Yashvir Firdosh Patel Email & Phone Number

Gujarat, India

Kampala, Central Region, Uganda

Retail Head

Surat, Gujarat, India

• Develop and execute strategic account plans in coordination within branches and Regional office, ensuring alignment with business objectives of third party and mutual funds.• Responsible for regional P&L, formulating Bank goals and strategy and action business plan within the mapped branches.• Collaborate with Product Teams, Operations Teams, and mapped branches in developing operational plans for the cluster based on the overall targets and budgets for the region for mutual funds.• Proactively managing with the branches, Third Party Business Heads Capital Markets division, Custody team, the Bank’s internal investment banking team, to ensure sourcing of active deals in the pipeline and through the business transactions.• Hiring potential resources and regularly conducting training sessions on product knowledge and banking practices for their career growth and deliver consistent performances.• Foster strong relationships with key customers, understanding their business needs, and delivering tailored solutions for enhanced customer experiences.• Anticipate and respond to shifting customer expectations, ensuring the bank remains competitive in the market.• Gather and analyze customer information to support deal structuring and credit approval processes.• Participate in stakeholder management initiatives, both internal and external, to promote effective collaboration and relationship building.• Participate in all regional review meetings and represent the bank in all important Regulatory meetings• Setting up local branches spearheading the bank's footprint, developing Sales strategies, Compliance Policies, and Product development ensuring delivery of the highest standards in customer delight and compliance-conscious culture within the organization.

Nairobi, Kenya

• Plan, organize and coordinate daily sales, service and operations management processes and execute achievement of the Annual Business plan with mapped team members and management.• Provide regular inputs to the development of the Retail Liabilities division budget and monitor budget to ensure adherence on daily basis.• Strategize, develop business partnerships, Corporate customer on boarding and relationship management approaches, develop the value proposition and drive key business KPI’s.• Responsible for acquisitions business, mobilizing CASA Deposits, increasing branch profitability through Retail Asset Business, generating fee income through Trade Bills, LC, Bank Guarantee's, Foreign exchange/Remittances, Taxes/Fee and Utility Payment collection.• Maintain healthy relationship with Senior Management, Regional office and ensure support to sales team members at Regional Level. • CRM and Key Client Management Customer Identification, Profiling, Deepening, Tracking for newly sourced Accounts. • Review, Revise policy guidelines and implementation in consultation with Top Management.• Sound understanding of marketing practices and procedures with proven expertise in building profitable business relationships while analyzing both the market and the capabilities of the product.• Developing Sales strategies, Product development for ensuring delivery of highest service standards and promoting a compliance conscious culture in the organization.• Organizing and conducting training sessions as per bank practice for updating the knowledge and changes in law and practices in bank for the team members.• Built a culture of ethical business and act as a change agent to uncover issues and implement innovative solutions to manage risk actively.• Development and execution of the Regional sales strategy in line with the overall strategy and vision of the Bank.

Ahmedabad Area, India

Head Retail Assets and Liabilities.• Responsible for acquisitions Retail business, mobilizing CASA Deposits, increasing.• Leading compliance program, adherence of regulations as per BOU/AML/CFT law and due diligence in respect to Nostro accounts.• Supporting Audit, Law Enforcement agencies, reviewing on incident happening's, fraud and suspicious transactions at bank.• Enhancing operational efficiency by coaching team, developing staff training with key focus on internal growth for consistent and aspirant performers.• Reviewing of branch credit portfolio, identify and restructure critical NPA accounts at an early stage and recommend appropriate remedial action minimizing loss and penal action.• Setting up of local branches spearheading the bank's footprint, developing Sales strategies, Compliance Policies, Product development ensuring delivery of highest standards in customer delight and compliance conscious culture within in the organization.• Develop and maintain close ties with Business Units to ensure informal early warning communication channels in place to identify business developments that potentially impact the company's operational risk profile.• Ensure risks inherent in new products, services and processes are assessed and mitigation actions identified and recommended to the respective unit heads.

Uganda

• Spearheading a team of 20 to 25 members ( Staff / Out Sourced ).• Plan, organize and coordinate daily sales, service and operations management processes and execute achievement of the Annual Business Plan. • Responsible for Acquisitions of new Relationship, Quality Monitoring. Mobilizing CASA Deposits, Increase Branch profitability through Asset Business and Cross Sell of Third Party Products.• Generating fee income through Trade Bills, Bank Guarantee’s, Foreign exchange services, Tax / Fee Collection and Utility Payment’s.• CRM and Key Client Management Customer Identification, Profiling, Product Bundling at point of Sale, Tracking for newly sourced Accounts. • Sourcing and primary credit appraiser for branch credit portfolio, identify and restructuring of critical NPA accounts at an early stage and recommend appropriate remedial action to minimize credit losses and action.• Developing Sales strategies, Product development for ensuring delivery of highest service standards and promoting a compliance conscious culture in the organization.• Liaison of Legal / Enforcement cases and regulatory cases pertaining to branch level.• Consolidation and reporting for Large Cash Transaction, Suspicious Transactions, Mis and GL A/c reporting at various levels.• Organizing and conducting the weekly training sessions as per bank practice for updating the knowledge and changes in law and practices in bank for the team members.• Detection frauds/events, banking laws, internal controls, regulations of bank policies to be adhered across all levels.

Ahmedabad Area, India

As Wealth Manager.Handling a Portfolio of 25 CRS amongst with approx. 450 Priority Relationship for Ahmedabad Main Br.Responsible for Acquisitions of new Relationship, CASA Deposits, Increase revenue targets by Asset Business and Cross Sell of Third Party Products.Generating fee income through Foreign exchange services, Demat/Stock Trade services and IPO.Responsible for providing Overall Banking Solution to Clients, by Relationship Building to Deepen the Relationship Further.Targeting and Building the healthy relations with the Chartered Accountants in getting Elite and High Net relationships.As Operations Head.Prime responsible into supervision of Branch Operations being carried out as per benchmark and guidelines set by Bank.Monitoring & Reconsolidation of Key GL Heads Monitoring overall operational performance of the branch, generating business as per the management requirements and achieving set targets.Effectively and efficiently carry out Audit assignment in line with the Audit Plan, bringing out process/control deficiencies and provide practical recommendations to help management to mitigate the identified risks.Maintain Daily Branch Backup, escalation with Admin, and IT related malfunctions.Responsible to Audit and Compliance, Proactive Arrangement at Premise, Fortnightly verification of Cash at ATMs, Surprise verification of Guard, etc.

Ahmedabad, Gujarat, India

1 Managing and building the customer base for the retail branch banking business. Job responsibilities included client servicing, sales, and relationship management. Maintain cordial relationship and function as a backup of for RM within the target group.2 Assist in service audit functions, analyzing management information, monitoring to ensure compliance to banks procedures and guidelines and maintain high standard of customer service delivery.4 Contributed to the branch earnings by deposits, successful cross sell generation of leads into assets products primary Credit Cards, Mortgages, Forcex trades, Auto and Gold loans, Insurance, Mutual Fund’s, LAS, etc. 3 Actively running a project on 5S & Quality Service in co-ordination with branch collogues4 Administered in reporting of Branch Suspense A/c’s and key Reports, maintain Daily Branch Backup, escalation with Admin, and IT related malfunctions.5 Spearhead marketing programs to build close rapport with customers thus improving service and contributing to business growth.

Ahmedabad Area, India

Heading NSDL Depositary activities