Aadil Farukh Bilakhiya
Mumbai,MH
Summary
Dynamic banking professional with extensive experience in branch operations, customer service, and relationship management. Proven ability to engage customers effectively, address banking needs, and resolve issues while driving product sales. Skilled in managing daily operations to ensure high service quality and consistently meet business targets, with a strong emphasis on customer acquisition and portfolio growth. Dedicated to fostering robust client relationships and enhancing overall customer satisfaction in fast-paced environments, while maintaining compliance with regulatory standards and achieving revenue generation through strategic cross-selling and upselling initiatives.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Senior Personal Banker
Yes Bank
Mumbai
11.2024 - Current
- Executed customer onboarding strategies, managing account opening and KYC/AML compliance in alignment with regulatory and banking standards.
- Optimized customer acquisition and portfolio management processes to drive investment cross-selling and meet established sales targets.
- Oversaw customer engagement initiatives, conducting 30+ daily client calls and 20 interactions to maintain service excellence and support business expansion.
Premier Relationship Manager
Kotak Mahindra Bank
Mumbai, India
01.2024 - 11.2024
- Cultivated and expanded customer acquisition portfolio while maintaining strong relationships to meet sales and revenue goals.
- Facilitated customer onboarding and account opening while maintaining adherence to KYC/AML compliance and regulatory requirements.
- Developed and maintained client relationships through 30+ daily calls and 3+ meetings, driving investment cross-selling initiatives to ensure customer satisfaction.
Business Development Manager
IndusInd Bank
Mumbai, India
09.2022 - 12.2023
- Executed customer acquisition and lead generation through 10+ daily cold calls and 30+ outbound client calls to drive new business opportunities.
- Achieved sales targets through cross-selling and upselling retail banking products, contributing to revenue growth.
- Maintained strong client relationship management, customer engagement, and service delivery while following bank policies and compliance standards
Service Advisor
TATA Motors
Mumbai, India
08.2018 - 08.2022
- Managed 15+ customers and vehicle service cases daily, ensuring timely service coordination and delivery.
- Provided customer consultation, service updates, and issue resolution, maintaining high customer satisfaction levels.
- Coordinated with technical teams for job card creation, service process tracking, and documentation accuracy.
Education
Bachelor of Commerce - Accounting And Finance
University of Mumbai
Mumbai, India03-2018
Higher Secondary Certificate - Commerce
Viva Junior College
Mumbai, India01.2015
Secondary School Certificate -
KMPD High School
Mumbai, India02-2013
Skills
- Customer Acquisition & Relationship Management
- Portfolio Management & Client Engagement
- Cross-Selling, Upselling & Revenue Generation
- KYC, AML & Regulatory Compliance
- Account Opening & Customer Onboarding
- Retail Banking Operations & Banking Policies
Certification
IRDA AND AMFI CERTIFIED
Languages
English
Bilingual or Proficient (C2)
Hindi
Bilingual or Proficient (C2)
Timeline
Senior Personal Banker
Yes Bank
11.2024 - Current
Premier Relationship Manager
Kotak Mahindra Bank
01.2024 - 11.2024
Business Development Manager
IndusInd Bank
09.2022 - 12.2023
Service Advisor
TATA Motors
08.2018 - 08.2022
Bachelor of Commerce - Accounting And Finance
University of Mumbai
Higher Secondary Certificate - Commerce
Viva Junior College
Secondary School Certificate -
KMPD High School