Mallikarjunagouda S. Patil
Bengaluru
Summary
As experienced banking professional, I would like to utilize my earlier experience and knowledge in banking by contributing to the improvement as well as progress of the bank. I will be putting my best efforts in terms of time and learning new banking techniques and methods that would implemented in my tenure.
Overview
16
16
years of professional experience
Work History
Branch Sales Manager
Piramal Housing Finance
Jayanagar
02.2022 - 11.2025
- Handled a team of 6 Rm
- Responsible of achieving the given Logins numbers
- Responsible of achieving the given Property insurance
- Achieving the given home loan High Value big tickets.
- Achieved Disbursement Volume per month 3to 5cr
- Handling Bt, Lap, Purchase with Construction, collection
- Rural branch also Handle and Ticket size 10lak 5cr
- Rm also achievement month month login and disbursement
Manager
IDFC First Bank
Bangalore
02.2020 - 12.2021
Branch Sales Manager
ICICI Bank
Bangalore and Hubli
10.2016 - 01.2020
- Handling in bond branch business Total 11 branches Koramangala region
- Achieving the given home loan High Value big tickets.
- Achieved Disbursement Volume per month 10cr
- Every month 2 APF Collected and approve in Bank
- Bank bazar leads also follow up
- Team Handling 10 people executive
- Handling Bt, Lap, Land loan, home loan 2018-20 after transfer Hubli New Hub
Business Banking Relationship Manager
06.2013 - 04.2014
- Selling of all Business Banking services and products
- Achieving Given Current Account NTB & ETB CDAB Budget
- Complete Ownership of a portfolio of approx. 100 productive clients
- Handling CMS Business
- Handling Government Business
- Cross sell all products and services (i.e. SME, AGRI, RAC, LC, BG AND CORPORATE TRADE & FOREX)
- Ensuring the highest levels of service to all Business Banking Customers
- Advising the customer in their financial planning & Investment
- Sourcing of High Value Current Accounts
- Targeting segment wise business banking customers for achieving given NTB budget
- Maintaining good relationship with allocated portfolio to increase current account book size
- Closely Association with all local Govt dept heads for schemes and projects from state and central government.
- Identifying bulk Payments, Receipts and MIS orientated corporate clients for CMS products and services
- Generating AGRI, RAC, LC, BG AND CORPORATE TRADE & FOREX leads from internal and external database and coordinating with respective department for cross selling business
- Handling Documentation like Pre-sanction and Post sanction and Customer negotiation on rates and other terms for SME Business.
- Acting as liaison officer for Co-op Banks account maintained with Bank.
- Reduction in attrition & closures and Retention of accounts
Branch Sales Manager
Axis Bank
Koppal
12.2009 - 06.2013
- Handled a team of 5 people
- Responsible of achieving the given CASA NTB CDAB
- Responsible of achieving the given CASA NTB Accounts
- Achieving the given CASA High Value Accounts
- Handling SME, EEG, LC and BG Business
- Handling and Achieving the given Institutional Business (Government Business, TASC) target
- Selling of IPG Products (Life Insurance, General Insurance, Gold Coins, Mutual Funds, OTR)
- Cross selling of all Banking Products like Credit Card, Debit Card, and TCDC Card
- Ensuring the Team Productivity on Month on Month recent 2 cr own lead creation sme loan march month
- Successfully increased the CASA Business of the branch from the opening of the branch to a level of Rs. 100 Crores
- Ensured the regular generation of Fee income through cross selling and generated good business in Personal Investment Products
- Ensured to encourage the team for the performance in cross sell
- Was a part of team and successfully cross sold the bank products like Life Insurance, General Insurance, Mutual Funds, Gold Coins, Demat and Online trading
- Successfully motivated the team to achieve the given budgets and increased the productivity of the team
- Ensuring the empowerment of the team by Learning and Development and Training
- Ensured at all times to be a one stop solution for the banking needs to the customers
- As a Branch Sales Manager always delivered the customer delighted services
- Ensured the discipline of the team
- Succeeded in achieving the Core Values of the Bank
- Succeeded in achieving the Employee wise productivity at the expected levels
- Successfully motivated to maintain the TAT for all the areas of operations in the branch by coordinating with the administrative offices
- Successfully arranged branch level campaign and generated good number of leads for branch.
- Succeeded in conversion of leads within TAT
- Successfully increased the market share of the branch to a Maximum Level
- Successfully covered the 60 Kms radius of the market to increase the business in all the products of the bank
Asst Sales Manager & Business Development Executive
12.2009 - 06.2013
- Responsible for sourcing of CASA business of the Branch
- Responsible for sourcing of Third Party Targets
- Providing financial planning & Investment Advise
- Profiling Customers and provide financial products to meet customer needs
- Ensuring the highest levels of service to the High Net Worth customers
- Responsible for Current account & Saving account sales
- Achieve Sales targets and providing Customer service
- Responsible for Cross Sell & enhancing relationship with existing customers
- Selling of Investment products like Life Insurance, General Insurance, Gold Coins, Mutual Fund, OTR Accounts.
- Managing Operations like A/c opening, Fixed Deposit, Lockers, and Forex etc
- Generation of referrals from internal database
- Enhance the value of existing accounts of Current account & saving account customers
- Reduction in attrition & closures and Retention of accounts
- Relationship Management for a Portfolio of customers
- Clearing KYC complaints received from internal auditor
- Organizing different kinds of events for the acquisition of the CASA Accounts
Education
BACHELORE OF SCOMMERCE - commerce
klameshwar college
DharwadSkills
- Finacle
- Windows
- Micro Soft Office
Accomplishments
- Seven times Nominated to the Silver Club Membership for outstanding performance in Sales Campaign
- One time Nominated to the Gold Club Membership for outstanding performance in Sales Campaign
- Two times qualified for Excellence in Sourcing Current Accounts and Received Certificate Signed by Zonal Head C P Rangarajan
- Awarded Certificate of Appreciation for outstanding achievement in Q3 TOGETHER WE WILL 10 LAKH CASA ACCOUNTS AND 100 CRORE FEE INCOME IN 1st OCT – 31st DEC 2010.
- Awarded Certificate of Recognition for Qualifying in CASA Q 1 CHALLENGE FY 2011-2012.
- Received Certificate of Honour for Contributing to the Pride of Our Zone the Champions Trophy on 25th March 2008 for MetLife Business.
- Awarded Certificate of Recognition for Qualifying in Life Insurance Contest Exceeding Expectations for Max New York Life Insurance.
- Awarded Certificate of Recognition for Qualifying in AXIS PREMIER LEAGUE FY 2010-2011 held at HONG KONG.
- SIX times Qualified Certificate of Performance for MEET THE CHAMPIONS DINNER WITH CIRCLE HEAD for Sales Campaign
- Qualified five times LAKHAPATHI CLUB MEMBER FOR 2011-12 MAX NEW YORK LIFE INSURANCE BUSINESS.
Languages
- Kannada
- Hindi
- English
- Kannada
- Hindi
Personal Information
- Father's Name: Shekharagouda Patil
- Mother's Name: Shakuntala Patil
- Date of Birth: 07/31/85
- Marital Status: Married
Timeline
Branch Sales Manager
Piramal Housing Finance
02.2022 - 11.2025
Manager
IDFC First Bank
02.2020 - 12.2021
Branch Sales Manager
ICICI Bank
10.2016 - 01.2020
Business Banking Relationship Manager
06.2013 - 04.2014
Branch Sales Manager
Axis Bank
12.2009 - 06.2013
Asst Sales Manager & Business Development Executive
12.2009 - 06.2013
BACHELORE OF SCOMMERCE - commerce
klameshwar college