AASHAY ANIL RAJE
Pune
Summary
- Experienced banking professional with a strong foundation in finance, risk management, and core banking operations, combined with hands-on experience in financial software and technology-driven solutions. Proven ability to analyze complex financial data, optimize workflows, and support digital transformation initiatives within the banking sector.
- Skilled in using tools such as Finacle, Oracle Flexcube, CRM-NXT, and Core Banking Systems, with a keen understanding of regulatory compliance, loan management, payments, and customer service operations.
- Adept at collaborating with IT teams to improve system functionality and enhance user experience, bridging the gap between business needs and technology.
- Results-driven Branch Sales Manager, known for high productivity and efficient task completion.
- Specialize in strategic sales planning, customer relationship management, and team leadership. Excel in communication, problem-solving, and adaptability, ensuring successful navigation through market challenges, and maximizing team performance.
- Expertise in handling clients, and offering them help and advice on various banking-related queries.
- Skillful in generating new business to achieve defined targets in terms of customers, volumes, and revenue for the segment, as well as achieving the budgeted cross-sell targets.
Overview
6
6
years of professional experience
1
1
Certification
Work History
BRANCH SALES MANAGER
Ujjivan small finance bank
Pune
05.2024 - Current
- Managed cross-functional teams within the financial services sector, with a strong focus on technology integration, digital transformation, and process automation. Proven track record of leading banking operations while collaborating closely with IT teams to implement core banking systems, upgrade digital platforms, and optimize workflow through software solutions.
- Successfully managed end-to-end delivery payment gateway integration. Training end-users on business net banking portal.
- Conducted regular performance reviews of the sales team.
- Reviewed financial statements regularly to track progress towards achieving revenue targets.
- Established relationships with key customers to foster loyalty and repeat business opportunities.
- Developed and implemented strategies to increase sales and improve customer satisfaction.
- Coached staff on product knowledge, sales techniques, and customer service standards.
- Led full-cycle recruitment and team development, including hiring, training, and performance management, resulting in improved customer satisfaction and retention.
RELATIONSHIP MANAGER
AU SMALL FINANCE BANK LTD
Pune
07.2019 - 05.2024
- Perform relationship management for a portfolio of customers along with selling& enhancing relationship with existing customers.
- Oversee customer issues and sell investment products like Mutual Funds, Life Insurance and Current Account & savings accounts.
- Customer onboarding through CRM-Next.
- Perform Report Generation & filing and generate business & cross sell all products and services of the Bank.
- Expertise in handling clients and offering them help and advice on various banking-related queries.
- Skillful in generating new business to achieve defined targets in terms of the customers, volumes and revenue for the segment as well as achieving the budgeted cross-sell targets.
- Established relationships with key customers to foster loyalty and repeat business opportunities.
- Developed and implemented sales strategies to increase branch profitability.
Education
B.E - Computer Engineering
SAPKAL KNOWLEDGE HUB
Nashik01.2017
Diploma - Computer Engineering
GULABRAO DEOKAR COLLEGE OF POLITECHNIC
Jalgaon01.2014
SSC -
Kashinath palod Public School
Jalgaon01.2011
Skills
- Business Potential Generation
- Portfolio Management
- Corporate Relations
- Bank Sales
- Client Relationship Management
- Customer Service
- Communication
- Team Leadership
- Team Management
- Operations
- Customer Handling
Tools
- Finacle
- Oracle Flexcube
- CRM- NXT
- Third party product tools (Insurance, DMAT)
Programming Language
Java
Certification
- Certificate of appreciation at AU Small Finance Bank Ltd by Group Head, Jalgaon
- Certificate of Employee of the month at AU Small Finance Bank Ltd by Regional Head at Jalgaon Branch
Accomplishments
- Selected for AU achievers club by MD (Mr. Sanjay Agrawal sir)
- Got a rating of 5 for consecutive three years
- Received Esop's twice for extraordinary performance
- Qualification Life Insurance Contest at AU Small Finance Bank Ltd from Jalgaon Branch
- In Ujjivan got qualified for various contest/Drive driven by organization.
- Help team members to qualify for JFM international drive.
- Created highly effective new program that significantly impacted efficiency and improved operations.
Languages
Marathi
First Language
Hindi
Proficient (C2)
C2
English
Proficient (C2)
C2
Personal Information
Date of Birth: 06/12/95
Marital Status: Married
Timeline
BRANCH SALES MANAGER
Ujjivan small finance bank
05.2024 - Current
RELATIONSHIP MANAGER
AU SMALL FINANCE BANK LTD
07.2019 - 05.2024
B.E - Computer Engineering
SAPKAL KNOWLEDGE HUB
Diploma - Computer Engineering
GULABRAO DEOKAR COLLEGE OF POLITECHNIC
SSC -
Kashinath palod Public School
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