Darpan Shah
Vadodara
Summary
Experienced senior manager proficient in managing reporting, budgeting and compliance areas. Adept at updating and working with executive leadership. Bringing superior skills in planning, negotiation and complex problem-solving gained several years experience.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Senior Manager - Commercial Banking Group
Axis Bank Limited
Vadodara
05.2021 - Current
- Acquired new to bank SME customers through the provision of corporate banking solutions alongside high service standards
- Ensured accurate and up-to-date customer information by regularly updating risk profiles, demographics, and assets
- Engaged customers to strengthen relationships and increase wallet share, implementing corporate banking offerings such as Tax payment, Internet Banking, trade products, CMS for enhanced customer loyalty.
- Enhanced client relationships by offering a range of corporate solutions, including Trade and Forex, CMS, and SME Loans.
- Developed strategies to sell tailored products to potential customers, resulting in increased product penetration
- Generated new customer base by effectively converting referral leads
- Met and surpassed monthly targets set by the organization
- Documented and monitored engagement activities within the CRM system
- Effectively handled and resolved client concerns through collaboration with Service and Forex Operation Team
- Adhered to guidelines set by the Bank for KYC/SEBI/RBI/FEMA regulations
Chief Manager - RM - Emerging Corporate
IndusInd Bank Limited
Vadodara
11.2016 - 05.2021
- Scheduled and conducted regular customer meetings to increase engagement levels and expand wallet share.
- Managed and achieved RTFX Income Targets across a wide range of Trade services, including Imports/Exports/Bank Guarantees-Local & Foreign/Letter of Credit - Local and Foreign/Buyer's Credit/Foreign Direct Investment (FDI)/Overseas Direct Investment (ODI)/Merchanting Trade Transactions/Local Bills etc.
- Facilitated the resolution of service-related issues through effective coordination with stakeholders.
- Ensured alignment between customer requirements and product offerings
- Developed strong skillset in managing importers/exporters and executing Trade/FX transactions involving Forwards/Options.
- Successfully met or exceeded annual fee budget
- Maintained a portfolio without any regulatory or compliance related issues
- Consistently maintained accurate call reports
- Monitoring the performance of the account client (financial performance etc.) On a regular basis.
- Built and nurtured existing customer base, expanding High Net worth Customer relationships across liabilities and Business Banking Assets
- Provided top-notch customer service and consistently ensured compliance with bank regulations
- Engaged in continuous learning activities such as attending conferences or workshops focused on leadership topics.
Manager (Client Relations-Privilege Banking)
Kotak Mahindra Bank Limited
Rajkot
07.2016 - 10.2016
- Enhancing High Net worth Customer relationships by developing new ones and expanding existing ones for liabilities & Business Banking Assets
- Maintained exceptional customer service standards while adhering to bank policies
- Demonstrates excellence in promoting existing bank offerings to customers
- Informing customers of new products or product enhancements to further expand the banking relationship
- Developed strategies, implemented marketing campaigns, and facilitated events to enhance client engagement.
- Collaborated with different group companies to ensure seamless accessibility to additional product offerings
- Managed and organized comprehensive records of customer relationships for assigned accounts
- Monitored and recorded customer complaints and queries, accurately tracking turnaround times for enhanced customer satisfaction.
Deputy Manager (High Net Worth Department)
HDFC Bank Limited
Rajkot
02.2013 - 06.2016
- Managed the full responsibility of an 80 Crore portfolio encompassing deposits, loans, and investments for high-networth clients with Preferred Portfolio Management.
- Drove expansion of commercial credit and deposit portfolio, implementing tailored strategies to capitalize on untapped profit opportunities for high-net-worth customers
- Successfully showcased strong abilities in effectively promoting a wide range of business and consumer products, including Forex, to influential stakeholders.
- Successfully fostered strong connections with small businesses over an extended period
- Implemented a consultative approach to effectively promote bank products across various clientele, leading to the acquisition of new business opportunities and the development of a loyal customer base.
- Made significant contributions to generating key branch revenue through consistent presentation of various investment and insurance products to the financial adviser at the branch
- Collaborated with branch management to develop comprehensive month-end reports, contributing to the identification and resolution of deficits at various locations
- Consistently recognized for winning multiple awards, including the prestigious Gold Star Award for outstanding performance in contests involving Assets and TPP.
Officer (Branch Banking Department)
ICICI Bank Limited
Vadodara
09.2011 - 01.2013
- Offered professional guidance to individuals interested in opening new accounts as well as those with existing accounts
- Managed the validation of teller transactions and ensured reconciliation of branch discrepancies
- Collaborated with colleagues in suggesting tailored solutions for clients, effectively promoting the bank's offerings while aligning with company objectives
- Utilized cold calling and cross-selling techniques to acquire new customers in the open market.
- Secured victories in Regional contests for CASA and TPP.
Education
MBA - International Trade Management
SVKM's NMIMS
Mumbai07-2024
P.G.D.F.M. - Financial Management
Faculty of P.G. Studies, The Maharaja Sayajirao University Of Baroda
Vadodara12-2012
BBA - Business Administration
Faculty of Business Administration, Dharmsinh Desai University
Nadiad05-2011
Skills
- Corporate Communications
- Cross-Functional Communication
- Cross-functional team leadership
- Customer Service & Satisfaction
- Strategic Planning & Negotiation
- Conflict Resolution
- Organizational Management
- Team Building
- Strong competitive drive and work ethic to succeed
- Business Development
- Business performance management
- Data Analytics
- Good networking and relationship building skills
- Ability to handle pressure and meet deadlines
Dateofbirth
05/10/1991
Nationality
Indian
Gender
Male
Personal Information
Marital Status: Single
Languages
- English
- Hindi
- Gujarati
Certification
- Certificate Course in Foreign Exchange (IIBF)
- IRDA
- AMFI
Languages
Gujarati
First Language
English
Proficient (C2)
C2
Hindi
Proficient (C2)
C2
Timeline
Senior Manager - Commercial Banking Group
Axis Bank Limited
05.2021 - Current
Chief Manager - RM - Emerging Corporate
IndusInd Bank Limited
11.2016 - 05.2021
Manager (Client Relations-Privilege Banking)
Kotak Mahindra Bank Limited
07.2016 - 10.2016
Deputy Manager (High Net Worth Department)
HDFC Bank Limited
02.2013 - 06.2016
Officer (Branch Banking Department)
ICICI Bank Limited
09.2011 - 01.2013
MBA - International Trade Management
SVKM's NMIMS
P.G.D.F.M. - Financial Management
Faculty of P.G. Studies, The Maharaja Sayajirao University Of Baroda
BBA - Business Administration
Faculty of Business Administration, Dharmsinh Desai University
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