Aatish Pawar
Worli Bombay Development Department Block no 86 Room no 19 D N Wakrikar Marg
Summary
Accomplished banking professional with a focus on sales and service excellence, eager to apply my strategic mindset and leadership abilities to a challenging role that values innovation, teamwork, and client satisfaction.
Overview
6
6
years of professional experience
Work History
Manager
IDFC FIRST BANK
Mumbai
07.2024 - Current
- Develop and execute acquisition strategies for all banking products.
- Identify and target potential customer segments (retail, SME, corporate, and high-net-worth individuals).
- Build pipelines through referrals, partnerships, digital channels, and direct outreach.
- Achieve monthly and annual acquisition targets across product categories.
- Ensure smooth onboarding and documentation processes across all products.
- Maintain strict adherence to regulatory guidelines and internal compliance standards.
Deputy Manager - M2 Grade
Kotak Mahindra Bank
06.2023 - 06.2024
- Managing set of existing mapped customers of Corporate Salary.
- Cross-selling Liability and Investment Products, Insurance, Asset products (HL/PL/CL/Credit Card/ Gold Loan/Two Wheeler/ Car Loan) to individual customers in the Corp. Salary book.
- One point contact for all service related requirements for the customers and corporate mapped.
- Increase in Relationship Value, Group Product Holding and Group Service Holding of the book.
- Connecting with mapped book customer once in quarter.
- Updating client interaction in system like CRM Next.
Senior Officer
ICICI Bank Ltd
01.2022 - 06.2023
- Help customers open and manage their bank accounts.
- Advise clients on financial services and resolve issues.
- Reach out to prospective customers to sell our services.
- Advise customers on bank services for their needs (e.g. loans and credit cards).
- Resolve issues with banking services and accounts.
- Reach out to potential customers to generate new business.
- Proven experience as a personal banker; experience in sales or customer service is a plus.
- Excellent communication and negotiation skills.
- Ability to organize sensitive and confidential information.
- Ability to multitask and prioritize business opportunities as needed.
Executive Officer
MDIndia Health Insurance TPA Pvt.Ltd
12.2019 - 01.2021
- Taking care of pre-camp, camp day, post-camp and follow up activities in association with Network Hospitals.
- Reporting to the camp manager regarding the camp fixing.
- Giving information regarding camp through requisition form and send the confirmation letter through manager.
- Ensuring safety of all the team members.
- Informing the Camp Manager about the number of In-patients coming from the camp to make arrangements regarding accommodation and food.
- Processing claim forms and related documentation.
- Reviewing claim submissions and verifying the information.
- Recording and maintaining insurance policy and claims information in a database system.
- Communicating with Network Hospitals and beneficiaries.
Education
Some College (No Degree) - Diploma in Export And Import Management
Welingkar Institute of Management Development & Research
MumbaiBachelor of Arts -
Kirti M. Doongursee College of Arts, Science And Commerce
MumbaiMS-CIT Course -
Maharashtra State Certificate in IT
MumbaiKLiC Advanced Excel -
Maharashtra Knowledge Corporation Limited
MumbaiDigital Marketing Course -
BIZGURUKUL PRIVATE LIMITED
Uttar PradeshSkills
- MS-CIT certification in IT applications
- Advanced Excel
- Digital marketing strategies
- AI tools and ChatGPT utilization
- KYC and compliance expertise
- Banking product knowledge
- Communication, teamwork, and problem-solving skills
Hobbies and Interests
- Listening Songs
- Cycling
- Swimming
- Photography & Videography
- Content Creator
Activities
- Completion Stepping Stone English Language, 2012-13
- Participated in the ANUBHOOTI Social Internship Programme, 2019
- Participated in the Annual Extension Work Festival UDAAN: The Flight of Extension (Street Play Competition), Department of Lifelong Learning and Extension
- College festivals and participating in various events and volunteer work
Timeline
Manager
IDFC FIRST BANK
07.2024 - Current
Deputy Manager - M2 Grade
Kotak Mahindra Bank
06.2023 - 06.2024
Senior Officer
ICICI Bank Ltd
01.2022 - 06.2023
Executive Officer
MDIndia Health Insurance TPA Pvt.Ltd
12.2019 - 01.2021
Some College (No Degree) - Diploma in Export And Import Management
Welingkar Institute of Management Development & Research
Bachelor of Arts -
Kirti M. Doongursee College of Arts, Science And Commerce
MS-CIT Course -
Maharashtra State Certificate in IT
KLiC Advanced Excel -
Maharashtra Knowledge Corporation Limited
Digital Marketing Course -
BIZGURUKUL PRIVATE LIMITED