RAJKUMAR VACHHANI
South Boapl , Ahmedabad
Summary
- I aim to build a progressive career with a bank or NBFC that offers long term growth and development opportunities. By contributing to strategic decision making and advance implementation
- I seek to support the organization in achieving excellence in quality and service
- Skilled in wealth management, & Banking, experienced in assessment of creditworthiness of client companies with wide background in banking, customer service, customer management, client retention
- Exceptional communicator with an uncompromising commitment to performance excellence; quickly learns and masters new technologies; capable of working in both team and self-directed settings
Overview
10
10
years of professional experience
Work History
Deputy Manager
Idfc First Bank
08.2020 - Current
- Led team in daily operational strategies, enhancing efficiency and productivity.
- Streamlined workflow processes, resulting in improved task completion rates.
- Mentored junior staff, fostering professional growth and development.
- Implemented quality control measures to ensure adherence to standards.
- Acted as the primary point of contact for loan applicants and customers,addressing inquiries, concerns, and resolving issues promptly and professionally.
- Collaborate with other banking verticals
- Utilized effective questioning techniques to gather essential information,ensuring accurate and fair solutions in alignment with company policies.
- Demonstrated excellent conflict management skills in handling challenging situations, maintaining composure, and de-escalating disputes achieve satisfactory resolutions.
- Address notice and escalation with appropriate action
- Develop plan to drive branch profit through operation and cross-sales the banking product
- Handling post disbursal customer request such as prepayment , foreclosure, property paper handover
- Looking after operation activity like statement generation, TDS refund , credit report .NOC of Auto loan & New Car /Use car loan
- Looking for retention part and giving best rate to customer as per retention structure
- Handling Escalated complains and resolving then within the TAT and aiming at Customer Delight.
Assistant Manager
Karvy Private Wealth
06.2019 - 08.2020
- Lead brach team and guide staff
- Manage super HNI client relationship
- Maintain of multiple MIS’s & DCR and analysis of the same.
- Enhance customer satisfaction ; reduce wait time
- Ensure branch compliance and smooth operation
- Accept and place orders upon Private Wealth Managers and /or client request.
- Respond to client inquiries on documentation, account balances, account activity, statement information, securities transfers, security information, general product and/or service information.
- Develop comprehensive work plans and specifications, maintenance of contracts.
- Monitor mutual fund transactions.
- Coordinate for Mutual Fund investments with various asset management companies.
- Served as a direct point of contact for all concerned parties and the resolution of their queries.
- Track wealth manger productivity and revenue month
Chief Senior Manager
ICICI Securities Limited
06.2017 - 05.2019
- Handling allotted branches of ICICI BANK.
- Generate more business from the branches.
- Lead team and operation activity
- Build & Retain customer relations.
- Collaborate with other banking verticals
- Manage and supervised all aspect of customer services and sales.
- Managed wide variety of customers services and administrative tasks to resolve customer issues quickly and efficiently
- Make cost effective,revenue driven decision
- Ensured superior customer experience by addressing customer concerns, demonstrating empathy and resolving problems on the spot.
- Conducting on-the-job training sessions for new joinees
Assistant Manager
Kotak Mahindra Bank
09.2015 - 05.2017
- Assist in branch administrative work
- Deliver excellent customer service
- Meet Annual targets
- Maintain productivity levels
- Assist Waking customer
- Cross-sell assets & Investment products
- Generating revenue through privilege customer
- Achieve CASA and sales targets
- Build & Retain customer relations.
- Implemented marketing strategies which resulted in 100% growth of customer base.
Education
MBA - Marketing Management
National Intuition Of Co Operative Management
Gandhinagar, India01.2015
BBA -
Smt J.Kundaliya Commerce College
Rajkot, India01.2013
St Mary’s School
Gondal, India01.2010
Skills
- Strong team handling in ops and Sales
- Resolve customer disputes
- Excellent KYC Knowledge
- Strong analytical and communication skills
- Ensure satisfactory customer service
Collaborated with cross-functional teams when necessary to address
- Proficient in SFDC CRM , FINNONE , TCS banking software
- In-depth knowledge of branch banking processes
- Ability to work collaboratively in team and meet and exceed targets
- Quick learner with a strong interest in adopting new technologies
- Adaptability to change and openness to new challenges
Hobbies and Interests
Hobbies: Playing Basketball, Volley Ball
PERSONAL DOSSIER
Languages Known :English, Hindi, and Gujarati
English
Timeline
Deputy Manager
Idfc First Bank
08.2020 - Current
Assistant Manager
Karvy Private Wealth
06.2019 - 08.2020
Chief Senior Manager
ICICI Securities Limited
06.2017 - 05.2019
Assistant Manager
Kotak Mahindra Bank
09.2015 - 05.2017
MBA - Marketing Management
National Intuition Of Co Operative Management
BBA -
Smt J.Kundaliya Commerce College
St Mary’s School
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