SANJIT SINGH CHAUHAN
BRANCH MANAGER
Mumbai
Summary
Innovative Relationship Manager focused on developing strategic business opportunities by delivering exemplary service to each client's individual needs. Respected professional with exceptional knowledge regarding risk management.
Overview
14
14
years of professional experience
10
10
years of post-secondary education
Work History
Branch Manager
Kotak Mahindra Bank
Mumbai
08.2022 - Current
- Oversaw daily operations for streamlined efficiency, ensuring timely execution of tasks and optimal resource allocation.
- Evaluated employee performance regularly through appraisals and feedback sessions to facilitate continuous development of skills and knowledge base within the team.
- Utilized data-driven insights to make informed decisions regarding staffing levels during peak seasons thereby maintaining smooth functioning of branch operations.
- Implemented risk management strategies to minimize potential losses while maintaining a healthy balance between risk and return on investments.
- Collaborated with senior leadership on strategic planning initiatives to align branch objectives with corporate goals.
- Developed a high-performing team through targeted recruitment, training, and performance management initiatives.
- Ensured regulatory compliance through diligent adherence to industry standards, guidelines, and company policies.
Imperia Relationship Manager
HDFC BANK LTD
Mumbai
12.2018 - 08.2022
- Implemented effective communication strategies to maintain ongoing dialogue with clients, fostering long-term partnerships.
- Provided exceptional customer service, resolving issues promptly and maintaining client trust throughout the resolution process.
- Spearheaded initiatives aimed at improving internal processes, leading to greater efficiency in relationship management tasks.
- Conducted regular reviews of clients'' financial profiles to ensure alignment with their risk tolerance, objectives, and investment strategies.
- Coordinated efforts between various departments such as sales, credit assessment, operations teams for smooth delivery of services to clients.
NRI RELATIONSHIP MANAGER
Standard Chartered Bank
Mumbai
05.2013 - 12.2018
- Responsible for Managing and Acquiring NRI relationship for bank
- Managing revenue targets by selling saving account, Forex, Demat account, mutual fund, Life insurance, general insurance, credit card, home loan, personal loan and various other products
- Responsible for customer centric banking operation through our banking software Finacle, EBBS, Nischint, ETS & ensuring customer satisfaction
- Added Revenue Business for the Branch
- Currently handling saving portfolio of 90 Clients with AUM of 18CR
- Both AMFI and IRDA certified.
Relationship Manager
ICICI BANK
Kolkata
06.2010 - 05.2013
- Responsible for Acquisition Client relationship for bank
- Addressing customer service and operational requirements to deliver superior client satisfaction.
Education
MADHAYAMIK - Regular
W.B.B.S.C
Kolkata 03.2003 - 04.2005
HIGHER SECONDARY - Accounting And Finance
W.B.B.H.S. E
Kolkata 03.2005 - 04.2007
B.COM (Birla college) - Accounting And Business Management
C.U
Kolkata 03.2007 - 04.2010
MBA (IISWBM) - International Marketing
C.U.
Kolkata 03.2014 - 04.2016
Skills
Business relationship cultivation
undefinedExtra Qualifications
- Diploma in Software Technology from CMC Ltd.
- Certified course in information technology: C, C++Programming and c# course
- Certificate in database technology and VB.NET
- Basic Calculations of taxations.
- Preparation & Interpretation of Financial report.
- Knowledge of making financial Year or Year ended Balance Sheet.
Organisational Scan
- 12/2018, HDFC Bank Ltd, Mumbai, IMPERIA RELATIONSHIP MANAGER, Responsible for Managing 150 group family with total portfolio size of 210cr and Acquiring HNI relationship for bank., Managing revenue targets by selling saving account, Forex, Demat account, mutual fund, Life insurance, general insurance, credit card, home loan, personal loan and various other products., Managing all the client KYC and updated time to time., Managing to do 2cr annual target from all revenue generated product
- 05/2013 - 12/2018, Standard Chartered Bank, Mumbai, NRI RELATIONSHIP MANAGER, Responsible for Managing and Acquiring NRI relationship for bank., Managing revenue targets by selling saving account, Forex, Demat account, mutual fund, Life insurance, general insurance, credit card, home loan, personal loan and various other products., Responsible for customer centric banking operation through our banking software Finacle, EBBS, Nischint, ETS & ensuring customer satisfaction., Added Revenue Business for the Branch., Currently handling saving portfolio of 90 Clients with AUM of 18CR., Both AMFI and IRDA certified.
- 06/2010 - 05/2013, ICICI BANK, Kolkata, Sales officer, Responsible for Acquisition Client relationship for bank., Addressing customer service and operational requirements to deliver superior client satisfaction
Profile Snapshot
Nearly 14 years of enriched expertise in HNI client Relationship & investment business in Banking. Presently associated with KOTAK MAHINDRA BANK as a Branch Manager for super HNI Location (Bandra). Managing HNI client Relationship, cross-selling and retail asset products. Helping clients to plan and wisely use their monetary wealth and finances as well as planning for their future and for their descendants. Strong knowledge of financial products, Retail Asset Product, and portfolio management principles. An excellent communicator with outstanding communication, interpersonal, organizational and presentation skills.
Personal Information
- Date of Birth: 10/23/90
- Gender: Male
- Nationality: Indian
- Marital Status: Married
- Religion: Hindu
Disclaimer
I hereby declare that all the information mentioned above is true to the best of my knowledge and belief.
Timeline
Branch Manager
Kotak Mahindra Bank
08.2022 - Current
Imperia Relationship Manager
HDFC BANK LTD
12.2018 - 08.2022
MBA (IISWBM) - International Marketing
C.U.
03.2014 - 04.2016
NRI RELATIONSHIP MANAGER
Standard Chartered Bank
05.2013 - 12.2018
Relationship Manager
ICICI BANK
06.2010 - 05.2013
B.COM (Birla college) - Accounting And Business Management
C.U
03.2007 - 04.2010
HIGHER SECONDARY - Accounting And Finance
W.B.B.H.S. E
03.2005 - 04.2007
MADHAYAMIK - Regular
W.B.B.S.C
03.2003 - 04.2005
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