Mehul Makasana
Rajkot
Summary
Dynamic banking professional with extensive experience at Axis Bank, excelling in financial planning and client relationship management. Proven track record in enhancing customer satisfaction through tailored investment solutions and proactive communication. Adept at leading teams and leveraging analytical skills to drive results in wealth management and customer service excellence.
Overview
15
15
years of professional experience
Work History
Priority Banking Relationship Manager
Axis Bank
Rajkot
05.2019 - Current
- Delivered personalized financial planning advice, focusing on investments and insurance solutions.
- Facilitated onboarding processes for priority banking customers to enhance client experience.
- Conducted regular account reviews to ensure alignment with customers' financial goals.
- Resolved customer complaints promptly, achieving high satisfaction rates.
- Maintained strong customer relationships through proactive communication and follow-up strategies.
- Assessed customer needs via in-depth interviews, delivering tailored solutions accordingly.
Branch Manager
Axis Bank Ltd
Jogwad
05.2018 - Current
- Now leading Team with great enthusiasm align with Bank's Vision.
Customer Service Officer
Axis Bank Ltd
Kalavad
06.2011 - 05.2016
- Basics of Banking Operation and Guidlines adherance provided by RBI very well folllowed with effective sale of all banking products.
Summer Internship
Raymond Apparel Limited
Thane
04.2010 - 06.2010
- As a intern i had an great experiance with indeed knowledge of true Multi Dimentional Company to work with closely on New Product Preference across the Mumbai Region for Casual Brand Called Parx which futher Launched.
Education
MBA - Marketing Management and Finance Management
Unitedword Schools Of Business
Ahmedabad, Gujarat04.2011
MBA - Advanced Marketing Management
Panjab Technical University
Jalandhar, Punjab04.2011
BBA - Financial Management
Christ College
Rajkot, Gujarat03.2009
High School Diploma -
L G Dholakiya School (GSHEB)
Rajkot, Gujarat04-2006
Skills
- Financial planning and investment strategies
- Client relationship management
- Team leadership and proactive follow-up
- Effective communication skills
- Wealth management expertise and investment advisory
- CRM software proficiency
- Analytical thinking
- Adaptability and flexibility
- Time management
References
- Darshan Tolia (Friend) (Contact No - 989 891 3331) Axis Bank Ltd, Rajkot
- Bharat, Dav (Friend) (Contact No - 9662037337) HDFC Bank Ltd, Rajkot
Hobbies and Interests
Extra Curricular Activities, Won Radio Mirchi Intercollege Cricket Tournament in 2007 at Rajkot and i am all rounder who is in the playing 11 of the team, Secured 1st Position in Dhebarbhai Open Painting Competition at Rajkot, Won The Gujarat University Intercollege Cricket Tournament in a year 2010 and i am all rounder who is in the playing 11 of the team
Languages
English:, Hindi:, Gujarati
Timeline
Priority Banking Relationship Manager
Axis Bank
05.2019 - Current
Branch Manager
Axis Bank Ltd
05.2018 - Current
Customer Service Officer
Axis Bank Ltd
06.2011 - 05.2016
Summer Internship
Raymond Apparel Limited
04.2010 - 06.2010
MBA - Marketing Management and Finance Management
Unitedword Schools Of Business
MBA - Advanced Marketing Management
Panjab Technical University
BBA - Financial Management
Christ College
High School Diploma -
L G Dholakiya School (GSHEB)
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