Amit Wadhwani

• Managing team of 60 eRMs for Pune Zone, with overall objective of superior customer service and exploring customer 360 opportunities (liabilities, Asset and fee book growth.
• Responsible for timely and quality customer service along with ensuring all compliance and audit parameters.
• Closely working with all relevant stake holders like Zonal head, regional head - Retails and Assets to align ourself with overall objective of Zone which we are servicing.
• Implementation of all sales and service strategies laid down by central team through effective usage of available applications like Sales CRM, Verint, Microsoft Power BI etc.
• Regular evaluation of employee performance and conveyed constructive feedback to improve skills as well as output (mostly fortnightly)
• Apart from service and sales, also ensuring adoption of digital channels for mapped set of customers.
• Timely feedback on any process improvement, customer feedback on existing processes, products, service or existing applications like RIB, I-mobile.
• Ensuring time to time training and updates for any process changes apart from live call feedback to team on regular basis for continuous improvement across.
• Actively participating in recruitment of new RMs as channel is continuously growing with addition of new centers and new geographies.
• Implemented trending initiatives to help drive sales across cluster

• Responsible for timely & quality reverts on AML/TM EDD cases of all branches of MP
• Cross verifying KYC and sourcing process of all cases of MP where we get regulatory complaints
• Closures of RCC Cases within TAT for all four regions of MP
• Timely closure of SR’s on KYC front queries for entire MP Branches
• Ensuring low KYC rejections for all the branches
• Monitoring and closures of complaints for TPP like Life Insurance sold across all Branches
• Training of sales officers of entire MP for ensuring quality sourcing & low rejections in sourcing
• To check the transaction pattern of accounts where branches have raised suspicion and report the same to concerned team
• To ensure that in all cases of new account sourcing proper process have been followed by branches like Customer visit has been made, originals have been seen, no false declaration by Sales Officers.

Started as customer service manager at Indore and within a year got promoted as Deputy branch manager. key responsibility area were as below :

• Responsible for Branch Compliance & maintain high level of Audit processes.
• Monitoring Branch retail operation – clearing, teller counter and personal banker area.
• Using service to sales approach also have done business enhancement.
• Error free operation in branch within time without costumer complaints
• Authorizing all sensitive transaction, expenses, vouchers for retail, B.B.G., as per bank circular.
• Follow up with Sales team, RM and branch, ensure team member are successful in their job role.
• Sourcing new High value customer, Sourcing Government ac / fund
• Maintain strict vigilance on quality of forms and documentation provided.
• Monitoring anti money laundering triggers.

• Monitoring Branch retail operation – clearing, teller counter and personal banker area
• Error free operation in branch within time without costumer complaints
• Follow up with Sales team, RM and branch, ensure team member are successful in their job role
• Maintain strict vigilance on quality of forms and documentation provided.
• Responsible for training all staff in the branch about relevant subjects, processes, documentation, regulations and new product launched Audit & Compliance – Satisfactory audit.
• Managing team which results in Liabilities & Investment Management Process KYC verification for account opening, FTNR controlling, account depletion control.
• Sales of retail/assets/Business banking products for self and team.

• To run branch as individual profit-making center ensuring all policies and framework.
• Educate staff & customers about various products offered by the company.
• To achieve branch’s distribution targets by selling products of ICICI Pru, MetLife, and Various MF’s.
• Building and motivating team in order to achieve all defined goals.

• Developing client relations and business, mainly corporate to solicit new business.
• Providing and updating the requisite back-end support for faster, better and customized service.
• Monitoring of overall operation and market response to provide a periodic feedback to Manager
• Responsible for transaction & outstanding follow-up maintain Co-ordination with accounts, demat and billing department.