Dipak Baburao Ahire
Private Banker
Nashik
Summary
Results-driven banking professional with over 10 years of experience in Wealth Management, NRI Retail Banking, and Business Development. Expertise in cross-selling and key account management with a focus on technology integration and compliance in diverse markets. Proven ability to cultivate strong client relationships and drive growth through strategic planning and effective communication.
Professional with high standards and strong background in financial services. Proven ability to build and maintain client relationships, manage portfolios, and deliver exceptional financial solutions. Prioritizes team collaboration and adapts to changing needs to achieve results. Possesses expertise in wealth management, risk assessment, and personalized financial planning with client-focused approach.
Overview
4
4
Certifications
16
16
years of professional experience
Work History
Private Banker
HDFC Bank
03.2026 - Current
- Developed customized wealth management strategies for high-net-worth clients.
- Analyzed client portfolios to optimize investment performance and minimize risk.
- Provided expert advice on financial products, including loans, investments, and insurance solutions.
- Cultivated strong relationships with clients, enhancing customer satisfaction and loyalty.
Senior Relationship Manager
Bank of Baroda
06.2020 - Current
- To Oversaw operations for 15 Bank of Baroda branches in MMCR Region, ensuring compliance and efficiency.
- Offered Baroda Radiance proposition to existing and new HNI clients, delivering priority banking services, investment advisory, and digital solutions through unique e-wealth centers.
- Nurtured strong customer relationships by addressing queries and providing personalized advice, resulting in referral and repeat business.
- Acquired new business for mutual funds, life insurance, general insurance, alternate investments, and portfolio management systems across multiple branches.
- Increased third-party revenues for customer base and branches by implementing tailored financial planning and need-based solutions.
- Established the key sales processes & facilitated clients acquisition through several local area programs and corporate worksites
- Leverage with product experts to generate product specific investment ideas for clients.
- Ensure proper documentation for smooth transaction execution and customer service, responsible for ensuring requisite compliance, specifically KYC Norms in line with policies & procedures of bank, built healthy relationships with HNI (High Net worth Individuals) customer.
Branch Sales Manager
Jana Small Finance Bank
09.2019 - 04.2020
- Acquired new wealth management business for vicinity branches by leading a team of 20 sales officers.
- Leading the team of 20 Sales Officers.
- To offer Jana wealth proposition to all existing and New to Bank HNI clients offering top class priority banking services, Robust Investment Advisory & Research, provide Digital solutions in one of its kind E wealth Centre’s.
- Established the key sales processes & facilitated clients acquisition through several local area programs and corporate worksites
- Grew third-party revenues for customer base and branches through implementation of financial planning and need-based solutions.
- Collaborated with product experts to enhance client investment strategies. to generate product specific investment ideas for clients.
- Organized sales promotional activities including campaigns and events to enhance market development.
- Nurtured relationships with customers by addressing queries and providing tailored advice for referrals and repeat business.
- Ensure proper documentation for smooth transaction execution and customer service, responsible for ensuring requisite compliance, specifically KYC Norms in line with policies & procedures of bank, built healthy relationships with HNI (High Net worth Individuals) customer.
Select Relationship Manager
Indusind Bank
10.2018 - 09.2019
- Acquired new wealth management business for local branches, enhancing client portfolio and market presence.
- To offer SBI wealth proposition to all existing and New to Bank HNI clients offering top class priority banking services, Robust Investment Advisory & Research, provide Digital solutions in one of its kind E wealth centres.
- Established key sales processes and facilitated client acquisition through local area programs and corporate partnerships, driving business growth.
- Grew third-party revenues for the allotted customer base and branches through effective financial planning and need-based solutions.
- Collaborated with product experts to develop tailored investment strategies for clients. to generate product specific investment ideas for clients.
- Proficient in organizing sales promotional activities in a competitive scenario such as campaigns, events and other business development activities as a part of market development effort while registering profitable business.
- Nurtured customer relationships by addressing queries and providing tailored advice, improving client satisfaction and retention.
Sr. Relationship Manager
Commercial Bank of Dubai
05.2017 - 07.2018
- NRI Client Servicing - Serve as a dedicated single point of contact for HNI clients & undertake Portfolio Management Services. Review individual account relationships, risk profile, emerging financial issues, banking requirements and accordingly determine client’s investment needs.
- Acquired new NRI and domestic customers, managed their wealth accounts and portfolios, and deepened relationships through ongoing engagement.
- Nurtured relationships with customers by addressing queries and providing tailored advice, resulting in increased referrals and repeat business.
- Counseled clients on new products, regulatory tax changes, and financial environment, advising on impacts to personal and corporate wealth management.
- Leverage with product experts to generate product specific investment ideas for clients.
- Developed expertise in available products through collaboration with product and research teams. on available products – Coordinate with Product/research group.
- Documented transactions to facilitate smooth execution and customer service, while maintaining compliance with KYC norms and policies of AXIS BANK Ltd.
- Organized sales promotional activities, including campaigns and events, to support market development efforts.
Preferred Relationship Manager
HDFC Bank
04.2016 - 04.2017
- Acted as the single point of contact for clients, addressing customer requirements and complaints.
- Handled NRI customer queries and cross-sold new bank products to account holders, enhancing client satisfaction. Handling all NRI customer queries and cross-selling of new bank products to account holders.
- Acquired new clients through targeted outreach via phone calls and mail.
- Attended to customer queries promptly, contributing to effective management of service targets and ensuring excellent customer service.
- Developed and implemented marketing strategies to maximize revenue potential in targeted locality, driving business growth.
- Supporting marketing manager in reviewing the performance of the product and handling new client enquiries and acting as the face of the business.
- Updating all the clients with our new products and features through e-mail and physical letters.
- Verifying requests and applications and processing them after complete Scrutiny. Verifying requests and applications and processing them after complete Scrutiny.
- To take care of all account opening as well as inward / outward transaction through operation team within TAT To take care of all account opening as well as inward / outward transaction through operation team within TAT limit.
NRI Banking Relationship Manager
Emirates NBD Bank
06.2010 - 03.2016
- Handling all NRI customer queries and cross-selling new bank products to account holders.
- Serving as Single Point of Contact / interface for supporting Client. Handling customer requirements and complaints and giving appropriate solutions.
- Acquired new clients in open market through data calling, cold calling, and email, generating leads for new bank accounts.
- Updated clients on new products and features through calls, meetings, emails, and physical letters.
- Attending to customer queries promptly and thus contributing to effective management of grade of service targets and thereby ensuring excellent customer service.
- Verifying requests and applications and processing them after complete Scrutiny within TAT.
- Reviewed product performance and handled new client enquiries while representing the business.
- Created brand awareness in specified market and client base, developing and implementing marketing strategies to maximize revenue potential.
Education
MBA - Marketing
IGM Institute of Management Studies
JalgaonD.B.M. - Management
IMR College of Management Studies
JalgaonSkills
MS Office (Word, Excel and PowerPoint)
Banking and Financial Software
Relationship building
Customer due diligence
Know your customer
Cross-selling expertise
Opening and closing procedures
Anti-money laundering
Retirement planning
Portfolio management
HNWI expertise
Wealth management expertise
Problem-solving
Risk assessment
Analytical thinking
Certification
AMFI Certified to Sell Mutual Funds from Mumbai in 2019
EXTRACURRICULAR ENGAGEMENTS
Actively played: Volley ball in 2009-11 in intercollege level Served as member of National Social Service and Students Council at college Actively played: Volley ball in 2009-11 in intercollege level Served as member of National Social Service and Students Council at college
PERSONAL DETAILS
Date of Birth: 21st Feb, 1985 Address: Nashik Road Nashik 422001 Marital Status: Married, Male Declaration: I hereby declare that all the details furnished here are correct to the best of my knowledge. Date : Place : Nashik Signature
AREAS OF EXPERTISE
- Categorizing prospective partners and clients into HNI/Retail/NRI’s, generating business from new accounts and developing them to get consistent profitability and growth through need based solutions.
- Building & maintaining healthy relations with major channel partners, business partners and clients.
- Executing business plan for retailing activities and development in my vicinity as well as consultation with supervisors and top management for organizational development through effective use of sales tools and technology
- Developing new business & channel partners and establishing strategic alliances / tie-ups to expand product reach in the market and working jointly to assist them to promote the products to their clients across all segments.
- Managing customer centric operations and ensuring satisfaction by achieving delivery & service quality norms
- Creating & sustaining a dynamic environment that fosters development, opportunities and motivates high performance amongst the team members
CERTIFICATIONS
NISM AMFI, PMS, SIF and IDRA
Timeline
Private Banker
HDFC Bank
03.2026 - Current
Senior Relationship Manager
Bank of Baroda
06.2020 - Current
Branch Sales Manager
Jana Small Finance Bank
09.2019 - 04.2020
Select Relationship Manager
Indusind Bank
10.2018 - 09.2019
Sr. Relationship Manager
Commercial Bank of Dubai
05.2017 - 07.2018
Preferred Relationship Manager
HDFC Bank
04.2016 - 04.2017
NRI Banking Relationship Manager
Emirates NBD Bank
06.2010 - 03.2016
D.B.M. - Management
IMR College of Management Studies
MBA - Marketing
IGM Institute of Management Studies