MANASVI SURTI
Mumbai
Summary
Detail-oriented and customer-focused banking professional with strong experience in financial services, client relationship management, and banking operations. Proven ability to analyze financial data, assess credit risk, and provide tailored financial solutions. Fluent in English, enabling clear and effective communication with clients and teams. Known for delivering high-quality service, maintaining regulatory compliance, and supporting business growth through strategic banking solutions.
Overview
5
5
years of professional experience
1
1
Certification
Work History
DEPUTY MANAGER
AXIS BANK LTD
08.2023 - Current
- Currently working in one of India’s leading private sector banks, managing key operations of retail branch banking.
- Responsible for overseeing daily branch activities, ensuring smooth customer service, and operational excellence.
- Handling customer onboarding, savings and current account servicing, fixed deposits, loans, and other retail banking products.
- Driving branch sales through cross-selling of financial products and maintaining strong client relationships.
- Ensuring adherence to regulatory and compliance standards as per RBI and internal bank policies.
- Contributing to branch growth by delivering quality service and achieving business targets.
Personal Banker
YES BANK LTD
02.2023 - 08.2023
- Provided personalized banking services to individual clients, focusing on their day-to-day banking needs and long-term financial goals.
- Assisted customers with account management, product recommendations, and transaction-related services.
- Cross-sold banking products such as savings accounts, credit cards, personal loans, and insurance.
- Built and maintained strong customer relationships to enhance client satisfaction and retention.
- Ensured high service standards while complying with regulatory guidelines and bank policies.
- Actively contributed to branch targets and customer acquisition strategies.
Corporate Account Manager
TATA AIA LIFE INSURANCE
07.2022 - 02.2023
- Worked under the Bancassurance model in partnership with HDFC Bank to promote life insurance products to the bank’s customer base.
- Engaged with HDFC Bank branch staff and customers to generate leads and drive sales of Tata AIA life insurance policies.
- Conducted regular training and support for bank staff to boost insurance product awareness and conversions.
- Maintained strong relationships with both bank partners and customers to ensure long-term association and satisfaction.
- Achieved sales targets consistently through strategic planning, customer need analysis, and effective relationship management.
- Ensured all regulatory and compliance guidelines were met during the sales and onboarding process.
Relationship Manager
Motilal Oswal Financial Services and Broking Firm
08.2020 - 10.2021
- Worked as a Relationship Manager, handling a portfolio of clients and executing trades on their behalf in equity and derivative markets.
Provided market insights and investment strategies tailored to individual customer profiles and risk appetite.
Actively sold third-party financial products such as mutual funds, insurance, and fixed income instruments.
Maintained strong relationships with clients through regular portfolio reviews, performance tracking, and financial goal planning.
Ensured compliance with SEBI and internal trading guidelines while maintaining transparency and trust with customers.
Contributed to business growth by achieving revenue and client acquisition targets.
Education
Third Year Bcom - Maharashtra Board
St. Rocks College
Mumbai (Borivali West)01.2021
Higher Secondary Examination - Maharashtra Board
Nirmala Memorial Foundation College
Mumbai (Kandivali East)01.2017
Senior Secondary School - Maharashtra Board
RC Patel High School
Mumbai (Borivali West)01.2015
Skills
- Retailing
- Relationship-Building
- Cross-Selling
- Advising
- Servicing
- Compliance
- Trading
- Bancassurance
- Communication
- Documentation
- Targeting
- Prospecting
- Reporting
- Negotiation
- Problem-Solving
Language
English
Gujarati
Hindi
Marathi
Certification
- Certified in Mutual Fund Distribution
- MDRT (Million Dollar Round Table) – Sri Lanka Qualified
- MDRT – Domestic Qualified (India)
Timeline
DEPUTY MANAGER
AXIS BANK LTD
08.2023 - Current
Personal Banker
YES BANK LTD
02.2023 - 08.2023
Corporate Account Manager
TATA AIA LIFE INSURANCE
07.2022 - 02.2023
Relationship Manager
Motilal Oswal Financial Services and Broking Firm
08.2020 - 10.2021
Third Year Bcom - Maharashtra Board
St. Rocks College
Higher Secondary Examination - Maharashtra Board
Nirmala Memorial Foundation College
Senior Secondary School - Maharashtra Board
RC Patel High School
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