SHAILESH GAIKWAD
Kalyan,MH
Summary
Accomplished professional with nearly 20 years of experience in interfacing with high net-worth clients and institutional portfolios across various sectors. Skilled at suggesting investment products/services, cultivating relationships for customer retention, and identifying revenue growth streams. Proficient in managing banking operations, implementing strategies for business growth, and streamlining operations through effective systems and procedures. Experienced leader known for driving results, strategic planning, team collaboration, and problem-solving abilities while fostering a positive work environment.
Overview
20
20
years of professional experience
1
1
Certification
Work History
Branch Head
Axis Bank Limited
06.2024 - Current
- Accountable for growing deposit of the branch and Third Party Products and sourcing Asset Business
- Managing sales of life insurance in order to increase the revenue & market share of the organization
- Carrying out activities related to Audit & Compliance, Branch Profitability and Resource Management
Branch Head
Bandhan Bank Limited
10.2016 - 06.2024
- Accountable for growing CASA of the bank
- Managing sales of life insurance in order to increase the revenue & market share of the organization
- Carrying out activities related to Audit & Compliance, Branch Profitability and Resource Management
Branch Manager
The Greater Bombay Cooperative Bank Limited
12.2010 - 09.2016
- Accountable for growing CASA of the branch
- Looking after disbursement of gold and other retail Loan
- Managing sales of life insurance in order to increase the revenue & market share of the organization
- Carrying out activities related to Audit & Compliance, Branch Profitability and Resource Management
- Accomplishments: Steered efforts in bringing CASA by cracking mainly Retail clients
Relationship Manager
HSBC Invest Direct Securities India Limited
03.2010 - 12.2010
- Acquired high net worth individuals for broking
- Generated revenue in the form of brokerage
Relationship Officer Retail Branch Banking
Kotak Mahindra Bank Ltd.
03.2008 - 01.2010
- Accountable for acquisitions of retail liabilities mainly CASA
- Looked after cross selling of Insurance and Mutual Funds
- Generated leads for asset products include term loan, working capital, home loan and car loan
- Carried out activities related to promo management and event management
Personal Banker Branch Banking
HDFC Bank Ltd.
01.2006 - 03.2008
- Pivotal in handling clients with more than 1 lakh Average Quarterly Balance in CASA
- Responsible for:
- Acquisition of CASA and Fixed Deposits
- Generating Business from Existing Customers
- Selling Third Party Products like Insurance and Mutual Funds
- Cross selling of other Bank Products of the Bank
- Handled lead generation for asset products
- Oversaw branch operations & audit compliance
- Looked after vault & locker custodian
Business Development Executive –Salary Account Group
ICICI Bank Ltd.
05.2005 - 12.2005
- Handled team of 4-5 FOS
- Handling of existing salary account relationships
- New Business Development
- Cross selling of Banking Products
Education
Masters in Management Studies - Marketing
Vivekanand Education Society's Institute of Management Studies and Research
Chembur, Mumbai01.2005
Bachelor of Commerce - undefined
R. A. Podar College, Mumbai University
01.2001
Skills
- Skilled in internet applications
- Collaborative team member
- Customer engagement
- Team skill enhancement
- Sales strategy management
- Compliance program development
- Management of branch operations
- Strong work ethic
- Customer relationship management in banking
- Experience in financial services
- Operational efficiency management
Certification
Certified as: CAIIB in 2013 AMFI (Advisors Module) in 2008 NCFM (Depository Module) in 2009 IRDA in 2009 NCFM Capital Market (Dealers Module) in 2010
LNGG
English, Hindi and Marathi
CORE COMPETENCIES
Branch Administration Business Development Credit Management Marketing & Sales Lobby Management Event Management Client Servicing Audit & Compliance Resource Management
Disclaimer
Signatures Shailesh Gaikwad Dated
Timeline
Branch Head
Axis Bank Limited
06.2024 - Current
Branch Head
Bandhan Bank Limited
10.2016 - 06.2024
Branch Manager
The Greater Bombay Cooperative Bank Limited
12.2010 - 09.2016
Relationship Manager
HSBC Invest Direct Securities India Limited
03.2010 - 12.2010
Relationship Officer Retail Branch Banking
Kotak Mahindra Bank Ltd.
03.2008 - 01.2010
Personal Banker Branch Banking
HDFC Bank Ltd.
01.2006 - 03.2008
Business Development Executive –Salary Account Group
ICICI Bank Ltd.
05.2005 - 12.2005
Bachelor of Commerce - undefined
R. A. Podar College, Mumbai University
Masters in Management Studies - Marketing
Vivekanand Education Society's Institute of Management Studies and Research
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