Pinak Merchant
Deputy Manager
Pune
Summary
Accomplished Deputy Manager with extensive experience in banking and insurance sectors. Demonstrated success in building strong customer relationships, driving sales, managing large client portfolios, improving product offerings, and generating revenue growth through effective cross-selling techniques. Skilled in leading teams, ensuring quality assurance processes, and resolving customer complaints professionally. Proficient in CRM software and experienced in developing strategic business plans to enhance market positioning. Committed to leveraging leadership skills to contribute to organizational success and maximize customer satisfaction.
Overview
7
7
years of professional experience
4025
4025
years of post-secondary education
1
1
Certification
3
3
Languages
Work History
Deputy manager
HDFC BANK LTD
12.2023 - 12.2024
- Handling comprehensive management of over 800 customer profiles.
- Efficiently managed large sums in both CASA and FD categories.
- Enhanced bank offerings by working on key products like general insurance, life insurance, mutual funds, and D-Mat accounts.
- Increased sales through effective cross-selling of products and services.
- Ensured accuracy in KYC and AML while handling multiple payment modes.
- Achieved certification accomplishments for performance in various contests.
- Handled customer complaints, resolving issues with professionalism to maintain high satisfaction levels.
- Facilitated communication between different departments to ensure smooth operation of business activities.
BDM (Business Development Manager)
Renewbuy.com (D2C Insurance Broking Pvt Ltd)
11.2022 - 12.2023
- Managing the team of 8 relationship managers.
- Managing on-field customer for the product of all type of insurance.
- Strengthened relationships with key clients through regular communication and meetings.
- Grew revenue in target markets by engaging in strategic partnerships and alliances.
- Mentored junior team members, fostering a positive work environment that encouraged professional growth.
- Increased client base by developing and implementing effective business development strategies.
DM 2(Deputy Manager)
ICICI BANK LTD
09.2019 - 10.2022
- Handled the portfolio of more than 1,200 clients.
- Managed accounts worth 14 crore in CASA and handled fixed deposits totaling 2 crore.
- Participated in enhancing key offerings such as general insurance, life insurance, mutual funds, and D-Mat account.
- Executed effective cross-selling techniques to increase customer purchases.
- Participated in team MIS report preparation.
- Awarded certifications in contests for core and asset products.
- Conducted quality analysis.
- Managed challenging complaints in a professional manner via the VRM Channel, delivering practical resolutions.
- Coordinated with senior management to implement strategic plans for revenue growth.
Intern
Mudrabiz Financial Service Limited
05.2018 - 07.2018
- In this project we are first generating the lead of the client and relationship management process that means (R.M) process
- Then we do the analysis part in the market research on the equity market and generated the signal and the call of the stock
- Third thing we do as the part of the trading that in the fundamental and technical analysis by the help of the chart (macd and rsi) as graph
Education
P.G.D.M - Finance
Indira School of Business Studies
Pune, Maharashtra 04.2017 - 01.2019
BE - Mechanical Engineering
Vindhya Institute of Technology And Science
Indore, M.P 04.2010 - 01.2015
HSC - Science
Seva Sadan H,Sc.School
Burhanpur, M.P06-2010
SSC -
St. Theresa High School
Burhanpur, M.P06-2008
Skills
Customer relationship building
Quick decision-making
Outstanding customer service
Ability to train
Sales expertise
Sales operations
Quality assurance processes
Product or service knowledge
Sales techniques
Client account management
CRM Software proficiency
Leadership skills
Team motivation
Accomplishments
- Got Medal and Certificate for completing LI and GI Target in JFM
- Received certificates and gifts from Cluster Manager for completing targets
- Participated in hydraulic and pneumatic program
- Participated in college debate competition
Personal Information
- Specialization: Finance
- Date of Birth: 10/08/91
- Marital Status: Married
Certification
IRDA Certified
Timeline
IRDA Certified
03-2024
Deputy manager
HDFC BANK LTD
12.2023 - 12.2024
BDM (Business Development Manager)
Renewbuy.com (D2C Insurance Broking Pvt Ltd)
11.2022 - 12.2023
DM 2(Deputy Manager)
ICICI BANK LTD
09.2019 - 10.2022
Intern
Mudrabiz Financial Service Limited
05.2018 - 07.2018
P.G.D.M - Finance
Indira School of Business Studies
04.2017 - 01.2019
BE - Mechanical Engineering
Vindhya Institute of Technology And Science
04.2010 - 01.2015
HSC - Science
Seva Sadan H,Sc.School
SSC -
St. Theresa High School