Summary
Overview
Work History
Education
Skills
Certification
Accomplishments
Languages
Awards
Timeline
Generic
Vivek Gomes

Vivek Gomes

Kolkata

Summary

Proven Relationship Management with over 5+ years of experience in Banking Domain. Versatile, reliable and efficient professional with experience working with corporate and individual clients. Forward-thinking Manager with comprehensive experience implementing new processes and managing and planning innovations. Bringing outstanding problem-solving and abilities paired with in-depth knowledge of policies and procedures. Polished in evaluating employee performance and overseeing key projects.

Overview

12
12
years of professional experience
1
1
Certification

Work History

Manager

RBL BANK LTD
KOLKATA
10.2019 - Current
  • Championed a Customer Focused culture to deepen Client Relationships and leverage broader Bank relationships
  • Focused on Business Development across liabilities, assets and achieve Growth In Relationship Value, Revenues & Improved Client Stickiness
  • Contributed to the implementation and monitoring of the application of policies, governance frameworks.
  • Ensured compliance with industry regulations and company policies.
  • Developed and implemented strategies to increase customer satisfaction and loyalty.
  • Enforced customer service standards and resolved customer problems to uphold quality service.

PERSONAL BANKER

HDFC BANK LTD
KOLKATA
01.2016 - 11.2016
  • Probed to understand customer Personal Banking needs and integrates marketing promotions and programs to meet the Financial Targets
  • Developed and maintained a network in the community to enhance the Bank’s visibility and build a Strong Referral Source for new potentialbusiness
  • Designed and implemented processes balancing regulatory requirements, customer experience outcomes and business unit objectives simultaneously.

CLIENT RELATIONSHIP PARTNER

YES BANK LTD
KOLKATA
01.2015 - 12.2015
  • Analyzed sales data to identify trends and develop strategies to increase revenue growth.
  • Developed and maintained strong relationships with clients to ensure satisfaction with services provided.

Junior Officer

ICICI BANK LTD
KOLKATA
01.2013 - 12.2014
  • Implemented promotional campaigns to boost sales volume.
  • Identified customer needs and developed customized solutions.

Education

BACHELOR OF COMMERCE - MARKETING MANAGEMENT

ST XAVIERS COLLEGE
KOLKATA, INDIA
01-2012

Skills

  • Customer Relationship Management
  • KYC & AML
  • Portfolio Management
  • Customer Due Diligence
  • Strategic Planning
  • Product Management
  • Innovation management
  • Brand Management

Certification

  • The Wall Street School Investment Banking Certification, 06/2022, Performed Company Valuations utilizing Markets Approach (Relative valuations - Trade Comps & Deal Comps) and Income Approach (Future Cash Flows - DCF. Built fully integrated financial projection models including ability to run sensitivities within models & worked on Co. profiles, Sector analysis, etc
  • NISM Series V-A Mutual Fund Distributors Certificate Exam, 12/2019 - 12/2023
  • IRDA Certified From Insurance Institute Of India, 02/2020 - 02/2023

Accomplishments

  • FCRA FUNDING OF 10 CR IN LAST FINANCIAL YEAR WHICH IS HIGHEST IN PAN INDIA
  • RBL BANK LTD
  • LIBERALIZED REMITTANCE SCHEME OF 50 THOUSAND USD WHICH IS HIGHEST IN A SINGLE DEAL IN THE LAST FINANCIAL YEAR.

Languages

  • ENGLISH, Full Professional Proficiency
  • HINDI, Professional Working Proficiency

Awards

KNOWLEDGE CHAMPION, 04/2021, 03/2020, WON 3 TIMES QUIZ CONTEST ORGANIZED BY RBL BANK LTD

Timeline

Manager

RBL BANK LTD
10.2019 - Current

PERSONAL BANKER

HDFC BANK LTD
01.2016 - 11.2016

CLIENT RELATIONSHIP PARTNER

YES BANK LTD
01.2015 - 12.2015

Junior Officer

ICICI BANK LTD
01.2013 - 12.2014

BACHELOR OF COMMERCE - MARKETING MANAGEMENT

ST XAVIERS COLLEGE

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