Vivek Jaysing Pandit
Ghatkopar, Mumbai
Summary
CAREER SUMMARY Banking professional with unique regulatory and operations skills seeking to add value to financial & investment organizations
Overview
4
4
years of professional experience
Work History
Personal Banker | Deputy Manager
HDFC Bank at Teen Hath, RBB
08.2022 - Current
- Engaged in the delivery of financial products and services to clients
- Responsible for cross-selling & enhancing relationships with existing customers structured bundled offering of Products and Services to the customer within the defined timeline
- Resolving all complaints received (self, branch, other units) within the stipulated TATs
- Responsible for setting up the workflow process for banking operations, and for taking necessary measures to provide the needed support for smooth operations
- Ensure certification of documentation required for opening and maintaining customer accounts
- Monitor daily operations to ensure a free-flow process, and supervise the execution of daily tasks
Audit Assistant ( Banking )
M.M. NISSIM & CO LLP
08.2019 - 06.2021
- Responsible for handling business banking loans file audit and raising observations to the respective authority
- Co-Ordination With business units for resolution of queries
- To assist in conducting the bank audit of multinational and Pvt banks
- Ensure adherence to audit scope and timelines
- Checking records, verification of documents, and online records as per checklist or oral instruction
- Verifying property and Loan Documents
- Post report completion of forms
- Identifying and Highlighting Critical Issues which require senior involvement
- Responsible for coordination with different stakeholder for resolution and complete audit within TAT
Trainee ( OJT )
RBB, MG Road Ghatkopar Branch
12.2021 - 06.2022
- Acquisition of new customers through direct sales and service to the customer
- Acquiring Customers for Accounts, Term Deposits, Retail assets, and other multi products
- Ensure Customer-centric operations with facilitated adherence to quality compliance and procedures
- Planning every day to generate new prospects and follow the old clients
- Giving service to existing clients and intimate new product updates for existing clients
- Co-ordinate with different departments for seamless processing and cross-sell of the various products & services of the Bank
- Gathering market and customer information
- Resolve any objections with a view to getting the customer happy with suitable solutions
Education
PG Diploma - Sales and Relationship Banking
Manipal Global Academy of BFSI
2022
M.Com - undefined
Mulund College of Commerce, Mumbai University
2021
B. Com - undefined
Mulund College of Commerce, Mumbai University
2019
CERTIFICATION AND ACHIEVEMENTS
- Qualified HDFC MDRT (Million Dollar Round Table) for life insurance, February 2023
- Completed IRDA certification for corporate insurance agents
- Completed NISM Series V-A: Mutual Fund Distributors Certification
- Completed NISM Series-VI: Depository Operations Certification
- Completed Advanced Excel Certification from MKCL Excel Expert
- Completed MS-CIT Certification from Maharashtra Knowledge Corporation Limited
- Completed English typewriting from Maharashtra State Council of Examinations
Timeline
Personal Banker | Deputy Manager
HDFC Bank at Teen Hath, RBB
08.2022 - Current
Trainee ( OJT )
RBB, MG Road Ghatkopar Branch
12.2021 - 06.2022
Audit Assistant ( Banking )
M.M. NISSIM & CO LLP
08.2019 - 06.2021
PG Diploma - Sales and Relationship Banking
Manipal Global Academy of BFSI
M.Com - undefined
Mulund College of Commerce, Mumbai University
B. Com - undefined
Mulund College of Commerce, Mumbai University
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