Amit Kumar Upadhyay
6/4/1/4 Seals Garden Lane
B.T.Road Kolkata 700002
Ph :#8981087500
E-mail : upamit AT rediffmail.com
Objective :
To be a successful person and contribute to the growth and development of the organization
Self-Summary :
Forward thinking, self-driven, aggressive and enthusiastic in work, team player with excellent behavior skills open and approachable nature.
Employment History :
Having more than 11 years of the experience in banking industry (Retail Assets and Liability) with various positions:
Company profile :IDBI BANK LTD
Period :August 2006 to till date
Designation :Branch Head Dec 2013 (Manager)
Reporting to :Senior Regional Head ( General Manager)
Job Profile/Professional Synopsis :
** Responsible for meeting the branch targets and adherence to all guidelines and regulatory requirements, Ensuring that customers get world –class service and their needs are understood and met through financial product offering of the bank.
** Executing the entire branch operations and Branch Sales i.e. cross selling/selling of CASA Products including sale if Insurance , Mutual Fund, Gold Loans, Vehicle Loans, Personal Loans. Home Loans, Educational, Loans, Exchange of Foreign Currencies, Demat Accounts and other Assets Products.
** Leading Sales and Wealth Management Functions while managing day to day branch operations, adding HNI accounts to the client list.
** Evolving market segmentation & Penetration Strategies to achieve, targets & identifying key/institutional accounts and strategically, secure profitable business.
** Responsible for the cash transactions including receipts and payments, responsible for the adhering to the vault cash limits of the branch,Ensuring the implementation of the Clean Note Policy as per the RBI Guidelines, Monitoring of Suspicious transactions and reporting them as per the process of the bank.
** Supervised the working of all branch staff such as teller, Relationship Managers, Assest Manager and welcome Desk, Daily Followed up on the activities of the Sales Executive in the Branch. Back-up SOM in the absence of the SOM, Supervised Lobby management Housekeeping.
** Analyzing the financial statements of the Loan proposals Managing fund flows and receivables, Branch Narrative Reports send to Head Office, Fraud Control activities.
Key Competencies :
Retails Banking Sales, Marketing & Operations, Corporate BC/BF Services, Processes and controls Audit Compliance, Retails Banking, MIS, Reconciliations, Documentation, Wealth Management, Depository Services, Loan Process & Disbursements, KYC norms, customer Relations, Team Leadership/Managment
Educational Qualification/Credintial :
** Certification done in :JAIIB, AMFI,IRDA NCFM & CFP
** MBA In Marketing (PGDM from Alliance Business Academy Bangalore 2006)
** Post Gradutaion in Economics from University of Allahabad 2002
** Bacholer of Arts in Economics from University of Allahabad 2000
Professional Experience : 11 years.
** Joined IDBI Bank in August 2006 as Probitionery officer through campus placement.
** Branch manager in Behala Branch Kolkata (may 2017)
** Branch Manger in Khardah Branch Kolkata(Dec 2013)
** Achieving 100% liability business in successive year 2013-14,2014-2015
** Among top 5 branch in third party product in pan india 2nd in WB.
** Total Business of branch 170CR (152Cr Liability+18Cr Asset)
** 40% Incremental Net profit in 2014-15
Relationship Manager : Kankurgachi Branch (Sept 2011 to Dec 2013)
** Leading and guiding teams to achieve strategic objectives of the organization and contribute to overall organizational growth and profitability
** Looking Business Banking customer
** Achieving successfully branch target for CASA Business and TPD Business
** Handeling Direct selling Team approx 18-20 ppl
** Liaison with the Corporate Office / Zonal office / Regional Office / Other Branches for routine banking issues and MIS generation & reporting
** Apt knowledge of Retail Banking, Financial Market
Relationship Manager : K.G.Marg Branch Delhi (June 2011)
** Looking Institutional Banking Portfolio.
Ex. DDA, IIFCL & MAEF
** Handeling Direct selling Team approx 18-20 ppl
Relationship manager : Pitampura Branch Delhi (August 2006 to May 2011)
Computer Platforms :Windows 95; Internet Explorer, Netscape Navigator, Outlook Express; MS-Word/Excel/Power Point
Trainings Attended : Various training on Deposits, Advance, Time Management, Credit Analysis, Strategic Planning, Insurance, Mutual Funds etc……
Hobbies/interests :
Listing to music, reading, cooking
Personal Skills :
Comprehensive problems solving abilities, excellent verbal and written communication skills, ability to deal with people, willingness to learn, Team facilitator.
Personal Details :
Name : Amit Kumar Upadhyay
DOB : 02-06-1978
Permanent Address : 6/4/1/4 Seals Garden Lane B.T. Road Kolkata-70002
Contact No. : 8981087500, 9874277550
Languages Known : English, Hindi & Bengali
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