Markand Mehta
Vadodara
Summary
Dedicated and successful Banker Having 16 + years’ experience in private banking. Currently managing TASC and GBG client across rural central Gujarat State. Outstanding success in growing business under management across expanding markets. Consistent record in leading teams to surpass management targets and grow sales by YOY.
Overview
17
17
years of professional experience
Work History
GIB Area Head Solutions
HDFC Bank Ltd
06.2022 - Current
- Managed in person over the phone and email inquiries in timely manner
- Developed and maintained strong relationships with GIB clients, resulting in increased customer satisfaction and loyalty.
- Collaborated with other departments to ensure smooth operations and communication across the organization.
- Promoted business' development by building and maintaining relationships with new clients.
- Improved customer retention rates by addressing concerns promptly and effectively resolving issues as they arose.
- Enhanced client satisfaction by providing tailored solutions to meet their specific needs.
- Supported business development efforts by identifying new client prospects and presenting tailored cash management solutions during sales pitches.
- Delivered exceptional customer service by promptly addressing inquiries and resolving issues related to cash management services.
- Collaborated with cross-functional teams to develop customized cash management solutions for clients'' unique needs.
- Educated customers on the benefits of digital banking products like Payment getaway, POS machine, BQR and ERP solutions, leading to higher product adoption rates.
- Streamlined digital banking processes for improved user experience and increased customer retention.
- Enhanced customer satisfaction by providing efficient and knowledgeable digital banking support.
- Managed a portfolio of high-value clients, ensuring their seamless transition to digital banking platforms.
- Optimized user onboarding processes for digital banking platforms, resulting in reduced customer attrition rates and increased overall satisfaction.
TASC & GBG Relationship Manager
ICICI Bank Ltd
06.2017 - 06.2022
- Develop strategies for maintaining and further penetrating existing accounts
- Develops focused strategies for acquiring, retaining and growing select clients
- Maintaining the existing client relationships and identify new business opportunities from Trust, NGO, Educational institutions, Associations, Government entities, various Ministries and Financial Institutions
- Drive TASC & Government business through branch network
- Increase business by providing suitable product and solutions to the customer like CMS products ,payment gateway, UPI, sub membership solutions
- Coordinate with various department within the bank eg Process, Legal, compliance to get the necessary approvals for Product development
- Cross selling of Assets and other corporate banking products
- Managed in person over the phone and email inquiries in timely manner.
Deputy Branch Manager
ICICI Bank Ltd
04.2015 - 06.2017
- Managed cross-selling initiatives that expanded existing customer relationships while bringing onboard new clientele, contributing to the overall growth of the branch.
- Involved actively in talent acquisition activities such as interviewing potential candidates; bolstering team capabilities through strategic hiring decisions.
- Increased customer satisfaction with personalized service strategies and superior problem-solving skills.
- Coordinated with other departments to resolve customer complaints promptly, enhancing overall client experience.
- Optimized staffing levels by analyzing workload trends, ensuring efficient allocation of resources.
- Acted as interim Branch Manager during vacations or absences from work; providing seamless leadership continuity without sacrificing operational efficiency.
- Ensured strict adherence to all regulatory requirements through consistent enforcement of policies and procedures across the branch team members.
- Conducted regular audits of branch operations to identify areas for improvement and implement corrective actions.
- Monitored employee performance and provided constructive feedback for professional growth and development.
Relationship Officer
Kotak Mahindra Bank Ltd
07.2014 - 03.2015
- Working hard to bring in new customers and boost the bank's profits
- Sell the banks products like Saving & Current Account, Fixed Deposit, Credit card, Depository Account, loans and insurance etc
- Led successful marketing campaigns to drive new business acquisition and deepen existing client relationships.
- Monitored, followed-up and escalated cases to meet customer response commitments.
- Supported branch team in mining and analyzing customer data to identify and plan for expansion and additional business.
- Maintained and built close relationships with customers through regular contact and visits.
Branch sales officer
HDFC Bank Ltd
12.2011 - 07.2014
- Managed key accounts effectively, providing exceptional service and nurturing long-term client relationships that resulted in repeat business.
- Connected with account representatives to promote bank products.
- Implemented cross-selling techniques throughout the branch, encouraging customers to explore additional products for an increase in overall sales figures.
- Conducted regular market research to identify new opportunities and stay ahead of industry trends, ensuring continued success in a competitive landscape.
- Streamlined sales processes for enhanced efficiency, resulting in increased productivity and higher sales figures.
- Utilized CRM software to track customer interactions, analyze data, and improve overall sales strategy for maximum results.
Processing Officer
ADFC Pvt. Ltd. (Sister Concern Company of HDFC Bank Ltd.)
08.2007 - 05.2011
- Handling franking desk cash transaction, clearing and deliver great service
- Dealing with FIG client
- Continuously improved knowledge of industry trends, regulations, and best practices to enhance overall performance as a Processing Officer.
- Effectively utilized software tools for data entry, tracking, analysis, and reporting purposes during application processing tasks.
Education
B.Com -
M.S.University
01.2006
H.S.C -
G.H.S.E.B
01.2003
S.S.C -
G.S.E.B
01.2001
Skills
- Portfolio Management
- Business Development
- Client Acquisition
- Growth Strategy
- New Market Penetration
- Client Advisory
- Providing digital solutions
Accomplishments
- Received district level NHM grant account opening mandate.
- Cracked 15th Finance commission mandate for 8 Talukas for gram panchayats account opening in single F.Y.
- Done pilot project for outsource employee escrow account at Chhotaudepur district panchayat.
Languages
English
Hindi
Gujarati
Marathi
Miscinformation - Technicalskills
- Microsoft Office
- Outlook Express
Personal Information
- Available: 30 days notice
- Date of Birth: 06/22/85
- Marital Status: Married
Timeline
GIB Area Head Solutions
HDFC Bank Ltd
06.2022 - Current
TASC & GBG Relationship Manager
ICICI Bank Ltd
06.2017 - 06.2022
Deputy Branch Manager
ICICI Bank Ltd
04.2015 - 06.2017
Relationship Officer
Kotak Mahindra Bank Ltd
07.2014 - 03.2015
Branch sales officer
HDFC Bank Ltd
12.2011 - 07.2014
Processing Officer
ADFC Pvt. Ltd. (Sister Concern Company of HDFC Bank Ltd.)
08.2007 - 05.2011
B.Com -
M.S.University
H.S.C -
G.H.S.E.B
S.S.C -
G.S.E.B
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