Sumit Singh
Assistant Branch Manager
Burnaby,BC
Summary
Banking Professional seeking a role in Operations/Customer Relationship Management/Sales Governance in the Finance/Banking industry within Vancouver, Burnaby, or Surrey. Insightful Manager with experience directing and improving operations through effective employee motivational strategies and strong policy enforcement. Proficient in best practices, market trends and regulatory requirements of industry operations. Talented leader with analytical approach to business planning and day-to-day problem-solving.
Overview
8
8
years of professional experience
6
6
years of post-secondary education
3
3
Languages
Work History
Amazon Associate
Amazon
Delta, BC
2021.10 - Current
- Worked varied hours to meet seasonal and business needs.
- Increased customer service success rates by quickly resolving issues.
- Worked effectively in fast-paced environments.
- Self-motivated, with strong sense of personal responsibility.
- Proven ability to learn quickly and adapt to new situations.
- Worked well in team setting, providing support and guidance.
- Demonstrated respect, friendliness and willingness to help wherever needed.
- Passionate about learning and committed to continual improvement.
- Maintained productivity with picking rate more than 90% per hour.
Senior Internal Auditor
HDFC Bank Ltd
Chandigarh, Chandigarh
2021.02 - 2021.09
- Performed internal audits of financial and departmental operations, developing risk assessments and conducting process walk throughs for compliance with documented processes.
- Audited cateogory A branches with General Ledger of Size CAD 165 Million.
- Developed auditing program to address risks and evaluate regulatory requirements.
- Recommended new methods to improve internal controls and operating efficiency.
- Produced audit reports.
- Reported audit findings, covering compliance issues related to International Financial Reporting Standards (IFRS) and corporate regulations.
- Explained risk and compliance concepts to managers and executives.
- Identified and reported audit issues.
- Reviewed and identified risks, analyzed controls and tested compliance.
- Audited branches
Branch Operations Head, Manager
Axis Bank Ltd
Haridwar, Uttrakhand
2020.02 - 2021.02
- Developed and maintained relationships with customers and suppliers through account development.
- Maintained professional, organized, and safe environment for employees and patrons.
- Accomplished multiple tasks within established timeframes.
- Onboarded new employees with training and new hire documentation.
- Cross-trained existing employees to maximize team agility and performance.
- Maximized performance by monitoring daily activities and mentoring team members.
- Handled NRI desk and managed relationship portfolio worth CAD 8 million from base of 450 customers.
- Rendered exceptional customer service leading to new business acquisitions in NRI and High Net Worth segment.
- Focused on KYC, KYP & ethical codes of conduct & compliance in all client dealings.
- Communicated clearly with employees, suppliers and stakeholders to keep everyone on same page and working toward established business goals.
- Developed and implemented business strategies to achieve business goals and stay competitive.
- Improved marketing to attract new customers and promote business.
- Improved staffing during busy periods by creating employee schedules and monitoring call-outs.
Asst. Branch Head- Naraina, Manager
Bandhan Bank Ltd
New Delhi, India
2019.03 - 2020.01
- Oversaw administration of full-service bank including Cash Counter, RTGS & NEFT, Inward/Outward Clearing, ATM Loading, etc
- Processed 150 tickets per day, ensured all documentation of clients in good order, assisted clients to easily invest.
- Achieved individual & bank goals through new business and customer retention
- Conducted branch audits and developed plans to comply with statutory requirements
- Monitored and reported suspicious accounts in AML and prepared Ground of Suspicion for filing STR.
- Assessed employee performance and developed improvement plans.
- Engaged employees in business processes with positive motivational techniques.
- Created strategies to develop and expand existing customer sales, resulting in increase in annual sales.
- Coached, trained and mentored team.
- Examined customer loan applications for loan approvals and denials.
Deputy Branch Manager
ICICI Bank Ltd, DMII
Dhariwal, Punjab
2014.08 - 2019.02
- Handled a team of Branch Operation & Sales Officers along with Farmer Finance & Rural Business Credit Officers
- Checked physical cash position, maintained branch records, and submitted reports to H.O
- Worked as personal banker in privilege banking channel for India’s globalized bank being present in 17 nations.
- Handled and resolved client escalations and addressed their queries to ensure smooth ride on related issues
- Rendered sustained services to clients for high ROI and increased retention level by achieving service quality norms and resolving issues to attain high customer satisfaction through right solutions
- Created strategies to develop and expand existing customer sales, resulting in increase in annual sales.
- Enhanced branch production rates by handling staff conflicts, evaluations, hiring, and termination processes and coaching employees on company protocol and payroll operations.
- Managed HNI portfolio worth CAD 15 million at region’s biggest branch having client base of 750 unique ID’s.
- Compiled database of loan applicants' credit histories, financial statements and other financial information.
- Generated financial and operational reports to assist management with business strategy.
- Submitted loan applications to underwriter for verification and recommendation.
- Complied with regulatory guidelines and requirements.
- Maintained friendly and professional customer interactions.
- Recognized for delivering exceptional customer service by virtue of applying impeccable communication skills.
- Interviewed and hired talented individuals with top-level strengths, improving organizational talent, and skill set.
Education
MBA - Finance
University of Canada West
Vancouver, BC 2021.10 - 2023.01
Post Graduate Diploma - Banking and Finance
Manipal University
Banglore, India 2013.08 - 2014.08
Bachelor of Technology - Mechanical & Automation Engineering
Amity University
India 2008.07 - 2012.08
Skills
Experience in sales governance, customer relationship management andExcellent interpersonal, communication, and organizational skillsProven ability to train and develop team membersStrong problem-solving and analytical skillsMicrosoft Office Suite, and banking software
Banking product sales
Compliance, banking laws and regulations
Relationship building and management
Cash Handling
Team building
Analytical and Critical Thinking
Accomplishments
- Certifications:
- IFIC- Investment Funds in Canada(Pursuing)
- CSC (Pursuing)
- AMFI-Association of Mutual Funds of India
- IRDA- Insurance Regulatory & Development Authority of India
Timeline
MBA - Finance
University of Canada West
2021.10 - 2023.01
Amazon Associate
Amazon
2021.10 - Current
Senior Internal Auditor
HDFC Bank Ltd
2021.02 - 2021.09
Branch Operations Head, Manager
Axis Bank Ltd
2020.02 - 2021.02
Asst. Branch Head- Naraina, Manager
Bandhan Bank Ltd
2019.03 - 2020.01
Deputy Branch Manager
ICICI Bank Ltd, DMII
2014.08 - 2019.02
Post Graduate Diploma - Banking and Finance
Manipal University
2013.08 - 2014.08
Bachelor of Technology - Mechanical & Automation Engineering
Amity University
2008.07 - 2012.08