Summary
Overview
Work History
Education
Skills
Certification
Additional Information
Personal Information
Timeline
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SONAM BHATIA

Summary

Dynamic Branch Operations Manager with a proven track record at Axis Bank Ltd, recognized for enhancing operational efficiency and customer satisfaction. Expertise in risk analysis, escalation management, and people management has led to significant improvements in branch performance. Proficient in Finacle and committed to compliance, driving both team growth and financial success.

Overview

14
14
years of professional experience
1
1
Certification

Work History

Branch Operations Manager

Axis Bank Ltd
01.2024 - Current
  • Oversee branch operations, including customer service, sales, and financial transactions.
  • Identify and implement process improvements to increase efficiency and reduce costs.
  • Ensure quality customer service and complaint management.
  • Ensure compliance with all applicable laws, regulations, and policies.
  • Ensure smooth branch operations, and legal and audit compliance.
  • KYC/AML alerts monitoring, high-value transactions monitoring.

Branch Operations Manager

Kotak Mahindra bank
04.2022 - 12.2023
  • Manage the Bank's operational risk exposure by supporting the Business to identify areas of operational risk exposure and by developing and implementing corrective action
  • Ensure compliance to all operational guidelines, processes and procedures
  • Supervision of entire Branch Banking operations including retail branch banking operations team, Cash & non cash daily transactions
  • Keen customer centric approach with skills in addressing client priorities , resolving escalation within TAT, thereby attaining high business & compliance score
  • Branch administrations and staff Management
  • Monitor Staff productivity
  • Ensure smooth branch operations and legal and audit compliance

Personal Banker Authorizer

HDFC BANK
05.2013 - 03.2022
  • Support and execute in evaluation of control and risk for processing of New Account Opening from initiation to end to ensure they are KYC Compliant
  • Ensuring Quality account opening and KYC documents compliance to minimize any risk associated and ensure smooth onboarding of clients
  • Supervise & Monitor Personal Banker desks and contract sales staff
  • Ensure quality Customer service and resolution of customer queries and complaints within TAT
  • Ensure that the staff is adequately trained on the Products of the bank

Sales Manager

DEUTSCHE BANK
11.2012 - 02.2013
  • Formulating Strategies to acquire new market share to generate revenue
  • Acquisition of HNI clients
  • Financial Product selling to HNI clients
  • Query handling & Risk profiling
  • Providing the best possible opportunities to the existing & new clients

Relationship Manager

Elite Wealth Advisors Limited
12.2010 - 11.2012
  • Analysis of Client profile & their requirements
  • Financial Product selling to Retail & HNI clients
  • Educating the clients about the new financial products in the market

Education

B.Com -

Rohilkhand University
Bareilly
01.2006

MBA -

Institute of Management and Development
New Delhi

Schooling -

Convent

Skills

  • Finacle
  • Flexcube
  • Microsoft Office
  • Escalation Management
  • People management
  • Communication Skills
  • Problem-solving skills
  • Excellent work ethic
  • Risk analysis
  • Verbal/written communication
  • Staff supervision
  • Performance reviews

Certification

  • IRDA certified
  • Certificate of Appreciation from Birla Sunlife Mutual Fund.
  • Certificate of Merit in Marketing Campaign from NIIT.

Additional Information

Proficient in Public Speaking and giving Presentations publicly., Done Anchoring on many occasions in college.

Personal Information

  • Father's Name: Vijay Bhatia
  • Date of Birth: 03/14/85

Timeline

Branch Operations Manager

Axis Bank Ltd
01.2024 - Current

Branch Operations Manager

Kotak Mahindra bank
04.2022 - 12.2023

Personal Banker Authorizer

HDFC BANK
05.2013 - 03.2022

Sales Manager

DEUTSCHE BANK
11.2012 - 02.2013

Relationship Manager

Elite Wealth Advisors Limited
12.2010 - 11.2012

B.Com -

Rohilkhand University

MBA -

Institute of Management and Development

Schooling -

Convent

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SONAM BHATIA