Summary
Overview
Work History
Education
Skills
Certification
Bringtotable
Journey
Personal Traits
Timeline
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Namrata Balasaheb Naik

Banking & Finance
Panvel

Summary

Hi there! I'm a seasoned banking professional with over 15 years of experience in retail branch banking. I've been recognized for my ability to drive sales and deliver exceptional customer service, having qualified for the Million Dollar Round Table (MDRT) for 7 years in a row. I'm passionate about helping customers achieve their financial goals and leading teams to success.

Overview

15
15
years of professional experience
2
2
years of post-secondary education
2
2
Certifications

Work History

Relationship Manager

HDFC Bank
06.2016 - Current
  • Role involves:
  • Managing day-to-day branch operations
  • Driving sales of wide range of banking products
  • Keeping customers happy and team motivated
  • Ensuring we're always compliant with regulations
  • Reporting on financial performance and looking for ways to grow.

Personal Banker

HDFC Bank
11.2013 - 06.2016
  • Managing Portfolio's of Classic customers.

Sales Manager

HDFC Bank
10.2011 - 10.2013
  • Acquisition of Premium Accounts

Sales Team Leader

HDFC Bank
05.2009 - 09.2011
  • Acquisition of Savings and Current Account.
  • Handling 10 Sales Officer.

Education

B.Com in Accounting - Finance

Shivaji University
Jaisingpur, India
06.1992 - 07.1994

Skills

    Proficient in MS Office (Word, Excel, PowerPoint)

    Experienced with banking software and CRM systems

    Strong analytical and problem-solving skills

Certification

MDRT Qualifier - 7 Consecutive Years

Bringtotable

  • Retail Branch Banking Expertise: From savings accounts to home loans, I know the ins and outs of all our banking products.
  • Sales & Business Development: I'm not just about meeting targets - I consistently exceed them.
  • Customer Relationship Management: Building strong, lasting relationships with customers is my forte.
  • Leadership & Team Development: I love mentoring my team and seeing them thrive.
  • Strategic Planning: I'm great at creating and executing plans that boost branch profitability and customer satisfaction.

Journey

Senior Manager, HDFC Bank, Panvel, Maharashtra, 04/23, Present, Managing day-to-day branch operations., Driving sales of a wide range of banking products., Keeping our customers happy and our team motivated., Ensuring we're always compliant with regulations., Reporting on our financial performance and looking for ways to grow.

Personal Traits

  • Excellent communicator
  • Strong leader and team player
  • Highly organized and detail-oriented
  • Thrives under pressure
  • Customer-focused

Timeline

Relationship Manager

HDFC Bank
06.2016 - Current

Personal Banker

HDFC Bank
11.2013 - 06.2016

Sales Manager

HDFC Bank
10.2011 - 10.2013

Sales Team Leader

HDFC Bank
05.2009 - 09.2011

B.Com in Accounting - Finance

Shivaji University
06.1992 - 07.1994
Namrata Balasaheb NaikBanking & Finance