Pooja Verma Email and Phone Number

Responsible for driving the RM channel towards achieving higherproductivity and business growth.Responsible for driving the RM channel towards achieving higherproductivity and business growth.• Launch & drive channel level initiatives and campaigns with the objectiveto build traction on product penetration, portfolio growth, cross sell,customer contactability etc. Enhance revenue from the RM channel acrossall bank products including wealth, insurance, cross sell etc.• Pro-active daily engagement with RMs and guide them on key programinitiatives and goal-sheets.• Provide specific inputs to improvise RM goal sheets, incentive structure,measurement metrics, reports and MIS to measure and drive customerexperience and numbers across several vectors.• Continuously engage with other stakeholders like Finance, Product teamsand HR to ensure robust ecosystem for the RM channel to deliver higherperformance.• Engage with Leadership and highlight key success metrics and gaps inperformance parameters, drives, initiatives and feedbacks.• Conduct focus group discussions to identify RM needs and gaps andcontinuously innovate to enhance RM performance and retention with thebank.• Create processes and dashboards to aid RM channel through theirlifecycle with the bank- including working models, sales processes etc.• Create and maintain training content, conduct RM channel ClassroomTraining, Con-calls, Surveys & Refresher training programme.• Create and maintain training content, conduct RM channel ClassroomTraining, Con-calls, Surveys & Refresher training programme.

- Facilitates entrepreneur, corporate/firms across India on credit rating, business and commercial risk management, performance improvement & operations advice to the clients.- Analyze the Financial performance of the company and present it to the lenders and also evaluate and interpretate the company’s financials and estimate the credit rating.- The analysis done makes it easier and simpler for the individual and the corporate to get the finance with appropriate creditworthiness. - Liaising with the lenders to understand their requirement to process proposal of the clients on smother basis.- Debt restructuring.

Having over 13 years of experience in Banking Operations. Possessing the required leadership and dynamism necessary to provide a quality service of the highest order and the efficiency to drive our products competitive advantage. Comprehensive knowledge of the banking industry and its procedures as well as having the ability to aim high, think smart and act fast.

Key Responsibilities: Operations Head• Regular supervision of vouchers, overdrawn a/cs, office accounts.• Up keeping of office records so that Branch bears a presentable look by ensuring office premises kept neat and clean.Supervision of outsourced activities to ensure compliance with internal guidelines.• Assuring the timely delivery of services to customer in order to retain & acquire new business.• Cross- selling of the third party products.Monitoring the account opening & closures on the daily basis.Timely completion of desk related activities. Submitting of Monthly reports of the branch.•Monitoring & Supervision of the activities of the branch from Audit & compliance purpose. Handling branch level forex services (inward,outward remittances, FCCs,currency exchange ,FCNRs, RFCs) and co-coordinating with IBD and treasury for rates and margins.Previous Assignment : •Verifying accounting entries for transfer, pay order, demand draft. Monitoring the account opening & closures on the daily basis. Verification of cash entries & physical cash. Handled Fixed Deposit for corporate and retail customers.Clearing inward and outward (HV/MICR/Outstation) and Interbank. Opening NRI accounts,, NRO accounts, FCNR, NRE Fixed Deposit. Cross selling of Mutual Funds, Insurance and other third party products. Previous Assignment : •NRI Department – Portfolio of Rs. 50 crores. Handling of High Net worth NRI Clients•Timely delivery of services to customer in order to retain & acquire new business. Coordinating with other departments & branches for development Of NRI Business. •Opening NRI accounts,, NRO accounts, FCNR, NRE Fixed Deposit.Portfolio Investment Scheme (PIS) for NRI’S.Responsible for effective liasoning between RBI & branches for PIS reporting.Interacting with brokers for new PIS a/c.Handling Forex services (Inward / Outward) & coordinate with Treasury for rates & margins.Opening of Demat a/c for NRI’SOther Responsibilities:Outward Clearing, RTGS & RBI Bonds