Playing Table Tennis and Cricket
Amol Kalaskar
Senior Relationship Manager
Sangamner,MH
Summary
Dynamic Senior Relationship Manager with a proven track record at HDFC Securities, excelling in sales management and relationship building. Enhanced client satisfaction through strategic portfolio management and personalized service, driving revenue growth and securing long-term partnerships. Committed to continuous improvement and delivering exceptional customer engagement.
Overview
19
19
years of professional experience
1
1
Certification
Work History
Senior Relationship Manager
HDFC Securities
05.2024 - 02.2026
- Built trust with clients by maintaining confidentiality and handling sensitive information professionally at all times.
- Managed a diverse portfolio of high-net-worth clients, ensuring satisfaction and retention through personalized attention and strategic planning.
- Worked with branch partners to maximize sales efforts to business customers and cross-sell other products and services.
- Collaborated with internal teams to deliver comprehensive wealth management services, maximizing client satisfaction and loyalty.
Branch Manager
HDFC Securities
11.2014 - 04.2024
- Improved customer satisfaction ratings by enhancing service quality and resolving client issues promptly.
- Continuously monitored branch performance against key performance indicators, taking corrective actions as needed to ensure objectives were met or exceeded.
- Implemented effective sales strategies to achieve branch targets and exceed expectations consistently.
- Strengthened relationships with key clients, securing long-term partnerships and driving revenue growth.
- Increased branch profitability by implementing cost-saving measures and streamlining operational processes.
Relationship Manager
HDFC Securities
01.2010 - 10.2014
- Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
- 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.
Sales Executive
HDFC Bank
03.2007 - 11.2009
- Achieved sales goals and service targets by cultivating and securing new customer relationships.
- Boosted sales revenue by cultivating strong client relationships and implementing effective sales strategies.
Education
Master of Commerce - Accounting And Finance
Commerce Collage of Sangamner
Sangamner, India 04.2001 -
Government Diploma in Co-operation And Accounting - Banking And Co-operative Audit
Pune
Pune 04.2001 -
Skills
Sales management
Business development
Customer engagement
Customer interaction
Portfolio management
Market research
Relationship building
Continuous improvement
Certification
AMFI Certification of MF Distributors
Interests
Accomplishments
- Achieved 3 times MDRT qualification by completing sales targets with accuracy and efficiency.
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote
The way to get started is to quit talking and begin doing.
Walt Disney
Timeline
Senior Relationship Manager
HDFC Securities
05.2024 - 02.2026
AMFI Certification of MF Distributors
03-2024
Branch Manager
HDFC Securities
11.2014 - 04.2024
Relationship Manager
HDFC Securities
01.2010 - 10.2014
Sales Executive
HDFC Bank
03.2007 - 11.2009
Master of Commerce - Accounting And Finance
Commerce Collage of Sangamner
04.2001 -
Government Diploma in Co-operation And Accounting - Banking And Co-operative Audit
Pune
04.2001 -