Prashant Suryavanshi
Ambegaon Pune
Summary
A total work experience of 14 year's in Banking industry.
Well versed with Retail Banking, Sales and Service- Current Account, Trade Account, RERA, Escrow Account, Business Loans (Cash Credit, Over Draft Facilities) & Fee Products.
A keen communicator with the ability to relate to people across all levels in the organization.
Overview
14
14
years of professional experience
Work History
Senior Sales Manager-Current Account
IDFC FIRST BANK LTD
Pune
07.2022 - Current
- Managing team of 6 Acquisition Managers mapped to Branch
- Handling current accounts (New customer acquisition & onboarding of the customer with various CMS solutions and Online Banking Demo etc.)
- Acquisition of new trade clients & onboarding of the client.
- Contributing to Branch cross sell like HL, AL, PL, LI, GI, BIL, Credit Card, SIP etc.
- Monitored customer feedback to identify areas of improvement in products and services.
- Managed all aspects of the sales process from lead generation to closing deals.
- Planning & Execution of various activities to generate new business opportunities
- Generate New cases of Business Loan (Working Capital & Term Loan).
- Conducted weekly meetings with the sales team to review performance, goals and objectives.
- Provided training for new sales staff members on company policies and procedures.
- Established relationships with key customers and industry partners to maximize profitability.
- Maintained up-to-date knowledge of industry trends, competition and regulations.
- Responsible for meeting or exceeding monthly revenue targets set by senior management.
- Maintained professional network of potential clients and business opportunities.
- Prepared sales production reports for senior management.
Branch Sales Manager-Current Account
ICICI BANK LTD
Pune
04.2018 - 07.2022
- Managed team of 8-10 sales officer’s mapped under 3 branches
- Managed current accounts (New customer acquisition, onboarding of the clients including CMS and customer service)
- Find out trade potential client and onboard them to generate maximum revenue to achieve fee product scores.
- New lead generation for RERA & Escrow Accounts (New customer acquisition, customer service)
- Generation of new Business Loan & working capital cases and maintain that relationship for indefinite period.
- Managed Digital Banking escalations & customer service
- Managed escalations relating to customer and internal team
- Putting into account effect new procedures & policies passed down from the bank
- Contributing to branch cross sell like HL, AL, PL, LI, GI Credit Card SIP etc.
- Developed and implemented sales strategies to increase branch profitability.
- Conducted regular performance reviews of the sales team to ensure goals were met.
- Assisted customers with product selection based on their needs or preferences.
- Established relationships with key customers to foster loyalty and repeat business opportunities.
- Built relationships with new and existing customers by personally interviewing to identify needs and preferences and delivered products and services that fit customer perfectly.
Branch Sales Manager- CASA
ICICI BANK LTD
Pune
04.2014 - 03.2018
- Managed team of 8-10 sales officer mapped under 3 Branches
- Handled Saving Account’s and NRI Account’s (New customer acquisition and customer service)
- Managing escalations relating to customer and internal team
- Contributing to branch cross sell like HL, AL, PL, LI, Credit Card etc.
Sales Officer-Current Account
ICICI Bank
Pune
11.2009 - 03.2014
- Sourcing of new Current Account from open market.
- Generate new current accounts lead through cold calling & from activities.
- Contributing to branch cross sell like HL, AL, PL, LI, Credit Card etc.
Education
Master of Commerce - Accounting
Pune University
Pune05-2009
Bachelor of Commerce - Accounting
Shivaji University, Kolhapur
Akluj05-2006
Skills
- Sales Planning
- Lead Generation
- Client Relationship Management
- Relationship Building
- New Business Development
- Sales Tracking
- Sales Reporting
- Team Management
- Key Account Management
Academic Snapshot
- H.S.C, 2003, Pune Board, First class
- S.S.C, 2001, Pune Board, Second class
Professional Snapshot
Total work experience of 13 years in Banking sector. Well versed with Retail Banking Group, Sales and Service- Current Account, Trade Account, RERA, Escrow Account, Business Loans (Cash Credit, Over Draft Facilities). A keen communicator with the ability to relate to people across all levels in the organization.
Personal Information
Date of Birth: 08/02/1984
Languages
- English
- Hindi
- Marathi
Languages
Marathi
First Language
English
Intermediate (B1)
B1
Hindi
Advanced (C1)
C1
Residence Address:
- Flat No-J 1011 Grand View 7 Society, Ambegaon Bk. Pune-411046.
Timeline
Senior Sales Manager-Current Account
IDFC FIRST BANK LTD
07.2022 - Current
Branch Sales Manager-Current Account
ICICI BANK LTD
04.2018 - 07.2022
Branch Sales Manager- CASA
ICICI BANK LTD
04.2014 - 03.2018
Sales Officer-Current Account
ICICI Bank
11.2009 - 03.2014
Master of Commerce - Accounting
Pune University
Bachelor of Commerce - Accounting
Shivaji University, Kolhapur
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