Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
Generic
Sunny Suri

Sunny Suri

Banker
New Delhi

Summary

Performance driven professional targeting assignments in Banking-operations and Audit Compliance, Transaction banking, Clearing & settlement, Portfolio Management Services, Customer service, Investment banking, and Wealth management & planning PROFESSIONAL SUMMARY:- Over 15.8 years of cross-culture experience in customer service, Banking Audit and compliance. Expertise in retail banking operations, audit compliance and customer's query and resolutions. Skilled in Payments and settlements, clearing and CMS services and Cash management. Proven track record of outstanding performance in customer sales and services and won many regional contest by bank in banking operations and sales. An effective communicator with strong planning, interpersonal and people management skills and experienced to working under pressure for achieving targets. Possess language proficiency in English & Hindi. Open to world-wide relocations.

Overview

16
16
years of professional experience
7
7
years of post-secondary education
2
2
Languages

Work History

Service Delivery Manager

RBL Bank Ltd
12.2018 - Current
  • Managing a team of 4 and looking after the revenue generation for the branch through selling Third Party products such as Life Insurance, Mutual Funds, Health Insurance, and General Insurance etc
  • Direct all operational aspects including distribution operations, customer service, human resources, administration and sales
  • Assess local market conditions and identify current and prospective sales opportunities
  • Develop forecasts, financial objectives and business plans
  • Meet goals, targets and metrics
  • Manage budget and control expenses at the branch, in order to minimize cost and maximise profitability of the branch
  • Bring out the best of branch’s personnel by providing training, coaching, development and motivation to the staff
  • Locate areas of improvement and propose corrective actions that meet challenges and leverage growth opportunities
  • Address customer and employee satisfaction issues promptly
  • Adhere to high ethical standards, and comply with all regulations/applicable laws
  • Network to improve the presence and reputation of the branch and the Bank
  • Responsible for adherence of Know Your Customer (KYC) norms, Internal Banking rules & regulations
  • Grooming of new staff through training on KYC norms, internal circulars & on various quality parameters
  • Handling of RBI, Concurrent & Internal Audit in the branch
  • Handling Regulatory Notices
  • Submission of various MIS to the management.

Branch Service Delivery Leader

YES Bank Ltd, Spoke BBL
10.2016 - 04.2018
  • Managing a team of 7 and looking after all banking operations and procedures
  • Responsible for adherence of Know Your Customer (KYC) norms, Internal Banking rules, regulations and policies
  • Grooming new staff through training on KYC norms, internal and RBI circulars & on various customer service quality parameters and ensuring a congenial environment to perform
  • Handling of Audit and inspections in the branch
  • Submission of various MIS to the management
  • Regular monitoring of Office Accounts and their reversal within TAT
  • Looking after admin related issues inside the branch premises
  • Ensuring participation in various contests launched by the bank
  • Monitor daily operations to ensure a free flow process, and also supervise the execution of daily tasks
  • Develop and enforce sound policies and structures for the growth of the company
  • Create a strong workforce by developing competent individuals in the banking operations team
  • Create and implement long term business plan to ensure continuity of business operations in the long run
  • Ensure client data is protected from the public and secured against fraud by enforcing access rights and verification levels
  • Develop financial back up plans to protect business operations in the event of major crises that could result in huge losses
  • Collaborate with heads of other units to develop best practices for successful banking operations
  • Delegate tasks to members of the operations team, while keeping a tab on daily operations to avoid fraud in the branch
  • Develop and implement annual business and marketing plans, along with budgets assigned, towards overachievement of the expectations.

Teller, Teller Authorizer

HDFC Bank Ltd
10.2007 - 10.2016
  • HDFC as a, and promoted up-to Personal Banker Authorizer
  • Job Responsibilities as Personal Banking Authorizer
  • Managing a team of 4 and looking after the revenue generation for the branch through selling Third Party products such as Gold Coins, Life Insurance, Mutual Funds, etc
  • Direct all operational aspects including distribution operations, customer service, human resources, administration and sales
  • Assess local market conditions and identify current and prospective sales opportunities
  • Develop forecasts, financial objectives and business plans
  • Meet goals, targets and metrics
  • Manage budget and control expenses at the branch, in order to minimize cost and maximise profitability of the branch
  • Bring out the best of branch’s personnel by providing training, coaching, development and motivation to the staff
  • Locate areas of improvement and propose corrective actions that meet challenges and leverage growth opportunities
  • Address customer and employee satisfaction issues promptly
  • Adhere to high ethical standards, and comply with all regulations/applicable laws
  • Network to improve the presence and reputation of the branch and the Bank
  • Responsible for adherence of Know Your Customer (KYC) norms, Internal Banking rules & regulations
  • Grooming of new staff through training on KYC norms, internal circulars & on various quality parameters
  • Handling of RBI, Concurrent & Internal Audit in the branch
  • Submission of various MIS to the management
  • Managing a team of 2 and Authorization of financial transactions and Non-financial modifications in customer accounts arising in day to day banking
  • Responsible for timely processing of banking transactions like Funds transfers, RTGS/NEFT, DD/PO
  • Responsible for generating sales leads and Opening of new accounts
  • Reconciliation and timely reversal of office accounts entries
  • Ensuring timely resolution of customer queries and improving customer service levels
  • Salary processing & other transfer transactions
  • Responsible for adherence of Know Your Customer (KYC) norms, Internal Banking rules & regulations
  • Responsible for Online Tax processing in OLTAS software
  • Job Responsibilities as Teller
  • Handling cash counter by processing customer deposits and payments
  • Referring customers with financial problems to other colleagues for assistance
  • Performing clerical and administrative duties
  • Following bank procedures when performing cash transactions
  • Controlling and monitoring the Cash Retention Limit of the branch
  • Dealing tactfully and efficiently with demanding customers
  • Adhering to all bank security, audit, and compliance requirements
  • Cross selling bank services and opening new accounts
  • Reporting any suspicious customer activity to bank managers
  • Accurately receiving, counting and distributing cash
  • Making small talk with customers whilst they are being served, to avoid dead air
  • Reporting of fake note detection to the currency chest and following procedure thereof
  • Follow RBI policy and initiatives on clean note policy, exchange of soiled and mutilated notes over the counter.

Education

Higher School -

SARSWATI BAL MANDIR |CBSE Board
Jhandewalan Delhi
04.1998 - 06.1999

Higher Secondary School - Commerce

Saraswati Bal Mandir | CBSE Board
Punjabi Bagh Delhi
04.2000 - 05.2001

Bachelor Of Commerce - BCom Pass

SGTB KHALSA COLLEGE, DELHI UNIVERSITY
07.2001 - 05.2004

Master Of Business Administration + PGDBM - Marketing And Finance

Institute of Marketing And Management | AICTE
Qutub Institutional Area
07.2005 - 06.2007

Skills

Retail banking operations (Payments and settlements)undefined

Accomplishments

  • Certifications:
  • IRDA & AMFI Certified, Summer Internship – Punjab National Bank , New Delhi
  • A project report on Home loan, RTGS and Debit card at Punjab National Bank, New Delhi for 6 weeks
  • Dissertation – Punjab National Bank , New Delhi A project report on Seven P's in Banking Sector
  • HOBBIES:
  • Playing Cricket
  • Driving cars

Timeline

Service Delivery Manager

RBL Bank Ltd
12.2018 - Current

Branch Service Delivery Leader

YES Bank Ltd, Spoke BBL
10.2016 - 04.2018

Teller, Teller Authorizer

HDFC Bank Ltd
10.2007 - 10.2016

Master Of Business Administration + PGDBM - Marketing And Finance

Institute of Marketing And Management | AICTE
07.2005 - 06.2007

Bachelor Of Commerce - BCom Pass

SGTB KHALSA COLLEGE, DELHI UNIVERSITY
07.2001 - 05.2004

Higher Secondary School - Commerce

Saraswati Bal Mandir | CBSE Board
04.2000 - 05.2001

Higher School -

SARSWATI BAL MANDIR |CBSE Board
04.1998 - 06.1999

Similar Profiles

CREATE PROFILE
Sunny SuriBanker