Kunjan Solanki
Experienced Banker
Mumbai
Summary
Service Partner Senior Manager supporting Burgundy Private bankers and Managing Partners with new client onboarding, client servicing, investment request processing, and forex remittances. Resolves portfolio queries at first contact, coordinates appointments for relationship managers, and helps reduce routine escalations through prompt, accurate action. Strengthens documentation control and regulatory compliance across new accounts, card funding, mobile registration, and migrated account servicing.
Overview
4
4
Languages
12
12
years of professional experience
Work History
Service Partner- Affluent Business (Senior Manager
Axis Bank Limited - Burgundy Private
11.2025 - 10.2026
- Supported Burgundy Private bank bankers and Managing Partners with new client onboarding and ongoing account servicing.
- Processed investment requests across mutual funds, AIF, PMS, and Demat transactions with timely transaction processing.
- Responded to portfolio-related client queries promptly and reduced routine referrals through first-point resolution.
- Coordinated sales support for relationship managers by arranging appointments and assisting client service follow-up.
- Maintained zero discrepancy in new account documentation and handled KYC documentation in line with controls.
- Improved at-least 3 PPCs for new-to-bank accounts and supported debit card funding rate growth.
- Completed a minimum of 4 PPCs on ETB accounts, managed mobile registration, and supported Burgundy debit card issuance.
Premium Service Relationship Manager
Axis Bank Limited- BKC Branch
02.2022 - 11.2025
- Resolved complaint cases within TAT while maintaining clear closure communication and complaint resolution quality.
- Handled premium customer families, delivering prompt service and first-contact support at the branch.
- Recorded, tracked, and closed customer complaints through CRM software, maintaining preventive follow-up and First Time Resolution.
- Supported premium clients with Forex remittances, Travel Card issuance, load, reload, and refund requests using Finacle for transaction processing.
- Maintained Re-KYC due accounts, visa expiry records, foreign national profiles, and foreign embassy accounts with accurate KYC documentation.
- Promoted digital banking awareness among clients and reinforced consistent use of bank digital platforms.
- Monitored customer satisfaction indicators, including health score and NPS, and used Excel and PowerPoint to summarize branch service trends.
Service Delivery Officer
Kotak Mahindra Bank Limited- Dadar West, Cadell Road Branch
04.2019 - 02.2022
- Processed critical customer requests every day while serving walk-in clients across all branch segments.
- Authorized cash and non-cash customer transactions while maintaining smooth daily branch operations.
- Scrutinized account-opening forms and KYC documents for compliance before account setup.
- Monitored suspense accounts and prepared regular reporting for branch review.
- Generated leads for new-to-bank customers and supported cross-sell of TD, MF, LI, GI, and travel cards.
- Evaluated customer concerns and improved satisfaction through better service and complaint resolution.
Service Officer
Kotak Mahindra Bank Limited- Dadar East
09.2016 - 03.2019
- Verify large-value transactions against bank policies and procedures before approval.
- Process deposits, withdrawals, cheque encashments, and fund transfers at a high-volume downtown branch.
- Record daily transaction reports in Finacle and Microsoft Excel for reconciliation and audit readiness.
- Open and close accounts, process credit card, loan, and insurance payments, and support KYC documentation.
- Resolve customer complaints and support CRM-based service follow-up to improve branch satisfaction.
Customer Support Manager I Outbound (Sales)
Kotak Mahindra Bank Limited
09.2014 - 08.2016
- Handled objections professionally and supported complaint resolution to keep customer conversations productive.
- Maintained customer and potential lead databases in CRM software, updating interaction records accurately after every call.
- Supported KYC documentation and account servicing by keeping customer details current in Finacle.
- Tracked monthly cross-sell targets in Microsoft Excel and prepared call updates for team review.
- Prepared customer-facing product summaries and follow-up notes in Microsoft PowerPoint for sales outreach.
Education
Bachelor of Commerce -
University Of Mumbai
Mumbai03-2014
Skills
Premier client servicing
Complaint resolution
KYC documentation
Sales support
Customer relationship management CRM software
Microsoft Excel
Microsoft PowerPoint
Finacle
Account servicing
Transaction processing
Accomplishments
- Achieved an excellent drawer balancing record of zero shortages or overages throughout the tenure.
- Selected as lead teller to implement "express line" for single transactions during peak business periods. Lowered average wait-time by almost 25%, leading to highest customer satisfactions scores in branch history.
- Won 2nd place for number of car loan referrals & 1st place for number of CASA referrals during two recent cross-selling promotions.
- Educated customers on mobile app & online service offerings. Helped account holders access technology to enhance banking convenience via multiple self-service channels.
- Supervised team of 5 staff members.
Timeline
Service Partner- Affluent Business (Senior Manager
Axis Bank Limited - Burgundy Private
11.2025 - 10.2026
Premium Service Relationship Manager
Axis Bank Limited- BKC Branch
02.2022 - 11.2025
Service Delivery Officer
Kotak Mahindra Bank Limited- Dadar West, Cadell Road Branch
04.2019 - 02.2022
Service Officer
Kotak Mahindra Bank Limited- Dadar East
09.2016 - 03.2019
Customer Support Manager I Outbound (Sales)
Kotak Mahindra Bank Limited
09.2014 - 08.2016
Bachelor of Commerce -
University Of Mumbai