Banking sector CV samples - banking sector CV formats

Banking sector CV samples - banking sector CV formats



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Objectives

To serve in a challenging job in an organization with leading edge technologies, where I can utilize my knowledge and can have a continual advancement of skill.
Experience
ABC BANK LTD. - Business Banking Officer (Feb’11 to Till date)

-Responsibility to achieve branch target in corporate current accounts.
-Responsibility to increase the Bank's profitability by cultivating new business relationships.
-Goal is to Grow accounts profitability by maintaining a high service standard and compliance.
-Generate the cross selling business from existing customers by selling other products.
-Maintain and develop customer relationships, new business, and periodic visit to existing customers.
-Manage and track the leads and maintain DSR on regular basis.
(RECENTLY TRANSFERRED IN FOREX AND TRADE DEPATRTMENT)

XYZ Bank Ltd. Ahmedabad (Gujarat) - Business Banking Officer (July’07 to Jan’11)

Handling Responsibility for achieving the branch sales target in Business Banking, ensuring high quality service & customer relationship management. Ensuring cost & productivity norms are met

& compliance with banking rules, regulations & procedures

-Handling sourcing of corporate A/cs and maintaining relationship.
-Managing and deepening of good net worth customer portfolio.
-Manage and track the leads and maintain DSR on regular basis.

PQR BANK LTD. Ahmadabad (Gujarat) - Financial Services Consultant (June’06 to July’07)

-Giving the most ideal advice to a client depending on his short or long term financial goal.
-Considering the clients financial needs and giving him the best possible advice depending on his financial situation.
-Offering the best possible asset management advice.
-Assures that the willingness of a client towards a specific investment decision is complimented by a clear understanding of the risks involved.
-Generating revenue for bank.

IT SKILLS

Well versed with MS office, Internet Applications & Core Banking Software like Finacle updated version.

Qualifications

-Diploma in Banking from XYZ- 20XX
-Executive-MBA from ABC – 20XX.
-M.com. from ABC University - 20XX.-

Personal Profile

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  • RE: Banking sector CV samples - banking sector CV formats -Banking sector CV samples (10/17/12)
  • Ashish Choubey
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    EXPERIENCE SUMMARY

    6 years plus experience in Banking operations, Financial Analysis, Fund Management & Reconciliation, Private Equity, Equity Research, Wealth Management, Investment Banking, Mortgages & Loans,

    Credit & Risk Management, Customer Service, Administration and Business Training.

    Core Competencies

    Financial Analysis

    -Analyzing company performances, conducting benchmarking, trend analysis and using various business tools to assist the critical decision making process.
    -Collating & interpreting financial data for determining financial performance of companies, comparing various companies within industry sector, analyzing past deals and developing valuation

    models.
    -Studying financials including balance sheet, income statement, statement of changes in net assets, schedule of investments, cash flow statement, shareholder’s interest, financial highlights

    and notes to financial statements.
    Equity Research
    -Undertaking qualitative / quantitative forecasting analysis of companies under consideration for investment and in-depth strategic reviews to determine potential opportunities.
    -Preparing and presenting research / industry reports comprising of industrial trends, industry information; interpreting the result of research studies & providing business recommendations.

    Portfolio Management

    -Rendering profitable investment solutions to corporate & high net-worth clients for significantly enhancing fund management and dividends
    -Analyzing the financial capabilities of clients for providing them apt investment services.
    Ensuring that the solutions provided clients carry the minimum investment risk.

    Client Servicing

    - Providing advisory services regarding the procedures and strategies for trading in various types of securities.
    -Providing information on economic, industrial & financial situations, including listed company information, i.e., their operations, financial status and operational results.

    PROFESSIONAL EXPERIENCE

    Bank of ABC (March’09 – 31st March’10)
    Designation: Executive (Fund Accounting Department)
    Job Profile:

    -Managing cash and asset reconciliations for US, UK and Japanese clients like Goldman Sachs, HSBC, RBS, Dreyfus and various other clients across the globe.
    -Managing Hedge Funds and Derivatives.
    -Managing weekly risk analysis and review of Cash & Positions breaks.
    -Managing monthly reconciliation of the securities held in the Portfolio and currency movements/FXs and Global time deposits pricing and settlement of those securities using tools like

    Bloomberg and Euro clear.
    -Supporting the net asset value (NAV) team in reconciliation exercise.
    -Identify cash & security reconciliation breaks along with notification & maintenance of expirations & trade events.
    -Capturing of interest, income, expenses and other daily accruals & monitoring of corporate actions.
    -Accountable for investment banking asset setup, pricing and reconciliation.
    -Spearheaded functions for setting up and settling various money market and Fixed income instruments, like Corporate Bonds, Options, Mortgage back Securities, Certificates of deposits into

    the system using systems like BLOOMBERG.
    -Liaising with Trade capture, Market data, and Custody and Investment managers.
    -Skilled in using banking software like Invest One, Apollo and Inform.

    MNO Bank (May'08 - 05 Aug'08)
    Designation: Asst. Manager (Wholesale Banking Operations Department)
    Job Profile: Team Leader for Supply Chain Management:

    Banking Operations Management

    -Managing Trade Finance related products like L/C, Bank Guarantees, Export-Import related document, Inland Bills, Bill Discounting (Hundi and Invoice), Pre-shipment & Post shipment advances
    -Managing pay order generation for clients
    -Liaising with RTGS (Real time gross settlement) Department
    -Liaising with Demat and Client service desk team
    -Preparing daily reports (cheques to be liquidated the following day, cheques attaining maturity)
    -Skilled in banking soft wares like Finware, UBS, SWIFT and Flexcube corporate

    Branch Administration

    -Overseeing the entire gamut of branch operations spanning Clearing, Cash, bill discounting, deposit accounts, Retail Trade Finance, Cash Management and Liability Products.
    -Ensuring compliance with statutory/ regulatory requirements specified under different acts governing banking regulations by RBI and GOI.

    Service & Quality

    -Ensuring that the team, processes, data & systems of the branch are well tuned to deliver consistent & superior levels of service to all customers.
    -Ensuring that adequate records & data pertaining to customer queries and complaints are maintained & analyzed for achieving greater process efficiency.
    -Ensuring daily / weekly monitoring & analyses of various data points & reports that have bearing on Customer Service & process adherence.
    -Implementing of 5S, ISO 9001:2000 standards to meet set quality parameters conforming to the standards.

    Audits & Inspection

    -Effectively supporting branch audits by internal, external, statutory & RBI auditors.
    -Responsible for implementation of process, policies as per guidelines & audit rating of the branch.
    -Attending to all audit findings and resolve them in case of discrepancies.
    -Conducting self-audits in the branch (e.g., weekly sweep audit, etc.) and mitigating all anomalies.

    Customer Relationship Management

    -Building and maintaining healthy business relations with high net worth, corporate and government clients, ensuring high customer satisfaction matrices.
    -Executing customer centric banking operations & ensuring customer satisfaction by achieving delivery & service quality norms.
    -Establishing personal relationship & developing future business, resolving client queries/complaints as well as providing guidance on the various products and services provided by the banks.

    EDUCATIONAL CREDENTIALS

    -PGDBA from XYZ, 20XX
    -Diploma in Business Finance from ABC University, 20XX
    -M.Com (Banking & Insurance Management), XYZ University, 20XX

    SKILLS

    -Experience in developing and maintaining healthy relationship with the clients for generating business and leading workforce towards accomplishing business and corporate goals.
    -Adept at working in high pressure environments under strict deadlines with ability to organize and handle multiple tasks simultaneously.
    -Demonstrated ability to manage human, financial and material resources towards the achievement of stated targets.
    -Exceptional written and verbal communication skills.
    -Detail oriented with strong work ethics.

    ACHIEVEMENTS

    -Received best Team of the quarter award 2006 (Mortgage Service Centre)
    -Received certificate of excellence (Best Team for the quarter 02-2005 Award)

    TRAININGS ATTENDED

    -Ethics in Effective Communication in a Corporate Environment
    -Operational Risk Awareness
    -Anti Money Laundering
    -Leading & Managing People
    -Train the Trainer

    PERSONAL INFORMATION

    Date Of Birth:
    Languages Known:
    Residential Address:
  • RE: Banking sector CV samples - banking sector CV formats -Banking sector CV samples (10/17/12)
  • Name:
    E-mail:
    Phone:

    Career Objective

    To achieve a senior, development-oriented position in banking / financial sector which requires professional know-how, educational background, technical knowledge, and a dedication for

    excellence with valuable implementation.

    Skill Sets

    -Excellent Team Management with communication and interpersonal skills.
    -Field Experience of Commercial banking - Asset based working capital financing & rural retail Liability business across Indian Territory
    -Profound ability for Channel Management / Network Expansion with Strategic Implementation
    -Knack of getting associated with new projects right from scratch, getting them implemented with in defined timelines and budgeted P&L targets
    -Strong ability to work under pressure and time constraints with Analytical Approach.

    Professional Background with Excellence Summary

    -Rich Experience of 7+ years in Banking – both Asset & Liability side of banking
    -Current designated as Regional Business Manager – Branch Banking in ABC Bank, Commercial Banking Retail Liabilities division based at Mumbai. This is newly launched Rural banking vertical in

    the bank with an objective to increase penetration of mass retail banking in rural markets.
    -Leading a team of 35 branch Mangers & 4 Area Managers on Pan India basis. Got an opportunity to lead & Involve in setting up of retail rural branch network from day 1, infra set up, manpower

    hiring & putting right products in place for the new business model which is asset led the rural liability business.
    -Currently focused on increasing CASA , TD , Insurance, Gold Loan business across these rural branches leveraging existing rural markets distribution network , manpower & channel

    relationships
    -Past experience in asset financing - working capital/Inventory financing for Car & Commercial vehicle dealers for over 5 years as Area Manager - Inventory finance for West. Consistently

    achieved P&L & vol targets for limits & disbursements.
    -Spearheaded special projects in Loan Origination System, Collection Automation & Filed Investigation for commercial banking division in Kotak & successfully implemented them across branches

    Pan India .
    -Involved in project commissioning right from conceptualization, development & implementation stage leading a team of Branch & Area Managers across verticals – Car,Tractor,Commercial vehicle

    financing

    Academics

    -MBA – Marketing & Finance , XYZ – 20XX
    -CAIIB Qualified - Indian Institute of Banking & Finance (20XX)

    Work Experience Summary:

    1) ABC Bank Limited - (2011- Present) - Commercial Banking Retail Liabilities Division

    Role – Regional Business Manager, Branch Banking - Designation – Chief Manager ( M5)

    Key Responsibilities :

    -Responsible to generate overall business & help branches attain self sustainability through growth in revenues. Direct P&L responsibility for the branches under the network.
    -Achieving business objectives of branches through team of Area Mangers, Branch Managers & CASA executives for the mapped Area in terms of Value, Volume & Channel Productivity through

    acquisition of CASA, TD, Gold Loan, asset & TPP products.
    -Currently focused on building retail liability business book over 35 rural branches -CASA & TD generation from NTB & existing customers is the prime target area in the initial 2 years
    -Establishing necessary process & compliance set up including Clearing , LCC & cash offload ties ups at these locations
    -Ensuring manpower deployment - facilitating, retention & mentoring the team.
    -Monitoring branch operations aspect & ensure compliance with KYC & AML norms in regular business sourcing.
    -Ensure superior policy & process adherence and implementation of compliance guidelines as per regulatory procedures.
    -Ensure branches meet necessary sales & service standards as per bank’s quality parameters & statutory policies.
    -Manage and control branch expenditures within agreed budgets

    Achievement

    -In last 1.5 year consolidated CASA TD float of 30 cr generated in these branches

    2) PQR Bank Limited - (2009-2011)
    Commercial Banking (Tractor & Farm Equipment division)

    Role - Product Manager, Dealer Finance (working capital) & Special projects

    Key Responsibilities:

    -Managing working capital finance relations (Channel Finance, Trade Advance, Bank Guarantee, Cash Credit and Term Loan proposals) & meeting disbursement target
    -Sourcing new to bank asset funding business from rural customers managing sourcing phase to approval, execution of docs, loading of limit, servicing & credit monitoring stage.
    -Preparation of memorandum of product policies in alignment with market requirements, industry dynamics and portfolio behavior, keeping in view the risk appetite & vision prescribed by the

    management.
    -Dealing with business/sales team for development of new working capital products in accordance to priority sector lending requirement
    -Product In charge for launch of small ticket Business/Top up loan product for small & medium farmers & Traders having prospect base of 20000 ETR customers
    -Worked on projects like Financial Inclusion, Mobility solution for retail lending, Collection process Automation, LOS & Call Centre set up for rural customers.
    -Managing key business partner relationship - TATA AIG (for General Insurance) & Kotak Life (for Life Insurance) business & manufacturers like M&M, TAFE, John Deere , Escorts & PTL

    3) XYZLimited - (2006 – 2008)

    Role - Area Manager , Dealer Inventory Finance

    Key Responsibilities:

    -Generation of New wholesale business: Identifying and meeting prospective clients - With an Annual turnover of 100-300 crs , in order to explore new business related to working capital,

    asset based lending & project financing
    -Offering Short term/ Long term, working capital & Infrastructure term financing solution to corporates involved in automobile sales (both fund & Non Fund based)
    -Understanding business/ Financing needs of clients & offering them tailor made structured financing solution, assessing risk & proposing mitigants in the process
    -Screening of initial financials (1st level credit appraisal) for credit evaluation & Liaising with Credit , Legal & Operations team for effective service delivery
    -Monitoring Churning & audit (TOD & Overdue analysis) performance of dealers
    -Conducting Due Diligence exercise for dealer development cell of Passenger Car Manufacturers like Toyota (TKM) & Honda (HSCIL) for their distribution set-up
    -Cross Sales of KMB Trade finance ( LC/BG) & business banking (asset finance) products (viz. CC/OD/LAS/ LAP ,Rent Discounting & Credit lines)

    Key Achievements:

    -+150 cr Dealer finance Portfolio handled ( Inventory Finance + Term Loan), managing 35 dealer relations
    -+200 % Y-O-Y Growth over budgeted FY 07-08 Targets
    -+130 cr of New business Acquisition/ +25 New dealer relation added
    -Driven Insurance/MIS Income business for the dept , generating total Insurance business of 80 lacs in Feb-Mar ‘08 & 45 new CASA/Group Salary accounts
    Personal Details:

    Date Of Birth:

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