Operations

VARUN DATTA

*** ****** ****, *******, ** *****

Cell: 646-***-**** Home: 516-***-**** E-mail: **********@*****.***

EXPERIENCE:

RBS Group, Citizens Bank Farmingville, NY

Branch Manager II May 2010- May 2012

• Headed branch operations, with sole responsibility of P&L

• Achieved a successful turnaround of an underperforming branch to make it one of the best-rated branches in

the region in 3 months

• Successfully open two brand new branches from starch in last two years

• Part of leadership team to develop and hire new operations and customer’s relationship team

• Identified and analyzed crisis leading to low customer satisfaction, under-utilization of resources and gaps in

operational efficiency

• Exceeded new money target constantly for eight quarters bringing in total deposits of approximately $4

million

• Achieved highest level of customer satisfaction in the region through efficient branch operations

• Establish and maintain relationships with individual and business customers, and provide assistance with

problems these customers may encounter

• Examine, evaluate, and process loan applications

• Plan, direct, and coordinate the activities of colleagues in three branches and coach them as needed

• Network within communities to find and attract new business

• Approve, reject, or coordinate the approval or rejection of lines of credit and commercial, real estate, and

personal loans

• Prepare financial and regulatory reports required by laws, regulations, and boards of directors

• Establish procedures for custody and control of assets, records, loan collateral, and securities to ensure

safekeeping.

• Prepare operational and risk reports for management analysis.

• Evaluate financial reporting systems, accounting and collection procedures, and investment activities and

make recommendations for changes to procedures, operating systems, budgets, and other financial control

functions

• Communicate with stockholders and other investors to provide information and to raise capital

• Analyze and classify risks and investments to determine their potential impacts on companies

Assistant Branch Manager Jun 2008- May 2010

• Achieved highest level of customer satisfaction in the region through efficient branch operations

• Recruited branch staff and deployed bankers / tellers to optimize individual and team performance

• Lead the sales team of 10 and ensured franchise growth through promoting client interface, cross referrals

and ‘bank at work’

• Active management of customer complaints resulted in top ‘customer satisfaction’ and ‘customer loyalty’

score

• Spearheaded bank initiatives in community events such as supporting college recruitment fairs, Customer

Appreciation Days and local sports events

New York Life Insurance Company New York, NY

Financial Advisor Aug 2007- Jun 2008

• Headed weekly seminars at local community events, team nominations, and canvassing to seek out new

clients resulting in 15% increase in sales each quarter

• Created portfolios of clients after thorough financial analysis – resulting in minimal risk and maximize

financial stability

• Achieved outstanding customer satisfaction by building and implementing efficient record management

system to help policyholders settle their insurance claims in set timeframe

Gurukula Corp. New

York, NY

Operations Manager Nov 2003– Aug 2007

• Headed daily operations of the organization and management of teachers and support staff

• Increased the revenue generation by conducting seminars and sponsorship events

• Monitored organization’s quality level to ensure highest standards and compliance are met at all levels

Orbit Business Solutions New Delhi, India

Assistant Manager – Business Development and Corporate Relations Jan 2001-

Oct 2003

• Designed and developed the guidelines for CRM software project for VVS Ltd. and Educational Portal

project for Enpro India Ltd and supervised both projects

• Developed new business for the organization in the area of CRM and IT Training and development

Honors and Awards:

RBS Group

• ‘Highest Customer Satisfaction’ award- first and third quarter of 2011

• ‘Highest Cross-Sale and Products Recommendation in New York State’ award- first quarter of 2011

Education:

• Master of Business Administration, Amity Business School, India Jan 2001

Honors - Marketing and Information Technology

• Bachelor of Commerce, Punjabi University, India Sep 1996

Accounting and Finance

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