Yatin Sharma
Bank Manager
SBS Nagar,Punjab
Summary
Skilled Deputy Branch Manager with demonstrated success in coordinating team and financial activities. Friendly and adaptable professional with remarkable leadership and program management skills. Results-driven Deputy branch manager experienced in financial statement review, auditing and reporting. Well-versed in producing reports, evaluating department operations and handling month- and year-end closings. Meticulous, conscientious and methodical in approach.
Overview
9
9
years of professional experience
3
3
years of post-secondary education
3
3
Languages
Work History
Deputy Manager
HDFC Bank
10.2021 - Current
- Consulted customers to boost product sales and services.
- Compiled database of loan applicants' credit histories, financial statements and other financial information.
- Created strategies to develop and expand existing customer sales, resulting in increase in annual sales.
- Analyzed market trends to stay current on industry best practices, incorporating new ideas into existing strategies for continuous improvement.
- Generated financial and operational reports to assist management with business strategy.
- Managed cross-selling initiatives that expanded existing customer relationships while bringing onboard new clientele, contributing to the overall growth of the branch.
- Met deadlines by proactively managing individual and team tasks and streamlining processes.
- Oversaw the loan approval process, maintaining compliance with lending regulations and policies.
- Prepared cash flow projections, cost analysis and monthly, quarterly and annual reports.
- Interviewed and hired talented individuals with top-level strengths, improving organizational talent, and skill set.
- Improved overall financial reporting by streamlining control processes and reporting structures.
- Developed strategic plans for day-to-day financial operations.
- Utilized financial software to prepare consolidated financial statements.
Deputy Branch Manager
YES BANK LTD
03.2019 - 10.2021
- Looking for account opening forms, instructions and cash, clearing and other routine activities
- Working as an authorizer.
- Consulted customers to boost product sales and services.
- Compiled database of loan applicants' credit histories, financial statements and other financial information.
- Created strategies to develop and expand existing customer sales, resulting in increase in annual sales.
Sales Executives
HDB FINACIAL SERVICES LTD (HDFC BANK)
03.2015 - 03.2019
- Handled credit card sales of 7 Branches in HDFC bank
- Cross Selling the products of the Bank like CASA, Gold Loan, Insurance, Fixed Deposits etc
- Team Handling
- Handling customer quarries.
- Delivered exceptional customer service, resulting in a high percentage of repeat business and client referrals.
Education
Bachelor of Commerce - Accounting And Finance
Punjab University
Chandigarh 04.2011 - 04.2014
Skills
Financial Oversight
Time Management
Team Supervision
Accounts Payable
Strategic Planning
Loan Processing
Staff Recruitment and Hiring
Financial Oversight
Accomplishments
- Falling in excellent and outstanding category in goalsheet.
- Got IRDA and AMFI certification
- Got tag for “Product Champion 8 times” in first 11 months in Yes bank.
- Have qualify many contests on CASA and LI business and accolade in various RNRs and Trophies.
- Yes bank has launched quarterly contest “CRUISE TO VICTORY on LI BUSINESS'' and won Domestic tip from Bombay to Goa.
- Awarded by RBL for Exemplary performance in quarter one and two 2019.
- Awarded by MD & CEO Mr.Prashant Kumar with trophy MEDAL OF HONOR for exemplary performance in Aug-Sept 2020.
- Awarded Rising Star among three teams in Dec 2015.
- Awarded as CHAMPION among region in 2018 February
- Ranked on position 4th in Pan India for registration of Payzapp Application in 2017.
- Recognized for sourcing maximum credit card applications in a day that is 35 on Teacher's day
- Handled 7 branches out of which 5 were in Top 5 in cluster out of 14 branches
Primary Assets
Responsible, Fast Learner, Interactive & Optimistic, Believe in hard work with 100% focus, Easily adjustable in new environment, Broad-Minded.
Extracurricular Activities
Public Speaking and event hosting Conferred with ‘Mr Farewell‘ 2014 Participated in Badminton and Cricket Contests
Timeline
Deputy Manager
HDFC Bank
10.2021 - Current
Deputy Branch Manager
YES BANK LTD
03.2019 - 10.2021
Sales Executives
HDB FINACIAL SERVICES LTD (HDFC BANK)
03.2015 - 03.2019
Bachelor of Commerce - Accounting And Finance
Punjab University
04.2011 - 04.2014