RUZIN VAKHARIA
Mapusa
Summary
I am a dynamic and results-driven Deputy Manager with 7 years of experience in the banking sector, adept at optimizing processes and leading teams to achieve strategic objectives. I pride myself on expanding 650 client relationships, achieving compliance with credit policies, and exceeding sales targets, contributing to significant growth and enhanced client satisfaction.
Overview
7
7
years of professional experience
Work History
Deputy Manager
ICICI Bank Ltd
07.2021 - 05.2022
- Company Overview: It is an Indian multinational bank and financial services company
- Served over 50 clients daily out of a total branch footfall of 250 clients; over 98% of these clients reported an enhanced experience
- Achieved and maintained daily records for deliverables – 30 entries), inventory – 3 entries), and key movements – 2–3 times monthly) with a 100% accuracy rate
- Evaluated up to 20 loan applications per month for financial eligibility and collateral value, achieving a recommendation success rate of 83%
- Promoted the organization's product range and supported branch business development through proactive customer engagement
- Identified and resolved issues related to branch operations and daily functions to maintain smooth operations
- It is an Indian multinational bank and financial services company
Wealth Operations Manager
ICICI Bank Ltd
06.2019 - 07.2021
- Company Overview: It is an Indian multinational bank and financial services company
- Processed an average of over 350 transactions per month for High Net-Worth Individuals (HNWIs), ensuring accuracy and timeliness
- Supported the Wealth Relationship Manager in revenue generation and portfolio expansion by onboarding 8 new walk-in clients per quarter, contributing to a 7% expansion in the portfolio
- Consistently met all monthly targets, achieving a 97% accuracy rate with no rejections
- It is an Indian multinational bank and financial services company
Affluent Business Relationship Manager
Axis Bank Ltd
01.2018 - 09.2018
- Company Overview: It is an Indian multinational banking and financial services company
- Managed investment portfolios for over 300 high-net-worth clients by comprehensively assessing their assets, expenses, and both long-term and short-term financial goals
- Developed an average of 3 personalized financial plans per week
- Achieved a 7% increase in portfolio size within a quarter by successfully onboarding 8 new clients
- Successfully onboarded over 50 new clients within a year
- It is an Indian multinational banking and financial services company
Senior Manager
ICICI Bank Ltd
12.2014 - 10.2017
- Company Overview: It is an Indian multinational bank and financial services company
- Managed up to 150 transactions of foreign exchange transactions per month, including currency conversion and remittances, with a 100% accuracy rate
- Processed an average of 100– deposits, withdrawals, and transfers per day with 100% accuracy
- Investigated and resolved 60 fraud cases, leading to an 8% reduction in fraud-related losses
- Assisted in branch audit processes at 2 branches, contributing to a 12% improvement in audit outcomes
- It is an Indian multinational bank and financial services company
Education
Post Graduate Diploma - Banking Operations
National Institute of Information Technology
Mumbai12.2014
Bachelor of Commerce -
University of Mumbai
Mumbai12.2011
Skills
- Business Development
- Financial analysis
- Cost analysis and savings
- Operations management
- Performance improvements
- Sales strategies
- Sales and marketing
- Process and procedure development
- Task delegation
- Conflict resolution expertise
Websites
Accomplishments
- Managed and expanded 650 client relationships, resulting in a 20% increase in managed liability, asset, and fee-based accounts over a year.
- Reached 100% compliance with credit policies and procedures in loan sanctioning and disbursement processes.
- Achieved 135% of sales target by promoting mutual funds and life insurance products, contributing to a 28% increase in product uptake.
- Achieved 3rd place nationwide and 1st place in the region for performance in the Life Insurance business.
- Secured 7th place nationwide and 1st place in the region for performance in the Mutual Fund business.
Personal Information
Title: Deputy Manager
Timeline
Deputy Manager
ICICI Bank Ltd
07.2021 - 05.2022
Wealth Operations Manager
ICICI Bank Ltd
06.2019 - 07.2021
Affluent Business Relationship Manager
Axis Bank Ltd
01.2018 - 09.2018
Senior Manager
ICICI Bank Ltd
12.2014 - 10.2017
Post Graduate Diploma - Banking Operations
National Institute of Information Technology
Bachelor of Commerce -
University of Mumbai
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