Ranjeet Shivaji Mohite
Thane
Summary
Looking for an Organization that lends me supportive and operative learning environment with ample chances to contribute and diversify my knowledge and skills. Challenges me intellectually and offers me a good potential for future growth.
Overview
17
17
years of professional experience
Work History
Branch Manager ( AVP)
AU SMALL FINANCE BANK LTD
08.2023 - Current
- Current book size is 250cr (Self sourced book is 100cr) it includes CASA and FD of all ultra HNI IVY clients across all over Mumbai, Navi Mumbai and Thane
- Current investment book Size is 150cr it includes MF,AIF,SIP,and Insurance
- Sourced 10 ultra HNI IVY accounts monthly, enhancing client portfolio diversity.
- Cross-sold financial products, including mutual funds, life insurance, and trade finance solutions, increasing client engagement.
- Maximized sales opportunities by establishing and implementing best practices, improving overall sales performance.
IMPERIA CUSTOMER RELATIONSHIP MANAGER ( Senior Manager)
HDFC BANK LTD
Powai
08.2019 - 08.2023
- Managed 300cr portfolio of Imperia clients in Powai, Mumbai, driving client satisfaction and retention
- Achieved MDRT recognition by winning contests in Dubai, Australia, Singapore, and South Korea.
- Ranked top in regional insurance sales, reflecting strong client engagement and sales strategy
SENIOR WEALTH MANAGER- (Senior Manager)
KARVY PRIVATE WEALTH
06.2018 - 08.2019
- Advised high-net-worth clients on private wealth portfolios and asset allocation.
- Advised high-net-worth clients on optimizing private wealth portfolios and strategic asset allocation.
- Reviewed client risk profiles to align investment strategies with specific financial objectives.
- Developed customized financial plans tailored for affluent families and business owners to meet their unique goals.
SELECT RELATIONSHIP MANAGER ( Chief Manager)
INDUSIND BANK
02.2013 - 06.2018
- Achieved top regional sales for FCNR deposits, LI, MF, PMS, and high-value accounts, contributing to overall branch growth
- Managed book size of 150 cr for select clients, ensuring tailored financial solutions to meet client needs
- Received two promotions in five years for demonstrating strong leadership and sales skills within 5 years.
Account Acquisition Manager (Deputy Manager)
KOTAK MAHINDRA BANK
05.2012 - 11.2013
- Enhanced cross-sale product offerings for CASA accounts.
- Drove new customer acquisition, increasing branch network's CASA account portfolio.
- Managed lead sourcing for retail banking and CASA accounts, enhancing customer engagement.
- Coordinated with branch teams on account opening and onboarding processes, improving customer experience.
SALES OFFICER – (Senior Officer)
ICICI BANK LTD
12.2010 - 05.2012
- Acquired high-value savings and current accounts monthly, enhancing branch portfolio.
- Promoted ICICI Bank retail banking products to prospective customers.
- Generated sales leads through targeted branch outreach and customer referrals, expanding client base.
- Managed client relationships for savings, loans, and credit cards, ensuring high customer satisfaction.
Financial Planning Consultant
HDFC SECURITIES LTD
06.2009 - 07.2010
- Facilitated business generation without established guidelines and basis of Data calling generated business like Demat accounts, Corporate FDs and Facilitated financial services
- Analyzed client profiles for suitable mutual fund, equity, and insurance recommendations.
- Analyzed client profiles to provide tailored mutual fund, equity, and insurance recommendations, enhancing client investment strategies.
- Developed personalized portfolio strategies aligned with clients' risk tolerance and financial goals, improving overall investment satisfaction.
Education
T. Y. Bcom -
Mumbai University
H.S.C. -
Maharashtra State Board
S.S.C. -
Maharashtra State Board
Skills
- Wealth advisory
- Portfolio management
- Client relationship management
- Branch operations
- Strategic Planning
- Team Leadership
- Efficiency
- Punctuality
- Accuracy
Personal Information
- Date of birth: 30/04/88
- Marital status: Married
Hobbies and Interests
- Date of birth: 30/04/88
- Marital status: Married
Disclaimer
- Date of birth: 30/04/88
- Marital status: Married
Timeline
Branch Manager ( AVP)
AU SMALL FINANCE BANK LTD
08.2023 - Current
IMPERIA CUSTOMER RELATIONSHIP MANAGER ( Senior Manager)
HDFC BANK LTD
08.2019 - 08.2023
SENIOR WEALTH MANAGER- (Senior Manager)
KARVY PRIVATE WEALTH
06.2018 - 08.2019
SELECT RELATIONSHIP MANAGER ( Chief Manager)
INDUSIND BANK
02.2013 - 06.2018
Account Acquisition Manager (Deputy Manager)
KOTAK MAHINDRA BANK
05.2012 - 11.2013
SALES OFFICER – (Senior Officer)
ICICI BANK LTD
12.2010 - 05.2012
Financial Planning Consultant
HDFC SECURITIES LTD
06.2009 - 07.2010
T. Y. Bcom -
Mumbai University
H.S.C. -
Maharashtra State Board
S.S.C. -
Maharashtra State Board