Summary
Overview
Work History
Education
Skills
Awards
Hobbies and Interests
Personal Information
Languages
Timeline
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SHAKTI FAKKAD JADHAV

SHAKTI FAKKAD JADHAV

Kalyan

Summary

Dynamic Banking Relationship Manager with a proven track record at HDFC Bank, adept at driving client portfolio growth and exceeding sales targets. Leveraging strong communication and financial analysis skills, I excel in developing tailored solutions and fostering lasting client relationships, ensuring compliance and maximizing cross-selling opportunities.

Overview

19
19
years of professional experience

Work History

BANKING RELATIONSHIP MANAGER

HDFC BANK
Navi Mumbai
08.2023 - Current
  • Developed and executed targeted sales strategies, driving revenue growth and client acquisition
  • Managed and expanded portfolio of high net worth clients, enhancing client satisfaction and retention
  • Conducted regular client meetings to identify needs and provide tailored financial solutions

PERSONAL BANKER

HDFC BANK
Navi Mumbai
08.2020 - 08.2023
  • Established and nurtured strong relationships with customers to improve satisfaction
  • Promoted financial products and services to engage potential clients
  • Employed strong communication skills to convey complex information clearly
  • Managed client investment portfolios to optimize returns

AUTHORISER

HDFC BANK
Govandi Branch
08.2017 - 08.2020
  • Reviewed and authorized financial transactions to facilitate timely processing
  • Ensured compliance with banking regulations and policies to mitigate risks
  • Maintained accuracy and efficiency in financial documentation and reporting

TELLER

HDFC BANK LIMITED
Navi Mumbai
04.2012 - 08.2017
  • Executed cash and check deposit transactions at the teller window
  • Conducted customer account inquiries and facilitated seamless transfers
  • Assisted customers in opening new accounts, enhancing their banking experience
  • Maintained accuracy of transaction records in database to ensure reliable customer service

SALES MANAGER

UAE EXCHANGE & FINANCIAL SERVICES LTD
Navi Mumbai
07.2007 - 03.2012
  • Surpassed sales targets by implementing effective sales techniques
  • Managed a team of sales representatives to meet and exceed sales objectives
  • Created and executed sales strategies that matched current market trends
  • Built and maintained strong client relationships to improve customer satisfaction

Education

B.A -

University of Mumbai
Navi Mumbai, India
01-2005

HSC -

MAHARASHTRA STATE BOARD
Mumbai, India
01-2001

Skills

  • Communication
  • Leadership
  • Adaptability
  • Teamwork
  • Creativity
  • Financial analysis
  • Compliance oversight
  • Tax planning
  • Cross-selling opportunities
  • Financial advisory

Awards

  • Qualified for MDRT Philippines
  • Top Performer - Investments Solution
  • MDRT Malaysia
  • BBH Life Objective Contest Name Superstar
  • MDRT Sydney

Hobbies and Interests

  • Traveling
  • Volunteering
  • Community gardening

Personal Information

  • Date of Birth: 12/26/83
  • Place of Birth: Maharashtra

Languages

  • Hindi
  • English
  • Hindi

Timeline

BANKING RELATIONSHIP MANAGER

HDFC BANK
08.2023 - Current

PERSONAL BANKER

HDFC BANK
08.2020 - 08.2023

AUTHORISER

HDFC BANK
08.2017 - 08.2020

TELLER

HDFC BANK LIMITED
04.2012 - 08.2017

SALES MANAGER

UAE EXCHANGE & FINANCIAL SERVICES LTD
07.2007 - 03.2012

B.A -

University of Mumbai

HSC -

MAHARASHTRA STATE BOARD
SHAKTI FAKKAD JADHAV