Akshay Kashinath Bhekare
Mumbai
Summary
To obtain a position in my field where my education and experience would be of value and where my continued professional growth would be encouraged.
Inspiring manager with extensive experience in dynamic product industries and leadership roles. Skilled at decreasing downtime and spending while increasing sales and customer satisfaction. Organized and dedicated to streamlining procedures.
Dedicated and adaptable professional with a proactive attitude and the ability to learn quickly. Strong work ethic and effective communication skills. Eager to contribute to a dynamic team and support organizational goals.
Overview
5
5
years of professional experience
Work History
Virtual Relationship Manager
IDFC FIRST BANK LTD
10.2022 - Current
- Portfolio handling more than 1.5k customers (Savings Account)
- Engagement with portfolio client for understanding their needs, services and requirement
- Engagement help us to build up client coverage
- Worked on inflows which help us to increase our book value
- Provide proper service to the customer towards their saving accounts, credit card, loans, mutual funds, etc
- Handling escalations on priority
- Having Sales skills on Credit card, Personal loan, Emi on credit card, Home Loan, NTB SA, NTB cc, general insurance, Life insurance, Mutual funds, etc
- Having Experience in Current Account- handling portfolio more than 1k Client
- Provide service on CA and get understand from them towards their needs and requirements
- Provide Business loan, ODCC/ working capital, LAP, HL, Business Credit card, etc
- Having leadership skills in absence of my manager taking responsibility and reporting to RUH in terms of team sales update, CASA growth, Etc
Senior Phone Banking Officer
HDB FINANCIAL SERVICES PVT LTD ( Hdfc bank ltd)
Mumbai
06.2019 - 10.2022
- Handling customer queries and understand their challenges and provide resolution on it
- Handling escalations of customers, worked as a escalation officer
- After service probing for their needs requirement and delivered the sales number
- Sale products like General insurance, Life insurance, credit cards, credit and debit card upgradation, personal loan, loan on credit card, etc
Education
Master of commerce - Marketing management
MUMBAI UNIVERSITY
MUMBAIMBA - Banking and Financial management
Narsee Monjee Institute Of Management Studies
NMIMS Institute- MumbaiSkills
- Quick Learner
- Creativity
- Problem Solving
- Active learning
- Time management
- Leadership skills
- Goal-Oriented
- Customer Education and Consulting
- Service assistance
- Relationship Management
- Customer Portfolio Management
- Client Relationships
- Sales expertise
- Wealth Management
Additional certificates activities
- Completed basic computer course like MSCIT
- Advance Excel
- Tally ERP9
- Training in Techno serve soft skills and placement program
Personal Information
- Date of Birth: 05/25/98
- Gender: male
Accomplishments
- Achieved heighest performance in Insurance(Geral and Life insurance)
- Achieved Heighest book growth in PAN india.
- Achieved certification in highest Credit card sales.
- Achieved trophy in Quality parameter in PAN india.
Languages
English
First Language
Hindi
Proficient (C2)
C2
Marathi
Proficient (C2)
C2
Affiliations
- Achieved certificate in techno serv soft skills development programmed
Timeline
Virtual Relationship Manager
IDFC FIRST BANK LTD
10.2022 - Current
Senior Phone Banking Officer
HDB FINANCIAL SERVICES PVT LTD ( Hdfc bank ltd)
06.2019 - 10.2022
Master of commerce - Marketing management
MUMBAI UNIVERSITY
MBA - Banking and Financial management
Narsee Monjee Institute Of Management Studies
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