Vivek Kumar

• To monitor and supervise all the operational activities of branch on daily basis and ensure satisfactory audit ratings for the branch.
• Conducted regular audits to ensure compliance with company policies and industry regulations.
• To ensure error free operations at branch.
• To ensure the branch customers are adequately serviced and appropriate products sold to them in a customer friendly environment that in turn ensures the branch attains profitability on all parameters with superior customer service and superior cross sell of products
• Resolving all complaints received (self, branch, other units) within the stipulated TAT's
• Monitoring Key register / Password Handover and Takeover at branch
• Surprise verification of Bulk Stock held at branch / Deliverables held at branch.- Fortnightly surprise verification of branch ATMs.
• Monitoring utility bill payments for the branch.
• Tallying and monitoring of suspense account at branch on daily basis
• Monitoring activation of dormant account for branch as per process, Monitoring account closures, Monitoring Stop payments and Hotlisting reports, Monitoring dummy accounts of branch.
• Maintain the Circular File of the Branch- Downloading of circulars to all staff.
• Lead management, all the leads entered in CRM and the same has attended properly.

• Enhanced customer retention through proactive communication and timely resolution of issues or inquiries.
• Handling Managed Portfolio by providing excellent services and increasing book value and cross selling Banking and Allied product.
• Processing Account Opening Form with in the TAT by doing quality check under KYC/AML Guidelines
• Offered competitive commercial banking solutions and retail financing options.
• Maximized sales opportunities by thoroughly analyzing client portfolios and suggesting suitable products based on their financial goals.

● Processing Account Opening Form with in the TAT by doing quality check under KYC/AML

● Guidelines

● Cross sell and Direct sell of Banking and Allied Products and Achieved Monthly Targets of Saving Ac, Current Ac, Insurance , mutual funds, Demat Ac etc.

● Generating and maintaining all the Morning and evening reports, checking GL, processing instructions.

● Customer Service: Maintaining Customer Relationship by providing Quality Service and providing excellent level of customer satisfaction at Teller counter and Enquiry desk.

● Cross sell and Direct sell of Banking and Allied Products and Achieved Monthly Targets of Saving Ac, Current Ac, Insurance , mutual funds, credit cards, Demate Ac, Forex cards etc

● Handling Enquiry desk and maintaining all the works related to desk like sending customers instructions on TAT operating and issuing Locker, Issuing Passbook.