Sonal Chandrakant Dalvi
Banking
Thane,Maharashtra
Summary
Experienced and results-driven Branch Relationship with Indusind Bank. 7 years success in retail banking,relationship management, and branch operations. Proven track record in driving business growth,enhancing customer satisfaction,and leading high-performance teams.Adept at cross-selling banking products,managing key client relationships,and ensuring regulatory compliance.
Overview
8
8
years of professional experience
Work History
Select Relationship Manager
Indusind Bank
Mumbai
07.2021 - 04.2023
- Grow CASA, retail assets, and third party product sales (mutual funds, insurance)
- Ensure compliance with all banking regulations and audit requirements
- Experienced and results-driven Branch Relationship with Indusind Bank.
Priority Relationship Manager (Affluent)
Axis Bank
Mumbai
12.2018 - 07.2021
- Handled a portfolio of HNI clients, offering personalized investment and banking solutions
- Cross-sold financial products including mutual funds, insurance, and loans
- Coordinated with internal departments to ensure seamless service delivery
Retail Liabilities Relationship Manager
Idfc First Bank
Mumbai
04.2023 - 09.2025
- Managed NTB Current Accounts, Savings Accounts, Term Deposits, loans, and investments
- Contributed to bank income growth through effective sales of liabilities and insurance products
- Promoted banking products, including loans and insurance, to maximize customer value
Retail Liabilities Relationship Manager
Kotak Mahindra Bank
Mumbai
05.2017 - 11.2018
- Directed sales activities to acquire, enhance, and retain customer accounts
- Managed extensive customer portfolio, ensuring high satisfaction and loyalty
- Delivered exceptional customer service while resolving complex banking inquiries
- Advised clients on investment opportunities, loans, and insurance to enhance financial outcomes
Accountant
Balaji Enterprises
- An accountant reviews and analyses financial records, keeping track of a company's or individual's income, expenditures, and tax liabilities.
- An accountant may also be involved in project planning, cost analysis, auditing, and financial decision-making
Education
Bachelor of Commerce - undefined
University of Mumbai
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ITM Skills Academy
Skills
- Core Banking Solutions
- CRM Tools
- MS Office
- Marketing and communication skills
- Accounting principles
- Client acquisition strategies
- Cross-selling techniques
- Retail banking expertise
- Problem-solving skills
- Motivation and interpersonal skills
Accomplishments
- Certificate of appreciation Rank -1 in recognition of your excellent performance crorepati club during H1 F.Y. 19-20 in Kotak Mahindra Bank
- Certificate of appreciation in M3PL awarded AAM(SA) Rank 1 Sa new book ytd Dec'19 April'19 Dec'19 in Kotak Mahindra Bank
- Promoted as Senior Assistant Acquisition Manager in Kotak Mahindra Bank
- Promoted as Deputy Manager in Kotak Mahindra Bank
- Outstanding Business Performance in Race 2 Glory- Life Insurance drive (2022-01-01) in IDFC First Bank
- Promoted as Relationship Officer in IDFC First Bank
- Outstanding performance in the final countdown February & March-2022 in IDFC First Bank
- Outstanding life insurance performance in June month 2022 in IDFC First Bank
- Outstanding life insurance performance in Tata AIA life insurance during December 2023 to July 2014
- Outstanding life insurance performance in Tata AIA life insurance for Shiksha Ki Udaan Branch- Goregaon West Cluster-Andheri 1 Circle-Mumbai 2 No of sponsorship-2
Social Media Accounts
www.facebook.com/Sonal.dalvi, www.linkedin.com/in/Sonal.dalvi, www.instagram.com/Sonal.dalvi
Personal Information
- Title: Branch Relationship Manager
- Date of Birth: 22/5/1996
- Nationality: Indian
- Marital Status: Single
Timeline
Retail Liabilities Relationship Manager
Idfc First Bank
04.2023 - 09.2025
Select Relationship Manager
Indusind Bank
07.2021 - 04.2023
Priority Relationship Manager (Affluent)
Axis Bank
12.2018 - 07.2021
Retail Liabilities Relationship Manager
Kotak Mahindra Bank
05.2017 - 11.2018
Accountant
Balaji Enterprises
Bachelor of Commerce - undefined
University of Mumbai
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ITM Skills Academy