Yatin Pansare

Role:

• Managing the customer sales officers and tellers of a branch 
• Ensuring efficient daily operations of the branch along with implementing strategies to increase productivity and performance levels in order to achieve the branch’s financial targets
• Responsible for ensuring compliance with the rules, regulations and policies governing the bank

Career History

Professional Experience: -

• Axis Bank Ltd., Mumbai, as ‘Senior Manager'(Branch Operations Head)

From April 2021 till date

Role:

• Managing the customer sales officers and tellers of a branch 
• Ensuring efficient daily operations of the branch along with implementing strategies to increase productivity and performance levels in order to achieve the branch’s financial targets
• Responsible for ensuring compliance with the rules, regulations and policies governing the bank

• Axis Bank Ltd., Mumbai, as ‘Manager'(Branch Operations Head)

From Jan 2018 to March 2021

Role:

Same as above

• HDFC Bank Ltd., Mumbai, as ‘Deputy Manager’(Teller Authoriser)

From Oct 2011 to Oct 2015

Role:

• Achieving Sales Objectives at individual and team level including core products, assets, third party products
• Ensuring Customer Service up to defined standards and handling Complaint Management, working on constructive feedback given by customers
• Efficient handling of branch operations including error free processing of daily transactions, monitoring of dummy accounts, reconciliation and maintenance of suspense accounts, ensuring customer KYC and AML procedure as per banks defined standards
• Reporting of large cash transactions within cut – off times and maintenance of cash shortage/excess register and other mandatory registers
• Staff management – Ensuring that tellers are adequately trained on the products of the bank, ensuring staff is updated on the latest circulars.

HDFC Bank Ltd., Mumbai, as ‘Assistant Manager’(Teller)

From Oct 2011 to Oct 2015

Role:-

• Operations – Handling of cash receipts and payments and other daily transactions, identifying high transacting customers
• Maintenance of mandatory registers like bulk stock register, checking of EOD reports
• Customer Service and Sales – Lobby management, tending to customers and their requirements, generating leads for bank’s core products, assets and third party products

Religare Securities Ltd., Mumbai.

From July 2008 to Oct 2011

Role: -

• Taking care of online trading A/c’s, Demat A/c’s and selling the products to the customers and also providing them proper guidance.

• Motivating them to achieve the set objectives and to increase the profitability of the organization.

• Ensuring customer satisfaction and looking into customer grievances, etc. 

• Sourcing High Network Individuals for MF, Insurance & other products.

• Planning & implementing all the Trading, marketing, sales and customer care related activities.

• Generating leads through contacts and providing financial advice to clients

Skills: - 

Banking product knowledge, Sales and Influencing skills, Team Management and interpersonal skills, Communication skills, awareness of banking regulations, computer skills

B.Com, Networking and Multimedia Diploma in Office Automation & Graphics.