Santosh Sarkale
Bankar
Pune ,Maharashtra
Summary
To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
4
4
years of professional experience
2
2
Certification
Work History
Relationship Manager
KOTAK MAHINDRA BANK
09.2021 - Current
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Educated clients on financial topics and best practices.
- Educated clients on potential risks and rewards associated with various investments.
- Provided specialized financial planning support for clients with diverse portfolios and individual needs.
- Updated clients on changes in tax laws and other regulations affecting investments.
SALES MANAGER
ICICI BANK LTD
10.2019 - 09.2021
- Executed proven strategies to hit sales quota and help company achieve goals.
- Worked diligently to resolve unique and recurring complaints, promoting loyalty, and enhancing operations.
- Established strong relationships with major accounts and key decision-makers to increase sales in designated territory.
- Built lasting relationships with clients through outstanding customer service interactions.
- Helped team stay productive and focused on higher-value tasks to improve sales efficiency.
- Led sales region to increase sales and boost team morale.
- Achieved sales goals and service targets by cultivating and securing new customer relationships.
Education
PGDB -
Manipal Academy of Banking And Finance
Bangalore, India01.2020
B Tech: Agriculture -
Rajiv Gandhi College of Food Technology
Parbhani, India01.2018
Skills
- Mutual funds and liabilities
- Stock market understanding
- Value Selling
- Relationship Building and Management
- Policy Management
- Loans
- Sales Reporting
- Equity and Fixed Income Markets
Certification
- NISM series V A Mutual Fund Disttibutors
- IC38- Certificate Exam Corporate Agents (SP Composite)
Accomplishments
- In the month of March we have achieved highest monthly and in two days Gold Loan disbursement not only in Botad but also in Gujarat and appreciated by Zonal Head.
- Top Performer in Corporate Salary PAN India in a SPOT ON contest of Kotak Mahindra Bank.
Languages
Marathi
Hindi
English
Hobbies and Interests
- Playing Cricket
- Listening Songs
- Cooking
Timeline
Relationship Manager
KOTAK MAHINDRA BANK
09.2021 - Current
SALES MANAGER
ICICI BANK LTD
10.2019 - 09.2021
PGDB -
Manipal Academy of Banking And Finance
B Tech: Agriculture -
Rajiv Gandhi College of Food Technology
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