KESHAV MADHAV
BANKING
A17 MUNJMAUDA VADODARA
Summary
Customer-oriented Banking Officer offering 8 years of experience overseeing bank operations and verifying adherence to state and federal banking rules and regulations. Supportive and communicative professional polished in providing banking services to individuals and corporate customers. In-depth knowledge of available bank products and services paired with outstanding customer service abilities.
Overview
11
11
years of professional experience
5
5
years of post-secondary education
2
2
Certifications
Work History
Assistant Bank Manager
Punjab & Sind Bank
VADODARA,AHMEDABAD,RAJKOT,MORBI
04.2013 - 08.2021
- Collaborated with bank manager and teller supervisor on scheduling, hiring decisions and monthly audits.
- Assisted customers with banking transactions, identified and serviced customer needs and resolved issues.
- Represented bank to community through good customer relations.
- Observed, coached and developed bankers in support of reaching performance objectives.
- Assisted with complex transactions using overrides and functions requiring additional authorization levels.
- Completed filings and upheld strict compliance with regulatory agencies and supervisors.
- Reviewed and edited loan agreements to enhance clarity and monitor compliance with requirements.
- Maintained confidentiality of bank records and client information to prevent mishandling of data and potential breaches.
- Compiled database of loan applicants' credit histories, financial statements and other financial information.
- Maintained scheduling for main branch to keep shifts appropriately staffed.
- Generated sales tax reports for each operational jurisdictions, monitored bi-weekly payroll and prepared and paid out sales commissions.
- Examined customer loan applications for loan approvals and denials.
- Prepared cash flow projections, cost analysis and monthly, quarterly and annual reports.
- Performed banking, business administration and financial tasks to guarantee five-star service for clients.
FINANCIAL PLANNING MANAGER
Aviva Life Insurance
BANGALORE
08.2010 - 01.2011
- Maintained detailed records of customer information and policy sales.
- Reviewed customer needs and financial means to determine appropriate policy offerings.
- Connected with prospective clients to set appointments.
- Generated sales by recommending policies and add-ons.
- Stayed in touch with clients to assess changing demands and offer new solutions.
- Conducted research on insurance packages and investment options to generate client recommendations.
- Met with customers to provide information about available products and policies.
Education
MBA - Business Administration And Management
09.2021 - 02.2023
MBA - Accounting And Finance
06.2019 - Apr 2021
BBA - Business Administration
04.2004 - 07.2007
Skills
Strategic planning
Operations management
Loan approvals
Revenue Generation
Financial modeling
Due diligence
Certification
CERTIFIED ASSOCIATE OF THE INDIAN INSTITUTE OF BANKERS (CAIIB))
Timeline
COVENTRY UNIVERSITY - MBA, Business Administration And Management
09.2021 - 02.2023
JUNIOR ASSOCIATE OF THE INDIAN INSTITUTE OF BANKERS (JAIIB)
01-2021
CERTIFIED ASSOCIATE OF THE INDIAN INSTITUTE OF BANKERS (CAIIB))
01-2020
ANNAMALAI UNIVERSITY - MBA, Accounting And Finance
06.2019 - Apr 2021
Assistant Bank Manager - Punjab & Sind Bank
04.2013 - 08.2021
FINANCIAL PLANNING MANAGER - Aviva Life Insurance
08.2010 - 01.2011
NSHM ACADEMY - BBA, Business Administration
04.2004 - 07.2007