Amit Anant Patil
Bhiwandi
Summary
The High Achiever ( Revenue And Growth Products )
Results-oriented Senior Relationship Manager with over 12 years of dynamic experience in Banking. Proven track record of managing a portfolio, and consistently exceeding annual revenue targets. Expert in identifying high-value opportunities, driving cross-selling initiatives, and turning cold leads into long-term strategic partners. Committed to delivering profitable growth while maintaining 100% client compliance.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Senior Sales Manager
IDFC FIRST Bank
09.2023 - Current
- Managing the team of 6 people, Conducting Marketing Drives every month
- Make sure for CASA book to be Positive of the Branch.
- Help team member to close the deal of revenue products from their clients eg. LI, MF, SGB, GI, CC and asset Products
- Track daily business update from each team member. Make them passionate for every business drive.
- Make sure that every team member earn incentive every month.
- Achievements-
- 1) Rated 5 in first year of joining. And promoted Grade from D4 to E2
- 2) Two Team Members got promoted to next Level
Senior Relationship Manager (SRM)
CSB Bank
02.2021 - 09.2023
- Handling UHNI/HNI Clients with the Base of 650 clients and portfolio size of approx 10 Cr.
- Be assured about Making daily Sales/service to be done from the portfolio.
- Grow the Liability base of the bank by deepening relationships of mapped customer base.
- Service Clients covering all their banking need including bank/third party products.
- Understand customers financial needs, provide solutions and give high priority to customer satisfaction.
- Grade – M4
- Achievements:-
- 1) “Certification Of Excellence” Qualified for LI Outstanding Performance Q1 22-23
- 2) Appreciation received for NFO “SBI Balanced Advantage Fund” in December 2021.
- 3) “Certificate Of Zonal Head” For Sourcing CASA achieves 200 %
Key Account Manager (KAM)
IndusInd Bank Ltd
03.2019 - 02.2021
- Responsible for managing existing customers of the bank as well as growing the base by acquiring new to the bank customers.
- Track the daily balances of the portfolio. And check for opportunities from it.
- Meet the client physically in atleast 2 month. And stay connected with clients via wishing them on occasions
- Update clients about Banks products or policy changes on time via mails.
- Grade – Deputy Manager
- Achievements:-
- 1) Qualified in Pan India Contest for Credit card Revenue in Financial year 2019-20.
- 2) Received trophy for Regional and Zonal contest in Health Insurance GI January 2020.
Client Relationship Partner
YES BANK LTD
02.2016 - 03.2019
- Opening saving and current A/c of the customer as per their needs and requirements.
- Cross sell them With FD - RD and other banking products.
- Updating customers interactions about banking products in CRM Portal
- Lobby management and closing the leads of casa accounts...
- YES CONNECT activities for generating leads.
- Maintains book value of customers with large funding and earning revenue for the branch.
- Achievement:
- 1) Achieved incentives month on month in financial year 2017-2018 , 2018-2019
- 2) Recognized with certificate for regional contest in Life Insurance for Q4-2017(RSTP)
- 3) Awarded for Best Performance CC YTD December 2017
- 4) Certification for outstanding performance in CASA NTB Dec 2017
- 5) Recognition from Cluster Head And Zonal Head for Best Employee Dec 2018
- 6) Promoted From Assistant Manager to Deputy Manager
CA Sales officer
ICICI BANK LTD
05.2013 - 02.2016
- Providing Services to the customers who are coming to the branch.
- Opening saving and current A/cs of the customer via cold calling, tele calling, Marketing Activities.
- Sourcing New Current Account with Higher Varient Accounts
- Opening LLP , Pvt Ltd, Tasc accounts
Education
B.COM - undefined
MUMBAI
01.2010
H.S.C - undefined
MUMBAI
01.2007
S.S.C - undefined
MAHARASHTRA
01.2005
Skills
Clear communication best listener
Regulatory Compliance
Solution providing
Customer first approach
Focused on Task
Flexible and adaptable
Certification
“IRDA- IC38- Certificate Exam of Corporate Agents (SP Composite)”
DECLARATION
I hereby declare that the information furnished above is true to the best of my belief and knowledge and complete in all respects. Place: - Thane Date: - Amit Anant Patil
PERSONAL STRENGTH
Comprehensive problem solving abilities, Dedicated and hardworking, Willingness to learn, Team facilitator, Ability to deal with people diplomatically Good grasping ability, Always ready to learn new things, Like to work in a group.
PERSONAL DETAILS
- Date of Birth : 28th March 1990
- Nationality : Indian
- Gender : Male
- Marital Status : Married
- Languages known : English, Hindi, Marathi
- Hobbies & Interests : playing chess & cricket , Listening Songs
Timeline
Senior Sales Manager
IDFC FIRST Bank
09.2023 - Current
Senior Relationship Manager (SRM)
CSB Bank
02.2021 - 09.2023
Key Account Manager (KAM)
IndusInd Bank Ltd
03.2019 - 02.2021
Client Relationship Partner
YES BANK LTD
02.2016 - 03.2019
CA Sales officer
ICICI BANK LTD
05.2013 - 02.2016
B.COM - undefined
MUMBAI
H.S.C - undefined
MUMBAI
S.S.C - undefined
MAHARASHTRA