SANDIP LAXMAN JAGTAP
Ahmednagar
Summary
Making Use of an opportunity to make worthwhile contribution to your organization utilizing the knowledge gained so far and continuously upgrading the same for the benefits of the organization and self satisfaction.
Overview
12
12
years of professional experience
Work History
Branch Operation Manager
BANDHAN BANK LTD
11.2023 - Current
Teller Authoriser
KOTAK MAHINDRA BANK LTD
02.2019 - 10.2023
- Successfully lead a team and accountable for smooth functioning of branch operations including clearing, cash, branch audit and its compliance
- Efficiently driven and implemented business plans and strategies for acquiring, servicing and retaining new corporate/HNI Relationship; involved in selling Retail Assets/Liabilities products, Life/General Insurance, Mutual fund and Wealth management Service.
- Handling Daily Inward and outward clearing as well as Branch operations on branch level as per RBI Guideline.
- Monitoring RTGS & NEFT Transaction on branch level.
- Handling Customer Service Request & Resolve with in TAT as per the KOTAK MAHINDRA BANK LTD norms.
- Audit & Compliance Scrutinizing the Monthly SQLs from Audit Department and addressing queries raised by off-site Auditors. Conducting periodic self Audit and facilitating Audit of the branch by Regional Risk Manager /External/Internal Auditors.
- Preparing Monthly Reports for Direct Reporting to Branch Head as well Cluster Head.
- Designated as a Deputy Branch Manager Managing the Branch operations & Customer Service
Asst. Manager
Aadarsh co-op society
10.2017 - 10.2018
Passing officer (Branch Banking)
Shri Renukamata co-op bank
03.2014 - 10.2017
- To acquire new clients for CASA, FD &Insurance from the identified target segment.
- To meet & endeavor to exceed the defined targets of new customer acquisition month on month.
- To Undertake Branch Banking Operation & service delivery to customers just in time.
- To serve walk-in customers with products offered by bank, viz., Current & Savings Account, Fixed Deposits, Insurance, and Mutual Fund & Demat services as well as Retail banking products & services.
- To Process Account opening forms, Instructions, Customer requests with relevant KYC documents and rigorous checks and scan there of before sending to processing unit and follow-up for deferrals, queries if any.
- Generate & update LMS for Asset products-, commercial loan etc.
- Branch Administration W.R.T. branch up keep and maintenance of fixed assets, register &file updating, report generation &review, stationary requisition, compliance to internal policy & procedures & external regulatory guideline.
- (Mumbai)
Education
B.S.C. -
Pune University
12th -
Maharashtra Board
10th -
Maharashtra Board
Accomplishments
Kotak general insurance both contest achievement as well as Life Insurance Contest achieved.
Languages
Marathi, Hindi
First Language
English
Beginner
A1
Timeline
Branch Operation Manager
BANDHAN BANK LTD
11.2023 - Current
Teller Authoriser
KOTAK MAHINDRA BANK LTD
02.2019 - 10.2023
Asst. Manager
Aadarsh co-op society
10.2017 - 10.2018
Passing officer (Branch Banking)
Shri Renukamata co-op bank
03.2014 - 10.2017
B.S.C. -
Pune University
12th -
Maharashtra Board
10th -
Maharashtra Board