Puneet Gautam
Brampton,ON
Summary
Highly accomplished banking professional with 10+ years of experience in driving branch performance, delivering superior customer service, and leading high-impact teams. Recognized for transforming customer relationships into long-term partnerships while consistently exceeding sales targets and operational goals. Skilled in aligning financial solutions with client needs, ensuring compliance with regulatory standards, and optimizing branch efficiency. A proactive leader, fluent in English, Hindi, and Punjabi, with a passion for innovation and a commitment to excellence in the evolving banking landscape. Flexible with branch assignments to meet organizational priorities.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Branch Manager
HDFC Bank
, India
03.2024 - 08.2024
- Managed a high-volume branch, ensuring superior customer service and operational efficiency.
Branch Manager
Capital Small Finance Bank
, India
05.2022 - 02.2024
- Directed all branch operations, including sales growth and compliance.
Operations Head
Capital Small Finance Bank
, India
08.2021 - 04.2022
- Optimized branch operations, reducing loan processing time by 25%.
Deputy Manager
Capital Small Finance Bank
, India
01.2020 - 07.2021
- Developed and executed action plans, achieving a 15% growth in profitability.
Rural Business Manager
IndusInd Bank
, India
11.2015 - 02.2018
- Led rural banking operations, expanding market share through financial inclusion initiatives.
Sales Officer
Axis Bank
, India
01.2013 - 10.2015
- Drove sales efforts, increasing revenue by 20% through customer acquisition and cross-selling of financial products.
Education
Bachelor of Commerce (B.Com) -
Guru Nanak Dev University, India
01.2012
Skills
- Branch Leadership & Growth
- Client-Centric Financial Solutions
- Sales & Cross-Selling Strategies
- Risk & Compliance Management
- Process Improvement & Operational Excellence
- Team Leadership & Training
- Customer Relationship Management
- Regulatory Compliance & Credit Evaluation
- Technical Skills
- Banking Software: Finacle, CBS, Flexcube
- MS Office: Word, PowerPoint
Certification
- Certificate of Silver Star Award (HDFC Bank)– 2024
- Certificate of Appreciation by CEO (C.S.F.Bank) – 2023, 2022, 2021, 2020
- CEO Club Trips (C.S.F.Bank) – 2022, 2021
- Grand Insurance League Trips (C.S.F.Bank)– 2022, 2020, 2019
- Employee of the Year(C.S.F.Bank) – 2021, 2020, 2019
- Best Performance in General & Life Insurance ( Axis Bank & Indusind Bank)– 2016, 2015, 2014, 2013
Languages
- English (Fluent)
- Hindi (Fluent)
- Punjabi (Fluent)
References
Available upon request
Timeline
Branch Manager
HDFC Bank
03.2024 - 08.2024
Branch Manager
Capital Small Finance Bank
05.2022 - 02.2024
Operations Head
Capital Small Finance Bank
08.2021 - 04.2022
Deputy Manager
Capital Small Finance Bank
01.2020 - 07.2021
Rural Business Manager
IndusInd Bank
11.2015 - 02.2018
Sales Officer
Axis Bank
01.2013 - 10.2015
Bachelor of Commerce (B.Com) -
Guru Nanak Dev University, India
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