SWAPNIL SAMBHAJI PATIL
Mumbai
Summary
To obtain a responsible, rewarding & growth oriented career position with a professionally managed organization, wherein I can fully utilize my talents & experience while making a significant contribution to the success of my employer.
Overview
9
9
years of professional experience
Work History
Affluent Relationship Manager
KOTAK MAHINDRA BANK
Mumbai
08.2021 - Current
- Revenue generation for the bank by cross selling of Liabilities products like Current Account, Saving Accounts, Fixed deposits, Life insurance etc and lead generation for other Asset products.
- Advise on forthcoming product developments and discuss special promotions & offers.
- To give digital demos to all the customers and to migrate them on digital banking platforms such as Net banking, Mobile banking, Bill pay, Smart pay, SMS Banking, Missed call banking etc.
- Maintain and develop relationships with existing customers in person and via Telephone calls and Email.
- Developed and managed a portfolio of existing clients to ensure long-term customer relationships.
- Identified new business opportunities through market research and analysis.
- Identified customer needs, developed customized solutions, and provided knowledgeable advice.
- Responsible for increasing liability size of relationships via balances in accounts of existing customers and enhancing customer profitability by capturing large share wallets.
- Responsible for deepening the existing relationships by cross selling of Bank’s products and services / third party investment products.
Customer Service Manager
DCB BANK
01.2020 - 07.2021
- Performed customer service duties such as responding to inquiries, resolving disputes, and processing transactions.
- Provided advice to customers on banking products and services.
- Developed and maintained relationships with customers by providing excellent service and support.
- Demonstrated strong problem-solving skills, resolving issues efficiently and effectively.
SALES EXECUTIVE
HDB FINANCIAL SERVICES (HDFC BANK LTD)
08.2017 - 12.2019
- Credit card, forex card and cross selling
Marketing officer
LIC LIFE INSURANCE
05.2016 - 06.2017
Personal Information
- Date of Birth: 01/10/93
- Nationality: Indian
- Marital Status: Single
Languages
- English
- Hindi
- Marathi
Extracurricular Activities
Playing Cricket, Reading books
Disclaimer
I, hereby declare that all the information provided is correct to the best of my knowledge.
Products Promoted
- CASA
- LOANS (HL, WC, BL, PL, CL)
- GENERAL INSURANCE
- LIFE INSURANCE
- MUTUAL FUNDS
- CROSS SELL PRODUCTS
Roles And Responsibilities
- Revenue generation for the bank by cross selling of Liabilities products like Current Account, Saving Accounts, Fixed deposits, Life insurance etc and lead generation for other Asset products.
- Advise on forthcoming product developments and discuss special promotions & offers.
- To give digital demos to all the customers and to migrate them on digital banking platforms such as Net banking, Mobile banking, Bill pay, Smart pay, SMS Banking, Missed call banking etc.
- Maintain and develop relationships with existing customers in person and via Telephone calls and Emails.
- Act as a contact between a company and its existing and potential markets.
- Gather market and customer information; challenge any objections with a view to getting the customer to satisfaction.
Languages
English
Proficient
C2
Hindi
Beginner
A1
Marathi
Beginner
A1
Achievement
- Presidential carnival club qualified(Life insurance)-2022,2023
- Dare( MDRT- Life insurance) Qualified - 2022,2023,2024
- Dare maximus (General insurance)- 2022
- National Institute of Securities Markets: (NISM-Series-V-A: Mutual Funds Distributors)
- Insurance Institute of India: (IRDA certified – Certificate in Composite Insurance)
- Awarded as a “ CASA CHAMPION “ in Kotak Mahindra Bank Ltd.
Timeline
Affluent Relationship Manager
KOTAK MAHINDRA BANK
08.2021 - Current
Customer Service Manager
DCB BANK
01.2020 - 07.2021
SALES EXECUTIVE
HDB FINANCIAL SERVICES (HDFC BANK LTD)
08.2017 - 12.2019
Marketing officer
LIC LIFE INSURANCE
05.2016 - 06.2017