Summary
Overview
Work History
Education
Skills
Languages
Hobbies And Interests
Professional Snapshot
References
Academic Qualification
Personal Information
Certification
MDRT Training
Timeline
Generic

VINOD PATEL

Palanpur

Summary

Seeking a challenging and demanding career in Banking Industries. I am looking forward to obtain Top Management position in a bank to contribute to the success of the company.

A Commerce Graduate, with professional degree in computer (PGDCA) and Master Degree in MBA (Marketting), has facilitated the organization successfully by putting hard efforts to maintain the records, satisfying customers & moving further for new business development.

Skilled Branch Manager with demonstrated success in coordinating team and financial activities. Friendly and adaptable professional with remarkable leadership and program management skills.

Overview

17
17
years of professional experience
1
1
Certification

Work History

Branch Manager

HDFCBANK LTD.
07.2018 - Current
  • Maintained friendly and professional customer interactions.
  • Assessed employee performance and developed improvement plans.
  • Met deadlines by proactively managing individual and team tasks and streamlining processes.
  • Engaged employees in business processes with positive motivational techniques.
  • Complied with regulatory guidelines and requirements.
  • Created strategies to develop and expand existing customer sales, resulting in increase in annual sales.
  • Interviewed and hired talented individuals with top-level strengths, improving organizational talent, and skill set.
  • Consulted customers to boost product sales and services.
  • Resolved various issues impacting sales management and business operations.
  • Enhanced branch production rates by handling staff conflicts, evaluations, hiring, and termination processes and coaching employees on company protocol and payroll operations.
  • Implemented service improvements to enhance sales cycle.
  • Reduced process bottlenecks by training and coaching employees on practices, procedures, and performance strategies.
  • Established internal audit procedures to validate and improve accuracy of financial reporting.
  • Analyzed business processes to identify cost savings and operational efficiencies.

Deputy Branch Manager

INDUSIND BANK LTD.
06.2017 - 06.2018
  • Achieve set service delivery standards for the lobby evaluated through Customer satisfaction survey metrics
  • Meeting benchmark Mystery Shopping scores & branch Service score given by the PAQ service managers
  • Ensuring all complaints are resolved up to customer satisfaction within 3 days of lodging
  • Welcome calling to be completed within 3 days TAT
  • Equal assignment of the WC interactions
  • Cross-sell % to be atleast at 30% on welcome calling
  • Ensuring high level of knowledge of processes and procedures is maintained for efficient and accurate handling of customer transactions
  • Anticipating customer needs and offering tailored solutions thereby helping him stay ahead
  • Operations and Productivity
  • Cash, ATM, Remittances & Deposits
  • Clearing
  • Account Opening & Closure
  • Internal Controls
  • Maintain lobby hygiene
  • Overall cleanliness of the lobby/customer area
  • Standard Look & Feel
  • Greeting norms - in person/ over phone
  • Display of brochures/ RBI circulars as per requirement
  • Educating clients on NBD channels/new products & services
  • Dressing/grooming as per Bank's laid down guidelines.

Branch Operation Manager

HDFC BANK LTD.
12.2011 - 06.2017
  • Responsible for Managment of day to day operations of the branch
  • Ensuring that daily processing of various transactions such as Cash receipts, Payment,Fund Transfers,RTGS/NEFT etc.should be in line with audit and compliance requirments
  • Management of Cash transactions and clearing activities at branch
  • Processing and maintaining high FTR(first time right) ration of account opening and customer instractions
  • Processing AOF and customer instruction with in prescribe TAT its leading to superior customer service
  • Monitoring of dummy accounts, suspense account etc
  • Monthly reporting to head office(bank reconciliation, Large value transaction, Suspicious trancaciton,Discrepent Note reporting,Death claim etc.) Contribution to achive various branch tragets through lead generaiton of bank products as well as third party products.

Sinior Officer

DHANLAXMI BANK LTD.
01.2010 - 12.2011
  • Handling Teller desk, ATM monitoring, Inputer for the branch for outward and inward clearing, Handling All the Operational Part of the Retail Branch
  • Handling front office inquiries, walk in customers and Customer queries
  • Customer Service & Customer Retention is a Main Responsibility
  • Cross selling of CASA, Demat, Mutual Funds, Life Insurance & Gold
  • Maintaining good relationship with the customers.

Relationship officer

KOTAK MAHINDRA BANK LTD.
01.2009 - 01.2010
  • Responsible to achieve sales targets and providing Customer service
  • Handle a profile of over 500 customers of the branch, strengthen Relationship with customers, provide them wealth management services of The bank
  • Customer service to ensure walk in customers issues, Ensure all customers Maintain CASA balance and increase the Relationship Value
  • Responsible for Cross Sell & enhancing relationship with existing Customers.
  • Maintained and built close relationships with customers through regular contact and visits.
  • Retained and grew portfolio of relationships by performing proactive, mobile and value-adding partnership role.
  • Worked with clients to address and respond to client and partnership management issues.
  • Liaised with clients by phone, email and text messaging to meet client needs and define expectations.

Sales Officer

HDFC BANK LTD.
03.2007 - 11.2008
  • Direct Selling of CASA, Demat, FD, Life Insurance, Mutual Funds
  • Generating leads by cold calling as well as references
  • Customer service
  • Maintaining relationship with the customers.
  • Established ambitious sales targets, managed deployment strategies, and developed go-to-market plans to capitalize on every revenue opportunity.
  • Enhanced sales operations through development of new sales strategies, cold calling techniques and customer follow-up
  • Prepared sales reports with informative graphs and charts to outline key data.
  • Responded to customer needs by answering questions and providing detailed information about [Product or Service].
  • Connected with prospects through trade shows, cold calling and local-area networking.

Education

MBA - Marketing

Suresh Gyan Vihar University
Jaipur
06.2023

Skills

  • Staff Management
  • Sales Expertise
  • Financial Analysis
  • Staff Training
  • Staff Supervision
  • Multitasking Abilities
  • Goals and Performance
  • Excellent Time Management Skills
  • Operations Management
  • Market Research
  • Excellent Work Ethic

Languages

English
Gujarati
Hindi

Hobbies And Interests

  • Reading
  • Cricket
  • Volleyball

Professional Snapshot

  • A competent professional with nearly 15 years of experience in banking operations Management work.
  • Good understanding of processes. Good analysis and interpretation skills.
  • Excellent in developing and implementing operational skills.
  • Professional with enthusiastic, intelligent hard working & people oriented skills.

References

  • Mr. HARDIK PATEL, Branch Manager, HDFC BANK, PALANPUR (Cosy Branch), 09723958585
  • Mr. ZANKAR PADHIYAR, Cluster Head, HDFC BANK, PALANPUR CLUSTER, 09427682977

Academic Qualification

  • MBA From SURESH GYAN VIHAR UNIVERSITY
  • PGDCA from NORTH GUJARAT UNIVERSITY
  • B.COM from NORTH GUJARAT UNIVERSITY

Personal Information

  • Gender: Male
  • Marital Status: Married
  • Date of Birth: 05/30/84

Certification

MDGH Certification

- 2015 Delhi

-2016 Portblair


MDRT Certification

- 2019 Malaysia

- 2023 Malaysia

- 2023 South Korea

- 2023 Canada


MDRT Training

 MDRT offers a variety of meetings for members to come together, learn and share ideas, ultimately leading to personal and professional advancement. The MDRT Annual Meeting, MDRT Global Conference, Top of the Table Annual Meeting and MDRT EDGE have proven to be the foundation of MDRT — bringing together a community of premier financial services professionals to experience innovative content, first-class industry speakers and unparalleled networking. Review the descriptions below to select which meeting best satisfies your business needs. 

Timeline

Branch Manager

HDFCBANK LTD.
07.2018 - Current

Deputy Branch Manager

INDUSIND BANK LTD.
06.2017 - 06.2018

Branch Operation Manager

HDFC BANK LTD.
12.2011 - 06.2017

Sinior Officer

DHANLAXMI BANK LTD.
01.2010 - 12.2011

Relationship officer

KOTAK MAHINDRA BANK LTD.
01.2009 - 01.2010

Sales Officer

HDFC BANK LTD.
03.2007 - 11.2008

MBA - Marketing

Suresh Gyan Vihar University

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