Jitin Agarwal Email & Phone Number

Delhi, Dl, In

Mumbai, Maharashtra, India

Bengaluru, Karnataka, India

Delhi, India

Delhi, India

Kolkata, West Bengal, India

Gurugram, Haryana, India

Unit Head - Deliverables management, Vendor Management, Bank induced AC closures, RM mapping, Cards issuance, Vendor audits, PAN India Form 60 filing in IT website

Gurugram, Haryana, India

Unit Head - Account opening

Gurugram, Haryana, India

Team Leader- Account Opening ( North & East)

Delhi

 Ensure error free end to end processing for Savings and Current account opening forms including Trusts, Associations, HUF etc. (right from acknowledgement of AOF, pre–verification, scanning, post-verification and filing, rejecting discrepant AOF). Management of rejected/discrepant AOF ( right from filing of the rejected AOF, receiving of discrepancy rectification documents, acknowledging the same, checking for proper rectification reason provided and handing over the AOF to Data… Show more  Ensure error free end to end processing for Savings and Current account opening forms including Trusts, Associations, HUF etc. (right from acknowledgement of AOF, pre–verification, scanning, post-verification and filing, rejecting discrepant AOF). Management of rejected/discrepant AOF ( right from filing of the rejected AOF, receiving of discrepancy rectification documents, acknowledging the same, checking for proper rectification reason provided and handing over the AOF to Data capturing team for account opening). Closure of accounts which have crossed TAT assigned to branch for discrepancy rectification. Reopening of closed accounts followed by data capturing where necessary approvals are taken from RH/ZH/Product heads. Ensure planning is done to ensure that day’s activities are completed within TAT and as per Service level agreement with the branches. To keep transactions processing up to date –No pending status for items received by cut-off time for all the 75 branches of Delhi Region. Minimum or Nil audit comments for Concurrent audit, Self audit, Quality control audit. Ensure Error reports and other control reports are verified and action taken accordingly. Check the documents as per the KYC guidelines and internal processes/compliance/circulars/guidelines in place. To reply/communicate with branches on their queries regarding KYC, account opening status, discrepancy rectification and other miscellaneous reasons. Monitoring of data feeding, data verification, Scanning, MIS generation, sending required MIS/reports to Central operations team at Bangalore. Show less

Moradabad

Overall service quality management of all banking activities in six branches of Moradabad cluster along with enhancing customer experience and relations with the bank which also includes resolving critical customer issues and complaints through banking software Finacle CRM. Worked in cash area as a teller and cash Verifier. Worked in clearing as a maker and Verifier. Handling various aspects of the NRI Business in terms of Customer Relationship Management of walk-in customers… Show more Overall service quality management of all banking activities in six branches of Moradabad cluster along with enhancing customer experience and relations with the bank which also includes resolving critical customer issues and complaints through banking software Finacle CRM. Worked in cash area as a teller and cash Verifier. Worked in clearing as a maker and Verifier. Handling various aspects of the NRI Business in terms of Customer Relationship Management of walk-in customers, providing services to existing customers, etc.Handling of remittance desk (Processing of Demand drafts, Pay orders, RTGS transactions) both as maker and Verifier Responsible for handling Foreign Exchange Products and Services like Outward/Inward Remittances; Travel Card; Sale and encashment of Traveler’s Cheques, Foreign Currency, Foreign Demand Draft, etc. Cross-Selling of Bank products( Savings and Current accounts, FDR) & Third Party products(Life Insurance, General Insurance, Mutual Funds, Gold etc) to bank and non-bank customers walking into the branch. Show less

Post Graduate Certification, Operations Management And Supervision

Master Of Business Administration - Mba, Distance Learning, First

Bachelor Of Engineering - Be, Electrical, Electronics And Communications Engineering, First

Senior Secondary, Pcm, First