Rohit Mhatre
Pen
Summary
Top-performing professional with substantial experience in banking and finance. Dedicated to establishing long-term relations with customers to demonstrate trust and decrease account closure rates. Adept at understanding customer needs to recommend appropriate banking products.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Personal Banker
HDFC BANK LTD
05.2021 - Current
- Boosted sales of bank products through effective cross-selling and up-selling techniques.
- Assisted in the development of marketing strategies to increase awareness of bank products and services within the local community.
- Optimized portfolio growth by identifying potential investment opportunities for high-net-worth clients based on market trends analysis.
Assistant Acquisition Manager
KOTAK MAHINDRA BANK LTD
01.2018 - 05.2021
- Responsible for achieving branch CASA targets
- Achieved annual Insurance targets
- Cash management
- Handled customer complaints efficiently
Senior Sales Executive
AXIS SECURITIES LIMITED
11.2015 - 01.2018
- Senior Sales Executive in Credit Cards Department
- Resolving Customer queries
- Conversion of Leads provided by bank
Master Trainer
SAAR IT PVT LTD
05.2013 - 10.2013
- Trainer on behalf of tribal development department (Gov. of Maharashtra) for various government applications to government school teachers.
Education
Master of Arts -
UNIVERSITY OF MUMBAI
RAIGARH06.2016
Bachelor of Arts -
UNVIERSITY OF MUMBAI
RAIGARH03.2012
HSC -
MAHARASHTRA STATE BOARD
RAIGARH03.2009
SSC -
MAHARASHTRA STATE BOARD
Raigarh03.2007
Skills
- MS-CIT
- DIPLOMA IN HARDWARE AND NETWORKING
- ENGLISH TYPING SPEED 40 WPM
Certification
- NISM CERTIFIED
- IRDA CERTIFIED
PREFERENCE
WILLING TO WORK AT ANY BRANCH AT RAIGARH, PANVEL AND NEW MUMBAI LOCATION
Timeline
Personal Banker
HDFC BANK LTD
05.2021 - Current
Assistant Acquisition Manager
KOTAK MAHINDRA BANK LTD
01.2018 - 05.2021
Senior Sales Executive
AXIS SECURITIES LIMITED
11.2015 - 01.2018
Master Trainer
SAAR IT PVT LTD
05.2013 - 10.2013
Master of Arts -
UNIVERSITY OF MUMBAI
Bachelor of Arts -
UNVIERSITY OF MUMBAI
HSC -
MAHARASHTRA STATE BOARD
SSC -
MAHARASHTRA STATE BOARD
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