Sales Manager Cash Management

Subir Roy

Male, ** years

CAREER SUMMARY

** *****’ experience in Cash Management Function

Commerce Graduate

Exposure to banking procedures of several banks relating to Cash Management CAREER OBJECTIVE

To develop a successful career in the banking industry WORK EXPERIENCE

Cholla Mandalam Securities LTD DESIGNATION: Branch Sales Manager Responsibilities • Month wise target achievement for Demat Account, SIP MF LI & GI.

• POSP & BR recruitment & follow up them do the business.

• Daily wise meeting old POSP & BR.

• Daily Meeting with new Customer for accusation for new business. Renewbuy DESIGNATION: Senior Sales Manager

Responsibilities • Month wise target achievement for Life Insurance.

• Advisor recruitment & follow up them do the business.

• Daily wise meeting old advisor.

RBL Bank LTD DESIGNATION: Executive Operations

Responsibilities • Handling of cash receipts and payments and ensuring transactions are carried out within the prescribed TAT without errors.

• Cash balancing and Cash bundling

• Issuance of DD/ MC (within prescribed TAT) Executing of funds transfer/ FD closure / Account Closure

• Processing of Salary Uploads Custodian for teller box Custodian for cheque drop boxes

• Ensure error free transactions of receipts & payments. 19/2b Monohar Pukur Road, Kolkata-700029

Phone No-877-***-****

Mail **-*****.*******@*****.***

E

• Vault Custodian Ensure highest level of customer service.

• Ensure that outward clearing process is adhered to.

• ATM custodian.

• Identification of counterfeit cash and ensure adherence of process laid down by the bank

• If more than 1cr ensure sudation on the porta

• Identification and Closure of TOD accounts on regular basis Identification and Closure of High Cheque return customers beyond the threshold.

• All high cash transacting Band 1 & 2 accounts to be marked with a low severity memo, to ensure that cash transactions are not allowed.

• Such customers to be directed to the BM based on f4 hotkey details.

• Identification of customers regularly visiting the counter and diverting them to Direct Banking Channels, including customers with high cheque returns, non-maintenance of AQB etc.

• Archival back-up Local stationery management - Proper Reorder levels / Indent security stationery at appropriate reorder levels.

• Preparation of voucher batch ticket for the day.

• Lobby Management Queue handling Proper housekeeping, upkeep, etc.

• Ensure quality customer service is delivered Escalate irate customers to Teller Authorizer or BM Recording complaints as per the specified process

• Resolving all complaints received (self, branch, other units) within the stipulated TATs pertaining to Teller Area Monitor all Complaints received and ensure that complaints are closed within the TAT

• Sourcing of Corporate Salary Account.

•Sourcing of Current & Savings Account.

• Generate leads for Banks product with the emphasis on the following:

• Generate Sales References for Liability products

• Generate leads for Credit Cards Penetration of Saving Accounts on non liability customers.

• Ensure that customers opt for and get facilities of CBDT collections

• Cross selling Gold Bars Cross Selling Forex Plus card and Gift Plus Card

• Cross sell FX Cash Generate leads for Third Party Products to the customers (MF/Insurance/RBI Bonds)

CMS INFO SYSTEM LTD DESIGNATION: EXECUTIVE OPERATIONS Responsibilities Managing All Remittance operations activity throughout Eastern Region

Coordinating call center related activities & reporting

Retention of present business and customer satisfaction

Proper documentation & Record maintenance

Regular Training of staff & training of new recruited employees

Analysis of Remittance Operations expenses of Eastern Region Level

Operational excellence & Infrastructure development

Harmonious relations with employees, Development of subordinates and Control over employees

Timely Reporting to H.O and customers, Coordinating with concerned person for new business

Improving operational excellence and maintaining standard, following security norms, infra set up as per standard laid down i.e. proper recording, communication systems, proper infra for smooth operations of day-to-day Kolkata & out Location Remittance activities.

Retention of business, Operational excellence of Remittance, proper planning of operations & logistics, Following insurance guidelines, Timely execution of job, etc

Maintaining good support with all customers, meeting commitments to customers, reporting on time, satisfying customer needs, solving customer problems, trouble shooting, giving customers comfort through better quality & services, understanding customer expectation, etc

Providing proper operational induction training to employees before giving independent responsibilities and training on regular basis i.e. security norms, proper handling of cash, proper documentation, system & procedures, reducing cash shortages incidence, product knowledge, reporting, cash carry guidelines, etc

Analysis of Remittance & Cash Processing operation expenses i.e. Conveyance cost, communication expenses, manpower cost, etc

Harmonious relations, resolving employee’s grievances, positive influence on employee morale, zero man-days lost due to strike, mass absenteeism or other reasons, creating open and transparent culture, employee satisfaction, acceptability to team members, etc. Developing sub-ordinates in such a way that in case of critical jobs people can be promoted from within, Empowering and motivating employees for better productivity

Reporting Weekly to the seniors and other departments with regard to branch

Look after & collect various locations MIS report & send it to H.O

Generating MIS on monthly & weekly basis

Generating EOD Report per day basis & send to H.O

Manpower tracking to attend bank call regarding cash delivery & pick up.

(If there is any absent, provide back up to continue the total procedure smoothly.)

Coordinating with bank higher authority & customers over phone or face to face regarding their problems, systems & solutions to continue total systems & transactions perfectly on behalf of banks as well as CMS.

Handling GOLD transaction also

Finally having with the 11 years experiences I believe that I am enough matured in these areas and I have the confidence to take any kind of challenge to develop the Business opportunities.

19th April’22 to till date BSM at Cholla Mandalam Securities LTD.

2021to 2022 SSM Renew buy

2019 to 2021 SDA Operation RBL Bank Ltd.

2010 to 2018 Executive-Operations CMS Infosystem Pvt Ltd.

2008 to 2010 Cash Processing & taller activity with Axis Bank Salt Lake branch BD Block.

2007 to 2008 Cash Processing & Cash Tally Activity at Axis Currency Chest & IDBI Currency Chest

2006 to 2007 Working with Motilal Oswal & ICICI Securitas as a Sales Executive. ACADEMIC BACKGROUND

Year Degree College / School University / Board

2004 B Com K.D College University of Vidyasagar

2001 Higher Secondary L.R.K.V. West Bengal Council 1999 Madhyamik L.R.K. V West Bengal Board

Personal Data

Date of Birth March 5, 1984.

Nationality Indian

Marital Status Married

Language Skills English, Hindi, Bengali

Hobbies Listening to Music, Traveling, Swimming and playing cricket Subir Roy

Place:Kolkata

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