Branch Manager
Nov 2023 - Oct 2024
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Pathik Patel Email & Phone Number
Retail Banking
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✓ Verified July 2026
3 data sources
Profile completeness 71%
Role
Retail Banking
Location
Anand, Gujarat, India
Who is Pathik Patel? Overview
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Pathik Patel is listed as Retail Banking based in Anand, Gujarat, India. AeroLeads shows a matched LinkedIn profile for Pathik Patel.
Pathik Patel previously worked as Branch Manager at Au Small Finance Bank and Chief Manager- Branch Banking at Idfc First Bank. Pathik Patel holds M.Com, Accounting, Pass from Gujarat University.
Profile bio
About Pathik Patel
I am an accomplishment-driven professional with an experience of nearly 17 years in the Banking Industry.Hands-on experience in managing client services of bank, financial analysis, accounting, formulation of strong businessplans, B2B as well as risk & compliance management.Spearheaded sales, service and distribution of banking products across liabilities, assets, wealth & trade services for variouscustomer segments such as mass, affluent NRIs & government services through multiple channels including bank branches,outbound sales teams, relationship teams & other alternate channels.Exposure of selling all types of banking products; in-depth understanding of processes & systems connected with bankingindustry; resourceful in managing retail loan portfolio; proficiency in executing due diligence of proposed clients and ingenerating business.Rich knowledge in performing wide array of operations in banking sector entailing banking/ branch operations, customerrelationship management, audit & compliance, service operations, customer service and Insurance Team managementfunctions; proficient in working as per KYC guidelines, improving branch productivity, conducting audits and ensuring100% compliance.Gained exposure in CASA, Insurance, TD, attaining growth of liability, promoting banking channels, applying clientretention strategies, monitoring financial transactions, submitting returns, achieving sales target and so on.
3 roles
Pathik Patel work experience
A career timeline built from the work history available for this profile.
Chief Manager- Branch Banking
Managing the complete branch sales & revenue generation; ensuring the productivity of Centerand Relationship Managers as per the expectation of the company by planning activities forsales, identification of training needs and measurement of product penetrations, customerawareness and satisfactionDeveloping customer centric approach and ensuring that the entire team focuses on customerconnect and engagement resulting in customer delight; meeting product targets, implementingplans & budgets, promoting direct banking channels, resolving customer queries and so onMaintaining healthy relationship with HNI and CASA customers of the branch; managing allthe asset business, asset channels and liability growth of the bank; ensuring smooth flow oftransactions, executing verification of auditable items and ensuring complianceManaging banking operations related to B2B, risk management, determining financialobjectives, preparing & implementing systems, policies & procedures for streamlining thebanking operationsAdministering branch resources including operating staff, sales team as well as the relationshipmanager channel for business acquisition and achievement of branch budgets
Nov 2022 - Nov 2023
Avp - Branch Head ( Since April' 21 )
AVP-Branch Head/ Sr. Manager/ Manager Followed the process/ procedure of the bank and ensured compliance to rules & regulations ofthe bank including latest circulars & notifications; ensured daily reconciliation of bankingrecords to match cash transactions of the dayDirected teller counters, executed front office activities, supported in govt. business transactions(including GST, CST, CBDT), locker related activities, managed stock & inventory, supervisedDemat desk, coordinated with account holders, HNI and NRI customersAchieved branch targets, provided training to the team, monitored branch P&L accounts,resolved customer queries, coordinated with Central Team, implemented client retentionstrategies, provided guidance, submitted various reports and verified account openingdocumentsLed, managed & monitored; the performance of team members to ensure effectiveness inbanking operations; analyzed investment strategies, identified potential investments, andconducted risk assessmentsFront Desk OfficerAnswered customer questions, offered customer support, guided and advised customers, keptthe front office clean and representative, followed the agendas and scriptsManaged front & back office operations, managed account opening documentation as per KYC,verified transactions, reconciled office accounts and managed Demat desk Scrutinized forms, performed document verification, coordinated with account holders, HNI &NRI customers and implemented 5 S in the branch; responded to customer queries, assistedcustomers in personal banking & financial planning
Sep 2006 - Nov 2022
2 education records
Pathik Patel education
M.Com, Accounting, Pass
B.Com, Accounting And Finance, First
FAQ
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What is Pathik Patel's role at their current company?
Pathik Patel is listed as Retail Banking.
Where is Pathik Patel based?
Pathik Patel is based in Anand, Gujarat, India.
What companies has Pathik Patel worked for?
Pathik Patel has worked for Au Small Finance Bank, Idfc First Bank, and Axis Bank.
How can I contact Pathik Patel?
You can use AeroLeads to view verified contact signals for Pathik Patel, including work email, phone, and LinkedIn data when available.
What schools did Pathik Patel attend?
Pathik Patel holds M.Com, Accounting, Pass from Gujarat University.
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