Summary
Overview
Work History
Education
Skills
Contact Details
Personal Information
Hobbies and Interests
Languages
Timeline
Generic

ANKIT PATEL

THANE

Summary

Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.

Overview

19
19
years of professional experience

Work History

SALES MANAGER (GRADE E4 Sr. Manager)

HDFC BANK LTD
11.2022 - Current
  • Managing, supporting and Training of Sales & channel team in the Assigned territory
  • Meeting Business Targets of the all assigned to branches & channels
  • Lead fulfillment, on existing Data Base for BL and Insurance and any other product assigned for Cross Sell
  • Devise Strategy and Process for selling BL and Insurance, through Cold Calling on existing customer base
  • Maintain delinquency in line with the Product Segment
  • Engaging effectively with Credit/Operations and Collections vertical for the assigned Location
  • Manage a team of Off Roll employees
  • Take Care of customer Escalations and Complaint
  • Effective Liaison with Credit/Ops Team
  • Maintaining Cost of Acquisition.

RELATIONSHIP MANAGER (Sr. Manager Dep : WC-SEG)

AXIS BANK LTD
12.2021 - 11.2024
  • Onboarding New to Bank Asset relationships of SME customers in align to bank’s lending policies and ensuring sanction and disbursement of the case
  • Onboarding potential Supply Chain Finance customers so as to diversify and reduce concentration risk in the portfolio
  • Ensuring screening of NTB cases generated by the team for proper presentation to credit committee to minimize rejections
  • Managing existing asset relationships with sanctioned limit of Rs 129 Cr
  • And deepening the relationship by way of cross selling of various banking products
  • Ensuring constant monitoring of portfolio, timely renewal of accounts, and also maintaining delinquencies at NIL
  • Generating Net Interest Income, increasing fees income and ensuring regular revenue streams through cross sell of Trade, Liabilities and Derivative products to the clients
  • Implement and execute business strategy to increase wallet share and to achieve Topline target.

RELATIONSHIP MANAGER (GRADE M1/ Manager)

ICICI BANK LTD
09.2019 - 11.2021
  • Managing, supporting and Training of Sales & channel team in the assigned territory
  • Meeting Business Targets of the all assigned channels
  • Devise Strategy and Process for selling BL and PL, Insurance, through branch and open market base
  • Maintain delinquency in line with the Product Segment
  • Engaging effectively with Credit/Operations and Collections vertical for the assigned Location
  • Take Care of customer Escalations and Complaint
  • Effective Liaison with Credit/Ops Team
  • Maintaining Cost of Acquisition.

SALES MANAGER (Grade M3/ Manager)

KOTAK MAHINDRA BANK LTD
Mumbai
12.2018 - 08.2019
  • Managing, supporting and Training of Sales & channel team in the assigned territory
  • Meeting Business Targets of the all assigned channels
  • Devise Strategy and Process for selling BL and Insurance, through Cold Calling on open market base
  • Maintain delinquency in line with the Product Segment
  • Engaging effectively with Credit/Operations and Collections vertical for the assigned Location
  • Take Care of customer Escalations and Complaint
  • Effective Liaison with Credit/Ops Team
  • Maintaining Cost of Acquisition.

SALES MANAGER (GRADE E2 Asst. Manager)

HDFC BANK LTD
Mumbai
08.2014 - 12.2018
  • Managing, supporting and Training of Sales & channel team in the assigned territory
  • Meeting Business Targets of the all assigned channels
  • Devise Strategy and Process for selling BL and Insurance, through Cold Calling on open market base
  • Maintain delinquency in line with the Product Segment
  • Engaging effectively with Credit/Operations and Collections vertical for the assigned Location
  • Take Care of customer Escalations and Complaint
  • Effective Liaison with Credit/Ops Team
  • Maintaining Cost of Acquisition.

ASST. MANAGER (PLCS) (GRADE E2 Asst. Manger)

BAJAJ FINANCE LTD
Mumbai
09.2013 - 07.2014
  • Managing, supporting and Training of Sales & channel team in the assigned territory
  • Meeting Business Targets of the all assigned channels
  • Devise Strategy and Process for selling BL and Insurance, through Cold Calling on open market base
  • Maintain delinquency in line with the Product Segment
  • Engaging effectively with Credit/Operations and Collections vertical for the assigned Location
  • Take Care of customer Escalations and Complaint
  • Effective Liaison with Credit/Ops Team
  • Maintaining Cost of Acquisition.

Relationship Officer (Grade B2)

BAJAJ ALLIANZ STAFFING SOLUTION PVT. LTD.
Mumbai
09.2011 - 08.2013
  • Handling Personal Loan and insurance of Existing customer of Bajaj Finserv
  • Visited the Clients as per Customers appointments
  • At time of visit explain to customer offered given by Bajaj and and completed the documents parts as per client profile
  • Sourcing quality customer and making good relation for up sale products.

Sr. Relationship Manager

Anandrathi Financial Services Ltd.
Mumbai
12.2009 - 01.2011
  • Handling business of open market for Cross Sell Products
  • Building brand focus, reviewing market response to facilitate Products growth
  • Arranging road shows, exhibitions, promotions flyers etc
  • Attending to client concerns & complaints and undertaking steps for resolving them
  • Developed amicable relations with bank staff & customers.

Sr. Relationship Executive

Fullerton India Credit Co Ltd.
Mumbai
05.2007 - 11.2009
  • Handling business for business loan in given assigned territory
  • Building brand focus, reviewing market response to facilitate product growth
  • Arranging road shows, exhibitions, promotions flyers
  • Attending to client concerns & complaints and undertaking steps for resolving them
  • Developed amicable relations with staff & customers.

SR Sales Executive Personal Loan Department

India bulls Financial Services Ltd
Mumbai
12.2005 - 03.2007
  • Handling business of Personal Loan from open market
  • Attending to client concerns & complaints and undertaking steps for resolving them
  • Developed amicable relations with staff & customers.

Education

B.COM -

DDU
UP
03-2004

HSC - Commerce

Dalmia College of Commerce & Economics
Mumbai
02-2000

SSC -

Maharashtra Board
Mumbai
02-1998

Skills

  • Windows, MS –Office & Internet Operations
  • Sales Engagement Techniques
  • Market and Competitive Analysis
  • Exceptional Multi-Tasker

Contact Details

09768136635, patel.ankit28@yahoo.com/prayanankitpatel@gmail.com

Personal Information

  • Place of Birth: Mumbai
  • Date of Birth: 02/20/83

Hobbies and Interests

Reading Books, Watching TV & Listening Music.

Languages

English
First Language
Hindi
Proficient (C2)
C2
Marathi
Proficient (C2)
C2
Gujrati
Proficient (C2)
C2

Timeline

SALES MANAGER (GRADE E4 Sr. Manager)

HDFC BANK LTD
11.2022 - Current

RELATIONSHIP MANAGER (Sr. Manager Dep : WC-SEG)

AXIS BANK LTD
12.2021 - 11.2024

RELATIONSHIP MANAGER (GRADE M1/ Manager)

ICICI BANK LTD
09.2019 - 11.2021

SALES MANAGER (Grade M3/ Manager)

KOTAK MAHINDRA BANK LTD
12.2018 - 08.2019

SALES MANAGER (GRADE E2 Asst. Manager)

HDFC BANK LTD
08.2014 - 12.2018

ASST. MANAGER (PLCS) (GRADE E2 Asst. Manger)

BAJAJ FINANCE LTD
09.2013 - 07.2014

Relationship Officer (Grade B2)

BAJAJ ALLIANZ STAFFING SOLUTION PVT. LTD.
09.2011 - 08.2013

Sr. Relationship Manager

Anandrathi Financial Services Ltd.
12.2009 - 01.2011

Sr. Relationship Executive

Fullerton India Credit Co Ltd.
05.2007 - 11.2009

SR Sales Executive Personal Loan Department

India bulls Financial Services Ltd
12.2005 - 03.2007

B.COM -

DDU

HSC - Commerce

Dalmia College of Commerce & Economics

SSC -

Maharashtra Board
ANKIT PATEL