umesh bhatt

MBA , Senior Retail Banker

Mumbai, India
  • Branch Administration
  • FlexCube
  • finacle
  • Internal/ External Audit, Statutory Interpretation, Maximizing ROI
  • Implementation of Accounting Policies/Procedures

Work Experience

Branch ManagerFull Time

Sahyadri Bank

October 2023 - Present • 6 months

branch service delivery leaderFull Time

The Consultant

June 2012 - April 2014 • 1 yr, 10 months

Branch Operations ManagerFull Time

Kotak Mahindra Bank

July 2008 - June 2012 • 3 yrs, 11 months

branch service head tellerFull Time

The Consultant

May 2007 - July 2008 • 1 yr, 2 months

Education

  • master of business administration in finance

    Sikkim Manipal UniversityJan 2007 to Jan 2009 · 2 Years
  • B.Com in accounts

    Mumbai UniversityJan 1991 to Jan 1996 · 5 Years
  • High School - Other

    n l high school Jan 1991

Achievements

Key Achievements • 2nd rank in Pan India Branch Health Score Card for Medium Scale Branch for 3 consecutive months. • Acquired GOOD Audit Rating in April 2014. • Bagged NIL Defect Score for consecutive 6 months in customer instructions parameter. • Rated high for 90% First Pass on an average for CASA account opening forms. • Scaled as Well Controlled in audit rating for Kandivali (E) Branch and Virar Branch for 3 consecutive years. • Enhanced revenue generation through sale of Mutual Fund SIPs & Life Insurance Products to the customers • Distinguished as Retail Business Development Champion and adjudged as All India NRI Desk No.3 • Acknowledged by the management for significant contribution in Bancassurance. Target Industry: Banking; Consulting Services; Financial Services; Insurance; Business Support Notice Period: 1 month or less

Skills

Tools and Fields of Expertise

  • Branch Administration
  • FlexCube
  • finacle
  • Internal/ External Audit, Statutory Interpretation, Maximizing ROI
  • Implementation of Accounting Policies/Procedures

Languages

  • Hindi

    Fluent
  • English

    Fluent
  • Marathi

    Fluent
  • Arabic

    Advanced

Training & Certifications

  • Insurance Regulatory Development Authority

    Insurance Regulatory Development Authority·2013
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