MANISH SHINDE

1. CRM :-

· AOP: Creating a systematic, process-driven Annual operating plan to partner outreach and relationship management. Prepare regular reports of progress and forecasts to internal and external stakeholders using key account metrics

· Revenue: Meeting revenue targets through Cross selling and upselling from the existing accounts.

· Retention: Ensuring 80% retention of corporate Customers.

· Relationship management: Develop trust relationships with a portfolio of major clients to ensure Retention Playing an integral part in generating new sales that will turn into long-lasting relationships.

· Operations: Effectively managing day to day front end Operations of a busy Customer Service Department.

· Delivery: Created, edited, and altered customer Service Strategies for timely delivery.

2. Strategic Coordinator – Academic Affairs (Office of Dean Academics)

· Provided strategic support to the Dean Academics by coordinating and implementing key academic initiatives aligned with institutional goals.

· Acted as primary liaison between the Dean’s Office and internal/external stakeholders to ensure clear communication and effective collaboration.

· Coordinated the development, monitoring, and evaluation of academic programs, policies, and accreditation requirements.

· Compiled, analyzed, and presented academic data and reports to support informed decision-making.

· Managed confidential information and sensitive matters with discretion and professionalism.

· Drafted high-quality reports, proposals, official correspondence, and policy documents on behalf of the Dean Academics.

· Organized and facilitated academic meetings, events, and workshops, ensuring all logistical and administrative aspects were handled efficiently.

· Oversaw day-to-day operations of the Dean’s Office, including scheduling, travel arrangements, and follow-up on tasks and institutional commitments.

· Supported the review and implementation of academic policies and compliance processes.

· Undertook special projects and additional responsibilities as assigned by the Dean Academics.

3. Placements –

· Developed and managed training and placement programs.

· Coordinated with companies to arrange internships and job placements.

· Provided individual career counselling and guidance to students.

· Built and maintained relationships with employers and industry professionals.

Tracked and reported placement statistics and program effectiveness.

a. Instrumental in handling complete financials and commercial aspects for the organization.

B. Spearheading overall day-to-day operations of the company, viz., Finance, SCM, and Customer Service departments.

c. Monthly MIS – Profitability Statement, Cash Flow Statements, Customer-Vendor Reconciliation Statement, etc.

Preparation of balance sheets of the company.

e. Responsible for handling all statutory and audit compliances, tax assessments.

a. Responsible for overall sales targets of the branch. Increasing the Overall CASA book size of the branch. Sale of Wealth Management products like Life Insurance , Mutual Funds , Online Trading accounts etc.

b. Responsible for Branch Profitability.

c. Responsible for overall Operations of the branch. Getting the laid down process followed by staff.

d. Responsible for Audit Rating of the branch. Responsible for Customer service and Satisfaction

Ø Spearheading sales, service and distribution of banking products across liabilities, assets, wealth & trade services for various customer segments through multiple channels including bank branches, outbound sales teams, relationship teams and other alternate channels

Ø Mobilizing the business of segmented saving products by initiating different programs & initiatives such as Family Programs; introducing separate saving products for the youth, women, minor & senior citizen segments

Ø Administering a gamut of operations including retail savings, product development, PLC management, new product launches, market analysis, CASA mobilization and relationship management

Ø Leading teams during the project phase, training & guiding team members and enabling knowledge sharing among the team

Ø Responsible for overall Branch operations, Compliance , policy and process guidelines followed at the Branch.

Ø Responsible for Branch Internal Audit rating.