Apurva Rajan Bhandare
Kalyan
Summary
Dynamic banking professional with a proven track record at IDFC FIRST BANK, excelling in customer acquisition and financial planning. Skilled in relationship management and conflict resolution, consistently achieving sales goals. Adept at upselling banking products, driving customer satisfaction, and delivering tailored solutions to meet diverse client needs. Customer-oriented supervisor with several years of hands-on experience overseeing employee performance, and offering knowledgeable guidance and support. Expert in industry best practices and principles of employee management. Blends superb time management and organizational skills to drive group success.
Overview
13
13
years of professional experience
Work History
Elite Banker- First Wealth
IDFC FIRST BANK
08.2023 - Current
- Giving resolution to customers' queries and complaints.
- Relationship building, customer acquisition work, and other related tasks.
- Handling escalation.
- Handling Customers' Profiles
- Handling Financial Planning for Customers.
- Product Execution: Mutual Funds, Insurance, Mediclaim, Credit Card, Demat Account, Various Loans, Portfolio Management Services.
- Coordinated with other departments regarding customer requests or disputes resolution.
- Achieved or exceeded personal sales goals on consistent basis.
- Met or exceeded sales goals by promoting bank products and services in customer interactions.
- Implemented strategies to meet sales targets for banking products, including loans, credit cards, and savings accounts.
Senior Relationship Manager
BANK OF BARODA
03.2022 - 08.2023
- Giving resolution to customers' queries and complaints.
- Relationship building, customer acquisition work, and other related tasks.
- Handling escalation
- Handling Customers' Profiles
- Handling Financial Planning for Customers.
- Product Execution: Mutual Funds, Insurance, Mediclaim, Credit Card, Demat Account, Loans (Home Loan, Personal Loan, Car Loan, etc.), PMS (Portfolio Management Services).
- Cultivated relationships with customers by participating in meetings onsite and at client locations.
- Participated in cross-functional teams dedicated to developing innovative solutions for customers' unique needs.
- Collaborated with various departments to improve communication and deliver individualized customer solutions.
- Interacted with customers and worked closely to resolve issues.
Senior Relationship Officer
QUANTUM MUTUAL FUNDS
11.2016 - 02.2022
- Giving resolution to customer’s queries/complaints
- Relationship building
- Customer acquisition work and other related tasks
- Handling escalation
- Upselling New product to the existing customer
Relationship Manager
MONEYFROG CONSULTANTS Pvt Ltd
03.2014 - 11.2016
- Giving resolution to customer’s queries/complaints
- Relationship building, Customer acquisition work and other related tasks
- Handling escalation
- Handling Customers Profile
- Handling Financial Planning to Customer
- Product Execution 1) Mutual Funds 2) Insurance 3) Mediclaim
Back office Executive
SYNOPTICS TECHNOLOGIES PVT LTD
10.2012 - 11.2013
- Department: Back office Client site of (BSNL)
- Duration: 13 Months
Education
PGDM - Banking , Insurance And Investments
Welingkar Institute of Management Development & Research
Mumbai03.2022
Bachelor of Banking And Insurance - Banking and Insurance
University of Mumbai
Mumbai05.2011
Skills
- Excellent communication
- Understanding Markets
- Advising customers
- Leadership
- Organizational Skills
- Analysis Skills
- Customer service
- Financial planning
- Sales strategy
- Relationship management
- Conflict resolution
- Customer acquisition
- Portfolio management
- Client communication
- Upselling techniques
- Problem solving
- Self motivation
- Reliable and responsible
Personal Information
- Date of Birth: 01/20/90
- Gender: Female
- Nationality: Indian
- Religion: Hindu
Languages
- English
- Hindi
- Marathi
Hobbies and Interests
- Listening music
- Traveling
- Reading Books
Professional Exams
- NISM Series V A, Mutual Fund Distributors Certification Examination
- IRDA (Insurance Regulatory Development Authority) Agent Exam, 2014
Roles And Responsibilities
- Giving resolution to customer’s queries/complaints
- Relationship building
- Customer acquisition work and other related tasks
- Handling escalation
- Handling Customers Profile
- Handling Financial Planning to Customer
- Product Execution (Mutual Funds, Insurance, Mediclaim, Credit Card, Demat Account, Loans (Home Loan, Personal Loan, Car Loan Etc), PMS (Portfolio Management Services))
Timeline
Elite Banker- First Wealth
IDFC FIRST BANK
08.2023 - Current
Senior Relationship Manager
BANK OF BARODA
03.2022 - 08.2023
Senior Relationship Officer
QUANTUM MUTUAL FUNDS
11.2016 - 02.2022
Relationship Manager
MONEYFROG CONSULTANTS Pvt Ltd
03.2014 - 11.2016
Back office Executive
SYNOPTICS TECHNOLOGIES PVT LTD
10.2012 - 11.2013
PGDM - Banking , Insurance And Investments
Welingkar Institute of Management Development & Research
Bachelor of Banking And Insurance - Banking and Insurance
University of Mumbai
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