Summary
Overview
Work History
Education
Skills
Timeline
CustomerServiceRepresentative

Shashank Bhatia

Banking & Financial Services
Udaipur,Rajasthan

Summary

Skilled Branch Manager with demonstrated success in coordinating team and financial activities. Friendly and adaptable professional with remarkable leadership and program management skills. Senior Branch Manager with over 15 years of progressive experience improving business processes, increasing revenue and retaining loyal customers in multiple locations. Strengths include financial administration, team leadership and Retail Banking with Trade FX/NR customer Well-qualified financial systems leader offering demonstrated skill and success in managing internal accounting processes, improving controls and strengthening systems for optimal performance. Proficient in all aspects of accounting, including accounts payable and receivable, budget administration and payroll. Gifted in building and leading solid teams to handle high-volume operations with consistency, accuracy and full compliance with regulatory requirements. Banking professional highly effective at branch, account and operational management. Extensive knowledge of banking products and services, as well as business development and marketing.

Overview

14
14
years of professional experience
6
6
years of post-secondary education

Work History

Branch Manager

IDFC FIRST BANK
Udaipur, Rajasthan
03.2020 - Current
  • Identified and capitalized on community business opportunities with effective networking.
  • Maintained confidentiality of bank records and client information to prevent mishandling of data and potential breaches.
  • Maintained scheduling for main branch to keep all shifts appropriately staffed.
  • Validated existing accounting management and reporting systems to assess quality and conformance, identify problems and implement corrective actions.
  • Oversaw high-volume accounting operations with [Number]-person team focused on efficient budget administration, AP/AR and other financial management needs.
  • Performed routine closings, maintained clean, accurate and accessible records and kept close eye on transaction updates throughout each quarter.

Branch Operations Manager

Kotak Mahindra Bank
udaipur, Rajasthan
06.2014 - 03.2020
  • Maintained branch files for major accounts, investments and employees.
  • Trained employees on proper procedures and strategies to improve productivity.
  • Boosted branch sales by developing and deepening customer loyalty through incentive programs.
  • Implemented new organizational strategies to strengthen filing systems for billing, receiving and delivery reports to optimize processes.
  • Uncovered and resolved strategic and tactical issues impacting sales management and business operations.

SRM

CITI BANK
Jaipur, Rajasthan
01.2011 - 07.2014
  • Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
  • Recognized needs and referred to appropriate representative or line of business for cross-sell or service opportunities.
  • Identified sales opportunities and referred customers to branch partners in financial services.
  • Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
  • Carried out day-day-day duties accurately and efficiently.
  • Conducted research, gathered information from multiple sources and presented results.

Cash Officer

ROYAL BANK OF SCOTLAND NV
UDAIPUR, Rajasthan
03.2007 - 01.2011
  • Resolved customer complaints and maintained clean and tidy checkout area.
  • Maintained customer satisfaction while handling product returns quickly and professionally.
  • Performed store opening, closing and shift change actions, including completing accurate shift change logs, to keep operations efficient and current.
  • Helped customers complete purchases, locate items and join reward programs.
  • Monitored self-checkout systems and provided assistance or intervention where required.
  • Trained and coached cashier team members on checkout procedures and strategies to maximize customer satisfaction.
  • Modeled outstanding customer service and held cashier team accountable for consistently delivering expert support.

Education

MBA - Accounting And Finance

ICFAI
UDAIPUR
03.2004 - 03.2006

Bachelor of Commerce - Account

Mlsu
Udaipur
03.2001 - 03.2004

High School Diploma -

ST PAULS
UDAIPUR
03.1999 - 03.2000

Skills

Cash handling expertise

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Timeline

Branch Manager

IDFC FIRST BANK
03.2020 - Current

Branch Operations Manager

Kotak Mahindra Bank
06.2014 - 03.2020

SRM

CITI BANK
01.2011 - 07.2014

Cash Officer

ROYAL BANK OF SCOTLAND NV
03.2007 - 01.2011

MBA - Accounting And Finance

ICFAI
03.2004 - 03.2006

Bachelor of Commerce - Account

Mlsu
03.2001 - 03.2004

High School Diploma -

ST PAULS
03.1999 - 03.2000
Shashank BhatiaBanking & Financial Services