Summary
Overview
Work History
Education
Skills
Languages
Timeline
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Akash Thorat

Akash Thorat

Pimpri Chinchwad Pune

Summary

Accomplished banking professional with over 5 years of experience in retail banking. Expertise in driving revenue growth, enhancing client relationships, and ensuring regulatory compliance. Proven ability to lead teams, manage high-value portfolios, and implement cost-saving measures. Dedicated to delivering exceptional financial solutions and maintaining operational excellence.

Overview

5
5
years of professional experience

Work History

Deputy Manager

KOTAK MAHINDRA BANK
08.2022 - Current
  • Product Penetration – Understand customers business profile / Skill Requirements and fulfill needs via products/services such as Trade Finance, Current Account, Saving Account, Cash Management Services, POS Machines / Payment gateway solution, doorstep banking, Loans, Life General Insurance, Manage Portfolio etc.
  • Maintained and built close relationships with customers through regular contact and visits.
  • Utilized CRM applications for recording and tracking client interactions.
  • Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
  • Built and maintained relationships with new and existing clients while providing high level of expertise.
  • Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.

Relationship Officer

HDFC BANK
07.2019 - 08.2022
  • The role entails direct customer interaction and is for acquisition Of Consumer Durable loan It will also entail explaining and Selling banking products to customers.
  • Loan Processing: Experienced in end-to-end loan processing from application to disbursement.
  • Regulatory Compliance: Thorough understanding of financial regulations and compliance requirements.
  • Risk Management: Expertise in identifying, assessing, and mitigating risks associated with loan disbursements.
  • Evaluated and processed loan applications for small finance and consumer durable loans, ensuring adherence to company policies and regulatory standards.

Education

MBA - Finance

Welingkar Institute
Mumbai, Maharashtra
01.2022

Bachelor of Arts -

Yeshwantrao Chavan Maharashtra Open University
08.2021

Arts -

HSC
03.2015

SSC
02.2013

Skills

  • Client Relationship Management
  • Financial Analysis & Reporting
  • Risk Assessment & Mitigation
  • Regulatory Compliance
  • Team Leadership & Development
  • Sales & Revenue Growth

Languages

English
Hindi
Marathi

Timeline

Deputy Manager

KOTAK MAHINDRA BANK
08.2022 - Current

Relationship Officer

HDFC BANK
07.2019 - 08.2022

MBA - Finance

Welingkar Institute

Bachelor of Arts -

Yeshwantrao Chavan Maharashtra Open University

Arts -

HSC

SSC

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Akash Thorat