Akshay chavan
Relationship Manager
Pandharpur
Summary
To work with organization that provides me a practical exposure and experience to develop myself along with the organization's development
Overview
4
4
years of professional experience
5
5
years of post-secondary education
5
5
Certifications
3
3
Languages
Work History
Relationship Manager
Dhanlaxmi Co Operative Society
12.2023 - Current
- Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Maintained knowledge on banking products and distribution to provide optimal service support.
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
Relationship Manager
ICICI Bank
12.2022 - 11.2023
- Relationship Manager for a portfolio of BLG customer
- Ensure stability of income from existing set of clients and explore avenues for new income generation from existing as well as new clients
- Add value to the client and stay ahead of the competition by structuring and implementing innovative deals in working capital, term loan and project finance
- Add value to the client and stay ahead of the competition by structuring and implementing innovative deals
- Maintain relationships with business banking to originate business
- Manage relationship with the customers by increasing the book size
- Manage trade finance, general blog operation for cash management services i.e., working capital cycle of the company
- Product/Customer Handled: Working capital, Term loan, Project finance
- Retail business loans clients up to 20 CR portfolio size
Research Intern
UniCash
06.2020 - 07.2020
- Produced leads and conversions for company
- Launched social media pages like Instagram, Facebook to enhance customer
Education
MBA - Marketing Management
Pune University
01.2019 - 01.2021
BA - undefined
KBP College
01.2016 - 01.2019
HSC - undefined
SGM College
SSC - undefined
DHK School
Skills
Power BI
Personal Information
- Date of Birth: 12/01/95
- Gender: Male
Disclaimer
I hereby declare that all the above information is true to the best of my knowledge.
Certification
NISM-Series-V-A: Mutual Fund Distributors Certification
Timeline
NISM-Series-V-A: Mutual Fund Distributors Certification
10-2024
Relationship Manager
Dhanlaxmi Co Operative Society
12.2023 - Current
Relationship Manager
ICICI Bank
12.2022 - 11.2023
The fundamental of digital marketing
07-2020
Research Intern
UniCash
06.2020 - 07.2020
Tcs ion communication skills
06-2020
MBA - Marketing Management
Pune University
01.2019 - 01.2021
BA - undefined
KBP College
01.2016 - 01.2019
Tally advance course
08-2015
MS- CIT
11-2012
HSC - undefined
SGM College
SSC - undefined
DHK School