1. GURNEET SINGH PURI
Client Service Manager
ICICI Bank ltd
Contact: +91-8572816784
E-Mail: gurneetpuri@gmail.com
Expertise in optimizing customer service levels through delivery of outstanding services with maintaining Audit &
Compliance standards at branch and identifying new viable avenues to augment business generation.
PROFILE SUMMARY
• Branch Operations
• Administration
• Sales & Marketing
• Business Development
• Client Servicing
• Risk Management
• Brand Administration
• Manpower Management
• Training & Development
• MBA in Banking & Finance
• Post Graduate Diploma in Banking with nearly 3 years of In-depth
understanding and experience of all processes and systems connected with
banking industry; conversant with RBI guidelines and other statutory
obligations
• Proven ability and experience to achieve and succeed all revenue and business
development goals in high pressure environments
• Demonstrated business acumen in leading & managing the operations and
contributed to higher rate of organic growth
• Enterprising leader who has effectively contributed in enhancing
organizational processes through initiatives geared towards lowering risk,
heightening productivity & improving internal controls
CORE COMPETENCIES
• Conceptualizing strategic and operational plans for the branch for drawing a good image; harmonizing them with the
bank’s macro level plans
• Defining service standards and guidelines that serve as benchmark for excellent service delivery, thereby contributing
towards ameliorated service revenue generation
• Heading complete branch operations with key focus on bottom line profitability by ensuring optimal utilization of
available resources
• Contributing to branch incremental value targets across products by cross-selling; ensuring better ticket size in the
accounts opened
• Reviewing accounts to ensure compliance with internal & external policies, guidelines, rules and regulations on a
regular basis
• Concentrating on targeted institutional accounts and individual clients for ameliorating the business turnover levels,
in comparison with competitors
ORGANISATIONAL EXPEIENCE
May’13– May'14 ICICI Bank Ltd Branch Sales Manger (Home Loan)
June’14- Till date ICICI Bank Ltd Client Service Manager
Growth Path-ICICI Bank ltd
May’13 – May’14 Branch Sales Manager (Probationary Officer)
June’14 – Mar'16 Client Service Manager (Grade: Deputy Manager Band-I)
Apr’16 – Till date Client Service Manager (Grade: Deputy Manager Band-II)
Key Result Areas
• Offering knowledge about various bank's products and services to the clients
• Involved in selling bank products to retail customers like Credit Cards, Loans, Investment products, CASA (Current
Account, Savings Account), etc.
• Maintaining the branch & SOAX Audit scores

2. • Ensured smooth flow of financial and non-financial transactions at the branch level for optimum revenue generation,
profit & cost management and customer acquisition & retention
• Complied with Know Your Customer (KYC) and Anti-Money Laundering (AML) norms at all times
• Communicated with external & internal auditors for handling inspections and compliance
• Administered key areas including marketing, team development, cost management and revenue generation
• Imparting training to the subordinates for closing and joint calls for client management
• Undertaking efforts for the:
o Achievement of incremental number and value targets for Liabilities (CA, SA, FD), Assets (Home, Auto & other
assets) and Fee Products (MF, LI, GI, Gold & other fee products)
o Optimizing MAB for CASA and Time Deposits through service led sales at branches
o Attaining growth in Jewel Loan Book and Home & Auto Loans sourcing at applicable locations
• Keeping a track of the inflow outflow reports, account closures, FD renewals, FD closures, overdue FD, locker
occupancy Sales points for ensuring optimum business generation
TRAINING / CERTIFICATION
• 9 Months Training at ICICI Manipal Academy for General Management and Banking Related course/subjects during
May’12 – Jan’13
• NISM V Certification
• NISM VI Certification
• IRDA Certification
EDUCATION
2015 MBA in Banking & Finance
Sikkim Manipal University
2013 Post Graduate Diploma in Banking
ICICI Manipal Academy, Bangalore Campus
2011 BTECH In Information Technology
IP University
PERSONAL DETAILS
Date of Birth: 3th
Sep, 89
Address: 2865/2 Harnam Niwas ,Near Jagdhari Gate ,Ambala City -134109
Languages Known: English, Hindi and Punjabi
Reference can be provided on request
Declaration:
I, Gurneet Singh Puri hereby declare that all information provided are true and factual.
GURNEET SINGH PURI
PLACE: PANCHKULA
DATE: 28TH JULY 2016