Summary
Overview
Work History
Education
Skills
Professional Highlights
Timeline
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MAHESH M

Branch Banking Professional
Mysore

Summary

Results-oriented professional with 8+ years of experience in sales, adept at building relationships and driving revenue in Mysore and Bengaluru regions.

Skilled in fast-tracking requirement analysis and delivering solutions efficiently. Proven track record in operational management, team leadership, and stakeholder engagement. Strong organizer, motivator, and decisive leader with a knack for handling diverse operational challenges.

Effective at leading cross-functional teams through projects and marketing campaigns.

Overview

9
9
years of professional experience
3
3
years of post-secondary education

Work History

Branch Relationship Manager

Kotak Mahindra Bank
03.2023 - Current
  • Managed portfolios worth 40cr in Nagamangala, fostering client relationships through consistent follow-up.
  • Partnered with cross-functional teams to deliver personalized financial solutions, optimizing branch revenue.
  • Ensured efficient transaction processing, record maintenance, and identification of customer needs.
  • Contributed to increased branch deposit values through proactive marketing and referral coordination.
  • Demonstrated strong rapport-building skills, enhancing customer loyalty and satisfaction.

PERSONAL BANKER / ASSISTANT MANAGER

HDFC BANK
09.2018 - 12.2021
  • Managed 10cr portfolio @ Bengaluru and 5cr portfolio @ Mysore and Expanded customer relationships by maintaining regular follow-up processes and rapport
  • Built strong rapport with new and existing clients to better serve financial needs and promote branch loyalty
  • Partnered with loan and mortgage officers and financial advisors to provide clients with optimal financial solutions
  • Created strategic financial solutions to suit individualized client needs
  • Maximized branch revenue by optimizing daily operations
  • Increased teller efficiency by developing and implementing improved service methods
  • Processed invoices and checks and maintained daily cash logs and deposits
  • Profiled customers effectively to identify needs and match bank products
  • Delivered high level of customer service and support by answering questions and returning phone calls quickly
  • Increased growth of branch deposit values by actively assisting with marketing, sales development and referral coordination.

SALARY RELATIONSHIP OFFICER

ICICI BANK
11.2015 - 08.2018
  • Prospected for new businesses via new client acquisition and referrals from different sales channels
  • Performed account management to enhance existing client relationship
  • Grow client portfolio size by deepening existing client relationships
  • Mobilization of deposit via effective account management
  • Analyzed and reviewed potential business to ensure maximum profitability
  • Build and expand existing client relationship through pro-active contact, account planning and effective pipeline management
  • Identified and prioritized activities to maximise revenue contribution from allocated client portfolio.

Education

B.B.M. - Finance

Mahajana First Grade Collage
Mysore
03.2010 - 05.2013

Skills

PEOPLE MANAGEMENTundefined

Professional Highlights

  • Awarded HDFC Branch Recognition for the year 2020-21 for highest revenue generation and for being an outstanding performer.
  • Spearheaded sales for Mysore region and managed the sales team and all operational aspects @ branch
  • Played a key role with product development team by giving them various data and insights to build optimal financial solutions there by increasing customer service and revenue to the bank.
  • Identified performance management needs including training and development of individual team members and provided regular coaching / performance feedback.
  • Formulated power point presentation guides for new starters.
  • Rallied my team to generate sales of 3cr for quarter Oct to Dec 2020

Timeline

Branch Relationship Manager

Kotak Mahindra Bank
03.2023 - Current

PERSONAL BANKER / ASSISTANT MANAGER

HDFC BANK
09.2018 - 12.2021

SALARY RELATIONSHIP OFFICER

ICICI BANK
11.2015 - 08.2018

B.B.M. - Finance

Mahajana First Grade Collage
03.2010 - 05.2013

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MAHESH MBranch Banking Professional