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Sum · A result oriented professional with 3.9 years’ experience in Banking Operations, Client Relationship Management, Audit & Compliance, Business Development, Equity Market ,Sales and Marketing.
Sum · Experience in Branch Operations, Audit & Compliance, Equity Market . Consistently raising sales and profitability for the company.
Sum · Proficient at maintaining cordial relationship with customers, ensuring quality and service norms to achieve customer satisfaction and business retention.
Sum · Skilful at providing value based services & solutions by understanding the needs of the client.
Sum · An effective communicator with excellent relationship building & interpersonal skills.
Sum Customer Relationship Management
Sum · Managing customer centric operations & ensuring customer satisfaction by achieving delivery/ service quality norms.
Sum · Identifying prospective clients, generating business from the existing clientele and achieving the set business targets.
Sum · Mapping client’s requirements & providing them expert advisory services pertaining to selection of right products.
Sum Audit & Compliance
Sum · AOF checking as per the KYC guidelines
Sum · Maintaining other audit parameters of the branch
Sum Sales and Marketing
Sum · Running the sales and marketing operations & accountable for increasing sales growth and driving sales initiatives in order to achieve business goals.
Sum · Identifying & developing new streams; maintaining relationships with customers to achieve repeat/ referral business.
Sum · Generating profitability through investment business as well as planning activities so as to achieve the sales targets
Exp Employment Profile
Exp Organization: Kotak Mahindra Bank Ltd.
Exp Designation: Deputy Manager
Exp Role : Branch Operations, Customer Request Handling, KYC compliance
Exp Duration: Feb’15 to April’18
Exp Organization: Kotak Mahindra Bank Ltd.
Exp Designation: Manager
Exp Role : Branch Operations, Customer Request Handling, KYC compliance
Exp Duration: April’18 to Till date.
Exp Significant Highlights
Exp · Effective management of routine branch operations
Exp · Efficiency in handling the role of a vault custodian
Exp · Handling the KYC compliance part and form checking
Exp · Instrumental in suggesting product as per client requirements
Exp · Played a key role in improving the service quality
Exp · Generating business leads and cross selling banking products on the basis of customer relationship.
Exp · Contribution towards revenue generation of the branch and thus enhancing the business of the organization
Sum Achievements
Sum · One of the biggest contributor towards revenue generation from investments in the last financial year.
Sum · Consecutive performer in FD sourcing month on month basis on average value of Rs 50 lacs.
Sum · Got many appreciation mails from Sr. RBM for Cross Selling.
Sum · Got appreciation mail from customers for better service.
Sum · Got appreciation certificate for Best Client dealing.
Sum · Won several certification for outstanding performance for the sale of Third party products (LI & GI).
Exp Summer Intern (Nov 2014 – Feb 2015) Position: Intern, Kotak Mahindra Bank Responsibility: Branch Banking Operations
QC Certifications
QC 1. IRDA : IRDA Certification for Insurance.
QC 2. NISM-Series-V-A : Mutual Fund Distributors Certification.
QC Vocational training
Exp · Globsyn, Kolkata :Successfully done the project “BANKING MANAGEMENT SYSTEM” using
Exp ORACLE10G.
Exp Banking Management System is based on developing software which is used for making the banking system computerized, so that can be used efficiently. Duration: 1 Month
Exp · IBM, Kolkata:Successfully done training on CORE JAVA. Duration: 1 Month
Exp · NIIT, Haldia :Course on APPLICATION DEVELOPMENT using VB.NET. Duration: 54 Hours
Exp · NIIT, Haldia:Course on DESIGNING, IMPLEMENTING AND ADMINISTRATING DATABASES using SQL SERVER2005. Duration: 66 Hours
Exp Academic Project
Exp “ONLINE MOBILE RECHARGE” under ASP.Net using Microsoft Visual Studio 2005.
Exp Online Mobile Recharge project provides all the information related to all different the Service Providers and also gives the facility of making therecharging for all the Service Providers under one application at any time and from anywhere. Customerscan recharge their prepaid mobile account from the comfort of the...
Edu Academic Credentials
Edu Exams
Edu Board/University
Edu School / College
Edu Year of Passing
Edu Percentage
Edu PGDBRM
Edu Manipal University
Edu Manipal banking
Edu Academy
Edu 2015
Edu 89.3
Edu B.Tech in Electrical
Edu Engg.
Edu West Bengal University Of Technology
Edu Bengal Institute Of Technology &
Edu Management
Edu 2012
Edu 78.6
Edu H.S.C.
Edu W.B.C.H.S.E
Edu Mahishadal Raj High
Edu School
Edu 2008
Edu 72.71
Edu S.S.C.
Edu W.B.B.S.E
Exp Annadamoyee Girls High
Edu Scho
Edu 2006
Edu 76.87
PI Personal Details
PI Date of Birth : 20th April, 1991 Nationality : Indian
PI Marital Status : Single
PI Languages : Bengali, English, Hindi Hobbies : Singing, Reading Story Book
PI Sex : Female
PI Date: Tanushree Samanta
PI Microsoft Word - RESUME _experienced_.docx
PI RESUME
PI Deep Makwana Address:- Karshan Ramji & Sons, 3- Shivaji
PI 13th May 1996 Nagar, SavarKundla, dist: Amreli,
PI Gujarat.
PI Mobile:- 9284405090 , 9408348206
Exp E-Mail:- deepmakwana05@gmail.com
Exp CAREER OBJECTIVE
Obj Seeking for a job where I can work technically, apply my skills and knowledge to achieve goals,