JEO PHOEBE J
TRICHY
Summary
Accomplished Bnaker at ICICI Bank, adept in branch operations management and team leadership, significantly expanded customer base through strategic cross-selling and marketing initiatives. Excelled in analytical and relationship management, driving sales growth and enhancing customer satisfaction. Skilled in compliance and cash handling, with a proven track record of mentoring teams to achieve operational excellence.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Branch Operations Manager
ICICI Bank
04.2018 - 11.2023
- Managed cross-selling initiatives that expanded existing customer relationships while bringing onboard new clientele, contributing to the overall growth of the branch by pitching the right product by identifying the potential customer.
- · Delivered CASA around 5.8Cr in year end.
- Topper in sales(assests and liablities)
- Was recognised by zonal head for exemplary performance in branch adherence score.
- Assisted Branch Manager in budget preparation, monitoring expenses closely to prevent cost overruns or wasteful spending.
- Increased customer satisfaction with personalized service strategies and superior problem-solving skills.
• Possess strong system knowledge and analytical skill along with dexterity in analyzing the process flow including risk and compliance.
• Generating repeat business from customers and building a strong relationship with HNI andNRI customers.
- Developed and executed marketing plans for product promotion, resulting in an increase in sales revenue.
• Multitasking within operation department.
• Solid knowledge of banking products.
• Able to work alone or among larger group.
Education
MCA - COMPUTER APPLICATIONS
SRM UNIVERSITY
Chennai, India08.2024
BCA - COMPUTER APPLICTIONS
JAMAL MOHAMED COLLEGE
TRICHY04.2016
Skills
- 3 years of experience in handling Branch Operations as a Deputy Branch Manager
2 years of experience as acting Branch Manager achieving branch target co-ordinating it with the team size of 12 and cross selling of third party products, cross selling of asset products, bringing CASA from NRI base,Corporate clients, HNI clients around 2-3crore end of quarter
- Quoted rates aggressively in various currencies to bring in new accounts and thereby chanelising existing and new NRI accounts
Experienced in handling a team size of 10-12 members (both inbound and outbound staffs)
Possess strong system knowledge and analytical skill along with dexterity in analyzing the process flow including risk and compliance
Generating repeat business from customers
An effective communicator with good presentation, analytical, negotiation and relationship management skills
- Training and mentoring
- Team Management
- Compliance knowledge
- Customer Relationship
- Team Supervision (with a team size of 10-12)
- Branch Operations Management
- Staff Development
- Customer Service
Accomplishments
• Award of Excellence’ for Exemplary performance in NRI Business (bringing CASA(230Cr),TD (2.5Cr), ICCI Bank.
• Got awarded spot ovation (given to best performer of the team for the month/quarter/year) in ICICI for excelling in productivity and for bringing repeated business from HNI clients.
• Bagged 8th rank in BSC in PAN India level in terms of business.
• Was recognized by Regional head and State Head for consistently performing in bringing in CASA and thereby increasing the book size.
• Got 5star rating in compliance,KYC and audit parameter (IAD Year 2021-2022).
• Was recognized by the Zonal head, Regional head for bringing in highest value of fixed deposit(around 2.3c)in NRI base.
• Topper in sales achievement of banking products (life insurance, mutual funds) and consumer loan (housing loan ,LAP,PL,AL) lending’s in the overall Region.
• Bagged the first qualifier medal in Tamilnadu for Life insurance contest.
- Generated revenue more than 4lakhs per month through high revenue products.
Certification
IRDA CERTIFIED
AMFI CERTIFIED
Languages
English
Advanced (C1)
Hindi
Advanced (C1)
Tamil
Intermediate (B1)
Malayalam
Beginner (A1)
Timeline
Branch Operations Manager
ICICI Bank
04.2018 - 11.2023
MCA - COMPUTER APPLICATIONS
SRM UNIVERSITY
BCA - COMPUTER APPLICTIONS
JAMAL MOHAMED COLLEGE
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