Preetam Rathore Email & Phone Number

Toronto, On, Ca

Ontario, Canada

• Oversee and coordinate office administrative procedure and review, evaluate and implement new procedures set by organization.• Assist in preparation of operating budget and maintain inventory and budgetary controls.• Assemble data and prepare periodic and special reports , manuals and correspondence • Supervise new management recruits and operation related staff also providing related training.• Establish work priorities, delegate work to office support staff, and ensure deadlines are met and procedures are followed.• Coordinate and plan for office services such as accommodation, relocations, equipment, supplies, forms, disposal of asset, parking, maintenance and security services.

Toronto, Canada Area

Jaipur Area, India

• Handling Trade-Business related, Non-Trade Related aand General banking operation related duties in the branch.• Looking after Client Servicing at the branch Lobby.• Checking KYC documents on new client account opening forms.• On boarding of new acquired clients through welcome call and audit on sales process.• Managing TAT for all service and operational transactions.• Activation od clients on net banking and other non-branch channels.• Business lead generation and passing to relevant sales channel.• Authorization and audit checks for all operation transaction.

• Management of expenses of branch, ensure branch /ATm lease deed, agreements and vendor payments are timely executed.• Managing and supervising all branch operations and also assist branch manager with sales campaign and promotions.• Responsible for managing daily operations, cost management, policy contro; and customer service/ complaints management.• Educating branch staff regarding development in regulatory and bank guidelines time to time.• Act as custodian; manage storage and activity of retrieval of vouchers, generation, checking and preservation of reports and Misc. E-register and physical register maintenance.• Regular Supervision and Monitoring of critical accounts in the branch, ensuring coordination with account processing centers, clearing units etc. for smooth transactions.• Manage all process such as cash, ATM operations, keys movements, Lockers, Security stationery, deliverables, Stop payments, Govt. account/ business of the branch as per bank guidelines.

Jodhpur Area, India

• Relationship building and promoting the sale of bank fee products like insurance, credit card, loan etc• Open new personal and corporate account and providing automated banking machine, telephone banking and online banking services.• Import/Export related requests processing, salary processing, furnish internal audit.• Servicing the request of over the counter customers.• Assist clients by proposing solutions to address financial objectives such as business expansion, investment and goals.• Cash handling as teller, • Complete documentation and processing of gold loan, FOREX, Fixed deposit, loans etc.• Act as a joint custodian for cash and securities.

Post Graduate Diploma, Project Management

Post Graduate Diploma, Financial Planning And Services

Diploma, Post Graduate Diploma In Banking Operation

Bachelor Of Commerce - Bcom