Dipenkumar Patel
Vadodara
Summary
Professional with nearly 10 years of experience in NRI Banking and Insurance specializing in customer solutions and digital banking. Proven track record in enhancing operational efficiency and profitability through effective program development. Committed to leveraging expertise to drive organizational success and adapt to company policies swiftly. Seeking a challenging role that values strong skills and dedication to excellence.
Overview
10
10
years of professional experience
Work History
Associate Vice President
INDUSIND BANK LTD
VADODARA
07.2023 - 02.2025
- Managed risk assessment processes to ensure compliance with regulatory standards.
- Oversaw project timelines and deliverables for key banking operations.
- Facilitated training programs to improve staff performance and operational efficiency.
- Analyzed market trends to inform product development strategies and offerings.
- Led strategic initiatives to enhance customer engagement and satisfaction.
- Collaborated with cross-functional teams to develop innovative banking solutions.
Relationship Manager
ICICI Bank Ltd.
Vadodara
09.2021 - 07.2023
- Managing NRI and Wealth customers and their Investment of ICICI Bank Branch (Vadodara Nizampura).
- Generate revenue for Bank.
- Responsible to deal with customers for services or query or problems.
- Providing services to customer like mobile banking app, internet banking, UPI collection and payment, any other technical and banking related services.
- Responsible to deal with build CASA value for Bank, Focused on Asset, Forex, Remittances (Inward and Outward) and various investments every day.
- Managed client relationships to enhance customer satisfaction and loyalty.
- Identified client needs and proposed tailored banking solutions effectively.
- Coordinated with internal teams to streamline service delivery processes.
- Analyzed market trends to provide insights for product development initiatives.
Corporate Account Manager
TATA AIA Life Insurance Co Ltd.
06.2021 - 08.2021
- Managing customers Investment of HDFC Bank Branch (Vadodara Main Branch).
- Generate revenue for Company as well as Bank.
- Responsible to deal with customers for services or query or problems.
- Providing services to customer like mobile banking app, internet banking, UPI collection and payment, any other technical and banking related services.
- Responsible to deal with investments every day.
Senior Business Development Executive (Level-3)
SBI Life Insurance Co Ltd.
06.2019 - 02.2021
- Managing customers Investment of SBI Bank Branch (Southern Township).
- Generate revenue for Company as well as Bank.
- Responsible to deal with customers for services or query or problems.
- Providing services to customer like mobile banking app, internet banking, UPI collection and payment, any other technical and banking related services.
- Responsible to deal with investments every day.
Senior Finance Service Manager (Level-2)
ICICI Prudential Life Insurance Co Ltd.
06.2015 - 06.2019
- Managing customers Investment of ICICI Bank Branch (Jay House).
- Generate revenue for Company as well as Bank.
- Responsible to deal with customers for services or query or problems.
- Providing services to customer like mobile banking app, internet banking, UPI collection and payment, any other technical and banking related services.
- Responsible to deal with investments every day.
Education
Bachelor of Commerce - Commerce
M S University of Baroda
Vadoara, India01.2013
Higher Secondary Certificate - Commerce
Tapan’s Vidyalaya
Vadodara, India01.2010
Secondary School Certificate -
Sheth H H Shirolawala High School
Bodeli, Gujarat, India01.2007
Skills
- Good analytical and planning skills
- Investment strategy
- Regulatory compliance
- Customer relationship management
- Market analysis
- Financial reporting
- Strategic planning
- Problem solving
- Project management
- Customer engagement
- Equity and fixed income markets
- Strategic selling
- CRM tracking
- Relationship management
- Effective customer communication
- Good accuracy and attention to detail
- Excellent problem analysis
- Excellent judgment according to the situation
- New business generation
- Sales data analysis
- Client relationships
Languages
- English
- Hindi
- Gujarati
Personal Information
- Date of Birth: 03/16/91
- Nationality: Indian
- Marital Status: Married
Timeline
Associate Vice President
INDUSIND BANK LTD
07.2023 - 02.2025
Relationship Manager
ICICI Bank Ltd.
09.2021 - 07.2023
Corporate Account Manager
TATA AIA Life Insurance Co Ltd.
06.2021 - 08.2021
Senior Business Development Executive (Level-3)
SBI Life Insurance Co Ltd.
06.2019 - 02.2021
Senior Finance Service Manager (Level-2)
ICICI Prudential Life Insurance Co Ltd.
06.2015 - 06.2019
Bachelor of Commerce - Commerce
M S University of Baroda
Higher Secondary Certificate - Commerce
Tapan’s Vidyalaya
Secondary School Certificate -
Sheth H H Shirolawala High School
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