Shirish Jahagirdar
Ahmedabad
Summary
Accomplished banking professional with a proven track record at SBM Bank (India) Ltd, adept in Business Strategy and Client Servicing. Excelled in driving revenue generation and retail assets growth, leveraging sales promotion techniques for high net worth client acquisition. Demonstrated leadership in enhancing profitability and customer satisfaction, achieving significant portfolio enhancements.
Overview
19
19
years of professional experience
1
1
Certification
Work History
Location Head- Gujarat
SBM Bank (India) Ltd
Ahmedabad
03.2021 - Current
- Monitoring Branch Team on Day-to-Day basis for Business, Operations for Ahmedabad, Surat & Bhuj Location
- Implementing New Initiatives for Acquisition of HNI / UHNI/NRI/ Assets / SME Customers
- Monitoring Branch Profitability & Employee Productivity
- Focusing on Quality tie ups with Referral Agents for Quality Business
- Quarterly review of FFMC, High Trade Transaction Accounts, Acquisition of Big Trusts, Institutes, Colleges, Corporates for Bulk Deposits
Branch Head – Naroda Ahmedabad
Yes Bank Ltd
Ahmedabad
04.2016 - 03.2021
- Monitoring Branch Team and Sales Team on Day-to-Day basis for Branch Business
- Monitoring the Branch P&L for Profit Generation and Consistent Growth
- Maintaining Service, Quality and Health Score Card of Branch for Better First Pass and Quality Score
- Daily Meeting with Branch Team for Product Upgradation and Market Awareness
- Maintaining the Branch to comply with Audit and Compliance requirements
- Weekly Meeting with SBB & EBB Team for lead Generation across the Products
- Focusing on Quality book by sourcing of CA and SA Account variants
- Focusing on Quality of Accounts, Trade Accounts and Assets Acquisition
- Driving the Branch
- To Cross sell the TPP products like MF, Insurance and Investment Services Account & PMS
- Taking care of Monthly disbursements of Asset Base customers on Fund Base and Non-Fund Base products
- Achieving the Monthly Targets of Trade, Assets, Quality Acquisition, Branch Quality Score and Health Score
Branch Manager – Vasna Road Vadodara
KOTAK MAHINDRA BANK
Vadodara
10.2010 - 03.2016
- Monitoring Branch Team and Sales Team on Day-to-Day basis for Branch Business
- Making Business Strategy for Revenue Generation, Development & Profitability Structure of Existing Book
- Maintaining Service, Quality and Health Score Card of Branch for Better First Pass and Quality Score
- Daily Meeting with Branch Team for Product Upgradation and Market Awareness
- Weekly Review of Below AQB Book, OLD Book and New Book of Branch for Proper Book Management and Enhancement in Branch Book
- Maintaining and increasing the base by giving the high end quality of service standards to customers
- Focusing on Quality of Accounts, Trade Accounts and Assets Acquisition
- Driving the Branch Team for Regional Days which are assigned
- To analyze the portfolio and to enhance the portfolio
- To Cross sell the TPP products like MF, Insurance and Investment Services Account
- To Monitor & Increase the Revenue Model for the Base, Enhance the existing base quarter on quarter
Relationship Manager Preferred Banking
HDFC BANK LTD
Ahmedabad
03.2008 - 11.2010
- Sourcing of High Net worth Relationships with Average Monthly Relationship of 10 lacs
- Maintaining the Productivity benchmark
- To organize the events to generate the customer’s base
- Maintaining and increasing the base by giving the high end quality of service standards to customers
- Also to prepare the Audit and KYC Reports
- Also to build and increase the value for the accounts sourced month on month basis
- To generate the business banking and foreign exchange revenue products
- To analyze the portfolio and to enhance the portfolio
- To Maintain & Increase the CTG and IPH Tracker up to the benchmark
- To Cross sell the TPP products and generate the revenue based products
- Also the generate the revenue by business banking products, like CC, Working Capital, Clean OD, Business Loans
- Achieving the business targets by, TPP, Business Banking, CASA and Foreign Exchange
Asst Sales Manager, Branch Banking
CITI BANK N.A.
Ahmedabad
08.2006 - 02.2008
- Sourcing of Forex Accounts with products of trade finance-Letter of Credit backed bill discounting, forward Contract, Bank Guarantees and Issuance of Letter of Credit
- Regular engagement with clients acquired to gauge wallet size, explore scope to sell best-suited products and opportunities for cross-selling other vulnerable products
- Generating leads for SME clients for Cash credit, Working capital facilities and EPC Limits
- To Generate Premium Business Accounts for High Net worth Business groups
- Identifying & implementing communication strategies and promotional activities to attract customers & improving existing products & services
Education
MBA - Specialization in Marketing
National Instititute of Management Studies
05.2006
Graduation - Commerce Stream
Gujarat University
01.2003
HSC - Commerce Stream
Gujarat Higher Secondary Board
01.2000
SSC -
Gujarat Secondary Board
01.1998
Skills
- Business Strategy
- Sales Promotion
- Client Servicing
- Revenue Generation
- Retail Assets
- SME
Certification
- AMFI Certified
- IRDA Certified
- NISM Certified
Accomplishments
- Management Development Certificate from IIM – Kozhikode, 09/01/04
- Opened the Best quality of Foreign Exchange accounts
- Qualified 4 International Contests in Row under Branch Banking Category for Revenue Generation
- Achieved Blazer of Honor Contest under CASA & Revenue Generation, Q2
- Best Branch in Outstanding Revenue Contribution for SBM Bank – Ahmedabad Location
Personal Information
- Date of Birth: 05/23/82
- Gender: Male
- Nationality: Indian
- Marital Status: Married
Timeline
Location Head- Gujarat
SBM Bank (India) Ltd
03.2021 - Current
Branch Head – Naroda Ahmedabad
Yes Bank Ltd
04.2016 - 03.2021
Branch Manager – Vasna Road Vadodara
KOTAK MAHINDRA BANK
10.2010 - 03.2016
Relationship Manager Preferred Banking
HDFC BANK LTD
03.2008 - 11.2010
Asst Sales Manager, Branch Banking
CITI BANK N.A.
08.2006 - 02.2008
- AMFI Certified
- IRDA Certified
- NISM Certified
MBA - Specialization in Marketing
National Instititute of Management Studies
Graduation - Commerce Stream
Gujarat University
HSC - Commerce Stream
Gujarat Higher Secondary Board
SSC -
Gujarat Secondary Board
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