MAHENDAR YADAV
Kamothe Navi Mumbai
Summary
Passionate, confident, result-oriented professional with 5+ years of experience in providing banking services to a wide range of clients, outlining investment insights, and potential risks, and delivering market intelligence in line with the current trends. Proven expertise in business development & product management with an in-depth understanding of banking practice risk mitigation & compliance regulations. My academic background, communication skills, and leadership experience have prepared me well for such a position. I am excited by the chance to contribute to the organization and prepared to engage in continuous learning.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Team Lead
ICICI Bank Ltd. Transaction Banking
Mumbai
03.2023 - Current
- Developed strategies to increase team productivity and improve customer service levels.
- Trained new staff in relevant processes and procedures.
- Collaborated with other departments to develop effective solutions that meet customer needs.
- Identified opportunities for process improvements, implementing changes when required.
- Organized regular meetings with all stakeholders to ensure clear communication between departments.
- Analyzed data from various sources to identify trends or patterns in customer behavior.
Accounts Manager
ICICI BANK Ltd. Transaction Banking
Mumbai
07.2018 - Current
- Secured high-value accounts through consultative selling, effective customer solutions and promoting compelling business opportunities.
- Expanding Q on Q sales by 4% - 5% by facilitating client satisfaction and renewing customer relations and acquiring new accounts.
- Facilitated client satisfaction and renewed customer relations to drive growth.
- Delivered engaging and polished presentations to build connections with potential customers and distinguish business from competitors.
- Liaised with multiple internal teams for providing comfort and optimal solution to client along with protecting bank interests.
- Resolving all complaints received from portfolio customers within stipulated TAT’s and ensure appropriate customer communication on closures.
- Record and track all engagement activities through CRM system.
- Ensured smooth Client onboarding.
- Account opening and servicing of Capital Market Group, FIG, Mutual Fund, LIC, Custody Business, SCB’s, Foreign Banks and Insurance clients AIF PMS.
- KYC Compliance, analyses, reviews and evaluates client onboarding information and documents to complete KYC and AML requirements
- Facilitate Cash Management Services (CMS) & Corporate Internet Banking (CIB) for wide range of clients.
Education
PGDBF - Banking And Financial Services
Manipal Academy of Higher Education
Bangalore10-2018
Bachelor of Commerce - Accounts Hons
Vinoba Bhave University, Hazaribag
Hazaribagh, JH11-2015
Skills
- Relationship Management
- Business Development
- Analytical reasoning
- Teamwork and Collaboration
- Flexible and Adaptable
- Interpersonal Communication
- Performance monitoring
Languages
- English
- Hindi
Certification
- NISM Series-IV: Depository Operation Certification Examination
- NISM Series-V-A: Mutual Fund Distributors Certification Examination
- IRDA Composite
Interests
Travelling, Cricket, Cooking
Timeline
Team Lead
ICICI Bank Ltd. Transaction Banking
03.2023 - Current
Accounts Manager
ICICI BANK Ltd. Transaction Banking
07.2018 - Current
PGDBF - Banking And Financial Services
Manipal Academy of Higher Education
Bachelor of Commerce - Accounts Hons
Vinoba Bhave University, Hazaribag
- NISM Series-IV: Depository Operation Certification Examination
- NISM Series-V-A: Mutual Fund Distributors Certification Examination
- IRDA Composite
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