Summary
Overview
Work History
Education
Skills
Timeline
Generic

Kanchan Shedge

Banker
Navi Mumbai,MH

Summary

Self-motivated. skilled in providing extraordinary customer service internally and externally to develop relationships and create positive customer experiences. Proven record of achieving operational efficiency and quality standards and demonstrating compliance with bank regulations.

EXPERTISE

Operation Management, Relationship Management, Process Knowledge with KYC, Cross Selling other products, Customer Service, Contest Winners

Overview

8
8
years of post-secondary education
4
4
years of professional experience

Work History

Relationship Officer

Kotak mahindra bank
Pune, Maharashtra
07.2018 - 11.2020

• Generation of revenues through CASA and Third Party Products.

• Working on various Applications like Finacle, Siebel, DotNet etc and many more banking products

• Cross selling all the products of the Bank such as Life Insurance, Credit cards, General Insurance, Mutual Funds, Loans etc.

• Handle all the HNI customers Credits for various companies’ staff salary accounts with the branch.

• Take care of miscellaneous updation /changes as requested by Account holders.

• Ensure compliance with banking rules, regulations and procedures and adherence to KYC guidelines and clean note policy and ensure outstanding rating in audit.

KEY ACHIEVEMENTS

• Got Customer Appreciation and Awards from AM , RBM & SRRBM on multiple occasions.

• Have qualified multiple contests launched by Kotak Insurance, General Insurance and Kotak Securities.

• Qualified for multiple zonal level contest.

• Got highest rating for consecutive 2 years .

DEPUTY CLIENT RELATIONSHIP MANAGER

ADITYA BIRLA CAPITAL
Pune, Maharashtra
12.2017 - 06.2018

Responsibilities:

• New Customer Acquisition through Life insurance Policy.

• Visits Assign Corporate relationship with HDFC Bank RM

• Target Achievement on Monthly Basis and YTD Goalsheet.

ACHIVEMENTS

• Received certificate of recognition from National Manager- Corporate Salary HDFC Relationship.

• PAN INDIA 5TH Rank in Corporate Salary HDFC Relationship channel.

Relationship Officer

INDUSIND BANK
Pune, Maharashtra
12.2016 - 12.2017

Responsibilities:

• New Customer Acquisition in CASA.

• Target Achievement on Monthly Basis.

• Customer Service Handling for Branch Walk In Customer.

ACHIVEMENTS

• Received certificate of excellence from head Bancassurance.

• Received certificate of achievement from zonal head.

• Received certificate of achievement from regional head.

Sales Officer

ICICI Bank
Pune, Maharashtra
07.2016 - 11.2016

Responsibilities:

• New Customer Acquisition in CASA.

• Target Achievement on Monthly Basis.

• Customer Service Handling for Branch Walk In Customer.

Education

MBA - Marketing

Navsahyadri Charitable Trusts College of Education
Pune
06.2019 - Current

Bachelor of Management Studies -

Bharatiya Vidya Bhavan's Hazarimal Somani College
07.2013 - 04.2016

HSC -

NES Ratnam College
Mumbai
06.2011 - 04.2013

SSC -

BR Nath Pai Vidyalaya
Mumbai
06.2010 - 06.2011

Skills

    COMPUTER SKILLS

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Timeline

MBA - Marketing

Navsahyadri Charitable Trusts College of Education
06.2019 - Current

Relationship Officer

Kotak mahindra bank
07.2018 - 11.2020

DEPUTY CLIENT RELATIONSHIP MANAGER

ADITYA BIRLA CAPITAL
12.2017 - 06.2018

Relationship Officer

INDUSIND BANK
12.2016 - 12.2017

Sales Officer

ICICI Bank
07.2016 - 11.2016

Bachelor of Management Studies -

Bharatiya Vidya Bhavan's Hazarimal Somani College
07.2013 - 04.2016

HSC -

NES Ratnam College
06.2011 - 04.2013

SSC -

BR Nath Pai Vidyalaya
06.2010 - 06.2011
Kanchan ShedgeBanker