Summary
Overview
Work History
Education
Skills
Certification
Career Abstract
Personal Information
Timeline
Generic
Chetan Bhosale

Chetan Bhosale

Baramati

Summary

Experienced banking professional with 14 years in the industry, currently serving as a Hub Branch Head in Retail branch banking. Skilled in managing branch operations, ensuring profitability, and fostering strong relationships with staff and product teams to drive targeted results. Believes in the power of teamwork and collaboration to cultivate leadership qualities and tackle new challenges. Proficient in finance products such as Insurance, MF, and banking products, with a strategic mindset for business growth and achieving set targets through effective sales and distribution strategies. Well-versed in economic and financial market reforms, possessing exceptional team-building, communication, relationship management, and analytical skills. Committed to continuous learning as the key to success, aspiring to excel as a successful banker in a prominent position within a profitable organization.

Overview

14
14
years of professional experience
1
1
Certification

Work History

Cluster Head

Kotak Mahindra Bank
05.2024 - Current
  • Onboarded Prestigious Government Relationship of 500 Crores.
  • Being the Youngest Cluster Head Successfully managed 10 Branches and ensuring the growth of each Branch
  • Won multiple Campaigns and Contest and has been recognized across PAN India for CASA achievement
  • By continuously motivating and supporting the staff, Promoted more than 50% of staff strength. Highest record ever in PAN India. The same was acknowledged by National Head.
  • Built a culture of excellence within the team by setting clear expectations, providing regular feedback, and celebrating success.

Deputy Manager

Axis Bank
04.2015 - 05.2016
  • Deputy Manager Baramati branch size is 200 crores main responsible for overall growth of branch.
  • Work as team player 10 people directly report to me and 7 BDR indirectly.
  • Responsible for personal development and team management with determination to achieve the set target.
  • To coordinate with direct sales team for new to bank account acquisition supervise and monitor personal banker and contract sales staff for productivity.
  • To coordinate with asset product team and solve problems ensure staff performance and growth improve.
  • To provide product support to ensure that sales target by branch and direct sales team are met.
  • Review and profile daily account opened.
  • Report and update SS card with account number branch administration, Reduction in account attrition and closure.
  • Building & maintaining healthy business relations with high net worth and ensuring high customer satisfaction matrices by achieving delivery & service quality norms.
  • To ensure banking compliance with banking rules regulations and procedures.
  • Complaint management and provide good quality customer service.

Deputy Manager

Axis Bank
04.2015 - 05.2016
  • Deputy Manager Baramati branch size is 200 crores main responsible for overall growth of branch.
  • Work as team player 10 people directly report to me and 7 BDR indirectly.
  • Responsible for personal development and team management with determination to achieve the set target.
  • To coordinate with direct sales team for new to bank account acquisition supervise and monitor personal banker and contract sales staff for productivity.
  • To coordinate with asset product team and solve problems ensure staff performance and growth improve.
  • To provide product support to ensure that sales target by branch and direct sales team are met.
  • Review and profile daily account opened.
  • Report and update SS card with account number branch administration, Reduction in account attrition and closure.
  • Building & maintaining healthy business relations with high net worth and ensuring high customer satisfaction matrices by achieving delivery & service quality norms.
  • To ensure banking compliance with banking rules regulations and procedures.
  • Complaint management and provide good quality customer service.

Assistant Manager

Axis Bank
04.2011 - 04.2015
  • Started working as Business Development Executive Baramati branch size is (200 crore).
  • Promoted as an Assistant Manager in retail Branch Banking responsible for Branch Target and profitability.
  • Whole responsible for operational exceptions and compliance.
  • Motivate staff for 100% month on month achievement across all parameter.
  • Divide monthly target resource wise and achieve Cross sell TPP product target.
  • To provide product support to ensure that sales target by branch and direct sales team are met.
  • Review and profile daily account opened.
  • Building & maintaining healthy business relations with high net worth and ensuring high customer satisfaction matrices by achieving delivery & service quality norms.
  • Covers my annual target of life insurance and GI within first 5 month with more than 250% achievement.
  • Branch profitability after taken a charge within a year control cost effectively and cover gap of 35 lakh now branch is in profit.
  • Achievement of New acquisition number and value of retail current account (Premium and above only) for the branch.
  • Providing regular input to sales team on competition benchmarking, opportunity and segmentation.
  • Responsible for portfolio health of all newly acquired non managed retail current account in the branch on-Boarding Activation, Value build-Up & AQB maintenance.
  • Understanding customer business and prepare Customer profile.
  • Focusing profile base selling approach for cross sell of value added product/services.
  • Work in close consultation with the central product team to modify the product feature/Parameter to suit the need of portfolio customer (product customization).
  • Handle and help for cluster tracking of Current account numbers value and NAV achievement.
  • Responsible for current account, Asset, saving account and all liability product sales.
  • Responsible for acquisition through direct sales through walk in as well as referral from walk in customer.
  • To coordinate with direct sales team for new to bank account acquisition supervise and monitor personal banker and contract sales staff for productivity.
  • To provide product support to ensure that sales target by branch and direct sales team are met.
  • Review and profile daily account opened.
  • Report and update SS card with account number branch administration, Reduction in account attrition and closure.
  • Building & maintaining healthy business relations with high net worth and ensuring high customer satisfaction matrices by achieving delivery & service quality norms.

Assistant Manager

Axis Bank
04.2011 - 04.2015
  • Started working as Business Development Executive Baramati branch size is (200 crore).
  • Promoted as an Assistant Manager in retail Branch Banking responsible for Branch Target and profitability.
  • Whole responsible for operational exceptions and compliance.
  • Motivate staff for 100% month on month achievement across all parameter.
  • Divide monthly target resource wise and achieve Cross sell TPP product target.
  • To provide product support to ensure that sales target by branch and direct sales team are met.
  • Review and profile daily account opened.
  • Building & maintaining healthy business relations with high net worth and ensuring high customer satisfaction matrices by achieving delivery & service quality norms.
  • Covers my annual target of life insurance and GI within first 5 month with more than 250% achievement.
  • Branch profitability after taken a charge within a year control cost effectively and cover gap of 35 lakh now branch is in profit.
  • Achievement of New acquisition number and value of retail current account (Premium and above only) for the branch.
  • Providing regular input to sales team on competition benchmarking, opportunity and segmentation.
  • Responsible for portfolio health of all newly acquired non managed retail current account in the branch on-Boarding Activation, Value build-Up & AQB maintenance.
  • Understanding customer business and prepare Customer profile.
  • Focusing profile base selling approach for cross sell of value added product/services.
  • Work in close consultation with the central product team to modify the product feature/Parameter to suit the need of portfolio customer (product customization).
  • Handle and help for cluster tracking of Current account numbers value and NAV achievement.
  • Responsible for current account, Asset, saving account and all liability product sales.
  • Responsible for acquisition through direct sales through walk in as well as referral from walk in customer.
  • To coordinate with direct sales team for new to bank account acquisition supervise and monitor personal banker and contract sales staff for productivity.
  • To provide product support to ensure that sales target by branch and direct sales team are met.
  • Review and profile daily account opened.
  • Report and update SS card with account number branch administration, Reduction in account attrition and closure.
  • Building & maintaining healthy business relations with high net worth and ensuring high customer satisfaction matrices by achieving delivery & service quality norms.

Education

M.B.A. - Marketing and Sales

I.O.M. Pune University
05.2011

Bachelor of Science -

Malegaon College
Pune, India
06.2008

H.Sc. - undefined

M.S.E.B.
02.2005

S.Sc. - undefined

M.S.E.B.
03.2002

Skills

  • Effective Team Management
  • Customer Management
  • MIS
  • In-depth Product Knowledge
  • High Value Business Acquisition
  • Technology Proficiency
  • Digital Platform Training
  • Bancassurance Channel Management
  • Team Growth Management

Certification

  • AMFI certification
  • IRDA passed Insurance Advisor

Career Abstract

A result oriented professional with nearly 13 years of experience in banking and financial Sector. Currently working as Hub Branch Head in Retail branch banking responsible for overall branch operation, hygiene and branch profitability. Managing good relationship with Staff and product team to achieve targeted results by understanding their needs & resolving their critical issues. I strongly believe on team work and input to build more and more leaders. & always ready for new challenges. Well versed with finance products like Insurance, MF and banking products. Strategic thinker- Able to successfully drive business towards profitable growth. Thorough understanding of Sales & distribution strategy to increase coverage and achieve the set targets. Knowledge about prevalent economic/financial reforms in financial market with excellent team building, Communication, Relationship Management and analytical skills. Effective communicator with effective man management skills; strong analytical, problem solving & organizational abilities. Continuous learning is my mantra for success ambition is successful banker good position in bank and always profitable champ for my organization.

Personal Information

  • Date of Birth: 1986-11-13
  • Marital Status: Married

Timeline

Cluster Head

Kotak Mahindra Bank
05.2024 - Current

Deputy Manager

Axis Bank
04.2015 - 05.2016

Deputy Manager

Axis Bank
04.2015 - 05.2016

Assistant Manager

Axis Bank
04.2011 - 04.2015

Assistant Manager

Axis Bank
04.2011 - 04.2015

H.Sc. - undefined

M.S.E.B.

S.Sc. - undefined

M.S.E.B.

M.B.A. - Marketing and Sales

I.O.M. Pune University

Bachelor of Science -

Malegaon College
Chetan Bhosale