Tejas Shinde

Achievement & Rewards

ICICI BANK – Joined as Phone Banking Executive in Feb’2018

➔ Promoted as SME(Subject Matter Expert)in Oct’2021

➔ Promoted to Complete PGDM Course in Jan’2022

➔ Promoted as Deputy Manager in Branch Banking Nov’2022

➔ Promoted as Team Manager in Credit Card & Personal Loan.

ICICI BANK -Awarded By Sandeep Bakshi Sir for achieving the highest credit card & Personal loan in Thane tower 2019

• Qualified for Domestic Trip for achieving the highest amount of Fixed Deposits in Branch, October-November 2021.
• Life Insurance contest qualified Wall of Frame 2021, Retro Event 2022, Qualified for Achievers Club 2022-2023.
• Received Amazon Vouchers for outstanding performance, November-December 2022, and awarded Excellence as Batch Topper during training.
• Completed PGDB Course from ICICl, enhancing professional banking skills and knowledge.
• Top Performer - Mulund Region 2023 across multiple products including Fixed Deposits(10 Cr), CASA(3CA/4SA), Home Loans (25 Cr)with 4 bops, Auto Loans, and Mutual Funds.

Professional Highlights:-

Working with ICIC Bank Limited from 18 November 2018 to 23 October 2024.

Deputy Manager

Managed a diverse portfolio worth 2250 crore, consisting of CASA (Current & Savings Accounts), Personal Loans (PL),

Consumer & Commercial Home Loans (CCHL), Auto Loans (AL), Life Insurance (LI), General Insurance (Gl), Demat Accounts, SiPs, and all other banking products.

• Focused on servicing High Net-Worth Individuals (HNIs), providing customized financial solutions that addressed their complex banking, investment, and risk management needs.

• Successfully grew the client portfolio through proactive cross-selling and upselling of products, ensuring comprehensive financial coverage for clients.

• Maintained strong client relationships, offering personalized service to enhance satisfaction and retention while achieving business growth targets.

• Regularly monitored portfolio performance and conducted risk assessments to ensure compliance with regulatory standards and banking policies .

• ⁠Achieved [mention any specific achievements, such as sales targets, customer satisfaction rates, or revenue growth.

• INDIVIDUAL PROFILE
• Engaging customer with Bank by making good relationship.
• Acquisition of New High Net-Worth customer for bank.
• Generating a lead for Credit Cards, PL, HL, SIP, etc.
• Generating fee base income by cross selling of LI and GI.
• Assigning and achieving targets and earn incentives.
• Focusing mainly on increasing the Banks book value by CASA.