SUNIL R
Bengaluru Urban
Summary
Results-oriented Platinum Relationship Manager and Branch Operations Head with expertise in customer relationship management, sales strategy, and revenue growth. Skilled in market analysis, regulatory compliance, and building client trust through tailored advice. Led teams to exceed sales targets and improve operational efficiency while ensuring customer satisfaction. Committed to leveraging banking experience to drive strategic initiatives that enhance business performance and client engagement.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Platinum Relationship Manager (SM)
Kotak Mahindra Bank
08.2025 - 03.2026
- Answered customer questions and resolved complaints to build trust and satisfaction.
- Built and maintained client relationships while applying high-level product knowledge.
- Maintained banking product knowledge and distribution methods for stronger service support.
- Communicated with clients regularly to assess needs and evaluate product usage.
- Met sales targets for bank products and services while exceeding service metrics.
- Found new business opportunities via market research and analysis to grow revenue.
- Cultivated relationships with new and existing clients through clear communication.
- Updated knowledge of banking regulations and compliance to reduce risk exposure.
- Negotiated and closed complex deals with key clients for revenue streams.
- Delivered tailored advice to boost client trust and loyalty.
- Collected client feedback to improve service offerings and raise satisfaction.
- Held regular review meetings to keep investment portfolios on target.
Branch Operations Head (MANAGER)
Axis Bank
03.2022 - 07.2025
- Monitored operations to keep processes aligned with targets and forecasts.
- Selected and mentored senior staff to strengthen the leadership team.
- Analysed options to align operational delivery with revenue performance goals.
- Managed daily operations of branch, overseeing staff performance and customer service standards.
- Maintained high levels of customer satisfaction through exceptional service and prompt resolution of complaints.
- Conducted regular staff meetings to communicate targets, performance expectations, and company updates.
- Developed and implemented strategies to increase sales and profitability within the branch.
- Oversaw recruitment, training, and development of staff to enhance branch productivity.
- Liaised with senior management to align branch objectives with overall company goals.
Deputy Manager
Kotak Mahindra Bank
10.2015 - 02.2022
- Managed operations process and back support for branch operations manager requests.
- Verified and processed account-opening and cross-sell documents for accuracy.
- Analysed financials and prepared targeted cross-sell recommendations for customer needs.
- Coordinated with internal control and sustained adherence to process and regulation.
- Identified and organised marketing activities and promotional campaigns for branches.
- Cross-sold LI, GI, gold, HL, BL, and LAP products to customers.
- Resolved customer complaints promptly while maintaining a positive customer image.
- Maintained a warm, friendly environment and encouraged teamwork across colleagues.
- Directed and supported teams to build capability and drive sales growth.
- Promoted business loan products and cross-sold FD, HL, LAP, GI, and LI.
- Coordinated with operations channel internal control on regulatory compliance requirements.
- Identified and organised marketing activities and promotional campaigns for branches.
- Monitored daily service-officer performance and recommended improvement actions for each person.
- Maintained a warm, friendly environment and encouraged teamwork across colleagues.
- Achieved business targets for the year as planned consistently.
- Maintained professional relationships to optimise staff satisfaction and customer service.
- Applied problem-solving and issue-resolution strategies to rectify difficulties quickly.
- Set up business contracts by obtaining signatures and processing paperwork.
- Drove company growth through proactive planning for business operations outcomes.
- Monitored staff performance and developed improvement plans for consistency.
- Modelled business processes to identify strengths, weaknesses, and improvement opportunities.
- Supported morale and well-being through career development and job satisfaction practices.
- Cultivated personal responsibility, continuous improvement, and delivery of high-quality results.
- Managed daily operations, delegating tasks to team members to optimise productivity and efficiency.
Assistant Manager (Phone banking)
ING VYSYA BANK
06.2014 - 10.2015
- Distributed assignments daily to keep work moving and deadlines on track.
- Coached junior staff on workloads and task priorities, enhancing team alignment with objectives.
- Recruited high-performing teammates and developed skills to build a stronger workforce.
- Planned weekly project schedules to ensure timely tracking of milestones and completion dates.
- Built rapport with prospective clients and stakeholders to support negotiations.
Education
B.COM - Finance
SINDHI COLLEGE
Bengaluru, KA06-2014
Bachelor of Arts - PUC
SESHADRIPURAM COLLEGE
Bangalore05-2011
SSLC - SSLC
R T NAGAR PUBLIC SCHOOL
Bangalore05-2009
Skills
- Customer relationship management
- Sales strategy development
- Revenue growth
- Market analysis
- Banking product knowledge
- Client retention strategies
- Market research
- Compliance expertise
- Revenue growth
Certification
- IRDA certified
- IRDA General Certified
Languages
English
Hindi
Telugu
kannada
Accomplishments
- Recognised by management for behaviours, leading to increased .
- Improved reviews by successfully handling customer complaints and implementing monthly staff training.
- Streamlined workflow by consolidating lengthy processes and redundant documentation that resulted in more effective and timely completion .
Custom
6,6,4,6
Timeline
Platinum Relationship Manager (SM)
Kotak Mahindra Bank
08.2025 - 03.2026
Branch Operations Head (MANAGER)
Axis Bank
03.2022 - 07.2025
Deputy Manager
Kotak Mahindra Bank
10.2015 - 02.2022
Assistant Manager (Phone banking)
ING VYSYA BANK
06.2014 - 10.2015
B.COM - Finance
SINDHI COLLEGE
Bachelor of Arts - PUC
SESHADRIPURAM COLLEGE
SSLC - SSLC
R T NAGAR PUBLIC SCHOOL