NEHAL PATEL
An Astute Professional (MBA) With 20 Years Of Experience Across Industries Like Retail Branch Banking, Insurance, Telecom, FMCG.
Ahmedabad
Summary
Motivated Bank Manager passionate about providing excellent customer service and exceeding expectations. Talented professional well-versed in service marketing and credit offerings. Inspires staff loyalty through strong leadership and communication skills.
Overview
28
28
years of professional experience
1
1
Certification
3
3
Languages
Work History
Branch Head
AXIS BANK
- Profit center head who understands retail branch banking business, operations along with profitability
- Landing in sectors (SME, MSME, SBB) universe large, small, medium corporate companies in industrial location
- Market Scoping with team for improving market share in NTB business generation
- HNI client revenue generation with guidance from IC, WM in (Mutual Funds, PMS & Structured) products
- Rural Lending and Retail Asset penetration for LAP, AL, HL, PL, Gold Loan, LAS & Agri products digitally.
Branch Head
AXIS BANK
- Training / Mentoring team with implementation of various systems like (CRM, Profound, EPH, CMS etc)
- Forex revenue generation thru Trade and Retail Forex
- Raising service standards for customer delight experience towards service revenue generation
- Market Scoping with team for improving market share in NTB business generation
- Rural Lending and Retail Asset penetration for LAP, AL, HL, PL, Gold Loan, LAS & Agri products digitally.
Branch Head
AXIS BANK
2012.08
- Steering business as Branch Head-for Liabilities & Revenue business
- Responsible for generation of CASA & Deposit business for the branch
- Conducting promotional activities to increase visibility, and maximize profits
- Recruitment, Training, Reviewing actions and monitoring productivity for achievement of staff KRA's.
Regional Head for TASC segment
ICICI BANK
2007.05
- Steering business as Regional Head - Sales TASC (Trust, Society, Associations, Clubs) for CASA & Deposit Acc
- (NCA & ERV)
- Managing a deposit target of Rs 1000 Crores for 2007-2008
- Successfully generating business for 23 branches of Gujarat & Madhya Pradesh states (part of top city group) comprising of a team of 2 RSMs, 6 SMs, 24 BDEs.
Branch Head
AXIS BANK
2016.07 - 2020.02
- Responsible for all operational aspects including distribution operations, customer service, human resources, administration and sales
- Government banking thru RM channel (FD/CASA/Forex)
- Conducting promotional activities to increase visibility, and maximize profits
- Motivate team for areas of improvement and propose corrective actions that meet challenges and leverage growth opportunities
- Greeting customers, directing them to the appropriate area of the branch and ensuring customer needs are met.
Circle Sales Head
AXIS BANK
2011.05 - 2012.07
- Steering business as Retail Head-for branch operation and liabilities business for generating revenue across 90 branches of Ahmedabad Circle
- Responsible for overseeing vast sales force which includes (recruiting, mentoring & motivating) team of 89 Managers along with 350 frontline executive for the circle
- Responsible for driving business in HVC segment for CASA across branches of the circle thru channel team
- Responsible for developing & strengthening relationships with Branch Managers across branches for smooth functioning of sales channel
- Responsible for cultivating trust and teamwork and setting priorities to increase sales force productivity across branches.
Cluster Head (Salary Segment)
AXIS BANK
2009.04 - 2011.04
- Acquiring New Corporate Clients (Ntb) and setting up their online payment gateway
- Enhancing the current relationships (Etb) to increase business opportunities
- Coordinating with clients to facilitate Employees about Corporate Cards for Future Events
- Meeting with the prospective clients to provide a short presentation of the product
- Ensuring timely resolution being given to customers as a part of my customer centricity.
Retail Sales Head
INDUSIND BANK
2008.02 - 2009.03
- Responsible for generation of CASA & Deposit business for 10 branches of Gujarat state (Cluster 1)
- Conducting promotional activities to increase visibility, and maximize profits
- Recruitment, Training, Reviewing actions and monitoring movement of more than 30 Relationship Managers in goal attainment, and achievement of KRA's.
Regional Sales Manager for TASC segment
ICICI BANK
2006.05 - 2007.04
- To generate business for TASC segment for 18 branches of Gujarat state in 06-07 in the capacity of Regional Sales Manager (TASC).
Sales Manager for HOUSE HOLD segment
ICICI BANK
2005.10 - 2006.04
- To generate daily numbers and value thru channel sales.
Sales Manager - SALARY segment
ICICI BANK
2004.02 - 2005.09
- Generating business for Salary segment for Rajkot city branches.
Agency Development Manager
TATA-AIG LIFE INSURANCE LTD
2003.08 - 2004.01
- Responsible for recruiting, motivating and training team of Advisors and making them successful Business Associates for Gujarat state.
Asst. Manager Corporate Relations
HUTCHISON MAX TELECOME LTD
2000.03 - 2003.08
- Responsible for generating business for post-paid and pre-paid connections thru direct selling and channel sales for Ahmedabad city.
Sr.Sales Executive
GODREJ-GE APPLIANCES LTD
1995.05 - 2000.03
- Responsible for generating business for white goods i.e
- Refrigerators and Washing Machines thru channel sales for Ahmedabad city.
Sales Executive
KASHIRAM TEXTILE MILLS P LTD
1992.08 - 1995.05
- Responsible for sale of textile grey material and finished products like bed sheet, cover, saris etc
- For Ahmedabad city.
Education
M.B.A. - Marketing
Nirma Institute of Management
Ahmedabad, GujaratDiploma - Marketing and Sales Management
Bhavan's Institute
Ahmedabad, GujaratB.Com - undefined
Gujarat University
Ahmedabad, GujaratSkills
Branch Banking Operation & Compliance Audit ~ Retail Banking ~ Customer RelationshipE-CRMSAKSHAMFINACLEFINWAREFLEXCUBESEIBELMS OfficeOpen OfficeLotus Notes
Training Seminars
- PERSONAL EFFECTIVENESS
- COMMUNICATION SKILLS
- SELLING SKILLS FOR BANKERS
- FIVE S BASICS
- NEGOTIABLE INSTRUMENTS ACT
- EXCELLENCE IN BRANCH MANAGEMENT
Landline
079-26563447
Statement Of Purpose
Continuous value addition to my organization & myself. Objectivity revolves around professional growth & intrinsic evolution.
Personal Information
Date of Birth: 05/01/72
Certification
The art of Influencing & Persuasion
Timeline
Branch Head
AXIS BANK
2016.07 - 2020.02
Branch Head
AXIS BANK
2012.08
The art of Influencing & Persuasion
2012-02
Circle Sales Head
AXIS BANK
2011.05 - 2012.07
Cluster Head (Salary Segment)
AXIS BANK
2009.04 - 2011.04
Retail Sales Head
INDUSIND BANK
2008.02 - 2009.03
Regional Head for TASC segment
ICICI BANK
2007.05
Regional Sales Manager for TASC segment
ICICI BANK
2006.05 - 2007.04
Sales Manager for HOUSE HOLD segment
ICICI BANK
2005.10 - 2006.04
Sales Manager - SALARY segment
ICICI BANK
2004.02 - 2005.09
Agency Development Manager
TATA-AIG LIFE INSURANCE LTD
2003.08 - 2004.01
Asst. Manager Corporate Relations
HUTCHISON MAX TELECOME LTD
2000.03 - 2003.08
Sr.Sales Executive
GODREJ-GE APPLIANCES LTD
1995.05 - 2000.03
Sales Executive
KASHIRAM TEXTILE MILLS P LTD
1992.08 - 1995.05
Branch Head
AXIS BANK
Branch Head
AXIS BANK
M.B.A. - Marketing
Nirma Institute of Management
Diploma - Marketing and Sales Management
Bhavan's Institute
B.Com - undefined
Gujarat University