Summary
Overview
Work History
Education
Skills
Websites
Certification
Hobbies and Interests
Personal Information
Extra-Circular Activities
Languages
Timeline
Generic
CHETAN PATIL

CHETAN PATIL

Pune

Summary

Banking professional with extensive experience at HSBC Bank, specializing in customer relationship management and cross-selling strategies. Demonstrated ability to enhance client satisfaction and drive sales growth through effective problem-solving and time management. Skilled in portfolio management, providing customized banking solutions to meet diverse customer needs.

Overview

8
8
years of professional experience
1
1
Certification

Work History

Assistant Manager

HSBC Bank
09.2021 - Current
  • Working as a Corporate Employee Banker to manage customer's portfolio and providing banking services.
  • Experience with powerful skills as to Conduct Induction Programs to explain Features and benefits of Salary account, Cross selling of Credit Cards, Loans, Investment Plans, SIP, Mutual Funds and other Banking solutions.
  • Proven ability to establish and maintain excellent communication and relationships with clients.
  • Dedicated to identifying customer needs and delivering effective solutions to all problems.
  • Excellent time management skills combined with knowledge of the customer service industry.


Senior Sales Officer

YES Bank
Pune
03.2021 - 09.2021
  • Identified new business opportunities through careful analysis of market trends and competitor activity.
  • Developed a robust pipeline of prospects for consistent sales growth through market research and analysis.
  • Leading sales teams to achieve monthly and quarterly targets.

Sales Officer

IDFC FIRST Bank
02.2019 - 02.2021
  • Enhanced sales operations through development of new sales strategies, cold calling techniques and customer follow-up
  • Provided exceptional pre-and post-sales support, ensuring client satisfaction at all stages of the process.
  • Established ambitious sales targets, managed deployment strategies, and developed go-to-market plans to capitalize on every deployment opportunity.

Sales Officer

HDFC Bank
06.2018 - 02.2019
  • Enhanced customer satisfaction with timely follow-ups and delivered banking services.
  • Responded to customer needs by answering questions and providing detailed information about cross sales products.
  • Boosted Cross sales Performance by identifying and targeting high-potential leads.
  • Cultivated strong Relationships, establishing trust and loyalty among customers.


Trainee

Amul (GCMMF)
06.2017 - 08.2017
  • Worked in Sales promotions department and to study supply chain management of Retail Stores.
  • Find out the penetration status of Amul Ice Cream for Mumbai market.
  • Suggested ways to improve volume sales in Mumbai market.
  • Participated in on-the-job training, working closely with supervisors and coworkers and asking appropriate questions.

Education

Master of Management Studies - Marketing

Vidyalankar Institute of Technology
Mumbai, India
06-2018

Bachelor of Science - Computer Science

Moolji Jaitha College, Jalgaon
Jalgaon, India
06-2016

HSC - Science

Arts, Commerce And Science College, Dharangaon
Dharangaon, India
02-2010

SSC -

Balkavi Thombre Vidyalaya, Dharangaon
Dharangaon, India
02-2008

Skills

  • Customer service
  • Customer relationship management
  • Communication skills
  • Decision making
  • Time management
  • Problem solving
  • Cross selling techniques
  • Portfolio management
  • Microsoft Office proficiency

Certification

  • NISM SERIES VA - MUTUAL FUND DISTRIBUTORS CERTIFICATION
  • Advanced in MS-Excel
  • Hardware & Networking
  • MSCIT

Hobbies and Interests

  • Photography
  • Travelling

Personal Information

Extra-Circular Activities

First Prize in all National level competition of Software based project, IT Festa, Jalgaon, Maharashtra

Languages

Marathi
First Language
Hindi
Proficient (C2)
C2
English
Advanced (C1)
C1

Timeline

Assistant Manager

HSBC Bank
09.2021 - Current

Senior Sales Officer

YES Bank
03.2021 - 09.2021

Sales Officer

IDFC FIRST Bank
02.2019 - 02.2021

Sales Officer

HDFC Bank
06.2018 - 02.2019

Trainee

Amul (GCMMF)
06.2017 - 08.2017

Master of Management Studies - Marketing

Vidyalankar Institute of Technology

Bachelor of Science - Computer Science

Moolji Jaitha College, Jalgaon

HSC - Science

Arts, Commerce And Science College, Dharangaon

SSC -

Balkavi Thombre Vidyalaya, Dharangaon

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