Summary
Overview
Work History
Education
Skills
Languages
Extracurricular Activities
Hobbies and Interests
Projects
Accomplishments
Disclaimer
Timeline
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Sachit Kumar Pandey

Sachit Kumar Pandey

Pune

Summary

Dynamic Senior Relationship Manager with a proven track record for more than 14 years in Banking Industry, excelling in client relationship management and portfolio growth. Expert in sales strategy development and team leadership, driving significant revenue increases while fostering strong client connections. Adept at cross-selling financial products, ensuring exceptional customer satisfaction and loyalty.

Overview

13
13
years of professional experience

Work History

Senior Relationship Manager- CBG

Axis Bank Ltd.
03.2020 - Current
  • Handling a sales team of six relationship managers for Jaipur and Alwar for commercial banking business.
  • Managing portfolio size of more than 165 Cr, driving revenue growth and customer satisfaction and also identifying the new business opportunity from this portfolio base.
  • Acquiring new high-value current accounts, trade Forex, saving accounts, insurances, term deposits, loans, and CMS from ETB and NTB clients.
  • Developing and maintaining strong relationships with existing and new clients. Regularly solicit client feedback and work to address any concerns to ensure high levels of client satisfaction.

Select RM - Emerging Corporates (Manager)

IndusInd Bank Ltd
02.2016 - 03.2020
  • Owner of all the newly sourced current accounts in two branches. Responsible for onboarding, activation, and deepening of all newly acquired current account relationships in the branch.
  • Be the single point of contact for product knowledge on current accounts, and support the branch acquisition, service, and relationship management teams in sourcing current account business, and cross-sell.
  • Cross-sell relevant products to current account customers based on profiling, such as Cash Management, Doorstep Banking, Trade & Forex, Business Loans, etc.
  • Ensure ongoing engagement with the current account customers through regular visits, activation on non-branch channels, and by being a single point of contact for all new current account customers' concerns and queries.

Business Relationship Partner (Assistant Manager)

Yes Bank Ltd.
07.2014 - 02.2016
  • Responsible for achieving individual target assigned to me for High Values current account and savings account (CASA).
  • Conducting promotional activities in residential societies, commercial complexes, etc. To ensure regular lead generation for CASA and products of the bank.
  • Preparing the business development plan and generating business for SA, CA, TD, and also cross-selling LI, GI, mutual funds, NRE, and NRO.
  • Responsible for the cross-sell of PL, OD, CC, Credit Card, Demat cum Trading account, HL, LAP, AL, and EDC as per the needs of the customer.
  • Resolving service-related issues of existing clients within turnaround time by proper coordination. So as to ensure customer satisfaction, and in turn, generate leads and references from them.

Assistant Manager

Kotak Mahindra Bank Ltd.
Pune
05.2012 - 07.2014
  • Responsible for achieving the individual target assigned to me for high-value current accounts and savings accounts (CASA).
  • Conducting promotional activities in residential societies, commercial complexes, etc. To ensure regular lead generation for CASA, and products of the bank.
  • Preparing the business development plan and generating business for SA, CA, TD, and also cross-selling LI, GI, mutual funds, NRE, and NRO.

Education

MBA - IT,Marketing

Bharati Vidyapeeth University
Pune
07-2010

B.A - Economics

St. Xavier’s College Ranchi
Ranchi
05-2008

12th - I.A

St. Columba’s College
Hazaribag, Jharkhand
03-2005

Skills

  • Client Relationship Management
  • Portfolio Management
  • Sales Strategy Development
  • Team Leadership
  • Cross-Selling Strategies
  • Team Training

Languages

  • English
  • Hindi

Extracurricular Activities

Successfully completed project on 'Urban Solid Waste Management' as a degree completion report in St. Xavier’s College Ranchi. Actively participated in Event Management and promotional activity.

Hobbies and Interests

  • Swimming
  • Playing Carrom
  • Listening Music

Projects

ANGEL BROKING LIMITED, I have pursued my summer internship in Angel Broking. Analysed and learnt how the broking industry works. Assisted employees in several sales and marketing activities.

Accomplishments

  • Mission Kashmir - March 23, MDRT Experience - Dubai Nov - 23, MDRT Experience - Bali March - 2024, MDRT Experience - Kuala Lumpur Oct - Nov 2024, MDRT Experience - New Zealand - March 2025 (for investment and insurance)
  • Trailblazer - Jaipur - FY 2022-23, CBG Treasury Titans - Istanbul, Turkey FY 23, Wildfire Goa March - May 2024, Wildfire JFM - 2025 (Trade, Forex, & CA Book)

Disclaimer

I hereby declare that the information stated above by me is true to the best of my knowledge

Timeline

Senior Relationship Manager- CBG

Axis Bank Ltd.
03.2020 - Current

Select RM - Emerging Corporates (Manager)

IndusInd Bank Ltd
02.2016 - 03.2020

Business Relationship Partner (Assistant Manager)

Yes Bank Ltd.
07.2014 - 02.2016

Assistant Manager

Kotak Mahindra Bank Ltd.
05.2012 - 07.2014

MBA - IT,Marketing

Bharati Vidyapeeth University

B.A - Economics

St. Xavier’s College Ranchi

12th - I.A

St. Columba’s College

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