Vishwanshu Dev
Senior Associate at City Union Bank | ex - Jaguar Security Services | Younity. in
- Role
- Senior Associate at City Union Bank Ltd
- Location
- Bengaluru, KA, IN
- LinkedIn followers
- 500 followers
About Vishwanshu Dev
Currently working as a Senior Associate at City Union Bank with prior experience of 6…
Experience
Senior Associate
Mar 2025 — Present · Bengaluru, IN
Bommasandra Branch • Ensure the timely processing of banking transactions, including account openings, fund transfers, cheque clearances, and other financial activities.• Regularly reconcile branch accounts to maintain accuracy and compliance.• Address and resolve customer queries promptly while fostering strong client relationships through excellent service delivery.• Oversee and efficiently manage all branch operations-related tasks to ensure smooth functioning.• Develop and strengthen relationships with existing customers to drive business growth.• Identify and acquire new leads from existing clients and external sources, converting them into business opportunities.• Generate leads for Current and Savings Accounts (CASA) by onboarding new customers and increasing account balances for existing clients.• Identify and generate leads for various loan products, including housing, gold, vehicle, and personal loans.• Monitor and follow up on advances, ensuring timely recovery and taking necessary legal actions when required.• Ensure full compliance with the bank’s policies, internal guidelines, and regulatory requirements.• Uphold the bank’s integrity by ensuring ethical conduct in all business operations.• Oversee internal controls within the branch to maintain operational efficiency and financial health.• Process and evaluate loan applications, ensuring compliance with bank policies and regulations.• Maintain accurate documentation and records for loan transactions, ensuring timely processing.• Handle account opening while adhering to bank policies and procedures.• Maintain financial records, assist senior employees, and provide customer service.• Perform back-end tasks such as KYC verification, data entry, and transaction cross-verification.• Manage miscellaneous financial transactions and ensure compliance with banking standards.
Education
Kristu Jayanti University
M.Com Financial analysis
2022 — 2024
Ursuline Convent English Medium School, Purnea
Class IV
2005 — 2012
Jain (Deemed-to-be University)
MBA International Finance
2025 — 2027
Sea International School
Class X
2013 — 2017
Kristu Jayanti University
B.Com Honours
2019 — 2022
Vision PU College
Class XII
2017 — 2019
Manas Bharthi School, Purnea
Class VI
2012 — 2013
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