Summary
Overview
Work History
Education
Skills
Websites
Certification
Accomplishments
Languages
Personal Information
Hobbies and Interests
Training
Timeline
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Chandan Gandhi

Chandan Gandhi

Navi Mumbai

Summary

Seeking to work in an organization with a competitive & challenging environment where I can consolidate my learning with practical exposure.


Able to learn and comprehend new systems and methods quickly to meet demanding time goals, Enthusiastic & Energetic self-starter.


Visionary executive with progressive background and record of accomplishment. Brings focus on growth, confidence in decision-making and expertise in leading organizations through periods of change and development.


A dynamic professional with more than 8 Years of rich experience and demonstrated history of working in Financial Services, Wealth Management, Financial Planning, Portfolio Management, Capital Markets, Fixed Income, Banking, Strategy, Debt Capital Market, Mutual Funds, Equity, Portfolio Management Services, Insurance, Loans, Leadership, Relationship Management, Customer service, Finance, Sale of Financial Services, Mortgage Loans, Risk Management, Financial Analysis, Credit, managing branch operations as well as revenue expansion activities. Skilled in Negotiation, Business Relationship Management, Customer service, Banking, and Sale of Financial Services and Financial Products which adds value to the Investor. Energetic self-starter and team builder. Navigates high-stress situations and achieves goals on time and under budget.


Effectively manages assignments and team members. With expertise in analysis and quantitative problem-solving skills, dedicated to company growth and improvements.



Track record of increasing sales, improving client retention and growing customer base. Detail-orientated Branch Head adept at making critical decisions, managing deadlines and conducting team reviews.


Banking professional with talents which shine in competitive, innovative and creative environments.


Dedicated to self-development to provide expectation-exceeding service. Customer-focused manager, successfully contributing to company profits by improving team efficiency and productivity. Skilled at effective negotiations and up selling techniques.


Utilizes excellent organizational skill to enhance efficiency and lead teams to achieve outstanding sales. Articulate and driven with top strengths in relationship-building, planning and operational problem-solving. Customer-focused manager, successfully contributing to company profits by improving team efficiency and productivity.


Skilled at effective negotiations and up selling techniques. Utilizes excellent organizational skill to enhance efficiency and lead teams to achieve outstanding sales.


Excellent end-to-end knowledge and experience in handling diverse functional domains. Adept in developing relationships with key decision-makers in large corporate for business development, suggesting value proposition initiatives & cultivating healthy relationships for building long-term value.


Good understanding of Lead Generation. Adept at maintaining Customer Relationships & resolving Customer Concerns. Can use multiple communication channels for enhanced Customer Service.


Excellent interpersonal and communication skills. Confident in Lead Generation and managing potential clients. Ability to skillfully pitch projects and communicate product information effectively.


Proactive and energetic. Good knowledge of business processes. Strong leadership attributes. Can communicate effectively with different departments to meet deadlines and targets and ensure financial compliance. Working well in a team can boost morale.

Overview

9
9
years of professional experience
1
1
Certification

Work History

Chief Branch Manager

ICICI Securities Ltd
11.2016 - Current
  • Responsible for managing and mentoring a team, delivering business revenue, administration and efficient daily operation of a full-service branch office, revenue generation, customer relations, sales goals, cross-selling, customer relationship management, financial planning, portfolio management, and more.

Trade Finance Officer

Citibank
06.2016 - 11.2016
  • Conducted regular reviews of existing policies and procedures to identify areas for improvement or enhancement in line with industry standards.
  • Assisted clients with structuring complex trade finance deals, providing expert guidance throughout the process.
  • Collaborated with cross-functional teams to resolve trade finance issues promptly, ensuring smooth transaction processing.
  • Liaised effectively with corresponding banks and other external stakeholders to ensure seamless execution of trade finance operations.
  • Managed complex trade finance portfolios, achieving high levels of customer retention and satisfaction.
  • Negotiated favorable terms for clients in various international trade deals, securing better financial outcomes for all parties involved.

Finance Intern - Portfolio Management

Aditya Birla Sun Life Insurance Company Limited
05.2015 - 05.2015
  • Verified clients' needs, modified investment strategies, tracked investment performance, demonstrated strategic thinking, calculated financial risk, grew and maintained client base, achieved client financial objectives.

Education

Master's Degree in Financial Management - Financial Management

SIMSREE - Churchgate
University Of Mumbai
07.2023

Master of Management Studies - Finance

BVIMSR - NAVI MUMBAI
University Of Mumbai
05.2016

Master of Commerce - Banking & Finance

KPB HINDUJA COLLEGE OF COMMERCE
University Of Mumbai
08.2013

Bachelor of Commerce- Honors - Business, Accounting & Finance

ARYA COLLEGE FOR BOYS
Panjab University- Chandigarh
07.2011

Skills

  • Branch Operations Management
  • Customer Service
  • Customer Relationships
  • Excellent time management skills
  • Relationship building and management
  • Training and Development
  • Sales professional
  • Business Development
  • Strategic Planning
  • Financial Services
  • Team Building Leadership

Certification

  • National Institute Of Securities Markets, NISM Series VA Mutual Fund Distributors
  • Insurance Regulatory and Development Authority, IRDAI Certification -IC38
  • The Institute of Chartered Accountants of India, Information Technology Training
  • The Institute of Cost Accountants of India, Information Technology Training
  • The Institute of Chartered Accountants of India, Communication and Soft Skills Training
  • The Institute of Cost Accountants of India, Communication and Soft Skills Training
  • National Institute of Securities Markets (NISM), Equity Derivatives Certification Examination (NISM - Series VIII)
  • National Institute of Securities Markets (NISM), Portfolio Management Services (PMS) Distributors Certification Examination (NISM Series XXI - A)
  • SIMSREE MANAGEMENT DEVELOPMENT PROGRAM, Fundamental and Technical analysis
  • Government of Maharashtra Sydenham Institute of Management Studies, Research & Entrepreneurship Education, Mumbai, E - Certificate for participation in one day online MDP on "Personal Wealth Management"
  • SIMSREE MANAGEMENT DEVELOPMENT PROGRAM, E - Certificate for participation in one day online MDP on "Personal Wealth Management"

Accomplishments

  • Built and nurtured key client relationships
  • Coordinated special public and private events.
  • Streamlined workflow by consolidating lengthy processes and redundant documentation which resulted in more effective and timely completion of task.
  • SIMSREE -M.F.M :-Class Representative & University Topper (2020-2023)
  • B.V.I.M.S.R - MMS :- Class Representative, College Topper, Placement committee Head, Inter college Committee Head & College Representative.(2014-2016)
  • ROTARACT Club of B.V.I.M.S.R -Vice President (2014 -2016).
  • K.P.B Hinduja College - M.Com - College Topper (2011-2013) Gold Medalist
  • Arya College - B.Com (Hon's) - Class Representative & College Topper.
  • GRD Academy Ludhiana Class 12th (CBSE -New Delhi) - Head Boy (2007-2008).
  • Recipient of the Chairman's Special Award - GRD Academy (2007-2008).

Languages

English
Hindi
Marathi
Punjabi

Personal Information

  • Place of Birth: New Delhi, India
  • Date of Birth: 09/03/90
  • Gender: Male
  • Marital Status: Single

Hobbies and Interests

  • International travel
  • Community service
  • Attending local meet-ups

Training

  • International Symposium on Trade, Commerce, Bilateral relations and Opportunities between India and Malaysia, held on 4th December 2020, organized by BVIMSR, Navi Mumbai, Maharashtra.
  • International Symposium on Trade, Commerce, Bilateral relations and Opportunities between India and South Africa, held on 21st November 2020, organized by BVIMSR, Navi Mumbai.
  • International Symposium on "National Educational Policy 2020" held on 7th November 2020 organized by BVIMSR, NAVI MUMBAI in Collaboration with Urgench State University, Uzbekistan.
  • Achieving Financial Independence by Gaining Investment Knowledge -27th Feb 2021.
  • FinTech -Block chains and Crypto currency 2022 - May 19th, 2022 - Budapest, Hungary.
  • Global Trends in Insurance Best Practices & Innovation" Cape Town, South Africa.
  • Overview on South African Economy & Insurance Market (Life & Non-Life) Emerging Trends in Insurance & Digital Disruption and its Impact.
  • Paradigm shift in Financial Services due to technology at Cape Peninsula university of Technology.

Timeline

Chief Branch Manager

ICICI Securities Ltd
11.2016 - Current

Trade Finance Officer

Citibank
06.2016 - 11.2016

Finance Intern - Portfolio Management

Aditya Birla Sun Life Insurance Company Limited
05.2015 - 05.2015

Master's Degree in Financial Management - Financial Management

SIMSREE - Churchgate

Master of Management Studies - Finance

BVIMSR - NAVI MUMBAI

Master of Commerce - Banking & Finance

KPB HINDUJA COLLEGE OF COMMERCE

Bachelor of Commerce- Honors - Business, Accounting & Finance

ARYA COLLEGE FOR BOYS
Chandan Gandhi