Shridhar Panigrahy
Dombivli
Summary
Working as an Asst. Branch Manager managing day to day operations of Branch. Also Developed and Implemented process to improve the Banking Services with Partners as well as with Customers.
Experienced with branch operations management, ensuring seamless daily functions and customer satisfaction. Utilizes strategic thinking to implement efficient processes and enhance team productivity. Knowledge of leadership and problem-solving contributes to sustained success in dynamic environments.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Asst. Branch Manager
Nirmal Ujjwal Credit Co-Op Society Ltd. (Multistate)
10.2024 - Current
- Monitored daily branch activities, quickly identifying areas requiring improvement or corrective action to maintain operational excellence.
- Oversaw successful completion of internal audits with minimal findings, demonstrating strong adherence to bank policies and regulations.
- Supported the Branch Manager with daily tasks, ensuring smooth branch functioning and effective communication amongst team members.
- Responded to customer concerns, working with manager to significantly raise customer satisfaction ratings.
- Enhanced customer satisfaction by providing exceptional service and addressing concerns promptly.
- Conducted weekly staff meetings to motivate staff members, address concerns, and questions, plan improvements and evaluate progress toward goals.
Team Leader - Service
EQL Financial Technologies Private Ltd
08.2023 - 05.2024
- Leading a team of 8 employees in Current Account, POS, Payment Gateway and ensuring alignment with organizational goals and objectives
- Complete knowledge about the Client's KYC, Client on-boarding
- Ensuring correct documentation is processed for Sole Proprietorship, Partnership, LLP, OPC and Private Limited
- Responsible for new Company Setup
- Preparation of MIS
- Ensuring timely delivery of Company Documents to the Client
- Responsible for allocating a Bank to the customer for Current Account Opening
- Co-ordinating with Bank and providing all documents required for Current Account Opening as per the Company's Constitution
- Quality Checking the Bank MIS and Customer MIS and Identifying Deviations if any
- Ensuring smooth flow of information between Bank and Customer
- Investigating errors occurred and rectifying it
- Developing new process for minimizing the errors
- Bank MIS Analysis
Senior Associate - Financial Service Operations
SS&C (DST Worldwide Services)
07.2020 - 01.2021
- Streamlined operational efficiency by identifying areas for improvement and proposing actionable solutions.
- Effectively managed multiple competing priorities while maintaining focus on delivering exceptional results for clients and the organization.
- Implemented process improvements that led to significant time savings and increased accuracy in deliverables.
- Consistently maintained strong relationships with clients, ensuring clear communication and timely updates on project progress.
- Identified potential risks to develop mitigation plans and minimize impact on project timelines.
- Increased client satisfaction through thorough analysis of project requirements and delivering high-quality results.
- Completed daily logs for management review.
- Followed detailed directions from management to complete daily paperwork and computer data entry.
Associate
Atos | Syntel
06.2018 - 06.2020
- Supports back-office operations of ISA, OEIC, UT, equities & Mutual Funds in the UK region
- Complete knowledge about the agent's KYC, agent on-boarding and commission payment processing
- Responsible for new agent setup & closure
- Responsible for updating bank details and distribution details for the agents
- Co-ordinating with inter-functional teams like Registration and Dealing
- Knowledge about client's KYC, client on-boarding and account setup
- Responsible for allocating an agent to client for placing deal and other services
- Ensuring that after the deal is placed, it is correctly settled and no outstanding settlements
- Handling client's as well as agent's queries and escalation to provide resolution
- Ensuring all the work items are processed within SLA and Valuation Point
- Investigating errors occurred and raising incident for the same while rectifying those errors
- Raising Suspicious Activity Report (SAR) if any suspicious activity is occurred by client / agent
- Completing allocated work on daily basis with 100% quality and productivity
- Preparation of MIS and Allocating the work as per requirement
- Providing training to new joiners on process and various systems
Education
MBA - Finance
Kohinoor Business School
Mumbai01.2023
Bachelor - Commerce
Model College
Mumbai01.2018
H.S.C. -
Model College
01.2015
S.S.C. -
St. Mary's English High School
01.2013
Skills
- Adaptability
- Public Relations
- Teamwork
- Time Management
- Leadership
- Effective Communication
- Team supervision
- Performance improvement
- Goal setting
- Conflict resolution
- Quality improvement
- Task delegation
Certification
- Worked on CSR projects in the college to contribute towards the society.
- Worked on Agtcomdte projects for some Mancos relating to commission payments of the agencies.
- Worked on Client Maintenance projects which is related to the managing the accounts of individual clients.
- NSE Certificate for participating in the NSE Program.
- Multi - Commodity Exchange(MCX) Certificate.
- 2 Times nominated for 'Spot Recognition'.
- Awarded 'Champ of the Month' for the best performer in the team as a New Joiner.
- Awarded 'Titan of the Month' for the Top Performer.
- Awarded 'Performer of the Month' 3 times for the Best Performer in the team.
Languages
English
Bilingual or Proficient (C2)
Hindi
Bilingual or Proficient (C2)
Marathi
Bilingual or Proficient (C2)
Odia
Advanced (C1)
Hobbies and Interests
- Bike Riding
- Listening Music
Personal Information
- Date of Birth: 06/09/1997
- Gender: Male
- Marital Status: Unmarried
Timeline
Asst. Branch Manager
Nirmal Ujjwal Credit Co-Op Society Ltd. (Multistate)
10.2024 - Current
Team Leader - Service
EQL Financial Technologies Private Ltd
08.2023 - 05.2024
Senior Associate - Financial Service Operations
SS&C (DST Worldwide Services)
07.2020 - 01.2021
Associate
Atos | Syntel
06.2018 - 06.2020
Bachelor - Commerce
Model College
H.S.C. -
Model College
S.S.C. -
St. Mary's English High School
MBA - Finance
Kohinoor Business School
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