Chetankumar Mahoorkar
Thane
Summary
A proven leader in financial services, I excelled at Kotak Mahindra Bank by driving a 23% sales increase through expert portfolio management and relationship building. At Jai Kisan, I significantly expanded the SME sector portfolio, showcasing my value selling prowess and problem-solving abilities. My career is marked by fostering client loyalty and achieving ambitious financial targets.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Branch Relationship Manager
Kotak Mahindra Bank
Kalyan
06.2023 - Current
- Received Exceptional Achiever rating (P4) in last FY by achieving monthly CASA numbers, Values and cross-sell products
- Received recognition from RBH for 60+ unique productivity for the month of June24 & July24
- Managed over 25 customer calls per day and Increased sales by 23%
- Promoted culture of exceptional customer service, fostering increased client loyalty and repeat business
- Coordinated cross-selling efforts between product lines, driving revenue growth across multiple areas of business
- Built and maintained relationships with new and existing clients while providing high level of expertise
- Strengthened client relationships by providing personalized financial advice and investment strategies
- Managed diverse portfolio of high-net-worth clients, ensuring their unique financial needs were met
Cluster Head
Jai Kisan
Bangalore
11.2020 - 01.2022
- Sold products within assigned territory, maintained assigned sales quota for SME sector and added 100+ Cr Portfolio in existing business
- Engage & co-ordinate with various internal teams for relevant approvals, documentation, limit setup, disbursement, post-disbursement compliances and monitoring
- Established and maintaining management relationships of SME clients to deepen wallet share, negotiate pricing & cross-sell other banking products
Business Manager
Samunnati Financial Intermediation and services
Bangalore
01.2019 - 11.2020
- Handled 210 Cr Portfolio of entire Karnataka region, for secured and unsecured business
- Brought in new business connections and revenue generation opportunities by improving networking strategies
Deputy Manager
ICICI Bank Ltd
Bangalore
06.2016 - 11.2018
- Analyzing each loan disbursement above 10lakh+ ticket size and identifying discrepancy for Karnataka state Branches
- Promoted enterprise-level risk management practices and helped instill strong culture focused on protective policies and procedures
- Meetings with Business Teams (Regional Heads/Zonal Heads) resolving compliance part and Highlighting critical issues/findings from audit
Trainee
Parle Agro Pvt Ltd
Chittor
05.2015 - 07.2015
- Analyzing total cost of Mangoes from Farm Gate to Processors Gate from various APMC's of Andhra Pradesh & Karnataka Region & submitting report on daily basis to Senior Purchase Manager, General Manager (Purchase) and General Manager (Supply Chain) of PARLE AGRO PVT LTD
- Closely working with Farmers, Traders, Suppliers and APMC Officials
Education
MBA - Agricultural Business And Management
Indian Institute of Plantation Management
Bengaluru05.2016
BBM - Bachelor of Business Management
Vivekananda Institute of Management
Gulbarga05.2014
High School Diploma -
Nutan Vidyalaya
Gulbarga05.2008
Skills
- Portfolio Management
- Value Selling
- Financial Services
- Customer Relationship Management
- Problemsolving abilities
- Relationship Building
Languages
Advanced, Advanced, Advanced, Advanced, Intermediate
Certification
- IRDA CERTIFIED
- NISM CERTIFIED
Languages
Marathi
First Language
English
Advanced (C1)
C1
Hindi
Advanced (C1)
C1
KANNADA
Proficient (C2)
C2
Telugu
Beginner
A1
Timeline
Branch Relationship Manager
Kotak Mahindra Bank
06.2023 - Current
Cluster Head
Jai Kisan
11.2020 - 01.2022
Business Manager
Samunnati Financial Intermediation and services
01.2019 - 11.2020
Deputy Manager
ICICI Bank Ltd
06.2016 - 11.2018
Trainee
Parle Agro Pvt Ltd
05.2015 - 07.2015
MBA - Agricultural Business And Management
Indian Institute of Plantation Management
BBM - Bachelor of Business Management
Vivekananda Institute of Management
High School Diploma -
Nutan Vidyalaya
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