Parag Manoharrao Satone
Retail Branch Banking
Bhandara
Summary
To work with an esteemed organization where creative, challenging and innovative culture of work is carried out and also which can provide me a fertile soil for my career development, a place where my capabilities will be trusted.
Over 3.6 years of professional experience in handling insurance policies strong selling and persuasion skills excellent communication and organizational skills ability to interpret financial data, company policies and insurance laws excellent leadership and monitoring skills. Ability to coach effectively and provide constructive feedback Familiar with insurance regulations, instructions, safety rules and procedure manuals Responsible for ensuring that the insurance sales staff maintains appropriate insurance licenses. Drive to branch staff for lead generating activity for Life Insurance business. Handled the tasks of providing information on changes regarding insurance services and products. Handled the responsibilities of explaining new products and services to the team members. Assisted branch sales staff in selling insurance policies by providing insurance providers and services. Responsible for preparing reports as well as maintaining insurance policies and records. Assisted clients in areas of insurance claims and ensured the claims are paid on time. Handled customer queries and gave information about retail products and services. Experience in Team handling as a Branch Sales Manager. Handled Team of 4 BSO Establishing new corporate tie-ups by cold calling for selling CASA & other related banking products. Cross selling of General & Life Insurance Policies to our existing Saving & Current Account holders. Selling of Banking Products Like Life Insurance, General Insurance, Mutual Fund, CASA , RD, FD, SIP, FOREX,LI,GI And LOANS( AGRI,PL,BL,CC,GSTOD,DOD). Providing after sales service and helping our client on day to day transition. Suggesting our clients to buy the best insurance & Loans product available in Industry as per their requirements. Financial Management of our Individual client to invest in Mutual Fund & other investment products. Giving presentation on banking products & other various Insurance products in big Housing societies and Shop's association.
Skilled Branch Manager with demonstrated success in coordinating team and financial activities. Friendly and adaptable professional with remarkable leadership and program management skills.
Overview
9
9
years of professional experience
15
15
Certifications
1
1
Language
Work History
Branch Manager
HDFC Bank Ltd
01.2026 - Current
- Improved customer satisfaction ratings by enhancing service quality and resolving client issues promptly.
- Maintained friendly and professional customer interactions.
- Continuously monitored branch performance against key performance indicators, taking corrective actions as needed to ensure objectives were met or exceeded.
- Implemented effective sales strategies to achieve branch targets and exceed expectations consistently.
- Enhanced staff competency with regular training sessions, boosting productivity levels across the branch operations.
Branch Sales Manager (BSM)
HDFC Bank Ltd.
05.2021 - 12.2025
- Developed and executed targeted marketing campaigns with personalized outreach, resulting in a boost in new client acquisitions.
- Coached and mentored sales team members to enhance individual performance, ultimately contributing to the overall success of the branch.
- Addressed client concerns or complaints promptly with empathy and professionalism; resolved issues efficiently without compromising on service excellence standards.
- Established strong relationships with key clients through attentive service and expert product knowledge, solidifying their loyalty and trust.
- Managed over 50 customer calls per day
Key Account Manager (DM)
IndusInd Bank Ltd.
07.2020 - 05.2021
- Conducted regular account reviews with clients to assess performance, identify areas for improvement, and strategize future growth opportunities.
- Analyzed sales and customer data to identify trends and opportunities for increased profitability.
- Developed and delivered presentations to key customers to position products and services.
- Built and maintained strong client relationships to drive business growth.
- Leveraged CRM tools to track account interactions and sales progress, ensuring accurate forecasting and reporting.
- Developed and maintained strong relationships with key clients to ensure long-term business growth.
Sr. Corporate Agency Manager
HDFC Life Insurance Company Ltd.
12.2016 - 03.2020
- Worked closely with executive leadership to align department goals with overall company objectives.
- Developed strong relationships with corporate clients through attentive service and proactive problemsolving.
- Attended seminars, conferences and organizational activities to maintain management expertise.
Education
Master's degree - MCA
Priyadarshini College of Engineering
Nagpur, India06-2014
Bachelor's degree - BCA
Pandav College of Engineering
Nagpur, India06-2011
Skills
Customer service
Certification
Financial year 2017-2018 mapped branch target achieved 194% and above.
Training Attended
- General insurance and various other life insurance product of tied up company of Axis bank and training attended on ULIP Plan Traditional Plan and Key Man Insurance Policies.
- Studied about various Mutual Funds available in Market. Also NISM Certified.
- Training attended on Property Insurance products while working like Shop Insurance and House Insurance.
- IRDA SP CERTIFIED & software knowledge of FINACLE,FLEXCUBE, CRM& Other Banking related software.
Declaration
I hereby declare that the above particulars furnished by me are true to the best of my knowledge and belief.
Timeline
Branch Manager
HDFC Bank Ltd
01.2026 - Current
Branch Sales Manager (BSM)
HDFC Bank Ltd.
05.2021 - 12.2025
Key Account Manager (DM)
IndusInd Bank Ltd.
07.2020 - 05.2021
Sr. Corporate Agency Manager
HDFC Life Insurance Company Ltd.
12.2016 - 03.2020
Master's degree - MCA
Priyadarshini College of Engineering
Bachelor's degree - BCA
Pandav College of Engineering