Roshan Shetty

Assistant Manager at Axis Bank || Finance Enthusiast || Financial Modeling and Valuation || Accounting || Banking Operations

Role
Assistant Manager at Axis Bank
Location
Mumbai, IN
LinkedIn followers
500 followers

About Roshan Shetty

Highly motivated and enthusiastic finance professional with a MBA in Finance and Marketing from Presidency College Bangalore. Financial Modeling and Valuation learner with proficiency in MS Excel,Ms PowerPoint and strong financial knowledge with a desire to contribute to a growth-oriented organization. I have total 1 year 5 months experience in Banking operations and sales. Which will more helpful to me for further career because I think sales is one kind of part in all the fields. So, I bit of knowledge in that. But I am more passion about in finance and also seeking for job where I can apply my skills and continuously improving my skills in the field of finance.

Experience

  1. Assistant Manager

    Axis Bank

    Jul 2022 — Present · Kumta, IN

    Key Responsibilities:\\\\n\\\\n. Processing of several banking operations such as Outward Cheque Clearing, Deliverables Management, Voucher Management, Cash Chest Management, BOHI etc, in accordance with proper banking norms.\\\\n. Financial Risk Assessment and study banking & financial market tends to prepare activity and progress reports to management.\\\\n. Handling mapped portfolio to increase depth of customer relationships and helping them with proper wealth planning and financial management tools.\\\\n. Processing a variety of customer transactions accurately and efficiently in adherence to the bank.\\\\n. Resolve customer queries/issues and facilitate customer service within the stipulated TAT.\\\\n. Proactively seeking different ways to develop and expand customer relationships through marketing display, call programs and other prospecting technologies.\\\\n. Achieving the monthly sales targets, Cross sell assets and fee products (Loans, Credit cards, Insurance, Mutual funds etc,)\\\\n. Abide by RBI/SEBI norms, regulations, due diligence and legislation governing the bank.\\\\n \\\\n\\\\n \\\\n \\\\n\\\\n \\\\n

Education

  • Presidency University Bangalore

    Master of Business Administration - MBA, Finance and Marketing, 6.75 CGPA

    2019 — 2021

  • Bhandarkars'​ Arts & Science College

    Bachelor of Commerce - BCom, Business/Commerce, General

    2016 — 2019

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Roshan Shetty — Assistant Manager at Axis Bank in Mumbai, IN | Unifers