Deepak Nama has nearly 9 years of experience in banking, insurance, and finance. He currently works as a Deputy Branch Manager at ICICI Bank Ltd in Agra, where he oversees branch operations, manages a team of 8 employees, and is responsible for sales, customer service, compliance, and risk management. Previously, he held roles as a Senior Operation Executive at Aviva Life Insurance and Tata Motor Finance Ltd, and as a Service Center In-Charge at Oilco Services (India) Ltd. Deepak has a Bachelor's degree in Commerce from Govt Commerce College in Kota. He is skilled in team management, customer service, audit compliance, and Microsoft Office applications.

1. Curriculum Vitae
Personal information
First name(s) / Surname(s) DEEPAK NAMA
Address(es) 10 - MIG , FRIENDS COLONY, SHAHGANJ , U.P. INDIA PIN CODE : 282010
Mobile(s): +91- 8173004842 7500598094 9911636917
E-mail deepak_nama@yahoo.co.in
Nationality Indian
Date of birth 08th
July 1984
Gender Male
Desired employment /
Occupational field
Result-driven Professional with nearly 9 years of extensive experience in Business Development,
Relationship Management, Channel Management, Team Building, Operations, Sales & Marketing,
Administration, Budgeting and Team Management.
Proficient in strategy formulation through market research & fine tuning strategies to ensure wider market
reach & penetration of unexplored market segments by conducting competitor analysis and keeping abreast
of market trends & competitor moves to achieve market share metrics. Well versed & experienced branding,
advertising, promotions and ensuring maximum brand visibility & capturing optimum market shares. Energetic
leader known for ability to envision and create successful outcomes in complex and multicultural environment.
Work experience 9 years in Banking Insurance and Finance
•• ICICI Bank Ltd as a Deputy Branch Manager since 2nd
Jan 2013 to till date
•• Aviva Life Insurance as Sr. Operation Executive from March 09 to Dec 2012.
•• Tata Motor Finance Ltd as Sr. Operation Executive from Dec 07 till Mar 09.
•• Oilco Services (India) Ltd. As Service Center In-charge from May 05 to June 07
Occupation or position held Deputy Branch Manager – ICICI BANK LTD
Main activities and
responsibilities
Taking care of Operations Agra Branch. Monitor and address HNI & Normal clients’ banking, and branch
AML Compliance maintenance, financial acumen and investment expertise to review a client’s personal data,
align clients’ need through superior service, seamlessly align service delivery for enhanced experience;
•• Branch Management with Operations ,Sales & Customer service.
•• Team handling of 8 reportees. Profile Ratio is 45 % Ops & Customer Service 55 % Sales.
•• Products : CASA , Assets, Mortgage , Life insurance, Mutual Fund. Gold Loan
•• Regular contact with all mapped clients through weekly / monthly calls
•• Target driven work to be completed with whole team
•• Ensuring need based product approach towards clients and regular reporting of product
penetration
•• Ensuring compliance with all AML laws , regulations, guidelines, written procedures KYC,
customer/transaction monitoring.
•• KYC guidelines to be followed up as per RBI guidelines.
•• Effective conduct AML/KYC formality EDD reports on questionable accounts and transactions.
•• Complete Analysis of transactional information to identify risks. Trens and potential wary activity as
per KYC norms
•• Specially monitoring of NRI & Forex transactions for AML purpose.
•• Providing advisory services to corporate & high net-worth customers on funds management while
maintaining relationship with Key Accounts.
•• Responsible for dealing with external and internal auditors and inspections and compliance.
•• Supervising Key Areas including Marketing, Business Channel Development, Team Development,
Cost Management, Revenue Generation.
•• Monitoring the Branch Sales Targets, conceptualizing & implementing competent strategies in
coordination with the branch and the sales team with a view to penetrate new accounts and expand
existing ones for a wide range of financial products & services.
•• Process improvements done at the branch, this will also include mapping of processes and

2. improving them for enhanced productivity Impact on Profitability
Name and address of employer ICICI BANK LIMITED , 8/483 , Hing Ki Mandi , Agra Pin : 282005
Type of business or sector RETAIL BANKING GROUP
Occupation or position held Senior Operation Executive - Aviva Life Insurance
Main activities and
responsibilities
• Customer Service & query handling with cross selling Target achivement of branch operatrions.
• Screening of Proposal forms and keeps a check for all the relevant requirements & Pre Underwriting
of Jet (Non Medical) & Medical cases.
• Team Handling and helping them for Target achivement Tasks.
• Performed the required KYC screening on customers documenting the information obtained on the
client's as required by the global KYC procedures.
• Receipting of (Renewal, First Premium Deposit, Lapse & Cheque Bounces)
• Coordination for Training and other development activities for Team Members.
• Banking & MIS are maintaining, follow-ups for requests & pending cases/Queries.
• Quality checks of requests & business and smooth processing on TAT basis.
• Audit compliance as per IRDA regulations.
Occupation or position held Operation Executive – Tata Motor Finance
Main activities and
responsibilities
• Total Operation is Related to Car Loans Finance whether New or Refinance.
• Generating MIS reports, monthly Reconciliation documentation of the files.
• Effectively conducted KYC documentation with Loan proposals.
• Handling queries and give direction to whole north branch operations for new policies.
• Daily file retrieval co-ordination with north Branch’s Heads and HO.
Occupation or position held Service Center In-charge – Oilco Services (India) Ltd
Main activities and
responsibilities
• Handling & coordination with the Regional Office and Head Office along with the Govt. and Private
Oil Sector like HPCL, BPCL, IOCL, RELIANCE, IBP, and ESSAR,
• Generate Invoices in ONLINE TALLY against Service provided by the Company.
• Monthly Reconciliation and accordingly maintains next Reconciliation job report .
Education and training
Dates Bachelor of Commerce 2002- 2005
Intermidiate 2001-2002
High School 1999-2000
Title of qualification awarded Bacehelor of Commerce
Principal subjects/occupational
skills covered
Financial Accounting and Business Statics
Business Administration
Economic Adminstration And Financial Administration
Name and type of organisation
providing education and training
Govt Commerce College , Kota
(University of Kota)
Certification HR POLICIES AND PROCEDURES - 2015 MSME-TECHNOLOGY DEVELOPMENT CENTRE, AGRA
(GOVERNMENT OF INDIA ORGANISATION)
Personal skills and
competences
Social skills and competences Team management
Good ability to work in multicultural environment gained through my work experiences.
Good communication skills gained through my experienses in Customer Service Operation
Organisational skills and
competences
Leadership (Currently handling team of 10 people )
Known to the organisation work culture (Banking, Finance and Insurance)
Good and Long Experience in Team Management
Technical skills and
competences
Command on customer Service and AML compliance with Audit parameters is very good.
Computer skills and
competences
Working on Microsoft Office(Excel, Word and Power point) since 9 years
Additional information
(References –
Organisational & Personal
known)
Ayush Gautam
Branch Manager
aayush.gautam@icicibank.com
Mobile : +91-9760474859
Rajeev Srivastava
Regional Risk Manager
rajeev.srivastava@icicibank.com
+91-9651475702
Anuj jadon
Assistant Manager
anuj.jadon@avivaindia.com
+91-7417985453

3. Passport Details Passport No. G10855551 Expiry Date : 28-01-2017 Issue Date : 29-01-2007 Place of Issue : JAIPUR