Poonam Rahul Kate

E-mail : adoczn@r.postjobfree.com Phone : +91-959*******

Retail Banking Professional

Extensive Ability in delivering banking and financial Management Solutions. P R O F E S S I O N A L V A L U E O F F E R E D

An astute and skilled professional with over 4 Years of experience in the field of business development, Banking Operation Management .

Proven track record, driving business, increasing new account opening and expanding new segments and day to day banking operation.

Demonstrated the abilities of preventing money laundering and tracking of suspicious transaction.

Skilled in conceptualizing growth initiatives, creating innovative product concepts and pioneering entry into new & challenging territories.

Excellent business skills involving planning and development of business plans; design and implement of successful sales & marketing strategies, deep understanding of B2C business.

Consistent success in maximizing corporate performance, driving growth, generating revenues, capturing market share and enhancing the value in markets.

Entrusted with the responsibility of handling the region with maximum contribution in terms of revenue/ profitability/ value/ volume & largest network.

Successful at motivating staff through clear communication and outstanding organizational skills.

CORE COMPETENCIES

Retail Banking Wealth Management Sales & Marketing Strategic planning Team Management Quality Management Branch operations Risk Management Channel Management Retail Assets Customer Value Management People Management SIGNIFICANT ACCOMPLISHMENTS

Branch Achieving 5 Star Audit rating.

Increasing book size (CASA + FD) by 35%.

Achieved collection of life Insurance premium of 1.5 Crore in financial year 16-17.

Augmented CASA from INR 75 crores to INR 100 crores i.e., 25%

Revenue generation of INR 1.2 Crore from Foreign Exchange transaction. ORGANISATIONAL EXPERIENCE

AXIS BANK LTD- MUMBAI Nov 2018 - Till Date

DEPUTY MANAGER-CUSTOMER SERVICE OFFICER (TEAM LEADER) Key Responsibilities

Customer Relationship Management

Maintaining and developing customer relationships for business development & target achievement.

Creating and sustaining a dynamic environment to foster development opportunities and motivate high performance amongst channel members. Ensuring highest level of customer service for the bank.

Daily Monitoring of MIS and taking corrective measures.

Manage, monitor and analyse suspicious transaction in Individual and Entities Accounts and undertaking Due Diligence of those accounts.

Operational Work

To confirm the processes of the bank and have high focus on compliance.

Creating an inspiring team environment with an open communication culture

Set clear team goal

Delegate tasks and set deadlines

Oversee day-to-day operation

Motivate team members

Listen to team members feedback and resolve any issues or conflicts Foreign Exchange Services

Consistently interacting with clients to facilitate their Foreign Exchange Transaction.

Efficiently handled the foreign currency, travel card, Outward Remittance Business across the

branches.

Increase in Business share by closely coordinating with employees for their activation on forex and productivity.

Developing the product proposition for Foreign Exchange services (FES) for the Bank, with

comprehensive coverage of all allied business segments (AD II /FFMC remittances, referral

businesses, Education Consultants, Business Hubs, etc.) Business Development

Consistently interacting with prospective clients and diligently following up with them to reduce conversion time efficiently.

EXPERIENCE CHRONO

ICICI Bank LTD- Mumbai Nov 2016 to Sept 2018

Deputy Manager – Privilege Banker

Key Responsibilities

Acquisition of new HNI & HNI customers for the banks.

Daily Monitoring of MIS and taking corrective measures.

Sourcing new HNI & UHNI customers to bank and enhancing their banking experience.

Generating revenue for bank by cross selling various products like life insurance, mutual funds, personal loan, home loan, auto loan, credit cards, trade and forex related products.

Responsible for foreign exchange transaction and NRI Services offered by the bank.

Ensuring highest level of Compliance while approving any New Account opening. Adherence to KYC Norms and detailed profiling of customers before opening Accounts.

Ensuring Adherence of Anti money laundering policies of Reserve Bank of India.

Manage, monitor and analyse suspicious transaction in Individual and Entities Accounts and undertaking Due Diligence of those accounts.

Helping the operations and Branch Manager to implement key compliance policies of the bank.

Ensuring highest level of customer service for the bank.

Enhance the reputation and relationship of the bank with key corporate clients in order to further the bank’s interests

Responsible for providing banking solution to the customers based on their needs and profile.

Ensuring Maximum Activation of the customers on Non-branch delivery channels including Internet Banking, Video branch, ATM, Point of sale etc.

To confirm the processes of the bank and have high focus on compliance. Just Dial Co. Pvt. Ltd, Mumbai Apr 2016 to Sep 2016 Business Development Manager

Key Responsibilities

Identifying business opportunities by finding new prospects within the territory assigned and evaluating their position in the industry; researching and analyzing sales.

Creating awareness of Just Dial in the mind of new prospective clients SME’s, large enterprises as well as individuals.

Establish and pitch about signing up with Just Dial and thus convert those prospects to customers.

Sells products by establishing contacts and developing relationships with prospects; recommending solutions.

Enhancing brand image and relationships with clients by providing support and information, recommending new opportunities, profit plan and service improvements.

Ensure quality service by establishing and enforcing organization standards.

Contributes to team effort by accomplishing related results as needed.

Achieving monthly sales target of the company.

INTERNSHIP

WINTER INTERNSHIP (One month) @ Birla Sun Life

Key Responsibilities

Learning about the insurance product.

Fix meetings.

Collecting feedback from the customers.

Follow up with new prospects.

SUMMER INTERNSHIP (Two month) – Voice Tree

Key Responsibilities

Understanding company process.

Collect and maintain the data.

Market research.

Generate new business leads through client visit, cold calling and using internet.

Collect customer’ s feedback.

ACADEMIC DETAILS

MBA(Marketing) from SVIMS Institute,Mumbai- Mumbai University in 2014-2016

B.Com (COMMERCE) from Maharashtra Board in 2013.

High School from Maharashtra Board in 2009.

PERSONAL DETAILS

Date of Birth : 28th Feb 1991

Gender : Female

Nationality : Indian

Languages Known : English, Hindi, and Marathi

Mailing Address : Amrapali Society, Gautam Nagar, Dumping Road, Mulund (W), Mumbai-80

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