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
Similar Profiles
KAMALA SUBRAMANIANKAMALA SUBRAMANIAN
Senior Vice President and Unit Head at HDFC Bank Limited, HDFC BankSenior Vice President and Unit Head at HDFC Bank Limited, HDFC Bank
Travis TysonTravis Tyson
Medical Biller at Robert HathMedical Biller at Robert Hath
MELISSAH DANCEMELISSAH DANCE
Acting Clinical Nurse Manager: Kingsley Base at Silverchain Hospital at The Home (HATH)Acting Clinical Nurse Manager: Kingsley Base at Silverchain Hospital at The Home (HATH)
Hardik ShahHardik Shah
Representative - South Asia at EHL Hospitality Business SchoolRepresentative - South Asia at EHL Hospitality Business School
Shivam BhatShivam Bhat
Senior Consultant at EYSenior Consultant at EY