Shubham Sawant
Pune
Summary
Currently working as a Deputy Manager at RBL Bank. I have 4+ years of experience in banking sector with
responsibilities like operational, business & Customer service areas including delivering financial/investment advisory
services to high value as well as retail clients. Proven success in managing portfolios, driving profitability, and increasing
MEB through skilful strategic planning, consulting, and financial advisory services.
Overview
5
5
years of professional experience
Work History
Deputy Manager
RBL BANK LTD
Pune
07.2023 - 01.2024
- Management of Commercial/ Trade & Current Account relationships in business banking segment.
- Acquire New Trade Finance and Forex clients.
- Activate existing clients to start their trade and Forex transactions.
- Acquisition of Corporate customers for Forex and Trade Services.
- Conduct regular branch and client visits and resolve customer queries.
- Retain existing clients and enhancement of Trade/Forex business.
- Manage trade related transactions.
Deputy Manager
IndusInd Bank
Pune
05.2022 - 06.2023
- Acquire New Trade Finance and Forex clients.
- Maintain number of current account (CA) balance
- Achieve revenue targets by selling various products (for e.g.: CA / CMS / Trade Finance / Business Banking / General Insurance / SB / FD / Business Credit Cards / Prepaid Cards.
- Focused approach towards achievement of respective income and acquisition plan.
Assistant Manager
Kotak Mahindra Bank
Pune
01.2021 - 05.2022
- To acquire customers for Current Account, Savings Account Products of the bank, from a pool of potential individuals, small businesses, trusts associations, societies and cooperates.
- To achieve and deepen business volume and numbers.
- To cross-sell TPP like Insurance, Gold, Locker, FD, Asset Products etc.
- Understanding Customers occupation and needs.
- Introducing and explaining suitable products.
- Resolving converted customers queries problems.
- Managing database.
Sales Officer
HDB Financial Services
Pune
05.2019 - 12.2020
- Achieve Profit Targets for the cluster of Branches in the Zone Responsible for ensuring the achievement of all sales and revenue targets for the branch.
- Source business from open market. Maintain daily sales report.
- Coordination between all the Sales Supports Departments.
Education
B.COM -
Mumbai University
Mumbai04-2019
HSC -
Maharashtra Board
Pune 04-2014
SSC -
Maharashtra Board
Pune04-2012
Skills
- Written and oral communications skills
- Experience in managing trade
- Knowledge of compliance of the bank
- Ability to conceptualize, plan and implement customer acquisition and service strategies
- Ability to build and maintain relationship with clients to ensure customer retention
Timeline
Deputy Manager
RBL BANK LTD
07.2023 - 01.2024
Deputy Manager
IndusInd Bank
05.2022 - 06.2023
Assistant Manager
Kotak Mahindra Bank
01.2021 - 05.2022
Sales Officer
HDB Financial Services
05.2019 - 12.2020
B.COM -
Mumbai University
HSC -
Maharashtra Board
SSC -
Maharashtra Board
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