GANESH MORTALE
Udgir
Summary
Client-focused Relationship Manager adept at increasing productivity and completing tasks efficiently. Skilled in client relationship management, financial planning, and strategic sales techniques. Excel in communication, problem-solving, and adaptability, ensuring successful client interactions and satisfaction.
Overview
4
4
years of professional experience
Work History
Relationship Manager
Bajaj Finserv
Udgir
04.2025 - Current
- Managed gold service operations to enhance client satisfaction and loyalty.
- Coordinated training programs for staff on gold service protocols and customer engagement.
- Led sales team meetings to strategize sales initiatives and goals.
- Trained and mentored new sales representatives on product knowledge and techniques.
- Analyzed market trends to identify potential areas for business growth.
- Implemented CRM systems to streamline sales processes and track customer interactions.
- Developed sales plans, goals, strategies and objectives to achieve team goals and revenue objectives.
Gold Appraiser
IIFL Finance
12.2022 - 04.2023
- Evaluated gold purity using advanced testing equipment and techniques.
- Provided accurate appraisals for various gold items and jewelry.
- Maintained detailed records of appraisals and client interactions for compliance.
- Educated clients on gold valuation processes and market trends.
- Participated in training sessions to enhance appraisal skills and knowledge.
Empowerment officer (T A)
HDFC Bank Ltd
01.2022 - 11.2022
- Handle customer transactions, including deposits, withdrawals, and fund transfers. ensure that all transactions are executed accurately and efficiently.
- All System Handling And Operation Knowledge (S.L.I).
- Maintain Quality & Good Environment
- Having knowledge of all Banking Products like, CASA, loans, FD, RD.
- Responsible for receiving and sending mails from and to higher authorities and acquiring solutions for queries. Also responsible for customer policy on death such as bond, nominee bank acc, and claim as well.
- Interact with customers to provide assistance, answer queries, and address concerns related to their transactions.
- Manage cash flow, balance cash drawers, and maintain an accurate record of cash transactions to prevent discrepancies.
- Prepared reports on daily transactions, cash balances, and other relevant data for management and regulatory purposes.
- Used banking software and systems to process transactions and maintain accurate records.
- Handled sensitive financial information, so maintaining strict confidentiality and data security is paramount.
Education
Bachelor of Arts - Art Education
Swami Vivekanand Collage
Shirur Tajband06-2017
H.S.C. - Art
Shivaji Vidhyalay
Halli02.2013
S.S.C. -
Shivaji Vidhyalay
Halli03.2011
Skills
- Gold appraisal techniques
- Sales strategy development
- Market analysis
- Customer relationship management
- Employee training
- Time management
- Attention to detail
- Customer service
- Sales data analysis
Languages
- Marathi
- Hindi
- English
Personal Information
- Date of birth: 04/09/1996
- Gender: male
- Nationality: Indian
- Marital status: married
Roles And Responsibilities
- Handle customer transactions, including deposits, withdrawals, and fund transfers.
- Ensure that all transactions are executed accurately and efficiently.
- All System Handling And Operation Knowledge (S.L.I).
- Maintain Quality & Good Environment.
- Having knowledge of all Banking Products like CASA, loans, FD, RD.
- Responsible for receiving and sending mails from and to higher authorities and acquiring solutions for queries.
- Interact with customers to provide assistance, answer queries, and address concerns related to their transactions.
- Manage cash flow, balance cash drawers, and maintain an accurate record of cash transactions to prevent discrepancies.
- Prepared reports on daily transactions, cash balances, and other relevant data for management and regulatory purposes.
- Used banking software and systems to process transactions and maintain accurate records.
- Handled sensitive financial information, maintaining strict confidentiality and data security.
Areas Of Interest
- Listening music
- Reading
- Making new friends
Timeline
Relationship Manager
Bajaj Finserv
04.2025 - Current
Gold Appraiser
IIFL Finance
12.2022 - 04.2023
Empowerment officer (T A)
HDFC Bank Ltd
01.2022 - 11.2022
Bachelor of Arts - Art Education
Swami Vivekanand Collage
H.S.C. - Art
Shivaji Vidhyalay
S.S.C. -
Shivaji Vidhyalay