Amit Panchal
Ahmedabad
Summary
Results-driven banking professional with hands-on experience in onboarding clients, salary account opening, and managing corporate relationships for payroll services. Proficient in coordinating with HR departments to streamline bulk account setups, ensuring full KYC and compliance adherence. Skilled in cross-selling banking products such as insurance, personal loans, and credit cards, with a strong track record of meeting acquisition and revenue targets. Demonstrated ability to manage company accounts, provide tailored financial solutions, and deliver superior customer service to both individual and corporate clients.
Overview
7
7
years of professional experience
Work History
Deputy Manager
Axis bank limited
Ahmedabad
09.2023 - Current
- Built and maintained relationships with HR and finance teams of corporate clients to ensure ongoing satisfaction and service delivery.
- Generated new business by acquiring corporate salary accounts through cold calling, referrals, and targeted client visits.
- Opened and verified individual employee salary accounts under bulk onboarding drives, ensuring 100% KYC compliance.
- Qualified PAN India contest in GI.
- Identified high-value accounts and referred them to priority banking/wealth management teams.
- Handled post-onboarding support including salary credit issues, account queries, and escalations, ensuring client satisfaction and retention.
- Manages Top portfolio in my team.
Deputy Acquisition Manager
IDFC first bank
Ahmedabad
05.2022 - 09.2023
- Corporate Onboarding & Relationship Management
- Successfully onboarded new corporate clients for salary account services, ensuring seamless documentation and compliance with KYC norms.
- Coordinated end-to-end implementation of salary accounts for newly onboarded companies, including agreement setup, employee communication, and account mapping.
- Built and maintained relationships with HR and finance teams of corporate clients to ensure ongoing satisfaction and service delivery.
- Cross-sold banking products like personal loans, credit cards, and insurance to employees of corporate clients, contributing to overall branch revenue.
Senior Officer
AU Small finance bank
Ahmedabad
03.2020 - 05.2022
- Identified needs of customers promptly and efficiently.
- Assisted with customer requests and answered questions to improve satisfaction.
- Worked with cross-functional teams to achieve goals.
- Assisted customers with opening new accounts, answering inquiries, and processing transactions.
- Performed data entry tasks to update customer records in the system accurately.
- Onboarding new company clients for salary account opening.
- Cross selling with salary account.
Sales Officer
ICICI Bank
Ahmedabad
06.2018 - 11.2020
- Identified needs of customers promptly and efficiently.
- Completed day-to-day duties accurately and efficiently.
- Worked with cross-functional teams to achieve goals.
- Provided guidance to customers regarding online banking features and functions.
- Promoted and sold banking products and financial services.
- Opened new accounts and served existing customers based on individual financial needs.
Education
MBA - Marketing Management
R H Patel Institute Of Management
Ahmedabad06-2020
BBA - Marketing Management
B J Patel Umiya BBA College
Ahmedabad05-2018
High School Diploma -
Pulkit Vidhyalaya
Ahmedabad04-2015
Skills
- Client relationship management
- KYC compliance
- Business development
- Account onboarding
- Communication skills
- Customer service orientation
- Product knowledge
- Time management
- Team collaboration
- Team work
Languages
Hindi
First Language
English
Upper Intermediate (B2)
B2
Gujarati
Advanced (C1)
C1
Hindi
Advanced (C1)
C1
Timeline
Deputy Manager
Axis bank limited
09.2023 - Current
Deputy Acquisition Manager
IDFC first bank
05.2022 - 09.2023
Senior Officer
AU Small finance bank
03.2020 - 05.2022
Sales Officer
ICICI Bank
06.2018 - 11.2020
MBA - Marketing Management
R H Patel Institute Of Management
BBA - Marketing Management
B J Patel Umiya BBA College
High School Diploma -
Pulkit Vidhyalaya