PPPuneet Prajapati
@puneetprajapati
Banking operations leader driving compliant branch performance, customer service excellence, and revenue growth.
IndiaWhat I'm looking for
I am an operations-focused banking professional with over 8 years of experience across retail branches, managing day-to-day branch administration, audit closure, transaction accuracy and sales enablement. I have a consistent track record of meeting scorecard goals, cross-selling financial products, and maintaining near-perfect transaction processing accuracy.
I hold an MBA in Finance & Marketing, certifications (NISM, IRDA), and strong proficiency in MS Office, Finacle and CRM systems. I lead teams to deliver best-in-class customer service, resolve audit observations, manage cash controls and drive branch profitability through strategic account acquisition and product penetration.
Experience
Work history, roles, and key accomplishments
ILBranch Operation Head
IDFC First Bank Ltd
Apr 2024 - Present (1 year 8 months)
Responsible for day-to-day branch operations, compliance and audit closure while driving branch profitability and cross-sell strategies that improve account acquisition and product penetration.
RLBranch Operation Head
RBL Bank Ltd
Aug 2020 - Mar 2024 (3 years 7 months)
Owned daily branch operations including reconciliations, GL monitoring and cash controls, achieving 99.99% transaction accuracy and zero unresolved cash incidents while ensuring timely processing and adherence to procedures.
HLAssistant Manager
HDFC Bank Ltd
Sep 2019 - Jul 2020 (10 months)
Managed classic client portfolio and drove product sales (life/health/insurance, credit cards, loans), consistently achieving monthly revenue targets through relationship and referral generation.
ILCustomer Service Officer
ICICI Bank Ltd
Feb 2017 - Sep 2019 (2 years 7 months)
Handled high-volume teller transactions, account openings, cash reconciliations and customer enquiries while identifying needs to refer customers to appropriate banking products and services.
Education
Degrees, certifications, and relevant coursework
Accurate Institute of Advanced Management
Master of Business Administration, Finance & Marketing
2013 - 2015
Grade: 1st Class
Completed MBA with specializations in Finance and Marketing, graduating with First Class.
UDUniversity of Delhi
Bachelor of Commerce, Commerce
2010 - 2013
Grade: 2nd Class
Completed Bachelor of Commerce from the University of Delhi, graduating with Second Class.
NISM
Certification, Securities/Finance Certification
Completed certification from NISM.
IRDA
Certification, Insurance Regulation Certification
Completed certification from IRDA.
Availability
Location
IndiaAuthorized to work in
Job categories
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