Chandrakant Shelke
Banker
Navi Mumbai,MH
Summary
Accomplished Preferred Relationship Manager at HDFC Bank, adept in portfolio management and fostering customer relationships. Demonstrated leadership in mentoring teams and expanding client bases, achieving consistent sales targets. Skilled in financial planning and CRM software, ensuring high client satisfaction and retention. Proven track record in enhancing operational efficiency and cross-selling, with a focus on strategic investment guidance.
Overview
15
15
years of professional experience
Work History
Preferred Relationship Manager
HDFC Bank
02.2023 - Current
- Leveraged expertise in relationship management to retain valuable clients amidst competitive market pressures.
- Conducted in-depth financial analyses to help clients identify potential investment opportunities and risks.
- Maintained up-to-date knowledge of industry trends and market conditions, providing informed guidance to clients on a regular basis.
- Developed strong rapport with clients by fostering trust, displaying empathy, and demonstrating commitment to their success.
- Strengthened client relationships by providing personalized financial advice and comprehensive portfolio management.
- Organized client appreciation events, enhancing loyalty and deepening connections.
- Spearheaded initiatives to expand client base, tapping into new markets and identifying growth potential in existing ones.
- Managed high-net-worth clients'' portfolios, ensuring optimal asset allocation for risk tolerance and investment objectives.
- Expanded the Preferred Relationship Manager program, acquiring new clients through targeted marketing efforts and referrals.
- Achieved sales targets consistently by building strong referral networks within the bank''s customer base.
- Enhanced client satisfaction with diligent attention to individual needs, proactive communication, and exceptional service.
- Collaborated with colleagues across departments to develop tailored wealth management strategies for diverse clientele.
Select Relationship Manager
IndusInd Bank
01.2022 - 02.2023
- Monitored market trends and competitor activity to identify opportunities for business growth and continuous improvement within the select relationship management program.
- Organized educational seminars for clients on various financial topics such as retirement planning, estate planning, and tax-efficient investment strategies.
- Acted as a mentor and coach to junior relationship managers, sharing best practices and fostering a collaborative team environment.
- Provided exceptional customer service, addressing client inquiries promptly and resolving issues effectively to maintain long-term relationships.
Deputy Manager II
ICICI Bank
02.2018 - 12.2021
- Maintained, documented and presented progress reports to leaders.
- Enhanced supervisory and leadership abilities by working closely with supervisor.
- Improved team efficiency by streamlining processes and implementing innovative management strategies.
- Identified areas for improvement within the department, implementing strategic initiatives to address gaps in performance or resources.
Assistant Manager
RBL Bank
09.2015 - 01.2018
- Supervised day-to-day operations to meet performance, quality and service expectations.
- Improved customer satisfaction by addressing and resolving complaints promptly.
- Developed strong working relationships with staff, fostering a positive work environment.
- Promoted teamwork within the workplace by encouraging collaboration among staff members on various projectstasks.
Assistant Manager
Yes Bank
01.2014 - 09.2015
- Streamlined internal processes, fostering improved efficiency and productivity within the firm.
- Accusation of high value currant account.
- Generating fee income for the bank via marketing and sales of third party product like life insurance health insurance general insurance.
Assistant Acquisition Manager
Kotak Mahindra Bank
04.2012 - 12.2014
- Assessed competitor activity within targeted markets to develop effective strategies for acquiring desirable properties at competitive prices.
- Assisted in budget management for acquisition projects, maintaining fiscal responsibility within the department.
- Managed due diligence activities for each property acquisition, mitigating risk for the organization.
- Streamlined contract negotiations for successful acquisitions, ensuring compliance with company guidelines.
Tele Sales Excutive
HBL Global Pvt.Ltd
11.2009 - 04.2012
- Managed a database of leads, ensuring timely follow-up calls and accurate recordkeeping.
- Increased average call duration by refining scripts for better engagement with potential customers.
- Boosted sales revenue by implementing effective telesales strategies and techniques.
- Utilized CRM software effectively for efficient lead tracking, data analysis, and reporting on sales performance metrics.
Education
High School Diploma -
Panchacroshi Shikshan Mandal
Rahimatpur, India 04.2001 -
MBA - Genral
Manonmaria Sundarnar Univercity
Tamilnadu 04.2001 -
Bachelor of Arts - Economics
Chhatrapati Shivaji College
Satara 04.2001 -
Skills
Cross-selling proficiency
Compliance Awareness
Leadership Qualities
Loan Processing
Investment strategies
Retirement planning
Portfolio Management
Financial Planning
CRM software proficiency
Customer Relationships
Time Management
Excellent Communication
Timeline
Preferred Relationship Manager
HDFC Bank
02.2023 - Current
Select Relationship Manager
IndusInd Bank
01.2022 - 02.2023
Deputy Manager II
ICICI Bank
02.2018 - 12.2021
Assistant Manager
RBL Bank
09.2015 - 01.2018
Assistant Manager
Yes Bank
01.2014 - 09.2015
Assistant Acquisition Manager
Kotak Mahindra Bank
04.2012 - 12.2014
Tele Sales Excutive
HBL Global Pvt.Ltd
11.2009 - 04.2012
High School Diploma -
Panchacroshi Shikshan Mandal
04.2001 -
MBA - Genral
Manonmaria Sundarnar Univercity
04.2001 -
Bachelor of Arts - Economics
Chhatrapati Shivaji College
04.2001 -