RAGHAVENDRA T J
Bangalore
Summary
An experienced and well maintained professional having ample amount of knowledge in banking sector and seeking an opportunity in the organization to use my skills and be able to contribute to the firm.
10+ years of Experience driving profitable through strategic growth, consistently exceeded monthly sales goals. Fairly competitive in my approach to acquire business and able to handle complex situations from strategic and tactical perspective. Presently seeking a suitable leadership position with a banking, high growth company that offers opportunities for advancement into business banking.
Overview
11
11
years of professional experience
Work History
Senior Manger
KOTAK MAHINDRA BANK
01.2023 - Current
- Consulted with clients about their current and future needs to help them achieve their financial goals and advise them on their largest financial goals
- Established ongoing financial services relationships with clients through the delivery of world-class service
- Handling banking operations related to determining financial objectives policies and procedures Responsible for the effective relationship management of a portfolio for HNW customers, existing and new with a view to enhancing client Relationships
- Have a good hands-on experience working on Core banking Systems Such as FINACLE & TFX
- Increased customer satisfaction with timely project deliveries and seamless communication.
- Held daily meetings to create business plans and workshops to drive successful business.
- Improved team performance by providing comprehensive training and fostering a collaborative work environment.
Sale Manager
HDFC BANK
09.2019 - 12.2022
- Built long-lasting client relationships through excellent customer service and consistent followups.
- Increased sales revenue by developing and implementing effective sales strategies.
- Collaborated with marketing teams to create targeted promotional campaigns, driving customer engagement and sales growth.
- Daily tracking of CRM leads, improving follow-up processes and communication within the team.
- Handled customer relations issues, enabling quick resolution, and client satisfaction.
- Resolved customer issues quickly to close deals and boost client satisfaction.
- Met with clients, delivering presentations, and educating on product and service features and offerings.
Deputy Manager
YES BANK
06.2018 - 12.2018
- Maintained a proven track record of meeting and exceeding sales goals
- Collaborated with cross-functional teams to drive business growth and achieve corporate objectives.
- Created and maintained a strong team culture that promoted high levels of collaboration, employee satisfaction, and overall performance.
- Worked with Customer Service team to enhance overall customer experience
- Monitored client requirement, identified prospective opportunities and assisted in increasing revenue.
Deputy Manager
INDUSIND BANK
02.2017 - 05.2018
- Interviewed clients and gather information pertaining to their unique financial situations, needs and objectives
- Continually search for improvements in workflows, processes, and data/reporting management Ensure prompt and accurate reporting to Senior Management on a daily, monthly basis
- Service cum Sales - Actively cross-selling of Life & health Insurance, Accounts, and other Products
- Acquiring current accounts and savings accounts and getting CASA from them by making the bank as the primary banker.
Account Acquisition Manager
KOTAK MAHINDRA BANK
01.2014 - 01.2017
- Maintain and develop a good relationship with customers through personal contact and telephone etc
- Must act as a bridge between the company and its current market and future markets
- Review their own performance and aim at exceeding their targets
- Resolved the customer's query
- Deal proactively with the branch customers to fulfill their banking requirements and solve their queries efficiently
- Assist in Branch Cross-selling & promoting retail banking products
- Place phone calls to current bank customers regarding account changes or suggested options.
Relationship Officer
HBL Global Pvt.Ltd
07.2012 - 12.2013
- Analyzed client goals and developed marketing strategies across various mediums to successfully forest trusted brands.
- Record sales and order information and report the same to the Manager
- Accepted and processed credit card or loan payments.
- Collect customer information and input data into the system ensuring confidentiality at all times.
- Maintained and built close relationships with customers through regular contact and visits.
Education
MBA -
KSOU
2016
BBM in finance and marketing -
Govt First Grade College At Sorab
2011
PUC in arts -
Govt of Pre-university College At Sorab
2006
Skills
- Strong and convincing personality
- Client relationship management abilities
- Believe in adding value to the organization
- Positive Attitude, Commitment to work, Sincerity & Punctuality
- Strong ability to analyze business and systems capabilities, workflow and functional limitations, identify information systems integration points and develop procedures to improve existing systems
- Respond to advisors on escalated inquiries to ensure a positive advisory sales-oriented experience and to secure the most suitable strategy and finacial solution
- Assure any changes to products and procedures are documented and communicated timely
- Have a good hands on experience working on Core banking Systems Such as FINACLE & FLEXCUBE
Awards
- Award received for “Best life insurance contributor” trophy by BBH Mr. Madhusudan hedge in FY 2020-2021 HDFC bank ltd.
- Awarded "Channel Topper" trophy for life insurance by the Zonal Head Mr. Ahmed Zackaria in FY 2017-18.Indusind Bank Ltd.
- Certificate of appreciation award received for "Trinity Warrior" by the Regional Sales Manager Mr. Mruthyunjay shukla, july -2016.
- Kotak Mahindra Bank Ltd. Certificate of appreciation award received for "Current Account" by the Business Banking Head Karnataka Mrs. Baishaki Banerjee, December-2015. Kotak Mahindra Bank Ltd.
- Award receive for "Trinity Contest" by the Regional Sales Manager Mr. Mruthyunjay shukla and Zonal Head Mr. Arnab Mukarji, August-2016. Kotak Mahindra Bank Ltd.
- Certificate received for outstanding performance in "CASA" Q4 2014-15 by the Country Head -Retail Assets Mr. Mahesh Dayani. Kotak Mahindra Bank Ltd.
Disclaimer
I hereby declare that all the details furnished above are true to the best of my knowledge and I bear the responsibility for the correctness of the above mentioned particulars. I will be looking forward to hear from you soon and will consider it a great privilege to be part of your company.
Timeline
Senior Manger
KOTAK MAHINDRA BANK
01.2023 - Current
Sale Manager
HDFC BANK
09.2019 - 12.2022
Deputy Manager
YES BANK
06.2018 - 12.2018
Deputy Manager
INDUSIND BANK
02.2017 - 05.2018
Account Acquisition Manager
KOTAK MAHINDRA BANK
01.2014 - 01.2017
Relationship Officer
HBL Global Pvt.Ltd
07.2012 - 12.2013
MBA -
KSOU
BBM in finance and marketing -
Govt First Grade College At Sorab
PUC in arts -
Govt of Pre-university College At Sorab
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