Pratik Palkar

⦁ Responsible for driving Growth for the ETC product- FASTag through Internal & External channels.
⦁ Managed Tier-I corporate with spends to the tune of 383 Million and cross selling ICICI products
⦁ Assigned task to manage Channel Partners PAN-India, with sharing of issuance with other zones
⦁ Coordination with teams to manage requirements for Channel Partners & set new processes
⦁ Identifying & Empanelling potential OEM Dealers/BC's/Agents to drive & attain market leadership
⦁ Initiatives taken for the West-1 region, such as Started & Managed the service team for the West-1 region to track customer requirements and increase customer retention
⦁ Recruiting a Sales Team through references /consultants for Fastag Business

• Networked with accountants and attorneys to develop business.
• Gave exciting presentations to prospects and leads in effort to build business opportunities.
• Requested customer feedback to drive client satisfaction and retention while quickly remedying issues.
• Developed new banking relationships with business prospects.
• Planned and attended meetings with clients to cultivate and grow partnerships and opportunities.
• Worked with branch partners to maximize sales efforts to business customers and cross-sell other products and services.

• Sales & Marketing New and Used Cars Loans –Navi Mumbai Region
  ⦁ Handling Outbound/DSA network of bank with month on month disbursement of 4Cr plus.
  ⦁ Handling Inbound and Outbound Two Wheeler Business in Thane Navimumbai Region
  ⦁ Managing 30 Branches and 4 Dealership of Navi Mumbai,Raigad
  ⦁ Handling Digital Channel Network of Bank Along various Cross Sell Products Such as Credit Cards , Fixed Deposit , Personal Loan ,CURRENT ACCOUNTS ,SAVING ACCOUNTS ,GPS Insurance
  ⦁ Initiating contact with potential customers for developing leads, sales & cross selling banking products.
  ⦁ Business planning and analysis for assessment of revenue potential and target achievement.
  ⦁ Executing competitor analysis by keeping abreast of market trends & achieving market share metrics.
  ⦁ Conducting various activities & events in corporate with Branch /Channels to increase the business volume.
  ⦁ Training of Auto Loan Product to Branch Staff and Sales channel in Branch / Dealer
  ⦁ Maintain KYC adherence and PDD adherence.
  ⦁ Handling customer queries & complaints with resolving it according to TAT.

• Sales & Marketing NEW Cars Loan from Axis Branch Banking Mumbai
• Handling Digital channel Network of bank with month on month disbursement of 4Cr plus.
• Managing 21 Branches with 2 Cluster Including Central Mumbai
• Initiating contact with potential customers for developing leads, sales & cross selling banking products.
• Business planning and analysis for assessment of revenue potential and target achievement.
• Handling a Team Size of 10 Executive Excluding Team Leader
• Conducting various activities & events in corporate with Branch /Channels to increase the business volume.
• Maintain KYC adherence and PDD adherence.
• Handling customer queries & complaints with resolving it according to TAT.
• Training of Auto Loan Product to Branch Staff and Sales channel in Branch
• Attended industry events and conventions to explain sales opportunities.
• Maintained relationships with customers and found new ones by identifying needs and offering appropriate services.

• Sales & Marketing NEW Cars –Navi Mumbai Region
  ⦁ Handling Outbound/DSA network of bank with month on month disbursement of 4Cr plus.
  ⦁ Managing 16 Branches and 4 Dealership of Navi Mumbai,
  ⦁ Initiating contact with potential customers for developing leads, sales & cross selling banking products.
  ⦁ Business planning and analysis for assessment of revenue potential and target achievement.
  ⦁ Executing competitor analysis by keeping abreast of market trends & achieving market share metrics.
  ⦁ Conducting various activities & events in corporate with Branch /Channels to increase the business volume.
  ⦁ Maintain KYC adherence and PDD adherence.
  ⦁ Handling customer queries & complaints with resolving it according to TAT.

• Communicated market developments, portfolio changes and annual performance information to clients.
• Developed rebalancing strategies to minimize risk exposures.
• Facilitated portfolio performance review and implemented new strategies.
• Recommended investment strategies to meet client financial objectives.
• Handling Daily Transaction of dealers through coordinating with Cash Management Team
• Checking with supplier and dealer for Credit Limit appraisal
• Getting details updating such as email id and Mobile number in system ,coordinating with Credit Team for it Limit enhancement
• Analyzed business processes to identify cost savings and operational efficiencies.

Pre-verification of account opening forms of Individuals, HUFs, Trust, Society, Associations of entire Maharashtra , Goa , Madhya Pradesh Gujarat Region

• Co-coordinating with vendor in Mumbai for scanning, indexing and Uploading of Account Opening Forms on secured FTP.
• Co-coordinating with vendor in Bangalore for processing AOFs with TAT thereby avoiding escalations.
• Attending discrepancy rectifications Hard copies sent by branches and Software replies by branches and processing account opening forms with TAT.
• Preparing MIS and tallying of Total received, discrepant and processed AOFs on daily basis and sending same to corporate office.
• Dispatching of Credit Card application to Bangalore head office.
• Sign verification of Salary account opening forms of Individuals, HUFs, Trust, Society, Associations of entire Maharashtra , Goa , Madhya Pradesh Gujarat Region
• Coordinating with other departments and back office for timely service to customers and quick rectification of discrepancies, if any.
• Handling Administration activities like bill payments to vendor, courier, telephone, rent of Premises etc.
• Vendor Audit for Quality Check of Cards and cheque book Printing of Pan India Level and dispatch to customer in time.
• RTGS/NEFT, Daily Transaction Reports ,Verification of FD Reports, and Daily Miscellaneous Branch Banking Activities