Summary
Overview
Work History
Education
Skills
Personal Information
Projects
Personality Traits
Accomplishments
Disclaimer
Timeline
Generic
Sridhar Chawan

Sridhar Chawan

Hyderabad

Summary

Accomplished Manager with extensive experience in the Banking and financial services, Insurance including roles at Yes Bank Ltd, HDFC Bank, Bajaj FinServ Ltd, and HDFC Standard Life. Demonstrated expertise in relationship management, financial forecasting, and client account management. Proven leadership skills honed through managing sales teams and driving market research initiatives. Career goal: to leverage extensive industry knowledge and leadership capabilities to drive strategic growth in a senior management role.

Overview

8
8
years of professional experience

Work History

Manager

YES Bank Ltd
11.2022 - 08.2023
  • Managed High-net-worth client Portfolio, resulting in elevated retention rates.
  • Provided leadership, insight and mentoring to newly hired employees to supply knowledge of various company programs.
  • Promoted financial products including loans, investments, and insurance to maximize client engagement.

Deputy Manager

HDFC Bank Ltd
09.2019 - 11.2022
  • Led client engagement strategies to boost cross-selling and product penetration.
  • Provided personalized banking solutions to meet customer financial goals.
  • Consistently achieved monthly sales targets and improved customer retention.

Assistant Manager Insurance

Bajaj FinServ Ltd
08.2018 - 07.2019
  • Oversaw insurance sales and customer acquisition through multiple channels.
  • Conducted market analysis and campaign planning for product launches.
  • Supported training programs to develop new team members.

Corporate Agency Manager

HDFC Standard Life
02.2017 - 08.2018
  • Managed relationships with corporate agents and business partners.
  • Drove life insurance sales through strategic campaigns and training.
  • Improved compliance and reporting procedures across branches.

Sales Team Leader

Airtel Communications
09.2015 - 01.2017
  • Leading Team to hit their targets as well as for Company Growth.
  • Maintaining daily targets with quality.

Education

Graduated - Electrical And Electronics Engineering

Bharat Institute of Engineering& Technology
Hyderabad
08-2015

Intermediate -

Narayana Junior College
Hyderabad
01.2011

SSC -

Bhashyam Public School
Hyderabad
01.2009

Skills

  • Financial Forecasting
  • Leadership skills
  • Client account management
  • Market research techniques
  • Client portfolio management

Personal Information

  • Date of Birth: 04/29/94
  • Gender: Male
  • Nationality: Indian
  • Marital Status: Married

Projects

Study of Wireless Electrical Power Transmission, Using Tesla coil transmission of power from one medium to another without using wire to particular substance. This information have also been reviewed prior to approval by maintaining accurate quality & accuracy in the process.

Personality Traits

  • An enthusiastic person with highly motivated and leadership skills.
  • Eager to learn new technologies and methodologies.
  • Ability to produce best result in pressure situation.
  • Ability to work as individual as well as in group.

Accomplishments

Qualified for Life Insurance Cruise Ship contest in March 2023.

Qualified in the Maldives Contest March 2022.

Qualified for Philippines Contest in April 2022.

Portfolio book (CASA, TD) growth from 8 Cr to 25 Cr

Disclaimer

I do hereby confirm that the information furnished above is true to the best of my knowledge and belief.

Timeline

Manager

YES Bank Ltd
11.2022 - 08.2023

Deputy Manager

HDFC Bank Ltd
09.2019 - 11.2022

Assistant Manager Insurance

Bajaj FinServ Ltd
08.2018 - 07.2019

Corporate Agency Manager

HDFC Standard Life
02.2017 - 08.2018

Sales Team Leader

Airtel Communications
09.2015 - 01.2017

Graduated - Electrical And Electronics Engineering

Bharat Institute of Engineering& Technology

Intermediate -

Narayana Junior College

SSC -

Bhashyam Public School
Sridhar Chawan