1. Mr.Venkatesh Agadi
venkateshgagadi@gmail.com
+91- 9880198428
Career Snapshot
Over 10 years of experience in
Banking Operations -
Reconciliations - Client
Management –
Relationship Management -
Coordination/Liaison
Role Based
Competencies
Proficiency in finance,
banking and Retail
Branch Banking
Operations.
Technical Competencies
Core Banking Software’s
Finacle
Flexcube,Finware,UBS,
RTGS, Lotus notes
Debos – DP Operations
Software for Trade Stream
Fx-online for Trade Services
Hobbies
Playing Cricket
Swimming
Listening Soft Music
Personal Details
Date of Birth – 02/01/1982
Marital Status – Single
Residential Address
HIG 7 H No101
Akshay Park
Gokul road
Hubli, India, 580031
Curriculum Vitae.
Professional Experience
Axis Bank Ltd.
Branch Operation Manager (Sr.Manager Grade)
April 2014 – Till Date
HDFC Bank Ltd.,
PB Authorizer (Manager Grade)
Dec 2005 – Jan 2014
IDBI Bank Ltd.,
Officer
Nov 2003 – Dec 2005
KAR Point Services Pvt Ltd
Executive
Aug 2002 – Oct 2003
Education
M.Com (Banking), Post Graduation from Karnataka University.
B.Com Graduate from J.G.College of Commerce,Hubli 67%, June 2002
Schooling, Lamington School, Hubli 69% April 1997
Work Experience Details :
Axis Bank Ltd., - Raichur Branch
Role Branch Operations Manager
Leading a Team of 8-10 Members on Retail Branch Banking Operations
(FDO’s).
Monitoring Suspense Accounts, Key register, checking-reports, Authorizing
Teller transactions.
Monitoring of outward clearing and disposal of return instruments from
clearing and authorize and check PB Entries
Checking of all account opening forms and authorizing the same before it
being sent to CPU,AOD checking and exception tracking Monitor CPU TAT
Monitoring of Error free documentation for all account opening and all
customer instructions (Stop payments, FD Closure, etc) Monitor and Audit
internally if this is being followed by all concerned staff
Monitor Lockers allocation and Reconciliation.
Recovery of locker rent as per time lines.
Ensure that all staff are adequately trained on the Products of the Bank and
sales processes with respect to AML, Quality, KYC, Cash, Clearing & Audit
Handling Trade Desk Services at Branch to Facilitate Import, Export
Settlement, Documentation of Inward/Outward Remittances, Letter of Credit &
Bank Guarantee.
ConductSurprise Verification of all Vault & Counter Deliverables,Gold Stock, Cash.
Monitoring daily operations,reviewing weeklyproductivity and quality of the unit with
expected standards.
Monitor CC TV of Branch,reportsuspicious acts.
Efficiently address major escalations and feedback from clients.
Monitoring Cross selling Performance of all FDO’s and Keep watch on their daily
interactions through CRMSoftware.
2. HDFC Bank Ltd.,
IDBI Bank Ltd.
Role PB Authorizer
Started my career with HDFC Bank Ltd in Belgaum Branch as Welcome desk and was there in in same branch for 5.5 yrs in
various capacity (PB Welcome Desk,PB Sales & PB Auth)also worked in Moodbidre,Bellary & Raichur Branches.
Monitoring Suspense Accounts, Key register, checking-reports, Authorizing Teller transactions, review of FX/CBDT
transactions.
Handling Queries related to outward clearing and disposal of return instruments from clearing and authorize and check
PB Entries
Checking of all account opening forms and authorizing the same before it being sent to CPU,AOD checking and
exception tracking Monitor CPU TAT
Error free documentation for all account opening and all customer instructions (Stop payments, FD Closure, etc)
Monitor and Audit internally if this is being followed by all concerned staff
Monitor Lockers allocation and Reconciliation.
Recovery of locker rent as per time lines.
Ensure that all staff are adequately trained on the Products of the Bank and sales processes with respec t to AML,
Quality, KYC, Cash, Clearing & Audit
Handling Trade Desk Services at Branch to Facilitate Import, Export Settlement, Documentation of Inward/Outward
Remittances, Letter of Credit & Bank Guarantee.
Ensure that 5-S norms are adhered to for all workstation at Branch.
Accepting requestfor Term depositissuance,renewal,closure including depositloan and providing TDS certificate.
ConductSurprise Verification of all Vault & Counter Deliverables,Gold Stock, Cash.
Monitoring daily operations,reviewing weeklyproductivity and quality of the unit with expected standards.
Monitor CC TV of Branch,reportsuspicious acts.
Act as a link between senior and lower management,providing overall feedback,review sessions and team meetings based on the
individual performance.
Efficiently address major escalations and feedback from clients.
Cross sell all Banking Products across the counter and monitor performances ofPersonal Bankers and Sales Officers.
Achievements :
Implementation of Trade Services at Branch Level at Belgaum Branch.
Awarded Star Performer in Life Insurance Product and attended Annual Conferences held at Paris, Moscow & Bangkok.
Handled Branch as Officiating Branch Manager at Raichur.
Role Officer
I was part of Handling DP Operations, NEW Equity IPO Financing & Loan Against Securities Dept.
Loans Against Securities Operations at Hubli Branch.
Operations encompassing business development, and Client Servicing in the Financial Services Sector. Handling
the whole gamut of Carrying out the Pledge release/creation.
DP Operations (Carrying out DP instructions at Branch)
Maintaining relationships with present customers and generating referrals.
Providing service to existing and non-existing clients and developing new customer base.
Prospecting clients through references as well as building relations for creating awareness on Demat Accounts
and Equity IPO’s.
Handling New Equity IPO Funding.
Handled the whole gamut of customer management activities including resolving queries related to Post allotment
of equities, Reconciliation and other service related to it.
Handling branch operations like clearing related operations
Data entry of cheques in OCTM.
3. Kar Point Services Pvt.Ltd.
Associates of ICICI Bank for Personal & Car Loans.
Role Executive
Handled Sales and Operations Dept. of Personal Loans Dept.
Handled Documentations and Pre Log in checking of all Personal loan Applications.