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Pratheep Purujit K S

Diligent banking professional with more than 3 years of experience in branch operations with unsurpassed attention to detail and superior ethics. Focused on balancing customer needs with bank security requirements and sales targets. Knowledgeable about regulatory requirements and protection protocols.

Key Skills

Operations Management
Customer Relationship Management
Problem Solving
Knowledge of Banking Software
Microsoft Office
Good Communication

Professional Experience

Nov 2020
Present
Assistant Manager
DBS Bank India Limited Madurai, IN
  • Worked to deliver the highest level of client service possible. 
  • Effectively managed client portfolios through CRM and offered advice regarding investments and onboarded them into digital banking.
  • Reviewed credit applications, documentations and processed them according to best practices. 
  • Adhered to bank policies like KYC & AML, Monitoring cash transactions, and facilitated safe and protected transactions. 
Aug 2017
Nov 2020
Assistant Manager
The Lakshmi Vilas Bank Limited Madurai, IN
  • Worked as a dedicated team member by managing clerks and subordinate staff. 
  • Reviewed and processed individual loans and credit applications. 
  • Provided and offered clients guidance with new product and Digital program information.  
  • Handled cash transactions and helped the reach operating profit. 
  • Crisis Management during PCA Moratorium and Amalgamation of the Bank at the branch level.
  • Worked in three different branches and deputed to various branches as Branch Manager or Branch Operations Head from time to time.
  • Reduced the time spent by customers on the desired products by customizing questions based on every user.
  • Expressed the new ways and techniques to make government projects and schemes to reach the customers by providing financial inclusion to the surroundings of the branch and bringing business through enhancing Assets and reducing liabilities of the bank.

Education

Jan 2021
Dec 2023
PGDM - Financial Management (Online) in Narsee Monjee Institute of Management Studies
Jun 2012
Jun 2016
Bachelor - BTech Civil Engineering in Sastra University

Certifications

2020
Digital Competition in Financial Services
Coursera
2021
Fintech: Foundation, Payment, and Services
Coursera
2020
Commercial Banking - Virtual Experience
Forage

Achievements

2019
Top Seller
Top Seller of Third Party Products - Max Life Insurance 
2020
Assisted branch with acquiring Operating Profit
 Expanded customer relationships by maintaining a regular follow-up process and building rapport with each customer to reach Operating profit for FY 2019-20 at the branch level

Languages

English
(Fluent)
Hindi
(Native)
Tamil
(Fluent)

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