Summary
Overview
Work History
Education
Skills
Languages
Software
Work Preference
Timeline
CustomerServiceRepresentative

Ravi Nandlal Jaiswar

Mumbai,MH

Summary

  • Competent Business Development professional with 5 years and more experience in banking industry
  • Proven leader in the banking sector with a track record of enhancing customer satisfaction and sales at Kotak Marinara Bank
  • Skilled in client management and sales strategies, demonstrated through successful cross-selling and stakeholder relationship building
  • Excelled in operations management and decision-making, boosting employee performance and client retention.
  • Multi-tasking Manager well-known for creating positive workplace culture and high-performing teams.

• Experienced in supervising team to achieve team goal with

self-efforts and team management skills


Overview

6
6
years of professional experience

Work History

Deputy Manager

Kotak Mahindra Bank
04.2022 - Current
  • Acquiring and on-boarding new clients for CASA and cross-selling the relevant products through multiple channels.
  • Pitching various investment products such as Life Insurance, General Insurance, Mutual Funds, etc.
  • based on customer’s requirement and risk profile.
  • Expertise in processing multiple customers requests such as opening or closing of Fixed Deposits, Recurring Deposits, Tax Payments, etc. while adhering to KYC Norms.
  • enhancing customer experience. Resolving all financial and process related queries from HNI thereby.
  • Developed strong relationships with stakeholders to facilitate smooth communication and project completion.
  • Enhanced employee performance by providing regular feedback, coaching, and training opportunities.

Sales Officer

HDFC Bank Ltd (HDB FINANCIAL SERVICES PVT LTD)
08.2018 - 03.2022
  • POS Marketing is a type of in-store promotion that happens at the point where a transaction occurs to help increase sales.
  • Involving in advising client on all retail banking needs including Assets and Liabilities
  • Delivering customer satisfaction through regular engagement with existing mapped customers and resolving customers’ queries.
  • Assessing key performance analytics, MIS and benchmarks
  • Cultivated strong relationships, establishing trust and loyalty among clients.
  • Managed customer inquiries and concerns with speed, efficiency and knowledgeable support.

Education

Bachelor of Commerce - Finance

NIRMAL DEGREE COLLEGE OF COMMERCE
Mumbai
03.2017

Higher Secondary School -

R K COLLEGE
Mumbai, India
03.2014

Secondary School -

Anudatt Vidyalaya School And Junior College
Mumbai, India
03.2012

Skills

  • Client Management
  • Sales strategics
  • Operations Management
  • Decision-making capabilities
  • Performance Improvements
  • Sales & Marketing
  • Banking Administration

Languages

English
Bilingual or Proficient (C2)
Hindi
Bilingual or Proficient (C2)
Marathi
Bilingual or Proficient (C2)

Software

Basic computer knowledge

MS - CIT

Word Excel Power Point Course

Work Preference

Work Type

Full Time

Location Preference

On-Site

Important To Me

Company Culture

Timeline

Deputy Manager

Kotak Mahindra Bank
04.2022 - Current

Sales Officer

HDFC Bank Ltd (HDB FINANCIAL SERVICES PVT LTD)
08.2018 - 03.2022

Bachelor of Commerce - Finance

NIRMAL DEGREE COLLEGE OF COMMERCE

Higher Secondary School -

R K COLLEGE

Secondary School -

Anudatt Vidyalaya School And Junior College
Ravi Nandlal Jaiswar