Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

RUPENDRA RANA

SK

Summary

Directed sales and administration of all banking services, including deposits, loans, investments and trusts to businesses and individuals within assigned region. Worked with customers to develop investment and financial plans.

Overview

5
5
years of professional experience
1
1
Certification

Work History

Deputy Manager

Yes Bank Ltd
09.2022 - Current
  • Responsible for handling day–to–day banking functions at branch , servicing customers, handling queries , complaints and requirement of customers by meeting & exceeding their service level expectation with clear objective of attending competitive advantage in service.
  • To ensure timely escalation of issues impacting business and possible resolution to address concern.
  • Comply with bank policies and procedures to ensure safety and security of bank and customer's assets. ▪ Ensure comprehensive compliance with all regulatory and statutory requirements.
  • To acquire new clients for Retail Asset, Casa ,TD, mutual funds and insurance products
  • Analyzed potential loan markets to develop prospects for new loans and ensured all files were complete prior to underwriting hand-off.
  • To analyze financial needs of customers and offer appropriate product with utmost transparency.
  • Established and maintained client referral relationship with potential and existing customer to establish and retain business.

Deputy Manager

AXIS BANK
05.2018 - 09.2022
  • Conducted cash and key audits for controls and compliance.
  • Assisted clients with issues or requests and mentored employees on customer service techniques.
  • Oversaw branch operations and workflow for consistency.
  • Established internal audit procedures to validate and improve accuracy of financial reporting.
  • Coordinated with various divisions and departments in servicing of routine banking transactions.
  • Extended and sustained relationships with customers to maintain and grow business.

Education

B.tech - Mech

Shivalik Collage of Engineering ,Uttarakhand Technical University

Post Graduate Diploma - Banking Services

Manipal University

Skills

  • FINACLE
  • Microsoft office
  • Flex cube

Certification

▪ Certification in Mutual Fund Distribution, National Institute of Security Market (NISM).

▪ Certification of corporate agent ,Insurance Institute of India

Timeline

Deputy Manager

Yes Bank Ltd
09.2022 - Current

Deputy Manager

AXIS BANK
05.2018 - 09.2022

B.tech - Mech

Shivalik Collage of Engineering ,Uttarakhand Technical University

Post Graduate Diploma - Banking Services

Manipal University
RUPENDRA RANA