AVINASH INGOLE
Pune
Summary
Dynamic Relationship Manager with expertise in client relationship management, financial analysis, and CRM software implementation. Proven ability to build strong, lasting client connections while resolving issues promptly to enhance customer satisfaction.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Relationship Manager
ICICI BANK LIMITED
PUNE
01.2024 - Current
- Banking Services saving and current accounts,fixed deposite,money transfers,digital banking,financial planning,retirement planning,tax-saving investment.
- Developed strong client relationships through regular communication and personalized service.
- Managed client portfolios to ensure satisfaction and loyalty in financial services.
- Resolved client inquiries promptly, maintaining a high level of customer satisfaction.
- Identified customer needs, developed customized solutions, and provided knowledgeable advice.
- Developed and maintained strong relationships with clients to ensure satisfaction and loyalty.
- Built long-term relationships with lucrative clients by utilizing active listening, effective communication and dynamic interpersonal skills.
- Resolved escalated customer issues efficiently and effectively within established timelines.
- Conducted regular client meetings to assess progress, discuss opportunities for growth, and address any concerns.
- Maintained accurate records of all client interactions within the company's CRM system.
- Generated reports regarding customer interactions, performance metrics, and revenue goals.
- Implemented CRM systems for tracking client interactions and improving service delivery.
- Resolved client issues and complaints promptly, maintaining trust and loyalty.
- Delivered presentations to key decision makers and offered financial recommendations.
- Researched current market to identify information needed for sales presentations.
- Stayed up-to-date on marketplace trends and researched items in detail.
BRANCH RELATIONSHIP OFFICER
SARVAGRAM FINCARE PRIVATE LTD
SASWAD,PUNE
12.2021 - Current
- Established strong relationships with clients to enhance customer satisfaction.
- Resolved client inquiries and issues promptly and professionally.
- Conducted regular follow-ups with clients to ensure continued satisfaction and engagement.
- Built positive and productive customer connections to drive consistent sales.
- Developed and maintained relationships with customers and assisted in generating sales opportunities.
Relationship Manager
ELECTRONICA FINANCE LIMITED
PUNE
09.2022 - 01.2024
- Managed client portfolios to ensure satisfaction and loyalty in financial services.
- Analyzed client needs to recommend suitable financial products and services.
- Conducted market research to identify trends and opportunities for client engagement.
GROUP CREDIT OFFICER
FULLERTON INDIA CREDIT COMPANY LIMITED(SMFG)
NIPHAD
05.2019 - 12.2021
- Analyzed financial statements to determine borrower creditworthiness and repayment capacity.
- Communicated with clients to gather necessary documentation for loan processing.
- Reviewed loan agreements to ensure compliance with company policies and regulations.
Education
BBA - Business Management
IIMT UNIVERSITY
NEW DELHI 08-2019
High School Diploma -
ARTS AND SCIENCE JR COLLEGE
MEHKAR,BULDHANA03-2013
High School Diploma -
S P S V BORI
BORI,MEHKAR,BULDHANA03-2011
Skills
- Client relationship management
- Financial analysis
- Market research
- CRM software implementation
- Portfolio management
- Sales strategy development
Languages
Marathi
Proficient (C2)
C2
Hindi
Proficient (C2)
C2
English
Beginner (A1)
A1
Certification
IRDA
Timeline
Relationship Manager
ICICI BANK LIMITED
01.2024 - Current
Relationship Manager
ELECTRONICA FINANCE LIMITED
09.2022 - 01.2024
BRANCH RELATIONSHIP OFFICER
SARVAGRAM FINCARE PRIVATE LTD
12.2021 - Current
GROUP CREDIT OFFICER
FULLERTON INDIA CREDIT COMPANY LIMITED(SMFG)
05.2019 - 12.2021
BBA - Business Management
IIMT UNIVERSITY
High School Diploma -
ARTS AND SCIENCE JR COLLEGE
High School Diploma -
S P S V BORI