ASHWINI JAYWANT BHOSLE
Navi Mumbai
Summary
An energetic, driven and highly motivated professional who has a strong desire to succeed and who possesses the ability to build positive working relationships with customers. Adept in understanding the operational and development needs of a business. As a highly effective communicator can quickly gain a grasp of a client's strategic direction and requirements. Possess the skills, experience and 'can do' attitude to meet the expectations. Looking for an exciting and rewarding managerial career with an ambitious company.
Overview
10
10
years of professional experience
Work History
Branch Manager
Yes Bank
Navi Mumbai
11.2023 - Current
- Managed daily operations and ensured compliance with banking regulations.
- Led a team of staff to improve customer service and satisfaction.
- Trained new employees on banking procedures and service standards.
- Developed and implemented strategic plans to enhance branch performance.
- Managed and inspired team members to perform to full potential, driving branch profitability.
- Conducted regular performance reviews for all employees in the branch.
- Monitored financial performance of the branch on a monthly basis.
- Provided guidance and support to team members regarding problem resolution and customer service issues.
- Resolved escalated customer complaints in a timely manner.
- Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty.
- Managed staff scheduling, hiring and training processes.
Relationship Manager
Yes Bank
Kharghar
12.2020 - 11.2023
- Handling Portfolio of Wealth Customer. Offer research backed investment solutions to banks, managed base preferred customers on their existing investment portfolios and future investible surpluses.
- Follow fundamentals of Investment management around '' Asset allocation'' and provide timely updates to customers on their investment portfolios.
- Identifying fresh investment opportunities for regular expected cash-inflows and portfolio rebalancing opportunities to optimize ''Asset Mix'' in line with customer profile.
- Fulfilling the service requirements of the portfolio customer along with walk-ins also.
- Updating daily interactions and fresh sales opportunities, profiling with the customers in CRM on daily basis.
- Ensuring the customer to group ratio, Income product holdings, unique product sold to customers, contact ability health in the portfolio meeting their benchmarks on monthly basis. Achieving daily productivity, monthly incomes in given portfolio and through daily walk-ins in the bank.
- Handling NRI Customer service issues- FD booking, Forex services, Premature withdrawals, New NRE-NRO A/c opening investments.
Senior Financial Service Manager
ICICI Prudential Life Insurance Company
07.2015 - 11.2020
- Motivate employees to exceed daily, weekly and monthly sales goals, all while providing the highest quality of Customer service. Delegating tasks to employees while encouraging growth and career development.
- Conduct training activities for ICICI Bank staff to generate greater awareness about the various life insurance Product offer by ICICI Prudential Life Insurance Company.
- Planning, directing, and controlling the bank sales office operations, ensuring that established policies and procedures are followed and delegating responsibilities to the branch colleagues to meet office objectives.
- Ensuring that the team is focused on the acquisition of new business and personal relationships and the retention and expansion of existing relationships.
Education
M.Com -
Modern College Vashi
Vashi, Mumbai, IndiaB.Com -
Modern College Vashi
Vashi, Mumbai, IndiaH.S.C -
Modern College Vashi
Vashi, Mumbai, IndiaS.S.C -
Vivekanand Sankul Sanpada
Sanpada, Mumbai, IndiaSkills
- Wealth Management
- Financial Planning
- Relationship Management
- Project Handling
- Sales & Marketing
- Customer Service
- Financial Operations
- Insurance
- Investment banking
- Banking Transactions
- Account Management
- Portfolio Maintenance
- Loan Processing
- Cross Sale
- Data entry & Management
- FD
- Saving / Current Account
- Health Insurance Loan
- Verbal & Written Communication
- Business Analysis
- Customer Relationship
- Investment Management
- Financial Analysis
- Risk Analysis
- Data/Document handling
- Tax Management
- Cross selling
- Portfolio Management
- Earning trust of others
- Delivering results
- Quick learning
- Curious & Dedicated
- Relationship building
- Attention to detail
- Adaptable
Personal Information
- Date of Birth: 06/09/1991
- Gender: Female
- Nationality: Indian
- Marital Status: Married
Languages
- Marathi
- English
- Hindi
Hobbies and Interests
- Reading books
- Listening music
Career Accomplishments
- Achieved assigned Revenue target every month
- Achieved GI Maverick contest
- Qualified Maldives contest in 2024
- Qualified Country head contest in Liability Parameters in 2024
- Qualified Europe Contest March 2024
- Achieved Award of Excellence in Liabilities and TPD parameters from Regional Manager in Jan 2024
- Cross sales of investment health insurance life insurance VSP
- Achieved GALA night one contest in 01/2021 of investment category
- Achieved GALA Night Two award from Regional head in 02/2021 of investment category
- Achieved silver category award of Amsterdam contest in 03/2021 of investment category
- Achieved Emerald category contest of investment category in 04/2021
- Swabhiman award 2.0 in 04/2020
- BWRP and persistency award in 2017
- DADAGIRI Contest in 2019
- IPRU Anniversary contest in 2018
- Night gateway with family in 11/2018
- Dinner with RH in 2018
- Protection champion in 2016
- Banca achiever in 2018
- Awarded for 46L cheque value login in 03/2019
- Award of excellence persistency category in Q1 2017
- Award of Excellence for exemplary performance in 09/2016
- Award for I contribute performer league in AMJ 2017
- BANCA KNIGHT Award of excellence for exemplary performance in banca achiever (04/2021, 05/2021, 06/2021)
- Banca Achievers exemplary performance in banca achiever in 07/2018 and 08/2018
- Certificate of appreciation 'The race of my life' in 03/2019
- Qualified santa carnival award in 2018
- Qualified contest my pride our glory
- Attended NSS Camp in 2011
- Passed MSCIT with 72% in 2010
Areas Interested
- Wealth Management
- Financial Planning
- Relationship Management
- Project Handling
- Sales & Marketing
- Customer Service
- Financial Operations
- Insurance
- Investment banking
Timeline
Branch Manager
Yes Bank
11.2023 - Current
Relationship Manager
Yes Bank
12.2020 - 11.2023
Senior Financial Service Manager
ICICI Prudential Life Insurance Company
07.2015 - 11.2020
M.Com -
Modern College Vashi
B.Com -
Modern College Vashi
H.S.C -
Modern College Vashi
S.S.C -
Vivekanand Sankul Sanpada