Sainath Karde
Belgaum
Summary
Dynamic Relationship Manager with extensive experience at Yes Bank Ltd, excelling in client relationship management and conflict resolution. Proven track record in enhancing customer satisfaction and driving portfolio growth through tailored financial solutions. Adept at analyzing client needs and collaborating with teams to deliver exceptional service and business development opportunities.
Overview
10
10
years of professional experience
2
2
years of post-secondary education
Work History
Relationship Manager
Yes bank ltd
Belgaum
05.2023 - Current
- Developed strong client relationships to enhance customer satisfaction and loyalty.
- Analyzed client needs to recommend suitable banking products and services.
- Facilitated communication between clients and internal teams to resolve issues promptly.
- Collaborated with sales teams to identify new business opportunities within existing accounts.
- Conducted regular follow-ups to ensure ongoing client engagement and support.
- Prepared detailed reports on client feedback for service improvement discussions.
- Identified customer needs, developed customized solutions, and provided knowledgeable advice.
- Developed and maintained strong relationships with clients to ensure satisfaction and loyalty.
- Built long-term relationships with lucrative clients by utilizing active listening, effective communication and dynamic interpersonal skills.
- Developed strategies to attract new customers while retaining existing ones.
- Managed daily operations including scheduling appointments, coordinating meetings and preparing agendas.
- Resolved escalated customer issues efficiently and effectively within established timelines.
- Conducted regular client meetings to assess progress, discuss opportunities for growth, and address any concerns.
Personal Banker
Yes bank ltd
Belgaum
05.2021 - 04.2023
- Provided personalized financial advice to enhance customer banking experience.
- Processed loan applications and ensured compliance with bank policies.
- Collaborated with team members to resolve customer issues efficiently.
- Educated clients on digital banking tools and services available at the bank.
- Conducted regular account reviews to identify potential upsell opportunities.
- Helped customers open and close accounts, apply for loans and make sound financial decisions.
- Provided customer service to clients, including answering questions and resolving issues.
- Educated customers on variety of retail products and digital solutions, enhancing customer experience.
Senior sales officer
Yes bank ltd
Belgaum
10.2018 - 04.2021
- Developed and maintained strong client relationships to drive business growth.
- Conducted market research to identify potential sales opportunities and trends.
- Collaborated with cross-functional teams to streamline sales processes and improve efficiency.
- Analyzed customer feedback to enhance service offerings and address concerns promptly.
- Developed and implemented strategic sales plans to increase revenue and market share.
- Identified new business opportunities through research, customer feedback and industry analysis.
Sales officer
Axis Bank ltd
Belgaum
05.2016 - 09.2018
- Developed strong customer relationships through active listening and tailored solutions.
- Presented bank products to clients, highlighting benefits and features effectively.
- Managed client accounts, ensuring timely updates and accurate information.
Education
Bachelor of Arts - English Language
Yashwantrao Chavan College Halkarni
Kolhapur 04.2013 - 04.2015
Gadhinglaj High School Gadhinglaj
Kolhapur Some College (No Degree) -
Mahatma Phule Junior College Karve
Kolhapur Skills
- Client relationship management
- Conflict resolution
- Need analysis
- Banking product knowledge
- Financial product knowledge
- Customer needs analysis
- Account management
- Effective communication
- Problem solving
- Time management
- Product expertise
- CRM proficiency
- Banking
- Relationship building and management
- Customer service
- Portfolio growth
- Business development
Languages
English
Advanced (C1)
C1
Hindi
Elementary (A2)
A2
Marathi
Elementary (A2)
A2
Kannada
Beginner (A1)
A1
Accomplishments
- 3 Times Qualified for CASA login day by ZBH
4 Times Qualified for CASA login day by RBL
Won Medal Of Honour in Life Insurance contest - 4 Time Qualified for the Life Insurance login day Dinner with RBL
Won 5 Gm of Gold Voucher for logging in Life Insurance contest
Twice qualified for Protection Login day - Received Award from National Head and Country Head for Value Contribution to Retail Assets Business
Recieved Award from RH for High Value CASA Login
Received Award from National Head for Highest Current Account login
Received Award from ZH from Yes Securities for Wealth Box - Received Award from Country Head for Highest Liability Growth
Received Award from Zonal Head for Gold Rush Plus Contest
Received Award from ZH for Li Login Q2
Timeline
Relationship Manager
Yes bank ltd
05.2023 - Current
Personal Banker
Yes bank ltd
05.2021 - 04.2023
Senior sales officer
Yes bank ltd
10.2018 - 04.2021
Sales officer
Axis Bank ltd
05.2016 - 09.2018
Bachelor of Arts - English Language
Yashwantrao Chavan College Halkarni
04.2013 - 04.2015
Gadhinglaj High School Gadhinglaj
Some College (No Degree) -
Mahatma Phule Junior College Karve