SANDESH SHIVAJI JADHAV
Mumbai
Summary
Results-driven Manager - Acquisition experienced in customer acquisition, sales leadership, and relationship management. Delivered sustained CASA growth and business expansion through expertise in CASA acquisition, team leadership, and digital onboarding. Managed 25+ HNI mutual fund clients with total portfolio value of 25 Cr and earned multiple accolades, including 3 IDFC RISE Awards.
Overview
1
1
Language
8
8
years of professional experience
Work History
MANAGER - ACQUISITION (SAVINGS ACCOUNT TEAM)
IDFC FIRST Bank
Mumbai
01.2025 - Current
- Led team to achieve monthly and quarterly CASA acquisition targets, enhancing market presence.
- Drive New-to-Bank customer acquisition through field activities, corporate tie-ups, and referrals.
- Ensure 100% adherence to KYC, AML, and regulatory compliance standards.
- Monitored team productivity and conversion ratios, utilizing MIS reports to inform performance improvements.
- Coached and mentored team members in product knowledge and sales techniques, facilitating effective digital onboarding.
- Coordinate with branch operations for seamless account opening and customer activation.
- Results-driven banking professional with over 6 years of experience in Banking, Insurance, and Financial Advisory. Currently serving as Manager - Acquisition (Savings Account Team) at IDFC FIRST Bank, with proven expertise in CASA acquisition, customer relationship management, team leadership, digital onboarding, and regulatory compliance.
- Recognized for consistently delivering outstanding performance with 3 IDFC RISE Awards, YTD Decile 1 ranking, and YTD Performance Rating of 5.
SENIOR RELATIONSHIP MANAGER
Oneinsure
03.2023 - 12.2024
- Achieved sales and revenue targets for insurance and investment products, contributing to overall business growth.
- Onboarded over 200 customers through consultative selling, enhancing client relationships and loyalty.
- Identified cross-selling opportunities, leading to increased customer satisfaction and retention rates.
- Achieved sales and revenue targets across insurance and investment products.
FINANCIAL ADVISOR
Bluechip insurance broking
08.2018 - 03.2023
- Managed portfolio of over 150 retail and HNI clients, enhancing client satisfaction and retention.
- Developed financial planning solutions for mutual funds, life insurance, and investment products, aligning with client goals.
- Cultivated long-term client relationships, generating repeat business and referrals.
- Built long-term client relationships, resulting in repeat business and referrals.
Education
Bachelor of Commerce (B.Com.) -
DTSS COLLEGE OF COMMERCE
HSC -
NIRMALA MEMORIAL FOUNDATION
Mumbai , India SSC -
UTKARSH VIDYA MANDIR
Mumbai , India Skills
- Account acquisition
- Customer acquisition
- Cross-selling products
- Customer Relationship Management
- Sales Performance Analysis
- Market Analysis
- Online Banking Solutions
- Partnership Development
- Regulatory compliance
- Team Leadership and Sales Management
- Team training
Accomplishments
- IDFC FIRST BANK
- Three-time IDFC RISE Award Winner
- YTD Decile 1 Performer
- YTD Performance Rating: 5
- ONEINSURE, Qualified for the International Incentive Trip to Pattaya twice.
- BLUECHIP CORPORATE INVESTMENT CENTRE LTD., Received the Highest Insurance Sales Award (Goa Region) twice.
Languages
- English
- Hindi
- Marathi
Languages
English
Beginner
A1
Timeline
MANAGER - ACQUISITION (SAVINGS ACCOUNT TEAM)
IDFC FIRST Bank
01.2025 - Current
SENIOR RELATIONSHIP MANAGER
Oneinsure
03.2023 - 12.2024
FINANCIAL ADVISOR
Bluechip insurance broking
08.2018 - 03.2023
Bachelor of Commerce (B.Com.) -
DTSS COLLEGE OF COMMERCE
HSC -
NIRMALA MEMORIAL FOUNDATION
SSC -
UTKARSH VIDYA MANDIR