Summary
Overview
Work History
Education
Skills
Accomplishments
Affiliations
Extracurricular Activities
Positions Of Responsibility
References
Languages
Personal Information
Timeline
Generic

Jayesh Nalawade

Navi Mumbai

Summary

Dynamic banking professional as a leader and an individual with extensive experience in relationship management and business development. Proven track record in branch banking, wealth management, business banking, portfolio management, marketing, branding, and strategic planning, leading to enhanced client engagement and satisfaction. Expertise in analyzing client needs and delivering tailored financial solutions, resulting in improved portfolio performance. Strong communication and collaboration skills foster effective teamwork and client relationships, driving organizational success.

Overview

17
17
years of professional experience

Work History

Relationship Manager-Private Banking

Motilal Oswal Wealth Ltd
07.2024 - 04.2025
  • Acquiring and Managing UHNI, Corporate, Family Office relationships. Portfolio creation and management for overall size of 3 Crores and above
  • Achieving revenue goal through fixed income, equity oriented, Structured products along with listed/unlisted, broking revenue.
  • AUM transfer from existing portfolio manager and management of the same.
  • Provide sound business advice and offering customized product solutions in accordance to the company prescribed standards as well as industry regulatory requirements
  • Maintain customer loyalty and promote brand identity by providing excellent customer service via regular updates and reviews on our range of financial products as well as customers' financial needs
  • Keeping a check on audit and compliance requirements. Ensuring quality business within the regulatory framework.

Relationship Banking Head

HDFC Bank Ltd.
10.2023 - 06.2024
  • Managing the Team of Imperia and Preferred RMs with portfolio size of 800 Crores spanning through CASA, Assets, Investments and Liabilities
  • Managing Relationship programs of Imperia, preferred, Classic with suitable product offerings and improving CTG and Qualification
  • Achieving the Business targets assigned in terms of Assets & liabilities including FDs, Savings Account, Current Account and Business banking products along with cross selling. Development of Sales Action Plans and attend the given targets on monthly basis via all Retail and Business Banking products. Sales targets are spread across Savings, Current Account, Trade Account, Working capital, POS, Payment Gateway Solutions, Trade revenue etc.
  • Provide sound business advice and offering customized product solutions in accordance to the company prescribed standards as well as industry regulatory requirements
  • Maintain customer loyalty and promote brand identity by providing excellent customer service via regular updates and reviews on our range of financial products as well as customers' financial needs
  • Training the team and grooming them for maximum business output. Assigning and actioning campaigns which will help to maximize the revenue. Planning activities and events which will help team to generate quality leads
  • Keeping a check on audit and compliance requirements. Ensuring quality business within the regulatory framework.

Area Head – Current Account

IDFC First Bank Ltd.
11.2022 - 09.2023
  • Managing the Team of Sales Managers and Acquisition Managers across Navi Mumbai branches on productivity.
  • Achieving the Business targets assigned in terms of Current Account and Business banking products along with cross selling. Development of Sales Action Plans and attend the given targets on monthly basis via all Business Banking products. Sales targets are spread across Current Account, Trade Account, Working capital, POS, Payment Gateway Solutions, Trade revenue etc.
  • Provide sound business advice and offering customized product solutions in accordance to the company prescribed standards as well as industry regulatory requirements
  • Maintain customer loyalty and promote brand identity by providing excellent customer service via regular updates and reviews on our range of financial products as well as customers' financial needs
  • Training the team and grooming them for maximum business output. Assigning and actioning campaigns which will help to maximize the revenue. Planning activities and events which will help team to generate quality leads
  • Keeping a check on audit and compliance requirements. Ensuring quality business within the regulatory framework.
  • Managing recruitment across branches along with productivity of every employee

Branch Manager – Nerul Branch

IDFC First Bank Ltd.
05.2020 - 10.2022
  • Managing day to day operations and business targets with Operations Team, RM Team & CASA Team
  • Achieving the Business targets assigned in terms of Savings Account, Current Account and Business banking products along with cross selling and CASA values. Development of Sales Action Plans and attend the given targets on monthly basis via all Banking products.
  • Managing cash counter along with Audit & compliance requirements. Managing branch infrastructure from customer and management point of view.
  • Ensuring the brand image in the locality along with marketing campaign management
  • Grew the branch from 30 Crore GL to 200 Crore GL in span of 2 FY along with branch profitability
  • Rated exceptional for FY 21 & FY 22 and ended as Decile 1 for both the years. Ended FY 22 as National Rank 1 branch.
  • Maintain customer loyalty and promote brand identity by providing excellent customer service via regular updates and reviews on our range of financial products as well as customers' financial needs
  • Identify and disseminate information to the team coming from Management along with analyzing the business trends for generating maximum revenue.
  • Training the team and grooming them for maximum business output. Assigning and actioning campaigns which will help to maximize the revenue. Planning activities and events which will help team to generate quality leads
  • Keeping a check on audit and compliance requirements. Ensuring quality business within the regulatory framework.

Area Head – Savings Account

IDFC First Bank Ltd.
10.2019 - 04.2020
  • Managing the Team of Sales Managers and Acquisition Managers across Mumbai branches on productivity.
  • Achieving the Business targets assigned in terms of Savings Account and banking products along with cross selling. Development of Sales Action Plans and attend the given targets on monthly basis via all Banking products. Sales targets are spread across Savings account, CASA Values, Cross Sell products.

Investment Specialist

ICICI Bank Ltd.
05.2017 - 02.2019
  • Managing the High Net Worth customers of the Bank along with team of Relationship Managers.
  • Achieving the Business targets assigned in terms of cross selling, enhancing and upgrading the High Net Worth relationships. Development of Sales Action Plans and attend the given targets on monthly basis via pure investment products. Sales targets are spread across Mutual Fund, Life Insurance, Alternate Assets, Structured Products, PMS, Assets, Fixed Deposits etc.
  • Provide sound financial advice and offering customized product solutions in accordance to the companies prescribed standards as well as industry regulatory requirements
  • Maintain customer loyalty and promote brand identity by providing excellent customer service via regular updates and reviews on our range of financial products as well as customers' financial needs
  • Identify and disseminates information and alerts management to trends and risks and to opportunities to maximize earnings.
  • Conducting periodical reviews of the portfolio with financial planning for the individuals as well as the corporates and responsible for coordinating projects related to advisory services
  • Training the team with the recent economic and financial happenings along with product offerings across product basket
  • Help in coaching and motivating team of Wealth Management Relationship Managers & Client Service Manager to achieve the goals of the unit. Ensure Advisors are utilizing internal resources, including the Portfolio Management, Insurance Planning teams, etc. May also assist in providing oversight of administrative support staff
  • Responsible for developing and maintaining an active pipeline of internal and external talent that can be used to fill future businesses

Wealth Manager

ICICI Bank Ltd.
04.2012 - 04.2017
  • Managing the High Net Worth customers of the Bank and work as One point contact for all requirements of High Net Worth customers in the Branch, contribute to the overall Relationships strategy and business plans and further initiate, co-ordinate and implement the business plan and monitors progress towards its achievement.
  • Achieving the Business targets and maximize earnings assigned in terms of cross selling, enhancing and upgrading the High Net Worth relationships. Development of Sales Action Plans and attend the given targets on monthly basis. Sales targets spread across Liabilities, Retail Assets, Business Banking, Forex, Credit Cards, Online trading etc. and acting important link for Loans, Time Deposits, Corporate Deposits, Letters of Credit and Bank Guarantee etc.
  • Provide sound financial advice and offering customized product solutions in accordance to the companies prescribed standards as well as industry regulatory requirements
  • Maintain customer loyalty and promote brand identity by providing excellent customer service via regular updates and reviews on our range of financial products as well as customers' financial needs
  • Acquisition & Servicing of High Net Worth customers. Achieve new business / customer acquisition goals and manage relationships with existing HNI Customers, in accordance with company’s requirement
  • Visiting potential customers to demonstrate products and gain new markets
  • Gathering market and customer information

Business Development Manager

Sumer Group
05.2011 - 06.2011
  • Analyzed Marketing Process & Production Techniques of SME (Small & Medium Enterprises) for Food items at Konkan region
  • Made a Business plan for setting up business units and production centers for marketing and sales of Konkan food items with the help of Govt of Maharashtra and Lowe-Lintas

Special Events Executive

Procam International Ltd.
09.2008 - 10.2009
  • Branding Sub-Head for Mumbai Marathon, Delhi Half Marathon and Bangalore 10K Race
  • Operational Head CSC race for Mumbai Marathon, Delhi Half Marathon and Bangalore 10K Race

Education

PGDBM - Marketing

SIMSREE
Maharashtra
03-2012

PGDAME -

NIEM
Mumbai
03-2009

B.Com -

R.A. Podar College of Commerce & Eco.
Mumbai
03-2008

12th -

R.A. Podar College of Commerce & Eco.
Mumbai
03-2005

10th -

Bharati Vidyapeeth School
Maharashtra
03-2003

Skills

  • Relationship building and management
  • Leadership Skills
  • Portfolio Growth
  • Attention to detail
  • Strong analytical and logical skills
  • Strategy building and data analysis
  • Sales and business development
  • Banking processes and compliance
  • Financial consulting
  • Portfolio management
  • Financial Planning
  • Branch & Business Banking
  • Program Manager

Accomplishments

  • Qualified for the RH contest in the third month of joining HDFC Bank in 2023
  • Rated exceptional for FY 21 and FY 22, and ended as decile 1 for both years
  • Ended FY 22 as the national rank 1 branch at IDFC First Bank
  • I have been rated one for the last five consecutive financial years with ICICI Bank
  • MF book growth of 100%, insurance book growth of 75%, and revenue growth of 100% in last FY as an investment specialist
  • CRV growth of 300% and 25% CAGR growth in revenue as a relationship manager in 5 years
  • I earned a grade promotion twice and a role promotion once during my entire tenure with ICICI Bank
  • Multiple awards of excellence for performance in life insurance and mutual fund business
  • I have won national-level and regional-level investment contests on multiple occasions
  • Event and seminar management for the bank in coordination with AMCs
  • Off-Summer with Aegis Media (09/11-11/11)
  • Off-Summer with Mumbai Mirror for the launch of the newspaper (04/06-06/06)
  • Vodafone Goa Football League, Nike jersey launch, conferences, rock shows, concerts, exhibitions, seminars, cultural events, product promotions, etc

Affiliations

  • Recipient of L.N. Welingkar Trophy as Outstanding Student of the Year (2007-08)
  • Selected among the top 25 students of Mumbai University for the Best Student Award (2007-08)
  • Recipient of the Best Student Award, Lights of Podar, R.A. Podar College (2007-08)
  • Recipient of the Principal Special Award in 2008 – R.A. Podar College (2007-08)
  • Company Secretary - Foundation Level
  • Selected as Navi Mumbai Scholar 2001-02 – Cultural Movement, Navi Mumbai 2002-03
  • Merit rank holder in Maharashtra Talent Search (2000-01, 2001-02)

Extracurricular Activities

  • Silver medalist at basketball, Mumbai University tournament, R.A. Podar College (2007-08)
  • Bronze medalist at the Folk Orchestra, Mumbai University Youth Festival, R.A. Podar College (2006-07)
  • Recipient of Outstanding Contribution towards Artists' Guild – R. A. Podar College (2007-08)
  • 1st place in INT Astitva, VIDYAPEETH competition, and top 5 in IPTA and EKJOOT – dramatics

Positions Of Responsibility

  • Chairperson, SIMSREE (2011-12)
  • Coordinators, Student Events Committee (2010-11)
  • General Secretary R.A. Podar College of Commerce and Economics (2007-08)
  • Cultural Secretary R.A. Podar College of Commerce and Economics (2006-07)
  • Chairperson, Enigma (Intercollegiate Cultural Fest), R.A. Podar College, 2007
  • Chairperson, Rapport (Intra-collegiate Cultural Fest), R.A. Podar College, 2007

References

References available upon request.

Languages

  • English
  • Hindi
  • Marathi

Personal Information

  • Age: 37
  • Date of birth: March 16, 1988
  • Gender: Male
  • Marital status: single

Timeline

Relationship Manager-Private Banking

Motilal Oswal Wealth Ltd
07.2024 - 04.2025

Relationship Banking Head

HDFC Bank Ltd.
10.2023 - 06.2024

Area Head – Current Account

IDFC First Bank Ltd.
11.2022 - 09.2023

Branch Manager – Nerul Branch

IDFC First Bank Ltd.
05.2020 - 10.2022

Area Head – Savings Account

IDFC First Bank Ltd.
10.2019 - 04.2020

Investment Specialist

ICICI Bank Ltd.
05.2017 - 02.2019

Wealth Manager

ICICI Bank Ltd.
04.2012 - 04.2017

Business Development Manager

Sumer Group
05.2011 - 06.2011

Special Events Executive

Procam International Ltd.
09.2008 - 10.2009

PGDBM - Marketing

SIMSREE

PGDAME -

NIEM

B.Com -

R.A. Podar College of Commerce & Eco.

12th -

R.A. Podar College of Commerce & Eco.

10th -

Bharati Vidyapeeth School

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Jayesh Nalawade