Siddhant Jain

• Branch Operation Officer procedures provide an efficient flow of the bank's customers.
• Monitored interest rates on loans, and advised customers on ways to reduce interest costs on outstanding balances.
• Profiled customers to identify banking needs, referring to appropriate banking personnel and products.
• Reviewed financial statements to assess risk in lending decisions and investment opportunities.
• Directed insurance negotiations, selected insurance brokers or carriers, and placed insurance.
• After day-to-day operational activity, BOD, EOD, and all other banking activities.
• Sourcing new business, CASA loan cross-sale, and also taking care of banking compliance.
• Supervised daily branch operations to ensure compliance with banking regulations.
• Managed customer service inquiries to enhance client satisfaction and retention.
• Trained new employees on operational procedures and customer engagement techniques.
• Identified potential opportunities for cross-selling products; implemented strategies to increase sales volume.
• Resolved customer complaints in a timely manner while maintaining high standards of customer service excellence.
• Assisted customers with various banking needs such as account openings, deposits and withdrawals, loan payments.
• Analyzed market trends to identify new business opportunities.
• Trained and mentored junior sales staff to enhance performance.
• Collaborated with marketing team on promotional strategies and campaigns.
• Managed customer relationships to ensure satisfaction and retention.
• Utilized CRM software to track sales activities and customer interactions.
• Provided technical support for customers when needed, answering questions about product features and capabilities.

Achievements :- Outstanding efforts and dedication demonstration during the KHOL DE PANK II Campaign, and achieved Sliver Club Qualified. Also, achieve certification of life insurance business in March 2024.

• New business development.
• Cold calling and finding new opportunities.
• Customer service and sales at TPP Insurance.
• Home loan, business loan, education loan.
• Mutual fund, SIP. Insurance Axis Direct, Debate, and Trading account.
• Committed to delivering excellent customer service while working in a fast-paced environment.
• Achievements :- Archiving Life Insurance premium Productivity in the month of March 2022 And Qualifying For Gold Tier.
• Archiving life insurance premium productivity in the month of February 2022 and qualifying for Silver Tier.

• Generated leads and followed up on customer inquiries to increase conversion rates.
• Maintained strong relationships with key customers to ensure satisfaction and loyalty.
• Utilized CRM tools to track interactions and guide strategic decisions.
• Addressed customer inquiries on pricing and product usage to clarify details.
• Negotiated and closed deals with vendors and partners to drive business growth.
• Managed product supply of Asbestos Cement Sheet across MP, ensuring timely payment collection.
• Collected outstanding payments to maintain cash flow and financial stability.
• Oversaw transportation schedules to optimize route efficiency and minimize delays.

• Coordinated logistics operations for efficient transportation and delivery processes.
• Managed inventory control to ensure accurate stock levels and availability.
• Collaborated with vendors to streamline supply chain communication and scheduling.
• Executed shipping documentation to facilitate timely dispatch of goods.
• Monitored vehicle maintenance schedules for optimal operational efficiency.
• Assisted in route planning to enhance delivery performance and reduce delays.
• Planned shipments according to customers' needs and specifications.
• Maintained accurate records and documentation related to shipping activities.
• Monitored inventory levels to ensure adequate supplies were available when needed.
• Identified areas for improvement in the logistics process, such as cost reduction and enhanced customer service.
• Provided training sessions on safe handling of goods for warehouse personnel.
• Managed unit operations, move coordination and training programs.