Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Timeline
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Mangesh B Magdum

Mangesh B Magdum

Financial Strategist | Banking Expert
Navi Mumbai

Summary

Astute Banking professional with 16 years of experience in Retail Banking and service industry with varied experience in all Retail Liabilities, Assets, Trade and FOREX.

Energetic and driven professional with comprehensive accomplishments leading bank revenue growth, branch operations, market and business development, financial product education, compliance, community outreach and cross functional teams to achieve goals. Innovative thinker with retail, personal, affluent, small business and commercial banking acumen.

Overview

16
16
years of professional experience
2
2
years of post-secondary education
3
3
Certifications

Work History

Cluster Head Affluent Banking Retail Wealth

Yes Bank Ltd
Chembur
01.2022 - Current
  • Leading result-oriented RM channel and is responsible for managing portfolio, acquiring new relationship and generating revenue through Trade FOREX, TPD and Assets and ensuring high quality service and Customer relationship Management
  • Ensuring all components of portfolio service to sales model functions as per design and compliance with, in letter and spirit, all applicable laws, regulations, guidelines and group Code of Conduct
  • Assess Local market conditions and identify current and perspective business opportunities.
  • Cultivate relationship with individual and corporate customers to develop new business
  • Bring out best in relationship managers by providing training, coaching, development, and motivation

Senior Branch Head

RBL Bank Ltd
Navi Mumbai
08.2016 - 12.2021
  • Developed and implemented strategies to increase branch profitability.
  • Conducted regular performance appraisals of staff, providing feedback and coaching as needed.
  • Developed and maintained relationships with customers and business partners in order to maximize customer satisfaction and loyalty.

Branch Head

HDFC Bank Ltd
Mumbai
01.2015 - 07.2016
  • Successfully launched a new metro branch in Kanjurmarg, Mumbai
  • Achieved remarkable growth and profitability within one year, surpassing revenue and customer acquisition targets by innovative financial products and services.

Branch Head

ICICI Bank Ltd
Navi Mumbai
07.2007 - 12.2014
  • Joined in 2007 as trainee and became officer in 18 months (2009)
  • Aug 2009 promoted as Probation Officer and In 2010 promoted as PB banker (Assistant Manager)
  • Sept 2012 promoted as Deputy Branch Manager of Sanpada branch
  • Apr 2013 promoted as Branch Manager of Sanpada Branch

Education

PGDB in Banking And Operations - Banking

ICICI Manipal Academy
Banglore
08.2009 - 04.2011

Bachelor of Commerce - Financial Accounting

KJ Somaiya College of Arts And Commerce
Mumbai
06.2006 - 03.2007

Skills

Effective Communication

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Accomplishments

. Pan India No. 1 cluster in Wealth Revenue achievement FY 22-23

· Qualified Serene Srinagar Contest in FY 23 Q1

· Qualified Affluent Banking Leadership Summit Kufri in FY 23 Q2

· Awarded with Trophy and certificate of Excellence for being Top branch in Life Insurance – 2021

· Awarded with “Best Branch in CASA value growth – FY 2020-21”

Certification

Advance Wealth Management Program, IIBF

Timeline

Advance Wealth Management Program, IIBF

03-2022

Cluster Head Affluent Banking Retail Wealth

Yes Bank Ltd
01.2022 - Current

CAIIB

03-2017

Senior Branch Head

RBL Bank Ltd
08.2016 - 12.2021

JAIIB

01-2016

Branch Head

HDFC Bank Ltd
01.2015 - 07.2016

PGDB in Banking And Operations - Banking

ICICI Manipal Academy
08.2009 - 04.2011

Branch Head

ICICI Bank Ltd
07.2007 - 12.2014

Bachelor of Commerce - Financial Accounting

KJ Somaiya College of Arts And Commerce
06.2006 - 03.2007

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Mangesh B MagdumFinancial Strategist | Banking Expert