Sumeet S

Freelancer & Consultant

Freelancer • Freelance

Aug 2023 - Present • 2 yrs 9 mos

 Currently working Consultant as Finance Manager for Private Limited company  Supporting in Bank Reconciliation, Fund Raising, Documentations and Funds Flow Management  Assisting the firm in managing their Bank Guarantee Issuance and Management  Assisting the firm in Debtor management  Providing Investment Advisory to Customers and ensuring proper transactions for Wealth Creation  Assisting Start-ups, SME, Investors and Financial Institutions in navigating their Capital and Fundraising requirements  Assisting firms in creating Project Reports and Financial Projections with  Financial Modelling for Fundraising requirements

Assistant Vice President and Branch Head

Axis Bank Ltd • Temps plein

Jun 2008 - Aug 2023 • 15 yrs 2 mos

 Branch Head with increasing CASA size from scratch to 125 crores & across geographies  Handled the setting up of New Branches with setting proper procedures, managing infrastructure and other teething issues and ensuring making branch profitable within a year  Managing a team of 25+ members and leading Team with Results Orientation which is responsible for entire Branch Functions including Operations, Sales, outsourced staff and Associates  Responsible for Growing the Branch with entire responsibility of CASA, Term Deposit Products, Investment Products, Asset Products, Fee Income, Trade and Retail forex, Branch Profitability  Ensured Key Customer Relationship Management and supervision of all HNI Customer programs  Managed timely submission of various MIS, Statutory & Audit Reports and Regulatory Reportings  Handled driving of New business with conceptualizing strategies & implementation of the same for Promotion of various banking products for Branch Team  Ensured Data Mining and Scoping to acquire High Value Relationships  Achieved Improvement in Branch Audit Ratings to Best grades after assuming as Branch head  Training and Mentoring of new staff and grooming them as per Bank culture  Ensuring performance of team and achieving minimum one promotion for 100% who worked for 2 years under me  Spearheaded many Business Process Improvement Initiatives and Pre Audits for Branch, Cluster and Circle

Assistant Manager & Customer Service Manager

ICICI Bank • Temps plein

May 2005 - Jun 2008 • 3 yrs 1 mo

 Worked as Customer Service Manager performing Verification of various transactions of Retail Branch Banking, looked after Foreign Exchange Services and Foreign Outward Remittances  Handled Audit and Compliances for the Branch and handled SQL reports for continuous monitoring  Worked as Customer Service Officer performing various transactions of Retail Branch Banking  Promoted in First Year from rank of Senior Officer to Assistant Manager