Soheb Patil
Khanapur
Summary
Versatile branch manager offers financial consulting, cash handling and employee coaching and training expertise coupled with outstanding time management and conflict resolution skills. Seasoned leader with several years of experience overseeing day-to-day operations of branch. Committed to finding creative ways to motivate employees to exceed customer service and sales goals.
Overview
1
1
year of post-secondary education
10
10
years of professional experience
Work History
Branch Manager
ICICI BANK LTD
Belgaum
12.2022 - Current
- Key Responsibilities:
- Business Development & Sales:
- Spearheaded branch financial growth by achieving targets for deposits, loans, CASA ratios, and fee-based income. They actively drive cross-selling of banking and investment products.
- Customer Relationship Management:- Built and maintained strong relationships with customers to enhance satisfaction and loyalty.- Address customer inquiries and resolve issues effectively.- Promote banking products and services to enhance customer satisfaction.
- Sales and Business Development:- Achieved sales targets for banking products, including loans, deposits, and investment services, to drive revenue growth.- Identify potential clients and develop strategies to acquire new business.
- Operational Management:- Oversee daily branch operations and ensure compliance with bank policies and regulations.- Manage cash flow and ensure proper handling of transactions.Team Leadership:- Supervise and mentor junior staff members.- Provide training and guidance to enhance team performance.
- Risk Management:- Identify and mitigate potential risks associated with banking operations.- Ensure adherence to regulatory requirements and internal policies.
- Reporting and Analysis:- Prepare reports on sales performance, customer feedback, and operational efficiency.- Analyze data to inform decision-making and strategy development.
- Managed daily branch operations and ensured compliance with banking regulations.
- Led and motivated a team of banking professionals to enhance customer service.
- Developed and implemented strategies to improve branch performance and efficiency.
Deputy Manager Retail banking (DM)
AXIS BANK LTD
Belgaum
11.2019 - 12.2022
- Achieved ETB CASA balances by mapping and booking customers.
- Achieved ETB CASA balances by mapping and booking customers.
- Updated KYC information for clients to ensure compliance with regulations.
- Exceeded targets for investment products including life insurance, mutual funds, general insurance, and trading accounts.
- Executed clearing activities for both inward and outward cheques — I have handled whole Clearing activities both Outward and Inward Cheques and cleared the Cheques to the customer's account on same day.
- Worked closely with front-end staff to assist customers.
- Managed cash collection process through CMS for timely entries — We collect Cash Management System challans through Cash and Clearing modes and enter in the CMS software on time.
- Handled large cash transactions accurately as a teller.
Assistant manager — Operations (SDA)
RBL Bank LTD
J P Nagar
07.2019 - 10.2022
- Handled large cash operations — I worked as a Teller like handling huge cash operations which included Deposit and Withdrawals
- Issued new lockers to customers, monitored operations, and settled claims to maintain service quality.
- Completed end-of-day processes efficiently.
Senior Officer — Operations
Fincare Small Finance Bank LTD
Bangalore
09.2016 - 07.2019
- Prepared financial reports for management review to provide insights into organizational performance.
- Gathered necessary documentation to support audit process, ensuring compliance and accuracy.
- Coordinated communication between finance and other departments to streamline information flow and enhance collaboration.
- Facilitated regular communication between finance and other departments to ensure smooth information exchange.
Education
MBA -
JCMM, Belgaum
BelgaumB.Com -
M G Arts & Commerce Collage Nandagad
NandagadXII -
M G Arts & Commerce Collage Nandagad
NandagadS.B. High school Kakkeri
Kakkeri 07.2007 - 01.2008
Skills
- Team leadership
- Customer relationship management
- Risk management
- Operational management
- Team leadership
- Tally ERP
- Microsoft Office Suite
- Adaptability to change
- Operational management
Accomplishments
- Active Participation in Cultural Events conducted in Fest “IMERGE” Organized by IMER College Belgaum.
- Awarded many certificates and prizes in various competitions conducted in schools and Colleges.
- “Spot award” for Excellence in Execution of daily deliverables when there was almost half of the team was out of office.
- “Spotted In 100s” for Being top performer in Axis Multicap Fund (NFO) Contest.
Languages
English
Beginner
A1
Hindi
Beginner
A1
Marathi
Beginner
A1
Timeline
Branch Manager
ICICI BANK LTD
12.2022 - Current
Deputy Manager Retail banking (DM)
AXIS BANK LTD
11.2019 - 12.2022
Assistant manager — Operations (SDA)
RBL Bank LTD
07.2019 - 10.2022
Senior Officer — Operations
Fincare Small Finance Bank LTD
09.2016 - 07.2019
S.B. High school Kakkeri
07.2007 - 01.2008
MBA -
JCMM, Belgaum
B.Com -
M G Arts & Commerce Collage Nandagad
XII -
M G Arts & Commerce Collage Nandagad