Sunil Sharma
801 Baylord building near Mandpeshwar Metro station,Mumbai
Summary
Dynamic banking professional with extensive experience at ICICI Bank Ltd, excelling in team management and operational efficiency. Proven track record in achieving audit readiness and regulatory compliance, while enhancing client retention through strategic financial solutions. Adept in using the Finacle application to drive results and foster a service-focused environment.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Branch Operations Head-Senior Manager
Axis Bank Ltd
Mumbai
09.2021 - Current
- Handling a team of three Relationship Managers and four Branch Relationship Officers.
- Managing the operation, office accounts, and sales front of one of the bigger branches in Mumbai.
- Using the Finacle application, provide a financial solution to the customer.
- Provide quality customer service by educating clients on financial solutions, and optimizing retained earnings.
- Handling audit and securing an A rating and compliance at the branch, as per standards.
- Managed daily operations ensuring compliance with banking regulations and policies.
- Managed inventory levels of cash, supplies, and other resources.
- Reviewed customer account information for accuracy and completeness.
- Mitigated regulatory risks by ensuring all areas maintain compliance with company, state and federal protocols.
- Leveraged business acumen and team leadership expertise to achieve margin.
- Achieved retention rate of with highly-satisfied client base, exceeding on surveys.
- Managed relationships with tax authorities, bankers and auditors.
- Coordinated preparation of external audit materials and external financial reporting.
- Disciplined employees to encourage compliance with company policies and procedures.
Deputy Branch Manager
ICICI BANK LTD
Mumbai
11.2019 - 09.2021
- Handling a Team of 5 Privilege Bankers and 6 Value Banker.
- Managing the operation and sales front of one of the bigger branches in Mumbai.
- Just in a span of 2.5 years, I got promoted twice from the role of Privilege Banker to a Manager role.
- Provide quality customer service by educating clients on financial solutions, and optimizing retained earnings.
- Analyzed clients' LTV to determine the best loan options.
- Handling the audit with an A rating and compliance at the branch, as per standards.
Assistant Branch Manager
ICICI Bank LTD
04.2019 - 11.2019
- Assisted in daily branch operations and customer service management.
- Coordinated staff schedules and training programs for team efficiency.
- Implemented compliance measures to adhere to banking regulations.
- Managed cash flow and supervised cash handling procedures.
- Developed marketing strategies to enhance branch visibility and outreach.
- Resolved customer complaints and provided effective solutions promptly.
- Conducted performance reviews, monitored employee goals, and provided feedback and coaching as necessary.
Privilege Banker-Relationship Manager
ICICI BANK LTD
01.2017 - 04.2019
- Maintain a high client retention rate by suggesting strategic investment plans based on fixed income.
- Analyze and report the company's performance on a monthly basis.
- Proficient with CRIF lending solutions, CRM for client management, and interaction.
- Research other countries' taxation slabs to understand the benefits and needs of customers, and to provide the best financial solutions.
Education
PGDB -
Manipal University
Bangalore01-2017
Bachelor of Engineering -
RGPV
Bhopal, MP01.2012
Skills
- Team management
- Strong decision-maker
- Operational efficiency
- Audit readiness
- Service-focused
- Finacle application
- Regulatory compliance
- Compliance reporting
- Staff supervision
- Branch operations management
Certification
- IRDA
- AMFI
- Power BI, Ms. Excel, SQL, Python basics, MS Word, MS PowerPoint
- MS-Excel
- Vocational training in Prasar Bharati, All India Radio, for 4 weeks
- Software testing
Accomplishments
- Qualified in RH club in 2017 Q1 for Insurance and many other Insurance competition.
- Secured ‘A’ IAD Audit rating in two consecutive years at different branches.
Hobbies and Interests
- Playing badminton
- Playing chess
- Interacting with people
Disclaimer
I hereby declare that all details provided by me in this resume are true to the best of my knowledge.
Languages
- English
- Hindi
Personal Information
- category: general
- Father's name: J. P. Sharma
- Date of birth: 06/30/1991
- Gender: Male
- Marital status: Married
Affiliations
- Staff trained in branch banking processes with focus on cash management.
- Awareness of audit requirements, compliance norms, and risk controls.
- Emphasis on accuracy, transparency, and accountability in daily operations.
- Trained to complete all daily work within the same day.
- No pending tasks to ensure timely closure, efficiency, and risk mitigation.
Timeline
Branch Operations Head-Senior Manager
Axis Bank Ltd
09.2021 - Current
Deputy Branch Manager
ICICI BANK LTD
11.2019 - 09.2021
Assistant Branch Manager
ICICI Bank LTD
04.2019 - 11.2019
Privilege Banker-Relationship Manager
ICICI BANK LTD
01.2017 - 04.2019
PGDB -
Manipal University
Bachelor of Engineering -
RGPV
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