Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Personal Information
Timeline
Generic

Nitin Chaudhari

Kalyan

Summary

Dynamic branch management professional with over 21 years of diverse experience in sales and marketing, customer service, banking operations, and team administration. Proven ability to lead high-performing teams, optimize operations, and drive substantial sales growth through strategic planning and effective conflict resolution. Recognized for fostering strong customer relationships and creating a collaborative work environment that motivates staff to exceed targets. Strategic thinker with excellent communication and organizational skills, dedicated to achieving operational excellence and delivering consistent results.

Overview

23
23
years of professional experience
1
1
Certification

Work History

Branch Head

IDFC First Bank Ltd
09.2023 - Current
  • Managed daily operations of branch, overseeing staff performance and customer service standards.
  • Prepared and presented reports on branch performance, trends, and forecasts to senior management.
  • Evaluated market conditions and competitor activities to adjust strategies and maintain competitive edge.
  • Directed marketing campaigns and promotional activities to increase brand awareness and attract new customers.
  • Oversaw recruitment, training, and development of staff to enhance branch productivity.
  • Developed and implemented strategies to increase sales and profitability within the branch.
  • Maintained high levels of customer satisfaction through exceptional service and prompt resolution of complaints.
  • Conducted regular staff meetings to communicate targets, performance expectations, and company updates.
  • Provided expert financial advice to customers, helping them make informed decisions about products and services.
  • Organised and led team meetings to review performance data, set goals, and motivate staff towards achieving excellence.
  • Built successful business culture focused on performance optimisation and goal attainment.

Branch Manager

Kotak Mahindra Bank
03.2021 - 09.2023
  • Ensure efficient daily operation of a branch, including lending, product sales and customer service in accordance with the bank's objectives.
  • Prepare the plan for the growth of branch business in consultation with the Cluster Head.
  • Implement the plan through the Branch team so as to achieve the top line goals.
  • Establish and strengthen relations with key customers (e.g Top 10%) to generate sustained business.
  • Ensure audit related deliverables, both internal and external are met as per the prescribed norms.
  • Ensure compliance with due processes and guidelines.
  • Ensure that all staff are adequately trained on the products of the bank, sales processes and various policies of the bank.
  • Liaison with the cluster office and other branch offices to ensure the smooth management of operations and the achievement of overall business goals.
  • Ensure proper upkeep of branch premises and assets including safety and security.

Imperia Relationship Manager, Preferred Relationship Manager, Assistant Branch Manager (BSM)

HDFC Bank Ltd
09.2016 - 03.2021
  • Determining critical success factors for new client acquisition, negotiating and closing business to ensure that Branch Sales targets are achieved across liability and cross sell products.
  • Ensuring the New To Bank customer acquisition through Adhere to follow of banks process in customer relationship management and customer's contractibility benchmarks month on month.
  • Generating the revenue by doing the TPD -LI/GI/MF selling along with ensuring the growth in individual portfolio by doing the acquisition of NCA.
  • Ensuring New customers on boarding within time frame and to keep them engage by offering banks advances and loans products.
  • Ensuring the branch profitability to maintain by sourcing BLG/CC/OD/LC and lending leads.
  • Increase liabilities size of relationship via balances in accounts of existing customers.
  • To Enhance & Retain customer profitability by capturing larger share of Wallet.

Senior Corporate Agency Manager

HDFC Life Insurance Co. Ltd.
09.2016 - 03.2021
  • Managing the insurance calls of Classic/ Preferred and Imperia category RM's and support them in terms of product knowledge, service and sales.
  • Sharing Contest, calls, closures and leads MIS on a daily basis to BM and HRM's.
  • Conducting product training on time to time basis or weekly basis and focusing on NRI Segment of the Branch.

Cluster Sales Manager- CA/ Senior Privilege Banker

ICICI Bank Ltd.
12.2012 - 08.2016
  • Handling a cluster consisting of 5 branches and team of 14 SO's to achieve the sales target allocated by the CBM & RHS for Liability and cross sell products.
  • Ensuring operational integrity of the sales team along with communicating and complying all branch policies and procedures.
  • Ensuring quality customer acquisition Privilege/ Wealth account and on-boarding for each customer as per Bank's policy and guidelines.
  • Handling the CASA values and ensuring the target of MEB and MAB balances should be accomplished.
  • Generating the revenue by doing the TPD selling through team channel along with ensuring the growth in individual portfolio by doing the acquisition of NCA.
  • Conducted comprehensive training sessions for sales staff, enhancing their product knowledge and sales techniques.
  • Identified and pursued new business opportunities in untapped markets, expanding company reach and influence.

Sales Manager (Business Alliances)

AEGON Religare Life Insurance Co. Ltd.
08.2011 - 12.2012
  • Administering entire gamut of business development operations in liaison with channel partners including Religare Macquarie Private Wealth-Vile Parle Branch (Private Wealth Team), IIFL-PREMIA-Lower Parel Branch, Bajaj Capital-Central line, Religare Securities - Central area and Karvy Pvt Wealth Ltd.
  • Coordinating with Location Heads and HRMs and motivating their sales team (ARMs, RMs, SRMs and Team Leaders) to generating the business.
  • Enhancing the productivity of Relationship managers by providing them training on Products and Sales techniques on sales calls for closure of big tickets.

Senior Unit Sales Manager

Birla Sun life Insurance Co. Ltd.
06.2007 - 11.2009
  • Understanding insurance and investment needs of the clients and coming up with the best suitable solution for them.
  • Managing the insurance calls of Business Associates & Relationship; while providing them product knowledge and support.
  • Providing after sales services to the clients while ensuring timely service delivery as well as renewal collection from the clients within stipulated grace period.
  • Handling customer queries and resolving to ensure optimum customer satisfaction and retention by proper identification of customer's requirement.
  • Maintaining timely MIS and database reflecting the sales calls, closures & feedbacks from the clients.

Sales Officer

Roofit Industries
01.2005 - 05.2007
  • Handling Central area (Kalyan, Dombivli and Vashi) within my domain and respected area distributors.
  • Interacting with Builders and Project Managers for the products.
  • Ensuring timely service delivery from the distributor to the client as well as collections from the clients within the stipulated credit period.
  • Establishing healthy business relationship with Distributors, Clients & external Associates for securing repeat business.
  • Maintaining customer loyalty and working towards solving their queries and complaints efficiently.

Executive

Gillette India Pvt. Ltd.
06.2002 - 12.2005
  • Company Overview: A Professional Brand in Men grooming and shaving category
  • Handling Alibaug and Pen Taluka & Distributor.
  • To find new retail outlets and to achieve sales targets.
  • Monitored competitor activities and pricing strategies, adjusting plans proactively to maintain market leadership.
  • Developed and maintained a comprehensive supplier database, streamlining procurement processes and enhancing supplier engagement.
  • Coordinated with retail partners to ensure optimal shelf placement and visibility for key products, boosting in-store presence.
  • Collaborated with marketing and sales teams to create compelling promotional campaigns, enhancing brand visibility and product appeal.
  • A Professional Brand in Men grooming and shaving category

Education

B.Com. -

Mumbai University
04-2002

MBA -Data Science & Business Analytics -

DY PATIL UNIVERSITY
NAVI MUMBAI

Skills

  • Process optimization
  • Strategic business development
  • Data-driven market analysis
  • Investment portfolio management
  • Risk assessment in credit
  • Client service optimization
  • Team leadership
  • Stakeholder engagement
  • Team-based coordination efforts
  • Strong team-builder

Accomplishments

    HDFC BANK

  • HDFC Bank BE THE BEST LI partnership Award, 2020-09-01
  • Gold Star Award, 2020-07-01
  • Gold Loan - Top Contributor award, 2019-07-01
  • Auto Loan - Dine & Shine Award, 2019-07-01
  • Life Insurance Drive Top LG award, 2018-05-01
  • Gold Star Award, 2018-10-01
  • Bull Run contest winner, 2018-08-01
  • Silver Award, 2018-04-01
  • Preferred KING OF THE RING award, 2018-10-01
  • RTFX winner-level 3 (highest UTC) Award

    • Kotak Mahindra Bank

  • Qualified Prime Dhamaka League Life insurance & GI Contest in month of June-21 at Regional level .
  • Winner for JULY Blockbuster Life insurance & GI Contest in month JULY-21.
  • Prime Monsoon Bonanza LI & GI contest in Aug- 21 at Regional Level.
  • Qualified for Life Insurance contest in month of Prime Olympic Sep-21 .
  • Qualified Prime Presidential Club LI GI contest in OCt-21 at National Level. & Dec-21 contest at regional level.
  • Awarded with TOP branch for Kotak Global Innovation Fund NFO in regional and National level in July-21.
  • Award With TOP Branch for SBI BAF NFO in regional and National Level in Aug-21.
  • Top Branch category for Retail Assets HL-10.47, LAP-7 cr, disbursements in July-22.
  • Awarded for Top Branch category for Working capital 12 cr disbursement-July22.
  • Awarded for Best Branch in RTFX NTB acquisitons June-22.
  • DARE Qualified -March-23.

Certification

  • IRDA Certified
  • AMFI Certified

Personal Information

  • Date of Birth: 01/03/1982
  • ID Type: Passport- H2158756.
  • Mother Tongue- Marathi.

Timeline

Branch Head

IDFC First Bank Ltd
09.2023 - Current

Branch Manager

Kotak Mahindra Bank
03.2021 - 09.2023

Imperia Relationship Manager, Preferred Relationship Manager, Assistant Branch Manager (BSM)

HDFC Bank Ltd
09.2016 - 03.2021

Senior Corporate Agency Manager

HDFC Life Insurance Co. Ltd.
09.2016 - 03.2021

Cluster Sales Manager- CA/ Senior Privilege Banker

ICICI Bank Ltd.
12.2012 - 08.2016

Sales Manager (Business Alliances)

AEGON Religare Life Insurance Co. Ltd.
08.2011 - 12.2012

Senior Unit Sales Manager

Birla Sun life Insurance Co. Ltd.
06.2007 - 11.2009

Sales Officer

Roofit Industries
01.2005 - 05.2007

Executive

Gillette India Pvt. Ltd.
06.2002 - 12.2005

B.Com. -

Mumbai University

MBA -Data Science & Business Analytics -

DY PATIL UNIVERSITY

Similar Profiles

CREATE PROFILE
Nitin Chaudhari