Utkarsh Bansal
Gaziabad
Summary
Observant Deputy Branch Manager adept at leading high performance team to complete key financial initiatives. I have more than 6 years of experience and good knowledge of bank operation. Especially adept with interacting with individuals and business client and seeking amicable solutions to problems. Specialize in achieveing defined goals and maintaing solid customer relation.
Overview
7
7
years of professional experience
Work History
Deputy Branch Manager
IDFC FIRST BANK
New Delhi
09.2022 - Current
- Met deadlines by proactively managing individual and team tasks and streamlining processes.
- Created strategies to develop and expand existing customer sales, resulting in increase in annual sales.
- Engaged employees in business processes with positive motivational techniques.
- Maintained friendly and professional customer interactions.
- Assessed employee performance and developed improvement plans.
- Performed periodic internal Audit of Banking procedure Ensured confiedientialty with all banking transaction.
- Sold Financial product including Stocks, Mutual Fund and Bonds.
Deputy Manager
IDFC First Bank
New Delhi
04.2021 - 09.2022
- Sold Financial Product and achieveing Monthly given targets.
- Profiled and analyzed investment product to develop customized financial stratigies for client’s financial needs
- Did the day to day operation work including checking of financial and non Financial transaction.
- Handling Gold Loan and Locker operation activity.
- Identify the customer and pitch financial product to close the call.
Assistant Manager
IDFC First Bank
New Delhi
03.2019 - 04.2021
- Handling Cash counter and all cash related transaction.
- Handling customer queries and give them solution with in TAT
- Doing Trade transaction i.e. Inward Remittance, outward Remittance.
- Sold the financial product including Mutual Funds, Life Insurance & Bonds.
- Acquire New Account to increase base and built good customer Relationship.
Assistant Manager
Axis Bank
New Delhi
07.2016 - 03.2019
- Acquire New Account to increase base and built good customer Relationship.
- Achieve sales target by selling financial products and Asset product to customer.
- Maintain LTR, and STR8 and STR9 and file there report on fortnightly and Monthly basis.
- Handling Cash counter and all cash related transaction.
- Handling customer queries and give them solution with in TAT
- Doing Trade transaction i.e. Inward Remittance, outward Remittance.
- Sold the financial product including Mutual Funds, Life Insurance & Bonds.
Education
Master Of Business Administration - Finance & Marketing
New Delhi Institute of Management
New Delhi07.2016
Bachelor Of Commerce - General Studies
DAV PG Collecge Dehradun
DehraDun05.2014
Senior Secondary High School - Commerce
Army Public School
Lansdowne05.2011
Skills
- Branch Management
- Employee Performance Reviews
- Financial Analysis
- Customer oriented
- Strong customer Relation
- Ability to generate New Business
Languages
English
Hindi
Timeline
Deputy Branch Manager
IDFC FIRST BANK
09.2022 - Current
Deputy Manager
IDFC First Bank
04.2021 - 09.2022
Assistant Manager
IDFC First Bank
03.2019 - 04.2021
Assistant Manager
Axis Bank
07.2016 - 03.2019
Master Of Business Administration - Finance & Marketing
New Delhi Institute of Management
Bachelor Of Commerce - General Studies
DAV PG Collecge Dehradun
Senior Secondary High School - Commerce
Army Public School
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