Summary
Overview
Work History
Education
Skills
Accomplishments
Projects
Personal Information
Timeline
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Kunal Chandeliya

Kunal Chandeliya

Ghatkopar East

Summary

Dynamic Team Manager with extensive experience at IDFC First Bank, excelling in sales strategy development and performance monitoring. Proven track record in driving business growth and enhancing customer relationships. Skilled in Microsoft Office and team leadership, I effectively motivate teams to exceed targets and deliver exceptional service.

Overview

12
12
years of professional experience

Work History

Team Manager

IDFC First Bank
Mumbai
07.2024 - Current

Leadership and Team Management: Lead, motivate, and manage a team of banking sales professionals to achieve sales targets and business objectives.

Sales Strategy Development: Develop and implement sales strategies to drive business growth, increase product penetration, and expand customer relationships.

Performance Monitoring: Monitor team performance, provide feedback, and training to ensure sales targets are met.

Customer Relationship Management: Foster strong relationships with customers, understand their financial needs, and recommend suitable banking products or services.

Market Analysis: Analyze market trends, competitor activity, and customer needs to adjust sales tactics, and stay competitive.

Reporting and Analysis: Prepare sales reports, analyze sales data, and provide insights to senior management to inform business decisions.

Team Leader Video Banking Relationship Management

AU Small Finance Bank
Navi Mumbai
03.2022 - 07.2024
  • Working as a Team Lead in Video Banking Relationship Management, I have developed a skill set to handle a team size of 20 people.
  • Supervision: Leading and managing a team, providing guidance, direction, and support to team members.
  • Goal Setting: Setting clear objectives, targets, and performance expectations for the team.
  • Delegation: Assigning tasks and responsibilities to team members based on their skills and strengths.
  • Training and Development: Identifying training needs, and providing coaching or training to team members to enhance their skills.
  • Performance Evaluation: Monitoring and evaluating team members' performance, providing feedback, and conducting performance reviews.
  • Motivation: Keeping team members motivated, engaged, and focused on their tasks.

Team Lead Virtual Relationship Management

Kotak Mahindra Bank
Thane
04.2020 - 03.2022
  • Working as a Team Lead In Virtual Relationship Management I have developed a skill set to handle a team size of 14 people.
  • Managing a team of 14 Relationship Managers to maintain service and enhance business for the bank.
  • Driving the team to manage the wealth of customers and generate revenue out of banking and third-party products like Assets, Life Insurance, General Insurance, etc.
  • Timely feedback and coaching are provided to each team member to develop their skills and performance.
  • Managing customer escalations and fulfilling business requirements.
  • Preparing Business MIS to review target w/s achievement and plan further business.

Subject Matter Expert (Investment Products)

Kotak Mahindra Bank
Thane
04.2019 - 03.2020
  • Working as a Subject Matter Expert (Investment Products) I need to drive wealth business on the floor.
  • Manage workflow for a team of 50 Officer on the floor.
  • Drive team through business verticals specifically for Mutual Funds.
  • Provide training and guide officers to achieve targets.
  • Conduct regular updates for officers related to market knowledge & current affairs.

Virtual Relationship Manager

Kotak Mahindra Bank
Thane
03.2016 - 04.2019

Relationship Manager

Atlas Documentary Facilitators Company Pvt Ltd
Mumbai
06.2015 - 05.2016

Sales Executive

Sante Mernaud Pharmaceuticals
Mumbai
09.2013 - 05.2015

Education

IRDA -

Insurance Regulatory Development Authority Of India
Mumbai
03.2025

NISM series VA-Mutual fund distributor's -

NISM
Mumbai
03.2024

Business Intelligence Using Power BI -

Skill Nation
Mumbai
02.2024

Digital Banking & Introduction To Fintech -

Udemy
Mumbai
07.2022

PGDM - Marketing

Wellingkar Institute Of Management
Mumbai
03.2018

Bachelor of Management Studies -

S. K Somalya College of Arts, Science and Commerce
Mumbai
03.2013

H.S.C -

S. K Somalya College of Arts, Science and Commerce
Mumbai
03.2010

S.S.C -

R.N Gandhi High School
Mumbai
03.2007

Skills

  • Microsoft Office
  • Teamwork
  • Leadership
  • Customer Service
  • Organizational Skills
  • Team Management
  • Customer relationship management
  • Sales strategy development
  • Performance monitoring
  • Team leadership
  • Market analysis
  • Business intelligence

Accomplishments

  • Awarded 'Best Performance' In Gi contest by Kotak Mahindra Bank FY21-22
  • Awarded 'Best Performance' In the SIP contest by Kotak Mahindra Bank FY21-22
  • Awarded 'Best SOP Achiever Award' By Au Small Finance Bank
  • Awarded 'Best Team Leader' In H1 FY23-24 Au Small Finance Bank
  • Awarded 'Best Team Leader' In H2 FY22-23 Au Small Finance Bank
  • Awarded 'Insurance Achiever Award For DJFM' By Au Small Finance Bank

Projects

SA Deeping Project On Digital Saving Accounts, Navi Mumbai, Maharashtra, 01/01/23, 03/31/23, Improving Productivity & Decreasing Errors, Training and Skill Development, Performance Metrics and Feedback, Real-time Feedback and Recognition Digital Life Insurance Setup, Au Small Finance Bank, Navi Mumbai, Maharashtra, 04/01/23, 09/30/23, Increase In Digital Insurance For the VRM Channel, Data Management, Setting up Digital Platform for Insurance businesses by using online tools, Conduction of training for the RM, Setting up a campaign for Insurance

Personal Information

  • Date of Birth: 09/30/91
  • Nationality: Indian

Timeline

Team Manager

IDFC First Bank
07.2024 - Current

Team Leader Video Banking Relationship Management

AU Small Finance Bank
03.2022 - 07.2024

Team Lead Virtual Relationship Management

Kotak Mahindra Bank
04.2020 - 03.2022

Subject Matter Expert (Investment Products)

Kotak Mahindra Bank
04.2019 - 03.2020

Virtual Relationship Manager

Kotak Mahindra Bank
03.2016 - 04.2019

Relationship Manager

Atlas Documentary Facilitators Company Pvt Ltd
06.2015 - 05.2016

Sales Executive

Sante Mernaud Pharmaceuticals
09.2013 - 05.2015

IRDA -

Insurance Regulatory Development Authority Of India

NISM series VA-Mutual fund distributor's -

NISM

Business Intelligence Using Power BI -

Skill Nation

Digital Banking & Introduction To Fintech -

Udemy

PGDM - Marketing

Wellingkar Institute Of Management

Bachelor of Management Studies -

S. K Somalya College of Arts, Science and Commerce

H.S.C -

S. K Somalya College of Arts, Science and Commerce

S.S.C -

R.N Gandhi High School
Kunal Chandeliya