Savitha Balaraman
Kumbakonam
Summary
3+ years experienced in banking and non-banking financial management professional,
Diligent and dedicated Deputy Manager with one year of experience in the Banking industry. Excellent interpersonal and communication skills. Dynamic and determined with exceptional leadership qualities. Friendly Deputy Manager committed to creating a positive work environment through effective mentoring and coaching. Skilled in delegation and communication. Talented in leadership, staff development and training.
Overview
6
6
years of professional experience
1
1
Certification
1
1
Language
Work History
Deputy Manager
Axis Bank
Mayiladuthurai
02.2023 - Current
- Presented new and additional products and services to existing customers.
- Greeted customers and delivered information about new account processes.
- Backed up teller team by handling needs of new and existing customers at main counter.
- Verified customer identity and reviewed documentation for accuracy.
- Processed customer payments and account setup charges.
- Contacted customers as soon as issues arose to immediately find resolution before problem escalated.
- Maintained customer records and updated account information.
- Interviewed customers to obtain information needed for opening new accounts or renting safe-deposit boxes.
- Gained strong leadership skills by managing projects from start to finish.
- Answered customer questions and explained available services such as deposit accounts, bonds, and securities.
- Strengthened communication skills through regular interactions with others.
- Supervised and motivated 50+ staff employees
Processing Officer
CAMS Public Ltd (SBI MF)
Chennai
03.2018 - 05.2021
- Managing 100+ INCOME TAX/CBI/LEGAL notices received by mutual fund within Month across india
- Handling daily/Monthly/ yearly reports and SLA
- Attending Asset Management and internal queries
- Achieved Production growth of 90% through internal and external complaints.
- Processed both manual and digital transactions in line with established policies.
- Resolved issues and escalated problems with knowledgeable support and quality service.
- Updated knowledge about new products, procedures and organizational changes to respond to client requests.
- Received award for Productivity within agreed TAT.
- Verified technical specifications and information details before processing paperwork.
- Produced tables, pivot reports and charts for use in key decision-making processes.
- Designed internal dashboard for at-a-glance system and project status reporting.
- Compiled and stored physical and electronic records
- Verified technical specifications and information details before processing paperwork
Education
M.B.A - Finance -
B.C.A -
HSC -
Percentage: 71%
Post Graduate of Banking & Relationship Management - Banking And Financial Support Services
04-2023
Skills
- Analytical and methodical skill
- Communication skill oral/ Verbal
- Innovation and ability to learn
- Attention to detail
- Team Management
- MS office
- Computer language(Php,Mysql)
- Customer Service
- P > Performance improvements
- P > Cost analysis and savings
- P > Process and procedure development
- P > Recruiting skills
- P>Task delegation
Certification
NISM Series-II-B: Registrar and Transfer Agents (MF) Certification Exam held by SEBI.
Timeline
Deputy Manager - Axis Bank
02.2023 - Current
Processing Officer - CAMS Public Ltd (SBI MF)
03.2018 - 05.2021
Bharathidasan University - M.B.A - Finance,
Bharadidasan University - B.C.A,
Fatima Girs Hr Sec School - HSC,
NIIT University - Post Graduate of Banking & Relationship Management, Banking And Financial Support Services
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