Summary
Overview
Work History
Education
Skills
Accomplishments
Websites
Personal Information
Timeline
Generic
SHAKTI DANDIA

SHAKTI DANDIA

Mumbai

Summary

Dynamic banking professional with a proven track record at IDFC Bank, excelling in client acquisition and relationship management. Leveraging strong marketing skills and financial analysis expertise, I consistently drove income growth and enhanced customer satisfaction. Adept at cross-selling and problem-solving, I thrive in high-pressure environments to deliver exceptional results.

Overview

10
10
years of professional experience

Work History

Associate Vice President (AVP)

IDFC Bank
Mumbai
11.2021 - Current
  • Managed NTB Current Accounts, Savings Accounts, Term Deposits, loans, and investments.
  • Contributed to bank income growth through effective sales of liabilities and insurance products.
  • Promoted banking products, including loans and insurance, to maximize customer value.
  • Expanded bank's liability base by acquiring new clients and strengthening existing relationships.
  • Advised clients on investment opportunities, loans, and insurance to enhance financial outcomes.

Retail Liabilities Relationship Manager

Kotak Mahindra Bank
Mumbai
05.2021 - 11.2021
  • Directed sales activities to acquire, enhance, and retain customer accounts.
  • Managed extensive customer portfolio, ensuring high satisfaction and loyalty.
  • Delivered exceptional customer service while resolving complex banking inquiries.
  • Achieved income plans and consistently met performance benchmarks.

Retail Liabilities Relationship Manager

HDFC Bank
Mumbai
07.2019 - 04.2021
  • Drove sales initiatives to acquire, enhance, deepen, and retain accounts.
  • Managed portfolio growth while cultivating strong customer relationships.
  • Delivered exceptional customer service in accordance with bank standards.

Retail Liabilities' Personal Banker Welcome Desk

HDFC Bank
Mumbai
01.2016 - 06.2019
  • Assisted customers with retail liability products and services.
  • Directed customers toward digital banking solutions, improving adoption rates.
  • Generated quality leads for Retail Liabilities, Retail Assets, Insurance, and Mutual Funds.
  • Demonstrated proficiency with banking applications including CRM, Flexcube, and LoNo.

Education

IPCC (ICAI) GROUP 2 -

ICAI
Mumbai, India
05.2015

B.Com -

Mumbai University
Mumbai, India
03.2014

IPCC (ICAI) GROUP 1 -

ICAI
Mumbai, India
05-2013

Skills

  • Marketing and communication skills
  • Accounting principles
  • Client acquisition strategies
  • Cross-selling techniques
  • Retail banking expertise
  • MS Office proficiency
  • Tally ERP 9 expertise
  • Financial analysis and reporting
  • Critical thinking abilities
  • Problem-solving skills
  • Motivation and interpersonal skills
  • Ability to work under pressure

Accomplishments

  • Awarded for the Final Lap contest, and qualified for a trip to Paris
  • Awarded for HNW income plan for FY 2020-21
  • Recognized for splendid performance in the cluster for the year 2020-21
  • Received 'BE THE BEST' award for exemplary performance in life insurance (08/01/20)
  • Awarded for CASA unit in preferred category
  • Recognized for Splendid performance in cluster for year 2019 -20
  • Awarded for Auto Loan performance (10/01/19)
  • Received CASA champions award (05/01/19 - 06/01/19)
  • Star Service Excellence award recipient (04/01/19 & 05/01/19)
  • Awarded in Dwani contest for unique FD
  • CASA unit award (04/01/19)
  • CASA performance award for year 2018-19
  • Silver Star award (03/01/18)
  • CASA unit award for year 2016-17
  • Recognized in Do Teen Panch contest for CASA FD & Credit Card

Websites

Personal Information

  • Date of Birth: 11/23/1993
  • Nationality: India
  • Marital Status: Married

Timeline

Associate Vice President (AVP)

IDFC Bank
11.2021 - Current

Retail Liabilities Relationship Manager

Kotak Mahindra Bank
05.2021 - 11.2021

Retail Liabilities Relationship Manager

HDFC Bank
07.2019 - 04.2021

Retail Liabilities' Personal Banker Welcome Desk

HDFC Bank
01.2016 - 06.2019

IPCC (ICAI) GROUP 2 -

ICAI

B.Com -

Mumbai University

IPCC (ICAI) GROUP 1 -

ICAI

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