Anant Jeet
Vancouver,Canada
Summary
Accomplished banking professional with over 7 years of experience in retail and corporate banking, specializing in the management of high-value portfolios and risk mitigation while ensuring strict regulatory compliance. Proven track record of delivering customer-centric financial solutions that foster long-term client relationships and enhance overall satisfaction. Recognized for strong analytical skills and strategic leadership, with a commitment to service excellence. Eager to contribute to a dynamic financial institution in Canada by leveraging extensive expertise to drive growth and innovation.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Food Service Supervisor
Domino's Pizza
08.2023 - Current
- Delivered customer-centric service in a high-volume environment, focusing on operational excellence and team leadership.
- Applied advanced Excel tools to streamline daily cash reconciliations, ensuring 100% accuracy and efficiency.
- Developed and implemented customer engagement strategies to improve client retention and generate referrals, contributing to increased sales and repeat business.
Customer Service Representative
HellCrust Pizza
01.2023 - 08.2023
- Fostered strong customer relationships by providing prompt, personalized service, contributing to a loyal customer base.
- Handled daily cash management and administrative tasks with precision, supporting seamless store operations.
- Managed inventory and ensured compliance with health and safety standards, reflecting attention to operational and regulatory details.
Deputy Manager (SME & Retail Banking)
ICICI Bank Ltd.
12.2021 - 11.2022
- Advised a portfolio of 100+ small and medium business clients on financial products, working capital loans, and credit solutions, growing the client base by 50%.
- Conducted in-depth financial needs analysis and risk assessments to recommend tailored banking solutions aligned with business goals.
- Partnered with compliance and audit teams to ensure KYC, AML, and credit procedures met internal and regulatory standards.
Operations Manager (Financial Advisory - Loans & Credit)
My Mudra Fincorp Pvt. Ltd.
07.2021 - 11.2021
- Provided end-to-end advisory support on loan applications, from documentation to disbursement, ensuring timely and accurate processing.
- Built strong partnerships with bank officials to expedite client solutions and improve loan approval rates.
- Reviewed financial statements for over 350 clients, evaluating creditworthiness and aligning loan products to financial needs.
Process Coordinator & Quality Auditor
GCS Group of Companies
03.2021 - 07.2021
- Managed internal operational documentation and onboarding materials to support compliance and training initiatives.
- Conducted performance gap analyses and prepared monthly improvement plans for business development teams.
- Maintained CRM systems and client interaction logs, helping ensure consistency in service delivery across business units.
Assistant Manager (Unsecured Loans - Retail Banking)
HDFC Bank Ltd.
08.2015 - 01.2020
- Led a regional sales team in the unsecured retail loans segment, achieving consistent monthly and quarterly sales targets.
- Created client databases and detailed MIS reports to support strategic sales planning and performance tracking.
- Strengthened branch coordination and ensured high team productivity by fostering a results-driven and customer-focused culture.
Education
MBA - Accounting And Finance
University Canada West
Vancouver, BC01.2024
Master of Commerce - Financial Management
Kurukshetra University
India04.2014
Bachelor of Commerce - Banking And Finance
Punjab University
India04.2012
Skills
- Core banking systems expertise: SAP and LOS
- Client relationship management
- Effective time management
- Regulatory Compliance
- Effective team collaboration
- Proficient in MS Office Suite
- Skilled in using Tally ERP-90 for accounting tasks
- Portfolio Management
- Clear verbal and written communication
- Skilled in financial reconciliation processes
- Evaluation of financial reports
- Risk assessment expertise
- Detail-oriented approach
- Sales performance optimization
- Retail management
- Employee training facilitation
Accomplishments
- Portfolio Expansion & Cross-Selling Initiative (Deputy Manager, ICICI Bank)-Increase wallet share and product usage per client, Conducted detailed needs analysis for 100+ SME clients. Recommended bundled products (business accounts, loans, insurance) based on financial goals. Tracked product usage and conducted periodic reviews to maintain relevance. Grew portfolio from 100 to 150+ clients within a year; increased cross-sell ratio by 30%
- Digital Banking Literacy Drive (Deputy Manager, ICICI Bank)-Promote digital banking to improve customer convenience and reduce operational load, Educated clients on using mobile and internet banking platforms through workshops and one-on-one sessions., Developed easy-to-follow guides and provided ongoing assistance. Achieved a 60% increase in digital channel usage among the target clientele within 6 months.
- Loan Processing & Credit Assessment Optimization (Operations Manager, My Mudra Fincorp)-Improve loan processing speed and accuracy for personal/business loans, streamlined documentation and KYC collection across 5+ partner banks. Introduced a pre-screening checklist to reduce rework. Reviewed financials of 350+ clients for eligibility. Reduced loan turnaround time by 40% (from 12 days to 5 days), increased approval rate due to cleaner application submission.
- Team Performance & MIS Reporting Enhancement, (Assistant Manager, HDFC Bank)- Drive sales efficiency and improve data tracking across retail branches, designed customized MIS reports for lead tracking and case resolution. Implemented weekly performance dashboards shared with the cluster head. Provide coaching to team members based on productivity metrics—improved team productivity by 25% and decreased loan application rejection rate by 20%
LANGUAGES
English - Full Professional
Full Professional
Hindi - Native or Bilingual
Native or Bilingual
Punjabi - Native or Bilingual
Native or Bilingual
French - Limited Working
Limited Working
Certification
- Advance Diploma in Accounting | 03/01/15 - 06/30/15
- Fundamentals of Financial Accounting Certification (Finance-099) | 10/01/22 - 01/31/23
- Digital Marketing Associate with DMI | 05/01/23 - 05/31/23
- Canadian Investment Funds Course | IFSE: 04/01/24 - 07/31/24
- Food Handler Certification| Food Safety: 06/11/24- 06/11/29
- Early Childhood Education Assistant | ECEA: 06/11/25- 08/04/25
Timeline
Food Service Supervisor
Domino's Pizza
08.2023 - Current
Customer Service Representative
HellCrust Pizza
01.2023 - 08.2023
Deputy Manager (SME & Retail Banking)
ICICI Bank Ltd.
12.2021 - 11.2022
Operations Manager (Financial Advisory - Loans & Credit)
My Mudra Fincorp Pvt. Ltd.
07.2021 - 11.2021
Process Coordinator & Quality Auditor
GCS Group of Companies
03.2021 - 07.2021
Assistant Manager (Unsecured Loans - Retail Banking)
HDFC Bank Ltd.
08.2015 - 01.2020
MBA - Accounting And Finance
University Canada West
Master of Commerce - Financial Management
Kurukshetra University
Bachelor of Commerce - Banking And Finance
Punjab University
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