Travelling
Mohit Sushil Tupe
Banking Relationship Manager
Panvel, Navi Mumbai, Maharashtra
Summary
Driven Relationship Manager focused on deepening client relationships by providing superior service and support. Outgoing and ambitious professional with 8 years' experience in Banking Industry.
Overview
9
9
years of professional experience
2
2
Certifications
3
3
Languages
Work History
Relationship Manager - Emerging Corporate Group
IndusInd Bank
10.2021 - Current
- Managing mapped portfolio of 60 clients, deepening relationship with different banking products,
- On-boarding clients to bank's cash management platform and increasing wallet share,
- Generating fee income through sales of cash management solutions to client,
- Hand holding clients for smooth on-boarding on cash management solutions,
- Collaborating with the Product Team and Policies Team to ensure that the target segment is offered the best in class & customized CMS solutions, trade and forex solutions, current accounts, assets, wealth products,
- Maximizing average current account balance and fee income by selling cash management solutions, assets, trade and forex products and wealth products,
- Selling the Trade & Forex products and solutions of the banks to the existing customer having potential for the same as well as on-boarding new clients, designing a fulfilling customer journey leading to customer delight and making IndusInd bank their banking partner of choice,
- Achieving revenue target with Trade & Forex income, fee income from the sales of assets, cash management solutions and wealth products like life insurance, general insurance, home loan, etc.
- Ensuring successful adoption of internal compliances and regulatory framework across the business,
- Compliance like EDPMS/IDPMS/IRM/ORM clearance within prescribed time limit
Senior Relationship Officer - Assistant Manager
IDFC First Bank Ltd
10.2018 - 09.2021
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
- Worked with Current Account Onboarding departments to facilitate communication and deliver personalized solutions to customers.
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
- Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
- Developed customer surveys to measure customer satisfaction and identify areas of improvement.
- Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
- Developed and managed relationships with vendors to establish cost-effective products and services.
- Analyzed customer data to identify areas of improvement and maximize customer satisfaction.
- Created and maintained databases to track customer discussions and preferences for accurate, updated records.
Customer Service Executive
DCB Bank Ltd
09.2016 - 10.2018
- Managing the sales process for new projects, from initial contact through to closure
- Developing a full understanding of the business market place
- Developing and maintaining successful business relationships with all the prospects
- Identifying what customer want and advice solution accordingly
- Planning & Organizing the day to ensure all opportunity are maximized
- Reporting business trends and area performance to the Branch Manager.
Education
B.Com - Commerce
Pillai College of Arts, Commerce And Science
Rasayani, Raigad, MaharashtraH.S.C - Commerce
Mahatma School of Academics And Sports
Panvel, Raigad, MaharashtraSkills
Understanding of principals surrounding Trade & Finance instruments and their pitfalls
undefinedAccomplishments
- Promoted 2 times in 3 years tenure of IDFC Bank.
- Got grade promotion to CM in 23-24
Certification
IRDA Certified
Interests
Sketching
Listening to music
Mingling with new people
Personal Details
DOB: 23rd Jan 1993
Marital Status: Single
Timeline
Relationship Manager - Emerging Corporate Group
IndusInd Bank
10.2021 - Current
Senior Relationship Officer - Assistant Manager
IDFC First Bank Ltd
10.2018 - 09.2021
Customer Service Executive
DCB Bank Ltd
09.2016 - 10.2018
B.Com - Commerce
Pillai College of Arts, Commerce And Science
H.S.C - Commerce
Mahatma School of Academics And Sports
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