Summary
Overview
Work History
Education
Skills
Strong Capabilities
Personal Information
Languages
Hobbies and Interests
Projects
Areas Of Interest
Certification
Timeline
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Madhukar Shinde

Charholi Bk, Pune.

Summary

Elite Relationship Manager with Kotak Mahindra Bank, adept at driving client satisfaction through tailored financial solutions and effective communication. Proven track record in achieving sales targets and implementing CRM systems, enhancing service delivery and customer loyalty. Passionate about building lasting relationships and resolving escalated issues efficiently.

Overview

9
9
years of professional experience
1
1
Certification

Work History

Elite Relationship Manager

Kotak Mahindra Bank
09.2021 - Current
  • Managed client relationships to enhance customer satisfaction and loyalty.
  • Developed tailored financial solutions to meet individual client needs.
  • Coordinated with cross-functional teams to ensure seamless service delivery.
  • Identified customer needs, developed customized solutions, and provided knowledgeable advice.
  • Developed strategies to attract new customers while retaining existing ones.
  • Managed daily operations including scheduling appointments, coordinating meetings and preparing agendas.
  • Resolved escalated customer issues efficiently and effectively within established timelines.
  • Maintained accurate records of all client interactions within the company's CRM system.
  • Led training sessions for junior relationship managers on client service best practices.
  • Implemented CRM systems for tracking client interactions and improving service delivery.

Senior Bank Officer

IDFC First Bank
Pune
12.2020 - 09.2021
  • Driving business growth by cross-selling banking products, such as savings accounts, current accounts, term deposits, loans, insurance, and investment products.
  • Handling end-to-end customer relationship management, including account opening, KYC compliance, service requests, and issue resolution.
  • Achieving monthly sales and revenue targets across CASA, assets, and third-party products.
  • Coordinating with the product, credit, and operations teams to ensure seamless service delivery.
  • Building long-term relationships with customers through personalized banking solutions, and proactive engagement.
  • Supporting branch operations, cash management, and customer service activities.
  • Building long-term relationships with customers through personalized banking solutions, and proactive engagement.

Sr. Sales Executive

HDB Financial Services Ltd.
Pune
06.2017 - 11.2020
  • Responsible for acquiring new customers and selling financial products including personal loans, business loan and insurance.
  • Managed end-to-end sales cycle from lead generation, customer meetings, product presentation to final disbursement.
  • Coordinated with credit, operations, and collections teams for smooth loan processing and timely service delivery.
  • Consistently achieved monthly and quarterly sales, contributing to branch performance.

Relationship Officer

Axis Securities Ltd.
Chinchwad
08.2016 - 04.2017
  • Responsible for acquiring new customers and selling financial products including personal loans, business loan and insurance.
  • Managed the end-to-end sales cycle from lead generation, customer meetings, product presentation, to final disbursement.
  • Ensured compliance with RBI and company policies while handling financial transactions and customer documentation.

Education

MBA - Finance

Amrutvahini Institute of MBA
Sangamner
06-2016

B.COM -

Sangamner College
Sangamner
06-2013

H.S.C -

Janta Junior College
Vadgaonpan
06-2010

S.S.C -

Janta Vidyalaya
Vadgaonpan
06-2008

Skills

  • Client relationship management
  • Financial solution development
  • CRM system implementation
  • Escalated issue resolution
  • Sales target achievement
  • Effective communication
  • Time management

Strong Capabilities

  • Positive attitude and self-confidence
  • Willingness to learn and update knowledge
  • Team Work Skill
  • Self-Disciplined
  • Highly Diligent and Committed
  • Quick Learner
  • Smart Worker

Personal Information

  • Date of Birth:15 Jan 2025
  • Marital Status: Married

Languages

  • English
  • Hindi
  • Marathi

Hobbies and Interests

  • Playing cricket
  • Interacting with people
  • Listening music

Projects

Comparative study of Equity & Derivative Market in N.G. Rathi Investrades Pvt.Ltd.

Areas Of Interest

Banking and Finance

Certification

  • NISM & IRDA certified.

Timeline

Elite Relationship Manager

Kotak Mahindra Bank
09.2021 - Current

Senior Bank Officer

IDFC First Bank
12.2020 - 09.2021

Sr. Sales Executive

HDB Financial Services Ltd.
06.2017 - 11.2020

Relationship Officer

Axis Securities Ltd.
08.2016 - 04.2017

MBA - Finance

Amrutvahini Institute of MBA

B.COM -

Sangamner College

H.S.C -

Janta Junior College

S.S.C -

Janta Vidyalaya

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Madhukar Shinde