Chhaya Patil
Summary
Experienced banker with a proven track record of enhancing client satisfaction and driving sales growth, seeking to transition into a Customer Relationship Manager role in Banking Sector. Eager to utilize strong interpersonal and problem-solving skills to build and maintain productive client relationships
Overview
11
11
years of professional experience
1
1
Certification
Work History
GRADE MANAGER-I
ICICI Bank Ltd.
Khopat, Maharashtra
06.2026 - Current
- Successfully implemented cross-selling strategies, resulting in a 20% increase in product uptake among existing clients.
- Trained team members on cross-selling techniques, improving overall branch performance.
- Utilized FCRM software to monitor and analyze financial transactions, ensuring compliance with regulatory standards.
- Developed and executed strategies to mitigate financial risks, enhancing the bank's security protocols.
- Managed and optimized CRM applications to streamline client interactions and improve customer satisfaction.
- Leveraged CRM data to create targeted marketing campaigns, leading to a 15% increase in client engagement.
- Analyzed mapped customer datasets using Power BI, providing actionable insights to enhance client engagement and inform strategic decisions.
- Utilized Power BI data to implement business improvement strategies, leading to a 10% growth in revenue.
- Fostered strong relationships with high-net-worth clients, contributing to a 25% growth in the client portfolio.
- Conducted regular client reviews to identify and address needs, ensuring high levels of customer retention.
- Provided expert financial advice to clients, assisting in investment planning and wealth management.
BRANCH OPERATION MANAGER
IDFC FIRST BHARAT BANK
06.2015 - 12.2021
- Reconcile assets between finance and operations & ensure verification, research accounting issues for compliance.
- Maintain detailed records of crucial financial transactions.
Education
BSC -
Y N CHAVAN COLLEGE
CHALISGAON01.2014
HSC -
RASHTRIYA VIDYALAY
CHALISGAON01.2010
SSC -
RASHATRIYA VIDYALAY
CHALISGAON01.2010
Skills
- SALES FORCE
- VRM
- FINACLE
- KYC OPERATIONS
- BRANCH OPERATIONS
Certification
- NISM -SERVICES-VA: Mutual Fund Distributors Certification Examination
- NISM -SERVICES-VI: Depository Operations Certification Examination
- MSCIT
- IRDAI CERTIFICATION
Languages
MARATHI
HINDI
ENGLISH
Timeline
GRADE MANAGER-I
ICICI Bank Ltd.
06.2026 - Current
BRANCH OPERATION MANAGER
IDFC FIRST BHARAT BANK
06.2015 - 12.2021
BSC -
Y N CHAVAN COLLEGE
HSC -
RASHTRIYA VIDYALAY
SSC -
RASHATRIYA VIDYALAY