Summary
Overview
Work History
Education
Skills
Accomplishments
Disclaimer
Technology - Software
Certification
Timeline
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Sushil Hooda

New Delhi

Summary

Motivated and skilled professional dedicated to contributing to the growth and success of the organization. Demonstrated expertise in various roles within the banking industry, excelling both as an individual performer and as a team leader. Exceptional communication skills and the ability to build strong relationships with clients and colleagues. Strong analytical, problem-solving, and organizational abilities, ensuring efficient and effective operations. Adaptable and detail-oriented, consistently delivering high-quality work.

Overview

10
10
years of professional experience
1
1
Certification

Work History

Deputy Manager (Authoriser) - Back Up DBM

Kotak Mahindra Bank Limited
12.2022 - Current
  • Company Overview: Kotak Mahindra Bank Limited is an Indian banking and financial services company headquartered in Mumbai
  • It offers banking products and financial services for corporate and retail customers in the areas of personal finance, investment banking, life insurance, and wealth management
  • Responsible for sales of branch clients and servicing walk-in customers and handling their queries and information on different products and services offered by the bank
  • Providing banking solutions to the rising needs of the customers
  • Maintaining the TAT in order to process any transaction and the same needs to be informed to the customer
  • Review s monitor AOF rejection cases, account closures, overdue FD s FD maturity data and renewals
  • Scrutinize and verify customer requests, AOFs as per prescribed checklist before dispatching for processing
  • Informing customers in case of rejections
  • Processing of Deceased case settlement for term deposit accounts s banks accounts as per RBI guidelines
  • Handle all legal, regulatory, ED notices end to end and ensure prompt revert to such notices
  • Informing customers in case of rejections
  • Processing of Deceased case settlement for term deposit accounts s banks accounts as per RBI guidelines
  • Kotak Mahindra Bank Limited is an Indian banking and financial services company headquartered in Mumbai
  • It offers banking products and financial services for corporate and retail customers in the areas of personal finance, investment banking, life insurance, and wealth management

Deputy Manager (Service Delivery Manager)

Indusind Bank Limited
02.2022 - 12.2022
  • Company Overview: IndusInd Bank Limited is a new-generation Indian bank headquartered in Mumbai
  • The bank offers commercial, transactional and electronic banking products and services
  • IndusInd is seeking a customer centric person who has passion for servicing the clients and ensuring our clients have a delightful experience by delivering high-quality, speedy and personalized service
  • The focus would be to ensure that our clients make IBL as their primary bank
  • The role will be based out of branches, where you will be responsible for Servicing of Bank Customers along with cross selling of bank products and performing day-to-day operational activities at branch
  • Providing Seamless, Fast, Easy and Transparent services to clients on the Bank
  • Onboarding of new clients through welcome calling
  • Ensuring client engagement through activation of clients on Mobile app, net banking and other nonbranch channels
  • Ensuring requests and queries of clients are resolved within defined TAT
  • Reducing complaint instance, and ensuring resolution of issues within defined TAT
  • Increasing the client stickiness to the bank by selling FD/ locker/ SIP, etc to the clients
  • Managing client servicing at the branch lobby and ensuring maximum client satisfaction
  • Acquisition of new clients to the bank, and family accounts of existing clients
  • Engagement with customers to increase cross selling and reduce attrition of customers
  • Cross-selling of products - Debit Cards, Credit Cards, Insurance, SIPs, MF, FD, RD
  • Understanding of different process (such as account opening, KYC Process, working on systems at IndusInd Bank)
  • Authorization & audit checks for all operation transactions
  • Handle following duties at Branch: Trade-Business related, Non-Trade related & General Banking operations related
  • IndusInd Bank Limited is a new-generation Indian bank headquartered in Mumbai
  • The bank offers commercial, transactional and electronic banking products and services

Assistant Manager

ICICI BANK LTD
06.2016 - 01.2021
  • Company Overview: ICICI Bank is an Indian multinational banking & financial services company headquartered in Mumbai, Maharashtra, India
  • It offers a wide range of banking products and financial services for corporate and retails customers through a variety of delivery channel
  • Understand customer's financial needs, provide solutions and give high priority to customer satisfaction
  • To review and analyze information procured and ensure that Know Your Customer (KYC) and Customer Due Diligence (CDD) for new account opening and maintenance of existing client accounts is in compliance with local regulations as well as the Bank's global procedure
  • Processing Outward remittance of customers and generate revenue for the branch
  • Attend & resolve customer queries with in defined TAT (Balance enquiry, Transaction details, Account statement, Stop payment, TDS Certificate, Balance confirmation certificates, Address change & Signature attestation etc)
  • Ensure complete documentation of service requests accepted from customers & ensure Nill rejections and pending requests
  • Sourcing / Acquisition of Gold loan customers, NTB as well as existing cust ids
  • Doing end to end operations involved in the disbursal of the loan
  • (explaining the product, filling of form, valuation, sealing of packet, sending approvals, resolving
  • Ensure proper procurement, maintenance and updates of KYC Due Diligence documentation in the bank's systems for Reference and Verification
  • Team spirit and share knowledge, working within a team - with an adaptable & flexible approach, coordinate & guide with other Stakeholders across the team and globe on KYC queries
  • Meeter & Greeter for customers walking into the branch
  • Manage deliverables held at branches e.g.Debit Cards, Cheque Books, Returned Welcome Kits & Returned cheques to be collected by customers
  • ICICI Bank is an Indian multinational banking & financial services company headquartered in Mumbai, Maharashtra, India
  • It offers a wide range of banking products and financial services for corporate and retails customers through a variety of delivery channel

Guest Service Associate

INTERCONTINENTAL HOTEL GROUP
06.2014 - 06.2015
  • Company Overview: Holiday Inn International Airport, New Delhi
  • Prepare, review, reconcile, and issue bills, invoices, and account statements according to company procedures
  • Follow-up and resolve past due accounts and vendor invoices until payment in full is received or resolved
  • Ensure work tasks are completed on time and that they meet appropriate quality standards
  • Report work related accidents or other injuries immediately upon occurrence to manager
  • Check figures, postings, and documents for accuracy
  • Holiday Inn International Airport, New Delhi

Education

Post graduate Diploma - Banking Operations

INSTITUTE OF FINANCE, BANKING & INSURANCE
New Delhi
01.2016

Bachelor In Arts (Hons) - Specialised International Hospitality Management

EDINBURGH NAPIER UNIVERSITY
Scotland
03.2012

Senior Secondary Examination -

Kendriya Vidyalaya
Rohtak
05.2009

Secondary Examination -

Kendriya Vidyalaya
Rohtak
06.2007

Skills

  • Finacle 10X
  • Customer Relationship Management (CRM)
  • IAS approval
  • I-View Opera PMS
  • MS Office
  • Integrated approval system
  • I-view
  • Star
  • Dot Net
  • Siebel
  • K-Force
  • Salesforce
  • I-process
  • Compass
  • Internet
  • Sincere
  • Dedicated
  • Smart Working
  • Enthusiastic to learn new skills
  • Team player

Accomplishments

  • Certificate of Mutual fund distributors examination V- A, NISM
  • Certificate of Insurance Agent, Insurance Regulatory and Development Authority

Disclaimer

I hereby declare that all the above information is correct as per my knowledge.

Technology - Software

  • Finacle 10X
  • Customer Relationship Management (CRM)
  • IAS approval
  • I-View Opera PMS (Property Management System)
  • MS Office (Word, Access, Excel, PowerPoint)
  • Integrated approval system
  • I-view
  • I-process
  • Internet

Certification

Depository Operations

Mutual fund distribution

Timeline

Deputy Manager (Authoriser) - Back Up DBM

Kotak Mahindra Bank Limited
12.2022 - Current

Deputy Manager (Service Delivery Manager)

Indusind Bank Limited
02.2022 - 12.2022

Assistant Manager

ICICI BANK LTD
06.2016 - 01.2021

Guest Service Associate

INTERCONTINENTAL HOTEL GROUP
06.2014 - 06.2015

Post graduate Diploma - Banking Operations

INSTITUTE OF FINANCE, BANKING & INSURANCE

Bachelor In Arts (Hons) - Specialised International Hospitality Management

EDINBURGH NAPIER UNIVERSITY

Senior Secondary Examination -

Kendriya Vidyalaya

Secondary Examination -

Kendriya Vidyalaya

Depository Operations

Mutual fund distribution

Sushil Hooda