Summary
Overview
Work History
Education
Skills
Accomplishments
Languages
Certification
Languages
Timeline
AdministrativeAssistant
Dhara Mehta

Dhara Mehta

Vadodara

Summary

With a proven track record at Kotak Mahindra Bank, I excel in leading teams to exceed sales goals through expert task prioritization and exceptional customer service. Skilled in banking and problem-solving, I increased book value by 5% MoM, demonstrating my ability to drive growth and maintain high-quality standards when in individual role. Strategic Senior Manager known for productivity and efficiency in task completion. Skilled in leadership, operational strategy, and financial management. Excel at communication, problem-solving, and adaptability to drive team success and achieve organizational goals.

Overview

15
15
years of professional experience
1
1
Certification

Work History

Senior Manager

Kotak Mahindra Bank
Vadodara
07.2024 - Current
  • Serving as Deputy Branch Manager and handling a team of 12 Relationship Managers.
  • Developed and maintained strong relationships with staff and clients to ensure satisfaction and loyalty.
  • Ensured compliance with regulatory standards and company policies in all client interactions.
  • Resolved client issues and complaints promptly, maintaining trust and loyalty.
  • Maintained regular performance appraisals for subordinates through verbal, written and on-going review programs.
  • Created and updated financial reports on frequent basis to present information to leadership teams.
  • Encourage Team to make money and discussing their KRA timely.

Senior Manager

HDFC BANK LTD.
Vadodara
10.2019 - Current
  • Experienced Relationship Manager with knack of creating long lasting clients loyalty
  • Build strong and positive relationship with customers by staying polite and helpful through the interactions
  • Attending walk-in's customers and providing resolutions to their complaints
  • On boarding Current Account customers- Proprietorship/Companies/Partnership/Pvt Ltd/Public ltd along with account opening documents submitted by customers as per checklist and relevant KYC
  • Worked to maintain outstanding attendance record
  • Maintained energy and enthusiasm in fast-paced environment
  • Established Excellent sales ability and strong interpersonal skills with confident and persuasive approach
  • Addressed and resolved customers complaints in efficient and timely manner
  • Exceeded revenue goals through upselling and offering reliable and responsive services

Relationship Manager

IndusInd Bank
Vadodara
04.2019 - 09.2019
  • Identified customer needs, developed customized solutions, and provided knowledgeable advice.
  • Conducted regular client meetings to assess progress, discuss opportunities for growth, and address any concerns.
  • Created marketing materials and presentations for prospective clients.
  • Evaluated customer feedback to identify areas of improvement in products or services offered.
  • Collaborated with internal teams to develop strategies that would increase customer engagement levels.
  • Developed strategies to attract new customers while retaining existing ones.
  • Increase book value by 5% Month on Month.

Corporate Agency Manager

HDFC LIFE
Vapi
04.2010 - 03.2019
  • Explain features, advantages, and disadvantages of various policies to promote the sale of insurance plans.
  • Customize insurance programs to suit individual customers, often covering a variety of risks.
  • Call on policyholders to deliver and explain policy.
  • Analyze insurance program and suggest additions or changes, or change beneficiaries.
  • Seek out new clients and develop clientele by networking to find new customers and generate lists of prospective clients.
  • Monitored sales team and provided training to help reach the targets.
  • Mentored employees in successful selling techniques and encouraged cross-selling additional products and services.
  • Help Bank employee generate maximum revenue from the products offered.

Officer

Anandrathi Shares and Stock Broking Co.
Mumbai
08.2009 - 03.2010
  • Promote company products, services, and savings plans when appropriate
  • Provided remote assistance to users located at different sites using remote control tools like TeamViewer.
  • Provided administrative support to firm personnel including scheduling meetings, answering phones, and managing correspondence.
  • Assisted in onboarding new clients by preparing orientation packages and coordinating employee training sessions.

Education

Commerce -

Prahladrai Dalmia Lions College
Mumbai, Maharashtra
04.2009

HSC - 12th Standard

Upasana Lions English Medium School
Vapi, Gujarat
03.2006

SSC - 10th Standard

Upasana Lions English Medium School
Vapi, Gujarat
03.2004

Skills

  • Task Prioritization
  • Problem Solving
  • Quality Assurance
  • Customer service
  • Banking
  • Confident
  • Cross-selling

Accomplishments

  • Worked to maintain outstanding attendance record
  • Have qualified MDRT 4 times with HDFC BANK LTD.
  • Local MD/GH/CEO qualifications are more than 6.

Languages

  • English
  • Hindi
  • Gujarati
  • Marathi

Certification

  • IRDA certified.

Languages

Hindi
First Language
English
Intermediate (B1)
B1
Gujarati
Advanced (C1)
C1
Marathi
Beginner (A1)
A1

Timeline

Senior Manager

Kotak Mahindra Bank
07.2024 - Current

Senior Manager

HDFC BANK LTD.
10.2019 - Current

Relationship Manager

IndusInd Bank
04.2019 - 09.2019

Corporate Agency Manager

HDFC LIFE
04.2010 - 03.2019

Officer

Anandrathi Shares and Stock Broking Co.
08.2009 - 03.2010

Commerce -

Prahladrai Dalmia Lions College

HSC - 12th Standard

Upasana Lions English Medium School

SSC - 10th Standard

Upasana Lions English Medium School

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