DIPAK TIRKAMATHE
Pune
Summary
- Experienced banking professional with four years of experience at AXIS BANK, where I used analytical and interpersonal skills to maintain a 99.60% customer satisfaction rating. Seeking a chance to leverage my banking skills to maximize the operations and quality of service.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Relationship Officer
Quess Corp Ltd (Axis Bank)
Pune
2019.04 - Current
- Facilitated meetings and discussions between clients, sales and delivery teams CRM applications for recording and tracking client interactions.
- Maintained knowledge on banking products and distribution to provide optimal service support.
- Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
- Developed summaries to assess each client's participation level and determine targets for follow-up plans.
- Achieved client satisfaction and loyalty by establishing collaborative relationships, facilitating needs assessment.
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
- 600% to 700% achievement of each financial year
- Well knowledge of login to disbursement process of education loan.
- Utilized CRM applications for recording and tracking client interactions.
Relationship Officer
Axis Securities (Axis Bank)
Pune
2018.09 - 2019.03
- Liaised with clients by phone, email and text messaging to meet client needs and define expectations.
- Developed summaries to assess each client's participation level and determine targets for follow-up plans.
- Generated new business and referral clients in partnership with financial advisors and branch team.
- Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
- Monitored, followed-up and escalated cases to meet customer response commitments.
- Maintained and built close relationships with customers through regular contact and visits.
Education
Bachelor Of Arts - 58.00%
YCMOU
Nashik2014
D.ed - 79.50%
Raje Sambhaji Adhyapak Vidyalaya
Kingaon2011
12th - 79.17%
Yashwant Vidyalaya
Vadhona Bk2009
10th - 76.00%
Saraswati Vidyalaya
Kumtha Bk2007
Skills
- Banking
- Customer portfolio management
- Service support
- Relationship building and management
- New business generation
- Financial planning processes
- Solution development
- Client Relationships
- Product knowledge
- Business Development
- Written and verbal communication
- Strategic selling
- Sales expertise
- Team facilitator
- Good knowledge about mortgage
- Ability to produce the best result in pressure situation
- Good interpersonal skills with an ability to understand the customer’s problem and solving them
Languages
Marathi
Bilingual or Proficient (C2)
Hindi
Bilingual or Proficient (C2)
English
Advanced (C1)
Marital Status
Married
Certification
Megastar Awards 2020 (Axis bank)
Megastar Awards 2021 (Axis bank)
Interests
-Photography
-Travel
-Listening to music
-Sports
-exploser
-Art
Timeline
Relationship Officer
Quess Corp Ltd (Axis Bank)
2019.04 - Current
Relationship Officer
Axis Securities (Axis Bank)
2018.09 - 2019.03
Bachelor Of Arts - 58.00%
YCMOU
D.ed - 79.50%
Raje Sambhaji Adhyapak Vidyalaya
12th - 79.17%
Yashwant Vidyalaya
10th - 76.00%
Saraswati Vidyalaya
Megastar Awards 2020 (Axis bank)
Megastar Awards 2021 (Axis bank)
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