SOURABH YASHWANT PATIL
Room No 1 Kalyan PG Near Sambhar Hotel Yashwant Nagar Kharadi
Summary
Dynamic Assistant Manager at ICICI BANK LIMITED with a proven track record in financial management and team leadership. Enhanced branch profitability through optimized operations and effective customer relationship management. Successfully boosted the customer base and improved service quality, demonstrating strong client account management skills and a commitment to excellence.
Overview
2
2
years of professional experience
Work History
Assistant Manager
ICICI BANK LIMITED
Pune
01.2023 - Current
- Financial Transaction- Initiation and verification of cash Transaction, RTGS, NEFT, DD, Deposits etc.
- Transaction Monitoring and EDD- Monitoring all the suspicious transactions and conducting EDD on daily basis.
- Reconciliation - Preparation of Bank reconciliation statement and ensuring all the transaction are correctly booked.
- Asset Servicing- Restructuring, Part payment, Pre payment, Closure and LOD for Loans (Mortgage, Personal, Auto loan, education and gold loan etc),Also use Finn one application and all loan services.
- Customer Servicing- Ensuring all the service request accurately processed and completion within TAT.
- Reporting- Providing the daily financial transaction reports to the senior management to assure quality service.
- Fortnightly Meeting- Be a part of fortnightly meeting to monitor and improvement of service quality.
- Team Management , Retail Branch Banking Operation, Branch Branch Profitability , Asset servicing .Handling HNI Customer Service, Lobby Management, Banking Operations, Compliance, query Handling, Business Development Of Branch,Revenue Generation,Cross Selling, Asset Servicing , Branch Audit.
- Maximised branch revenue by optimising operations.
- Completed audits and checklists to achieve regulatory compliance.
- Conducted customer feedback surveys to improve service levels.
- Boosted customer base, acquiring new customers and identifying needs to deliver relevant products.
- Developed annual branch business plans for maximum profitability and effectiveness.
Education
B.com -
Shivaji University Kolhapur
Kolhapur 01.2022
12 th -
M.G.Shaha College Bahubali
Bahubali01.2019
10 th -
M.G.Shaha Vidhyamandir Babhbali
Bahubali01.2017
Skills
- Customer relationship management (CRM)
- Team Management
- Client Account Management
- Branch Operation
- Lobby management
- Financial management
Achievements Awards
- Got felicitated with Zonal Award & Regional Award.
- Multiple appreciations from the client as well as from top level management at ICICI Bank for maintaining good client service.
PERSONAL DETAILS
- NAME :- Sourabh Yashwant Patil.
- Date of Birth :- 01 Jun 2001 .
- Gender :- Male .
- Language :- Marathi , English , Hindi .
- Marital Status :- Married.
COURSES
- MSCIT
- Tally ERP 9
- DCA
Timeline
Assistant Manager
ICICI BANK LIMITED
01.2023 - Current
B.com -
Shivaji University Kolhapur
12 th -
M.G.Shaha College Bahubali
10 th -
M.G.Shaha Vidhyamandir Babhbali
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