Kavita Dadhich
Pune
Summary
Results-oriented Deputy Manager with over 6 years of experience in retail and service banking. Expertise in strategic lead generation and customer journey optimization, leading to substantial revenue growth. Demonstrated success in developing and implementing sales and marketing strategies that enhance portfolio performance and customer satisfaction. Aiming to apply skills in financial analysis and team leadership to drive growth in a Senior Manager, Marketing & Sales position.
Overview
7
7
years of professional experience
Work History
DEPUTY MANAGER – RETAIL & SERVICE BANKING
ICICI Bank Limited
Pune
05.2023 - Current
- Spearheaded digital lead generation initiatives, driving new client acquisition and exceeding financial targets.
- Managed 360-degree banking product offerings, successfully cross-selling loans and insurance to customers.
- Increased sales within timelines by delivering exceptional service and developing empathetic client relationships.
- Utilized core banking and CRM tools, including FCRM and ILENS Financial, for detailed customer analysis.
- Led team in processing customer transactions with efficiency and accuracy.
DEPUTY MANAGER – CURRENT ACCOUNTS
Yes Bank Limited
Pune
09.2022 - 03.2023
- Drove business development through proactive engagement with corporate customers, facilitating successful account openings.
- Conducted Financial Customer Review (FCR) operational work to analyze customer portfolios and identify growth segments.
- Achieved revenue targets by selling high-value products including Life Insurance, General Insurance, Fixed Deposits, and Assets in parallel.
- Managed compliance and documentation for new account openings, expediting the onboarding process.
RELATIONSHIP & SALES OFFICER
Kotak Mahindra Bank
Pune
11.2019 - 08.2022
- Generated new business by selling to prospective and existing clients, earning 'Performer of the Month' title three times.
- Executed localized marketing strategies, exceeding aggressive bank sales targets.
- Achieved top performance recognition in Life Insurance and General Insurance for 2021-2022.
- Maintained an overall rating of P4 out of P5, reflecting exceptional sales and relationship management performance.
- Resolved customer complaints promptly to ensure high levels of satisfaction.
MARKETING INTERN
P.N. Gadgil & Sons
Pune
04.2019 - 06.2019
- Engaged with in-store customers, delivering comprehensive product knowledge to match purchases with customer needs and driving direct sales conversions.
- Conducted market research to identify customer preferences and trends.
Education
MASTER OF BUSINESS ADMINISTRATION (MBA) - Marketing
Savitribai Phule Pune University
01.2020
B.COM -
Himalayan University
01.2018
Skills
- User journey mapping
- Banking product management
- Compliance documentation
- Lead generation
- Revenue growth strategies
- Business development
- Cross-selling techniques
- Sales targeting
- Forecasting and analysis
- Customer portfolio management
- Financial analysis
- CRM utilization
- Data-driven decision-making
- Team leadership and mentoring
- Communication skills
- Interpersonal skills
- Problem-solving abilities
- Creative thinking
- Customer service excellence
Awards
- 5-Time Employee of the Month YTD (2021-2022)
- YTD Topper in Life Insurance (RNR Qualified, 2021-2022)
- Best Performer in General Insurance (2021-2022)
- Achieved Total Number of 18 Certificates & 5 Trophies for Sales and Service Excellence.
- Overall Rating P4 out of P5 at Kotak Mahindra Bank.
Personal Information
Title: Senior Manager, Marketing & Sales
Core Competencies And Technical Skills
User Journey Mapping, Lead Generation, Revenue Growth Sprints, Business Development, Cross-Selling Strategy, Sales Targeting, Forecasting, Customer Portfolio Analysis (FCR), Financial Analysis, CRM Utilization (FCRM, VRM), Data-Driven Decision Making, I view 2.0, ILENS Financial, Team Leadership & Mentoring, Communication, Interpersonal Skills, Problem Solving, Creative Thinking, Customer Service Excellence
Timeline
DEPUTY MANAGER – RETAIL & SERVICE BANKING
ICICI Bank Limited
05.2023 - Current
DEPUTY MANAGER – CURRENT ACCOUNTS
Yes Bank Limited
09.2022 - 03.2023
RELATIONSHIP & SALES OFFICER
Kotak Mahindra Bank
11.2019 - 08.2022
MARKETING INTERN
P.N. Gadgil & Sons
04.2019 - 06.2019
MASTER OF BUSINESS ADMINISTRATION (MBA) - Marketing
Savitribai Phule Pune University
B.COM -
Himalayan University