Manav Thakkar
Kolhapur
Summary
Experienced banking professional with a proven track record in personal banking, relationship management, and business development. Adept at providing tailored investment solutions, managing high-net-worth client portfolios, and driving sales for various financial products including CASA, mutual funds, and insurance. Demonstrates strong communication, customer service orientation, and negotiation skills. Skilled in data analysis and problem-solving to enhance operational efficiency. Career goal: to leverage extensive experience in a senior role within the financial services sector to drive growth and client satisfaction.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Personal Banker
HDFC BANK LTD
04.2024 - Current
- High Value Acquisition in CASA
- Providing Best Financial Solutions To achieve The financial goals to the Client
- Developing and maintaining a database of all contacts
- Portfolio Handling
- Managing sales and operations for CASA, Mutual Funds, General Insurance, life insurance, health insurance Premium Debit card and Credit Card (Amex)
- Generating the assets leads to boast the revenue
- Generating new Prospects by maintaining healthy relations with the existing client base for the Further cross selling
Deputy Manager (Relationship Manager Premium Account)
RBL BANK LTD
Kolhapur
12.2020 - 04.2024
- Handling High Net worth Corporate Client
- Onboarding High Value TASC Account Providing (Payment Get Way, API and Core Banking Solution)
- Generating TFX Revenue by Executing Start To End Transaction of Inward and Outward Remittance of the Client
- Focusing On Asset Product Home Loan, Gold Loan, Loan Against Property Business Loan (Working Capital)
- Efficient Operation Handling
- Wealth Management Solutions For The Customer
Marketing Manager (Last Mile)
Bhavani Shipping Services India Ltd
Mumbai
10.2019 - 09.2020
- Onboarding New Importer and Exporter in the client base
- Cold Calling with customers to set an appointment
- Negotiation with the Importer and Exporters to grab the deal
- Boasting the profitability of the company by executing maximum orders
- Presenting P&L reports and Performance report at the end of the month
Business Development Manager (Sales)
IndusInd Bank Limited
Kolhapur
10.2018 - 10.2019
- Managing sales and operations for CASA, Mutual Funds, General Insurance, life insurance, health insurance Premium Debit card and Credit Card (Amex)
- Generating the assets leads to boast the revenue
- Generating new Prospects by maintaining healthy relations with the existing client base for the Further cross selling
Accounts Payable Associate (Operations)
Metro Cash and Carry
Pune
08.2017 - 08.2018
- Handling Inventories of the Metro Stores in SAP ERP
- Tracking Down the delivery Status
- Settling payments of the vendor
Education
MBA - Marketing And Finance
Sanjay Ghodawat Institute
Kolhapur05.2017
BBA - Marketing
Bharti Vidyapeeth
Kolhapur05.2015
Skills
- Communication
- Relationship Building
- Data Analysis
- Problem Solving
- Customer Service
Certification
- AMFI CERTIFIED
- IRDA CERTIFIED
Timeline
Personal Banker
HDFC BANK LTD
04.2024 - Current
Deputy Manager (Relationship Manager Premium Account)
RBL BANK LTD
12.2020 - 04.2024
Marketing Manager (Last Mile)
Bhavani Shipping Services India Ltd
10.2019 - 09.2020
Business Development Manager (Sales)
IndusInd Bank Limited
10.2018 - 10.2019
Accounts Payable Associate (Operations)
Metro Cash and Carry
08.2017 - 08.2018
MBA - Marketing And Finance
Sanjay Ghodawat Institute
BBA - Marketing
Bharti Vidyapeeth