SOMNATH LADKU PATIL
Summary
To be in a responsible position in an organization, which is market oriented, with opportunities to use my knowledge and experience, leveraging on my strengths, Self-confidence, perseverance, commitment and progress to ultimately head the unit with global scale of operations.
A Self-motivated, dynamic, confident, result oriented versatile professional. A person with effective communication skills, ability to perform the best under pressure, who is adaptable to fast paced environments.A team player with good inter-personal skills and analytical approach to problem solving.
Overview
18
18
years of professional experience
Work History
Branch Manager
Equitas small finance bank
Panvel
09.2024 - Current
- Supervised staff performance and provided ongoing training and support.
- Managed daily operations of branch to ensure smooth functioning.
- Developed and implemented customer service strategies to enhance client satisfaction.
- Coordinated marketing initiatives to promote financial products and services.
- Analyzed branch performance metrics to identify improvement opportunities.
- Led team meetings to communicate updates and share best practices.
- Managed staff scheduling, hiring and training processes.
- Directed daily operations of the branch, including customer service, human resources, sales and marketing activities.
- Conducted regular performance reviews for all employees in the branch.
- Monitored financial performance of the branch on a monthly basis.
- Resolved escalated customer complaints in a timely manner.
- Assigned duties to employees and examined work for accuracy, neatness and timeliness.
- Verified cash by balancing cash drawers and maintaining cash count records.
- Disciplined employees to encourage compliance with company policies and procedures.
- Boosted customer base, acquiring new customers and identifying needs to deliver relevant products.
- Performed regular audits of financial records in order to ensure accuracy.
DESIGNATED MANAGER
IDFC FIRST BANK LTD
12.2020 - 09.2024
- Team Handling Profile CASA SENIOR SALSE MANAGER
- Managed daily operations to ensure smooth banking processes.
- Supervised team members to enhance service quality and customer satisfaction.
- Developed training programs for staff to improve skill sets and efficiency.
- Implemented compliance measures to adhere to regulatory banking standards.
- Analyzed customer feedback to identify areas for service improvement.
- Facilitated team meetings to discuss performance and operational challenges.
- Assisted customers with product selection based on their needs.
DESIGNATED MANAGER
KOTAK MAHINDRA BANK LTD
11.2018 - 12.2020
- Team Handling Profile CASA SALSE MANAGER
- Provides the financial solution to the customers like home loan, business loan etc
- Gather information about customer and understand needs
- Help customers convert implied needs into concrete, stated needs to get “best fit” solution
- More focus on developing customer relationship
Deputy Manager
HDFC BANK LTD
10.2017 - 10.2018
- Handling Current A/c portfolio (CARM)
- Adds value at each step of the decision making process of the customer
- Provides the financial solution to the customers like home loan, business loan etc
- Gather information about customer and understand needs
- Help customers convert implied needs into concrete, stated needs to get “best fit” solution
- More focus on developing customer relationship
- IRDA & MFI Certified
Senior Officer
Yes Bank Ltd
12.2014 - 10.2017
- Sourcing new Saving and current account for a given set of branches and also cross sell targets of retail assets.
- HNI Clients acquisition from the various sectors like Fruit Merchant, Manufacturer & Industries.
- Identification of potential customers and manage the relationship with them.
- Account opening for the new clients including verification of KYC documents.
- Customer Service: Handling Customer Queries of existing and new customers.
- Mandatory Documentation like Know Your Customer, Account Opening Documentation Process.
- Adds value at each step of the decision making process of the customer
- Provides the financial solution to the customers like home loan, business loan etc
- Gather information about customer and understand needs
- Help customers convert implied needs into concrete, stated needs to get “best fit” solution
- More focus on developing customer relationship
Officer
ICICI Bank Ltd
11.2012 - 07.2014
- Sourcing new current account for a given set of branches and also cross sell targets of retail assets.
- HNI Clients acquisition from the various sectors like Fruit Merchant, Manufacturer & Industries.
- Identification of potential customers and manage the relationship with them.
- Account opening for the new clients including verification of KYC documents.
- Customer Service: Handling Customer Queries of existing and new customers.
- Mandatory Documentation like Know Your Customer, Account Opening Documentation Process.
- Adds value at each step of the decision making process of the customer
- Provides the financial solution to the customers like home loan, business loan etc
- Gather information about customer and understand needs
- Help customers convert implied needs into concrete, stated needs to get “best fit” solution
- More focus on developing customer relationship
BRANCH COEX
HDFC BANK LTD
NEW PANVEL EAST
03.2008 - 11.2012
- CASA A\C SALERY A/C FD A/C RD A/C OPENING FOR HDFC BANK
- Performance Based Incentives (Every Month).
- Received a prize for the Best performance
Education
M.A -
SHIVAJI UNIVERSITY
SATARAT.Y.B.A -
C K T COLLEGE
MUMBAIH.S.C -
K A BANTHIYA
MUMBAIS.S.C. -
Z P SCHOOL VIHIGHAR
MUMBAISkills
- Lead
- Motivate
- Teamwork
- Good knowledge of Computers
- Good organizational communication skills
- Exposure to different assignments
References
Available upon request.
Personal Information
- Date of Birth: 09/10/84
- Nationality: Indian
- Marital Status: Married
Languages
- Hindi
- Marathi
- English
- Hindi
- Marathi
Languages
English
First Language
Timeline
Branch Manager
Equitas small finance bank
09.2024 - Current
DESIGNATED MANAGER
IDFC FIRST BANK LTD
12.2020 - 09.2024
DESIGNATED MANAGER
KOTAK MAHINDRA BANK LTD
11.2018 - 12.2020
Deputy Manager
HDFC BANK LTD
10.2017 - 10.2018
Senior Officer
Yes Bank Ltd
12.2014 - 10.2017
Officer
ICICI Bank Ltd
11.2012 - 07.2014
BRANCH COEX
HDFC BANK LTD
03.2008 - 11.2012
M.A -
SHIVAJI UNIVERSITY
T.Y.B.A -
C K T COLLEGE
H.S.C -
K A BANTHIYA
S.S.C. -
Z P SCHOOL VIHIGHAR