SIDDHESH NAIK
Banking and Finance
Mumbai
Summary
Self driven Banking Professional with a strong foundation in Banking and Finance. I desire to continue continue adding to my knowledge, learning, experience and skill sets in various areas. I aspire to showcase my potential and deliver the results in any circumstances. I am open for new opportunities which will test and help me grow as a character.
Overview
7
7
years of professional experience
7
7
years of post-secondary education
3
3
Languages
Work History
Relationship Officer
Kotak Mahindra Bank Ltd.
Mumbai, India
04.2021 - Current
- Leading in Acquisition of HNI Customers.
- All round Banking Sales of CASA, Assets, Mutual Funds, Insurance, etc.
- Manage Portfolio of HNI Customers successfully.
- Deepening of Customer relationship.
Relationship Manager - Aspire Program
RBL Bank Ltd
Mumbai, India
07.2018 - 03.2021
- Excellent Relationship Management of HNI Customer base.
- Banking sales of CASA, Assets and Third Party Products (TPP).
- Award winning customer Service, Efficient Branch Banking and Cash Operations
Personal Banker - WD
HDFC Bank Ltd.
Mumbai, Mumbai
10.2015 - 04.2018
- Sales of Banking products like CASA, Assets, Insurance, Mutual Fund, etc.
- Excellent customer service through active listening and problem solving approach.
- Efficient execution of Branch Operations and Processes.
Education
Global MBA (Master of Business Administration) - General
Deakin Business School
Australia 04.2022 - Current
PG Program - Leadership
Institute of Management and Technology
Gaziabad 11.2020 - 10.2021
Master of Economics - Economics
University of Mumbai
Mumbai 04.2016 - 07.2019
Bachelor of Commerce - Commerce
University of Mumbai
Mumbai 08.2012 - 07.2015
Skills
Relationship Management Skills
Additional Information
- " Siddhesh I know him from last 2 years. The first thought that strikes to my mind is that he is very sincere in discharging his duties. The next best is, he is flexible and openminded person coupled good team player. Besides having high intelligence quotient, he is well read person and fantastic mate ! " - Lalit Kumar : Branch Manager, RBL Bank Ltd.
- " Siddhesh Naik #Kudos your work never ceases to amaze me! " - Anvesh Kulkarni : Imperia RM, HDFC Bank Ltd.
Accomplishments
- Top Ranked SIP Performance for Q1 2022-23
- Top 3 performance in CASA acquisition for Q1 2022-23
- Top 10 performers for acquisition of CASA and CASA Value FY 2021-22
- 2 Regional Life Insurance Daily Drive Contest Winner in Mar 2022
- GI Triumph Contest Level 3 Qualifier for Q4 2021-22
- SBI NFO Outstanding performance Certification
- 50 by 50 Contest qualifier Nov 2020
- 5 Times FTR Service Champion Award
- Star Performer for Trading Demat Performance - Sep 2020
- Active CSR participant - Umeed 1000km Cyclothon Mumbai - Bangluru 2018 and Udaipur - Amritsar 2019.
- Branch Launch contributor award Nov 2017
- Top Credit Card Sales - March 2017
- Employee of the month - July 2016
Kotak Mahindra Bank Ltd.
RBL Bank Ltd
HDFC Bank Ltd.
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote
ITS HARD TO BEAT A PERSON WHO NEVER GIVES UP
Timeline
Global MBA (Master of Business Administration) - General
Deakin Business School
04.2022 - Current
Relationship Officer
Kotak Mahindra Bank Ltd.
04.2021 - Current
PG Program - Leadership
Institute of Management and Technology
11.2020 - 10.2021
Relationship Manager - Aspire Program
RBL Bank Ltd
07.2018 - 03.2021
Master of Economics - Economics
University of Mumbai
04.2016 - 07.2019
Personal Banker - WD
HDFC Bank Ltd.
10.2015 - 04.2018
Bachelor of Commerce - Commerce
University of Mumbai
08.2012 - 07.2015
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