SHIVAKARTHIK K N
Banker By Profession & Mutual Fund Analyst By Passion
Karur,Tamilnadu
Summary
Branch Manager with over 5 years of progressive experience improving business processes, increasing revenue and retaining loyal customers in multiple locations. Strengths include financial administration, team leadership.
Overview
5
5
Languages
3
3
Certifications
5
5
years of post-secondary education
14
14
years of professional experience
Work History
Branch Manager - Assistant Vice President
Equitas Small Finance Bank Ltd
Rasipuram,Namakkal, TAMILNADU
01.2017 - Current
- Ensure 100% compliance to Policies & Processes and all regulatory matters of RBI and other statutory bodies.
- Recruit, onboard, mentor, review, train & develop and retain Branch Staff.
- Reviewed, identified, updated and prioritized strategic initiatives to provide comprehensive support to senior leadership.
- Boosted branch sales by developing and deepening customer loyalty through incentive programs.
- Engaged employees in business processes with positive motivational techniques.
Branch Operations Manager
HDFC Bank Ltd
MADURAI, TAMILNADU
05.2012 - 06.2016
- Established positive and effective communication among unit staff and organization leadership, reducing misunderstandings and late tasks.
- Implemented policies and standard operating procedures for continuous improvement.
- Established operational objectives and work plans and delegated assignments to subordinate managers.
- Devised strategies to boost customer sales and drive referrals due to excellent service resulting in new customer relationships.
- Reviewed company's strategic plans and developed departmental goals and standards to support vision.
- Trained employees on proper procedures and strategies to improve productivity.
RELATIONSHIP MANAGER
ICICI Prudential Asset Management Company ltd
MADURAI, TAMILNADU
08.2010 - 05.2012
- Read financial publications to remain informed about trends affecting market conditions.
- Maintained regular contact with clients to inform about transactions and performance.
- Presented financial plans to clients based on analysis of financial status and goals.
- Identified potential investment opportunities for IFA's, National Distributor's & Banks by reviewing stock and bond reports.
- Generated new business and referral clients in partnership with financial advisors and branch team.
RELATIONSHIP MANAGER
BIRLA SUNLIFE ASSET MANAGEMENT COMPANY
Madurai, Tamilnadu
06.2008 - 08.2010
- Read financial publications to remain informed about trends affecting market conditions.
- Maintained regular contact with clients to inform about transactions and performance.
- Presented financial plans to clients based on analysis of financial status and goals.
- Identified potential investment opportunities for IFA's, National Distributor's & Banks by reviewing stock and bond reports.
Relationship Manager
CHOLAMANDALAM DISTRIBUTION SERVICE LTD
CHENNAI, TAMILNADU
05.2007 - 05.2008
- Monitored issues carefully and reached out to customers to provide immediate resolution and maintain satisfaction.
- Generated new business and referral clients in partnership with financial advisors and branch team.
- Assessed client satisfaction throughout credit management process by soliciting customer feedback.
ASSISTANT MANAGER
WEALTH ZONE
BANAGLORE, KARNATAKA
07.2006 - 02.2007
- Developed loyal and highly satisfied customer base through proactive management of team customer service strategies.
- Generated repeat business through exceptional customer service and responded to customer concerns with friendly and knowledgeable service.
Education
MBA - Finance
Sona School Of Management
Salem 05.2004 - 04.2006
Bachelor of Bank Management - Bank Management
Kongu College Of Arts & Science
Karur 06.2001 - 04.2004
Skills
MentorSales
Issue Resolution Skills
Operations management
Due Diligence
Professional Demeanor
Staff Training
Sales Proficiency
Risk Mitigation
Patient-focused quality service
Custodial services skills
Accomplishments
- Repeatedly received recognition from superiors for excellence in service.
- Improved employee satisfaction and reduced turnover to Zero %.
- Implemented new quality assurance procedures to maximize customer satisfaction and loyalty.
- Supervised team of 7 staff members.
- Received the “GEM Award” for exemplary performance in 2019 for Gold Loan.
Certification
Junior Associate of the Indian Institute of the Bankers
Timeline
National Institute of Securities Markets (NISM)-Mutual Funds
08-2019
Insurance Regulatory and Development Authority (IRDA)
05-2019
Branch Manager - Assistant Vice President
Equitas Small Finance Bank Ltd
01.2017 - Current
Junior Associate of the Indian Institute of the Bankers
09-2014
Branch Operations Manager
HDFC Bank Ltd
05.2012 - 06.2016
RELATIONSHIP MANAGER
ICICI Prudential Asset Management Company ltd
08.2010 - 05.2012
RELATIONSHIP MANAGER
BIRLA SUNLIFE ASSET MANAGEMENT COMPANY
06.2008 - 08.2010
Relationship Manager
CHOLAMANDALAM DISTRIBUTION SERVICE LTD
05.2007 - 05.2008
ASSISTANT MANAGER
WEALTH ZONE
07.2006 - 02.2007
MBA - Finance
Sona School Of Management
05.2004 - 04.2006
Bachelor of Bank Management - Bank Management
Kongu College Of Arts & Science
06.2001 - 04.2004