Sardar Patil
Belgaum
Summary
Dedicated and results-driven banking professional with 10 years of experience in the financial industry. Seeking a challenging position in banking to leverage my expertise in customer service, financial analysis, and risk management, while contributing to the growth and success of the organization
Overview
11
11
years of professional experience
1
1
Certification
Work History
Deputy Branch Manager
IndusInd Bank
05.2024 - Current
- Managed cross-selling initiatives that expanded existing customer relationships while bringing onboard new clientele, contributing to the overall growth of the branch.
- Managed daily operations to ensure smooth functioning of the branch and timely completion of tasks.
- Oversaw the loan approval process, maintaining compliance with lending regulations and policies.
- Participated in community events as a brand ambassador, promoting bank products and services while building goodwill among local residents.
- Monitored employee performance and provided constructive feedback for professional growth and development.
- Optimized staffing levels by analyzing workload trends, ensuring efficient allocation of resources.
- Increased customer satisfaction with personalized service strategies and superior problem-solving skills.
- Maintained friendly and professional customer interactions.
Branch Operations & Service Head
Kotak Mahindra Bank LTD
10.2022 - 01.2024
- Directed and supervised daily branch operations, overseeing a team of 7 staff members and ensuring efficient workflow
- Monitor all the huge value cash transactions that are being processed as per the laid down process
- To revert for all the AML queries raised against the Branch Customer and take actions accordingly as per the instructions from the AML Compliance Department
- Trained, coached, and mentored staff to build a high-performing team focused on delivering exceptional service
- Handling all RBI and other statutory-related queries are resolved with at most care
- Implemented and trained staff on the use of new technologies and digital banking platforms to enhance customer experience and operational efficiency
- Conducted customer outreach programs and promotional events to attract new customers and deepen relationships with existing ones
- Managed cash operations, including vault management, cash reconciliation, and ordering currency supplies as needed
- Ensured strict adherence to regulatory requirements and internal policies, conducting regular audits to maintain compliance
- Monitoring all the newly opened accounts in less than six months and checking if the natures of transactions are in line with the KYC of the Customer
Client Service Analyst
Deutsche Bank
10.2019 - 08.2022
- Executed and processed a high volume of forex transactions accurately and efficiently
- Ensured compliance with regulatory requirements and internal policies during transaction processing
- Performing the required KYC screening on a new customer by documenting and corroborating the information obtained on the client as required for the new account opening process
- Acted as the primary point of contact for clients, demonstrating responsiveness and a commitment to meeting their needs
- Executed mutual funds transactions, including purchases, redemptions, and exchanges, accurately and in accordance with regulatory guidelines
Trade Desk Office
ICICI Bank Ltd
06.2019 - 10.2019
- Handling inward remittance and outward remittance
- Monitoring and reducing compliance pending bill of entry and export bills
- Conducting due diligence on customers & transactions to cater to various AML and Regulatory requirements related to Trade transactions
Service Delivery Office- Authorizer
Kotak Mahindra Bank Ltd
08.2016 - 06.2019
- Cultivated and managed relationships with High-Net-Worth Individuals, serving as the primary point of contact for personalized banking and financial services
- Managed daily banking operations, including cash handling, deposits, and withdrawals
- Ensured strict compliance with Reserve Bank of India (RBI) guidelines and regulations related to Liberalized Remittance Scheme (LRS) transactions
- Facilitated and processed LRS transactions, including outward remittances and investments in foreign securities, in accordance with client instructions
- Maintained meticulous records of LRS transactions, ensuring documentation was organized and readily available for audits
- Addressed customer concerns and feedback promptly, ensuring a high level of service quality
- Made critical decisions in the absence of the regular manager, demonstrating sound judgment and problem-solving skills
Customer Service Executive- Inbound
Kotak Mahindra Bank Ltd
02.2014 - 08.2016
- Handled a high volume of inbound calls, addressing customer inquiries, resolving issues, and providing information about products and services
- Utilized problem-solving skills to identify root causes and implement corrective actions to prevent recurring issues
- Stayed updated on product updates and changes to effectively address customer queries
- Identified opportunities for cross-selling and up-selling additional products and services to meet customer needs
- Documented customer feedback, trends, and recurring issues for analysis and process improvement
- Actively participated in customer satisfaction surveys to gather feedback and identify areas for service improvement
- Provided expert advice to customers on Forex Travel Cards, explaining features, benefits, and associated fees
- Processed Forex Travel Card transactions, including loading, reloading, and unloading of currency
Business Development Executive
Axis Bank Ltd
08.2013 - 02.2014
- Identified and pursued new business opportunities, successfully acquiring a significant number of new clients
- Achieved and exceeded sales targets, contributing to overall revenue growth
- Cultivated and maintained strong relationships with clients, ensuring a high level of customer satisfaction
- Utilized various channels, including cold calling, networking, and digital marketing, to generate leads
- Participated in industry events, conferences, and networking forums to establish the company's presence and identify potential business opportunities
- Effectively utilized Customer Relationship Management (CRM) systems to manage leads, track interactions, and streamline the sales process
Education
MBA - Operations & Marketing
CMR Institute of Management Studies (Autonomous)
06.2012
Bachelor degre - Bachelor of computer application
Karnataka University of Dharwad
06.2010
High School - PUC 2nd
CBSE Board
05.2007
SSLC -
CBSE Board
05.2005
Skills
- Communication Skills
- Team Collaboration
- Regulatory Compliance
- Sales and Cross-Selling
- Risk Management
- Financial Analysis
- Customer Relationship Management
Certification
- NISM-Series-V-A: Mutual Fund Distributors, NISM, 02/01/24, 02/28/27
- NISM VI- Depository Operations Certification, NISM, 09/01/23, 09/30/26
Languages
Marathi
Hindi
English
Timeline
Deputy Branch Manager
IndusInd Bank
05.2024 - Current
Branch Operations & Service Head
Kotak Mahindra Bank LTD
10.2022 - 01.2024
Client Service Analyst
Deutsche Bank
10.2019 - 08.2022
Trade Desk Office
ICICI Bank Ltd
06.2019 - 10.2019
Service Delivery Office- Authorizer
Kotak Mahindra Bank Ltd
08.2016 - 06.2019
Customer Service Executive- Inbound
Kotak Mahindra Bank Ltd
02.2014 - 08.2016
Business Development Executive
Axis Bank Ltd
08.2013 - 02.2014
Bachelor degre - Bachelor of computer application
Karnataka University of Dharwad
High School - PUC 2nd
CBSE Board
SSLC -
CBSE Board
MBA - Operations & Marketing
CMR Institute of Management Studies (Autonomous)
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