Kumar Chavan
Retail Banking Professional.
Thane
Summary
Accomplished Relationship Manager with a proven track record at Kotak Mahindra Bank, excelling in financial advising and relationship building. Expert in investment planning and customer portfolio management, significantly enhancing client satisfaction and trust. Demonstrates a strong ability to cross-sell banking products, underpinned by an in-depth understanding of equity and fixed income markets.
Overview
2
2
years of professional experience
Work History
Relationship Manager Premium Account
RBL Bank LTD
04.2024 - Current
- Managing HNI Clint
- Focus on Book growth by CASA NTB and TD
- Gathering asset business thoughts WC and SBE
- Working on TFX and TPP for generating revenue
- Provide customer service to achieve High percentage of customer satisfaction and retention .
Relationship Manager
Kotak Mahindra Bank
09.2022 - 09.2023
- Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Maintained knowledge on banking products and distribution to provide optimal service support.
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
Education
Bachelor Of Commerce -
Vpm Rz Shah College
Mulund East 03.2023
Commerce - HSC
Vpm Rz Shah College
Mulund 02.2020
Maharashtra State Board - SSC
Shri Aadhi Shakti Kannad High School
Thane 02.2016
Skills
Core competencies - performance - driven professional with over 2 years experience in the filed of business development, banking operation management
Retail Banking - presently associate with RBL Bank Vashi branch as relationship manager - premium account
Branch operation - handling 150 HNI Clint
Strategy planning - Rich and excellent business skills involving planning and development of business plan drafting and implementation of sales and marketing strategy, deep understanding of B2C business
Retail asset - consistent success in maximizing corporate performance driving growth generating revenues, capturing market share and enhancing the value in markets
Risk management - entrusted with the responsibility of handling the region with maximum contribution in terms of revenue/ profitability/ value/volume S largest network
Team management
Wealth management
Languages
Hindi
Beginner (A1)
English
Beginner (A1)
Kannada
Beginner (A1)
Marathi
Beginner (A1)
Additional Information
- Personal details
- Dob - 19 March 2001
- Gender - Male
- Nationality - India
- Hobbies - travelling,reading books.
- Address - room no 3 sayba nagar Hanuman tekdi near by yallama temple kalwa West Thane 400605
Timeline
Relationship Manager Premium Account
RBL Bank LTD
04.2024 - Current
Relationship Manager
Kotak Mahindra Bank
09.2022 - 09.2023
Bachelor Of Commerce -
Vpm Rz Shah College
Commerce - HSC
Vpm Rz Shah College
Maharashtra State Board - SSC
Shri Aadhi Shakti Kannad High School