD
09.2021 - 12.2022
BRANCH OPERATION MANAGER
UTKARSH SMALL FINANCE BANK
04.2021 - 09.2021
BRANCH SERVICE PARTNER
YES BANK LTD
04.2019 - 04.2021
TELLER
HDFC BANK LTD
04.2015 - 04.2019
CSE (Customer Service Executive)
MUTHOOT FINCORP LTD
07.2013 - 03.2015
TSE (Tele Sales Executive)
HBL GLOBAL PVT LTD
05.2012 - 06.2013
Master of Business Administration -
The ICFAI University
B.A - General
University of Calcutta
Higher Secondary -
Salkia Vikram Vidyalaya
Secondary Education -
Salkia Vikram Vidyalaya