career profile

notable success as management professional within a high-volume financial institution. successfully leverage operations with proven experience in all aspects of standing as an investment representative, personal banker, and assistant bank manager. consistently able to coach and instruct internal and external staff in professional responsibilities including fiscal transactions and account opening/maintenance. skilled in adhering to all established auditing policies to prevent fraud, extravagance, and abuse. strictly monitor security of tellers area to prevent any threat of breach. technical competencies include microsoft office, windows xp, and other work related software; and multi-lingual in english, hindi, and gujarati. core competencies include:

fiscal responsibility          staff coaching and training          revenue optimization          aggressive sales growth          leadership and staff guidance

procedural development          client relations / satisfaction          technology integration          account maintenance          financial institution management

professional experience

assistant banking center manager, 9/2007 c present

comerica bank, austin, texas

         coached sales staff in reaching professional success, developed direct marketing plans for the branch, tracked and celebrated sales success and conducted sales meetings with all branch staff. 

         built effective relationships with business partners, working closely on customer acquisition strategies and retention efforts and developing new marketing campaigns. 

         focused on protecting the bank and its employees; represented the bank and focused on enhancing its image and developing additional business.

         emphasized on cross selling and deepening customers relationship with the bank; focused on building and retaining relationships through specific customer contact and sales goals. 

         limited branch risk to preventable losses by ensuring that all branch staff is vigilantly aware of suspicious activity and that they are current on operational changes. 

key accomplishments

-         propelled denovo banking center deposits by $4.3 mm in 1 year.

-         awarded director s club sales accolades for surpassing 155% of sales goals in core 5 sales categories (4q fy2007).

-         significant contributor to managing the operations and growing deposit portfolio and lending activities of a newly launched banking center.

 

banking officer  & personal banker, 11/2004 c 6/2006 & 6/2006 c 9/2007 

citibank n.a., austin, texas & arlington heights, il

         developed existing client relationships and prospected for new business. 

         ensured customer service procedures align with the bank s service excellence standards. 

         tracked and celebrated sales success according to weekly and monthly sales objectives.

         built and developed branch sales staff by mentoring and using the performance management system, coaching staff to exceed their annual objectives. 

         limited branch risk to preventable losses by ensuring that all branch staff is vigilantly aware of suspicious activity and that they are current on operation procedural changes. 

         ensured branch adherence to operational policies, compliance requirements, and security measures. 

key accomplishments

-         stood as interim manager during search for a new branch manager and supported tellers in every capacity during this time frame.

-         achieved highest number of citigold relationships in northeast illinois (2q fy2005).

-         referred the most permanent insurance in northeast illinois (4q fy2005).

 

 

 

register investment representative, 5/2004 c 10/2004

woodbury financial services, il

         customized insurance programs to suit individual customers, often covering a variety of risks.

         developed marketing strategies to attract new clients.

         ensured that policy requirements are fulfilled, including any necessary medical examinations and the completion of appropriate forms.

         explained features, advantages, and disadvantages of policies to promote sale of insurance plans.

         interviewed prospective clients to obtain data about their financial resources and needs, the physical condition of the person or property to be insured, and to discuss any existing coverage.

         performed administrative tasks, such as maintaining records and handling policy renewals.

         sought out new clients and developed clientele by networking to find new customers and generating lists of prospective clients.

 

licensure

• nasd series 6: investment company/variable contract limited representative
• nasd series 63: uniform securities agent state law
• group 1 life and health insurance

 

education

bachelor of arts in economics may 2004

• university of illinois at urbana-champaign (uiuc), urbana, il

activities & affiliations

• member of austin chamber of commerce
• member of south and north business councils
• member of austin asian chamber of commerce
• member of india community center
• initiated financial education seminars for round rock independent school district