Anurag Semwal
Kamloops,BC
Summary
Innovative Relationship Manager focused on developing strategic business opportunities by delivering exemplary service to each client's individual needs. Respected professional with exceptional knowledge regarding financial management.
Overview
8
8
years of professional experience
Work History
Branch Relationship Manager
Union Bank Of India
04.2022 - 08.2024
- Handling banking operations related to determining financial objectives, preparing & implementing systems, policies & procedures for streamlining the banking operations
- Leading a team of 4 frontline staff, providing ongoing coaching and feedback on advice giving and customer conversion strategies, resulting in improved customer satisfaction
- Implemented competent strategies for boosting business with a view to penetrate new accounts and expand existing ones for meeting pre-determined business objectives and targets
- Assisted in the development of a new business strategy for a team of 3 bankers, resulting in a 35% increase in sales revenue
- Built and maintained healthy business relations with clients, ensuring high customer satisfaction matrices by achieving delivery & service quality norms
- Implemented and monitored compliance or regulatory guidelines at branch level
- Analyzed financial statements, business summary reports, and dashboard for giving out credit to new business and established business.
Deputy Branch Head- Assistant Manager
Union Bank Of India
07.2021 - 03.2022
- Handled client issues, opened new accounts, provided financial services, and aided the Branch in achieving sales targets
- Processed loan documentation and handled loan related administrative tasks
- Assisted clients in determining their needs for financial services
- Conducted relevant research to find answers to issues and challenges
- Opened and closed a variety of accounts, such as checking, savings, certificates of deposit, individual retirement accounts, money market accounts
- Met branch sales goals and objectives by taking part in sales and marketing activities, increasing branch profit by up to 105%.
Branch Relationship- Assistant Manager
Union Bank Of India
06.2017 - 06.2021
- Responsible for routine operations and ensuring quality standards of the bank by effectively managing the branch
- Responsible for various financial assessments for credit growth in small and medium enterprises
- Maintained employee scheduling, ensured adherence to policies, procedures, and guidelines of conduct, and resolved customer complaints as per established guidelines, ensuring compliance with regulatory requirements
- Analyzed the financial market to prepare data for various investment opportunities offered to clients
- Managed relationships with bank customers by satisfying their needs through sales of financial services and products
- Increased annual sales by 200% through creating new strategies to develop and expand customer sales
- Increased 70% positive customer feedback by responding to customers on sensitive and complex issues such as statement problems, loan queries, and service charges.
Customer Relationship Advisor
State Bank Of India
12.2016 - 06.2017
- Managed daily cash reconciliation as well as maintained outgoing and incoming cash payments
- Maintained records of clients and identified potential sales opportunities for new business
- Reviewed and processed loan applications for agricultural sector credits
- Recommended sanction of loans and advances to higher authorities after due processing of the credit proposal, compilation of credit report of borrowers and guarantors
- Built and deepened relationships with existing priority customers to increase share of wallet and revenues.
Education
MBA - Business Administration
Thompson River University
Kamloops, BC08.2026
Agricultural Engineering -
Govind Ballabh Pant University of Agriculture and Technology Pantnagar
Pantnagar, Uttarakhand06.2015
Skills
- Microsoft Office (Excel, PowerPoint)
- Outlook
- Retail Banking
- Financial Management
- Operational Efficiency
Websites
Hobbies and Interests
- Banking & Operations
- Analytics
- Finance
- Cricket
Languages
English
Full Professional
Timeline
Branch Relationship Manager
Union Bank Of India
04.2022 - 08.2024
Deputy Branch Head- Assistant Manager
Union Bank Of India
07.2021 - 03.2022
Branch Relationship- Assistant Manager
Union Bank Of India
06.2017 - 06.2021
Customer Relationship Advisor
State Bank Of India
12.2016 - 06.2017
MBA - Business Administration
Thompson River University
Agricultural Engineering -
Govind Ballabh Pant University of Agriculture and Technology Pantnagar
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