Amol Kadam
Branch Manager @ Sahayog Multistate Credit Cooperative Society Ltd
About
With over 12 years of diverse experience in branch banking Liability products, I currently serve as a Branch Manager at Sahayog Multistate Credit Cooperative Society Ltd. My role involves leading a high-performing team to deliver exceptional customer experiences, ensure compliance, and contribute to organizational success. My expertise encompasses managing HNI portfolios, enforcing regulatory adherence, and streamlining branch operations to drive efficiency. I am dedicated to fostering service excellence, aligning teams around strategic sales goals, and implementing cross-selling strategies to enhance branch profitability. By leveraging my IRDA certification and expertise in mutual funds and HNI relationship management, I help deliver tailored financial solutions that meet diverse customer needs while maintaining operational integrity.
India
Kalyan
Banking
IRDA Certified, Mutual Funds, HNI, Branch Management, Branch Banking, Branch Banking Operations, Leadership, Compliance Management, Customer Service, Sales Trainings, branch budget, Beauty, Style Consulting, Senior Services, Business Marketing, National Sales Management, Direct Sales, B2B Marketing, Legal Compliance, Sales Management
Experience

Branch Operation Manager
Kalyan, Maharashtra, India
• Manage the branch's budget. • Hire and train employees. • Solve problems for bank customers and staff. • Supervise branch employees. • Communicate news and learning opportunities from other bank branches. • Help customers and staff solve problems. • Lead the Service Team & maintained operation feedback score. • Ensuring regulatory and procedural compliance • To co-ordinate the audit of the branch • Ensuring service excellence to enhance portfolio, control retention and better cross sell • Authorize and check RO / SO entries with Vault / Key custodian • Check vouchers to clear transactions of Rs. 10 lakhs & above • Ability to manage and motivate front office staff. • Customer orientation and team leader qualities • Spearheaded the growth strategy for the branch, resulting in a 25% increase in customer base within one financial year. • Coached and developed a team of 20 employees, enhancing their sales techniques and interpersonal skills

Service Delivery Ambassador
Mumbai, Maharashtra, India
• Branch Operations, Compliance & Risk Management: a. Customer identification through signature verification and recommended ID and Portfolio. • Service & Business Developments. a. Achieve Cross sell Targets (LI+GI, Bill Pay, Trade & Forex, Mobile Banking, Internet. • Capability Building: a. Completion of Training Programme. • BG, Rera Transactions, Escrow Transactions, Bulk Salary, Trade Forex, Inward Outward Remittance Branch Level Process. • Audit & Compliance: • Adherence to policies and guidelines such as KYC & AML Competency: • Cheque Clearing. • Account Opening. • Fund Transfer. • Branch Handling. • Customer Handling

Senior Agency Manager
Thane, Maharashtra, India
• Handling Designated Branch • Branch Portfolio Management with escalation. • Customer Service Resolution and Issue policy with customer satisfaction. • Monitor & Control Branch with the customer issues. • Processing Customer Service Request and Ensure to Closed the Request within TAT • Review all Branch Portfolio & Achieve Sales target of branch. • Responsible for Follow-up, Maintain Data & Report to Branch Manager On Daily Activity. • Relationship Management of Branch Portfolio & Monitor Sales & Making MIS With PPT Presentation online. • KYC & AML, Client Verification, Documentation in term of • Investment, insurance and Mutual fund.

Relationship Manager
Ulhasnagar, Maharashtra, India
• Acquisition of High End CASA along with cross selling of other products of the Bank. • Dealing to the HNI Trade customers and servicing there needs and requirement. • Initiated a local marketing campaign that elevated brand presence and attracted 500+ new accounts. • Managed daily branch operations, achieving a 98% accuracy rate in transaction processing and reporting. • Engaged to the Trade customer,forex,CC/OD, BLG, LAP,Mortgae,SME • Customer. • Approaching to Door step banking,CMS,Payment gateway • Approach NTB customers for new banking relationships & existing customers for • X selling products like Life Insurance, FD,Loan,cards etc • Achieve my individual target of retails liability sales. • Prepare MIS and maintain records of accounts opened. • Focus on funding the opened accounts and as well as providing better services them. • Achieve my individual target of retails liability sales and Prepare MIS and • maintain records of accounts opened. • Branch Portfolio Service Management. • Handling end to end pre & post- branch launch activities • MIS support for branches • Audit review and observation resolution

Investment Manager
Omni Channel-Broking Firm
Kalyan, Maharashtra, India
• Contacting clients and setting up meetings, either within an office environment • homes or business premises • Conducting in-depth reviews of clients' financial circumstances, current provision and future • Analysing information and preparing plans best suited to individual clients' requirements • Completing risk analyses • Researching the marketplace and providing clients with information on new and existing • products and services & designing financial strategies • Assisting clients to make informed decisions • Researching information from various sources, including providers of financial products • Reviewing and responding to clients changing needs and financial circumstances • Promoting and selling financial products to meet given or negotiated sales targets • Negotiating with product suppliers for the best possible rates • Liaising with head office and financial services providers • Keeping up to date with financial products and legislation • Producing financial reports • Contacting clients with news of new financial products or changes to legislation that may • affect their savings and investments • Meeting the regulatory aspects of the role, e.g. requirements for disclosure, costs of the • services provided and also the advised products.

Sales Manager
99Yrs Network LLP
Mumbai, Maharashtra, India
Sales Manager Client acquisition Ecommerce Sales
Amol Kadam's Contact Information
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