Summary
Overview
Work History
Education
Skills
Hobbies and Interests
Languages
Personal Information
Timeline
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Avinash Joshi

SQUAMISH

Summary

Seeking innovation and a challenging career in an organization, with sincere dedication, and to secure a position with a high degree of responsibility where I can enhance my skills and knowledge, as well as contribute to the growth of the organization and serve the organization to the fullest of my potential. Seasoned financial manager with broad experience in budgeting, forecasting, and strategic planning. Skilled in optimizing financial processes and leading teams to exceed corporate goals through innovative strategies and efficient resource allocation. Proven track record of enhancing operational efficiency and financial health within diverse organizations. Demonstrated ability to analyze complex financial data and recommend actionable solutions that drive growth and profitability.

Overview

8
8
years of professional experience

Work History

Relationship Manager

KOTAK MAHINDRA BANK
09.2024 - 02.2025
  • Every type of Insurances as Life Insurance, General Insurance, Mediclaim etc
  • Responsible to generate business of Saving Account Current Account, FD, RD and etc through Market
  • Operation work
  • Customer Services
  • Business/personal Loan, Lap Loan, KCC Loan, Home Loan, Car Loan etc

Branch Manager of Retail Branch Banking and Liabilities

IDFC BANK LTD
01.2023 - 08.2024
  • Every type of Insurances as Life Insurance, General Insurance, Mediclaim etc
  • Responsible to generate business of Saving Account Current Account, FD, RD and etc through Market
  • Operation work
  • Customer Services
  • Business/personal Loan, Lap Loan, KCC Loan, Home Loan, Car Loan etc

Assistant Manager (Personal Banker)

HDFC BANK LTD
11.2019 - 01.2023
  • Every type of Insurances as Life Insurance, General Insurance, Mediclaim etc
  • Responsible to generate business of Saving Account Current Account, FD, RD and etc through Market
  • Operation work
  • Customer Services
  • Business/personal Loan, Lap Loan, KCC Loan, Home Loan, Car Loan etc

Sales Officer

AU SMALL FINANCE BANK LTD
08.2017 - 10.2019
  • Responsible to generate business of Saving Account Current Account, FD, RD and etc through Market
  • Responsible for Lead Generate of all TPP Products Life Insurance of Future Generali, General Insurance of Aditya Birla, etc
  • Responsible for Generate lead of all Asset Products Auto Loan, Tractor Loan, KGC Loan against Property
  • Etc
  • Looking entire Customer Care activity
  • Solving all Customer related queries

Education

M. Com - Accountancy and Auditing

North Gujarat University

B. Com - Accounting and Auditing

North Gujarat University

12 - Second Class

Gujarat Board

10 - Pass Class

Gujarat Board

CCC - 76%

SEVA

Skills

  • Service support
  • Relationship building and management
  • Banking
  • Wealth management offerings
  • Business relationship cultivation
  • Effective customer communication

Hobbies and Interests

  • Listen Music
  • Dancing
  • Travelling

Languages

  • English
  • Gujarati
  • Hindi

Personal Information

  • Date of Birth: 06/28/88
  • Gender: Male
  • Nationality: Indian
  • Marital Status: Married

Timeline

Relationship Manager

KOTAK MAHINDRA BANK
09.2024 - 02.2025

Branch Manager of Retail Branch Banking and Liabilities

IDFC BANK LTD
01.2023 - 08.2024

Assistant Manager (Personal Banker)

HDFC BANK LTD
11.2019 - 01.2023

Sales Officer

AU SMALL FINANCE BANK LTD
08.2017 - 10.2019

M. Com - Accountancy and Auditing

North Gujarat University

B. Com - Accounting and Auditing

North Gujarat University

12 - Second Class

Gujarat Board

10 - Pass Class

Gujarat Board

CCC - 76%

SEVA
Avinash Joshi