Ravi Bhavsar

• Contributed to developing and growing the branch business by delivering individual and team sales goals that support a positive customer experience
• Enhanced customer experience by understanding their financial needs and providing appropriate solutions
• Successfully nurtured long-standing relationships with clients by preparing investment strategies to help them achieve their financial goals
• Offered advice and information on various investments to guide customers in managing their portfolios
• Monitored customer’s investment portfolios and ensured that investment transactions are carried out according to industry regulations

• Analyzed customer’s financial records, set goals and developed a financial strategy to help them achieve their goals
• Nurtured long-standing relationships with clients
• Contributed to developing and growing the branch business
• Educated customers, provided relevant insights and expert advice

• Mentored over 8 personnel by ensuring the institution's policies and procedures are followed according to established guidelines and made recommendations for improvement
• Managed daily branch operations for optimal efficiency and performance, resulting in improved customer experiences.
• Recruited personnel and identify their training needs
• Organized, directed and controlled the branch operations of a bank
• Oversight preparation of monthly financial and branch progress reports

Worked as an acting Branch Manager for1.5 years

• Offered advice and information on various investments to guide customers in managing their goals
• Opened new various types of accounts for customers, including checking, savings, business accounts
• Arranged for the purchase and sale of financial products and investments depending on the license held and monitored the portfolio to ensure its quality and profitability
• Monitored customer’s investment portfolios and ensured that investment transactions are carried out according to industry regulations

• Promoted the sale of deposit, investment, credit card, loan products and services
• Answered enquiries and provided information on financial products, policies and services
• Obtained and processed information required for the provision of services, such as opening accounts and savings plans and Mutual Fund

• Processed customer cash deposits and withdrawals, bills and credit card payments
• Assisted clients by proposing solutions to address financial objectives
• Advised customers on the commercial and personal financial services according to their needs