RUSHABH ANILBHAI MEHTA
Surendranagar
Summary
Dynamic Branch Sales Manager with a proven track record in developing sales strategies, enhancing customer engagement, and driving team performance. Adept at compliance monitoring and staff mentorship, contributing to significant branch growth and customer satisfaction.
Overview
10
10
years of professional experience
Work History
Branch Sales Manager
EQUITAS SMALL FINANCE BANK
SURENDRANAGAR
08.2025 - Current
- Developed and implemented sales strategies to enhance customer engagement.
- Trained and mentored sales staff to improve performance and productivity.
- Coordinated marketing campaigns to promote financial products effectively.
- Established overall growth, sales and profit objectives for branch in coordination with corporate office and established and adhered to annual branch budget.
- Managed branch sales, customer service, finances and record keeping.
Affluent Relationship Manager
KOTAK MAHINDRA BANK
SURENDRANAGAR
08.2024 - 07.2025
- Developed strong client relationships through regular communication and personalized service.
- Analyzed client needs to recommend suitable banking products and services.
- Managed account portfolios, ensuring comprehensive client support and satisfaction.
- Resolved escalated customer issues efficiently and effectively within established timelines.
Deputy Branch Manager
ICICI BANK
SURENDRANAGAR
03.2023 - 07.2024
- Supervised daily operations to ensure efficient branch functionality.
- Trained and mentored staff on customer service best practices.
- Resolved customer complaints promptly and professionally.
- Monitored compliance with banking regulations and internal policies and procedures.
- Managed daily branch operations including customer service, sales, teller transactions, and loan processing.
Personal Banker
HDFC BANK
SURENDRANAGAR
02.2021 - 02.2023
- Assisted clients in opening and managing various bank accounts.
- Monitored compliance with banking regulations and internal policies consistently.
- Provided customer service to clients, including answering questions and resolving issues.
- Met with customers to analyze financial needs and maximize sales opportunities.
Relationship Manager
KOTAK MAHINDRA BANK
SURENRANAGAR
01.2016 - 02.2021
- Cultivated strong client relationships through regular communication and personalized service.
- Facilitated financial solutions by assessing client needs and recommending suitable products.
- Monitored portfolio performance to identify opportunities for improving client engagement.
- Built long-term relationships with lucrative clients by utilizing active listening, effective communication and dynamic interpersonal skills.
Education
B.S.C.IT - Graduation
M P VORA COMMERCE COLLEGE
SURENDRANAGAR03-2011
12TH(G.H.S.H.E.B) - 12TH
SAVA SHALA
SURENDRANAGAR03-2008
10TH(G.S.E.B) - 10TH
M T DOSHI HIGH SCHOOL
SURENDRANAGAR03-2006
Skills
- Sales strategy
- Customer engagement
- Effective communication
- Compliance monitoring
- Customer relationship management
- Portfolio analysis
- Staff mentorship
- Portfolio growth
- Customer portfolio management
References
- AVIN BHALU
BRANCH MANAGER-EQUITAS BANK
MO:-7046031922
Timeline
Branch Sales Manager
EQUITAS SMALL FINANCE BANK
08.2025 - Current
Affluent Relationship Manager
KOTAK MAHINDRA BANK
08.2024 - 07.2025
Deputy Branch Manager
ICICI BANK
03.2023 - 07.2024
Personal Banker
HDFC BANK
02.2021 - 02.2023
Relationship Manager
KOTAK MAHINDRA BANK
01.2016 - 02.2021
B.S.C.IT - Graduation
M P VORA COMMERCE COLLEGE
12TH(G.H.S.H.E.B) - 12TH
SAVA SHALA
10TH(G.S.E.B) - 10TH
M T DOSHI HIGH SCHOOL