Summary
Overview
Work History
Education
Skills
Accomplishments
Personal Information
Certification
Timeline
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SWAPNIL WANJARI

NAGPUR

Summary

Diligent Customer Service Professional Successful At Satisfying Different Types Of Customers With Creative And Knowledgeable Solutions. Leads Teams Of Customer Service-focused Professionals To Improve Customer Ratings, Reduce Complaints And Increase Business. Friendly And Adaptable Professional With Remarkable Leadership And Program Management Skills. To Seek And Maintain Full-time Position That Offers Professional Challenges Utilizing Interpersonal Skills, Excellent Time Management And Problem-solving Skills. Detail-oriented Team Player With Strong Organizational Skills. Ability To Handle Multiple Projects Simultaneously With A High Degree Of Accuracy

Overview

8
8
years of professional experience
1
1
Certification

Work History

Branch Sales Manager (BSM)

UTKARSH SMALL FINANCE BANK LTD
08.2023 - 12.2023
  • Managed Team of 12 RMS and taking care of entire sales of Branch
  • Drive branch business of products like FD, MF, Insurance, Account, Demat account etc
  • Taking care of whole branch joint calls with RM so increase the business of branch
  • Maintain the productivity of the sales officers (SOS)
  • MAINLY FOCUS ON CASA VALUE ACQUISITION.

Personal Banker (PB)

HDFC BANK LTD
03.2022 - 05.2023
  • Responsible for helping individual clients manage their money in order to balance financial risks and returns
  • Worked in indoor office environments, and some limited travel may be required to attend social networking events and appeal to potential clients.

Branch Relationship Officer (BRO)

Axis Bank Ltd
03.2017 - 03.2022
  • Timely processing of bank transactions like funds transfer, Cheques, Opening of Accounts, reconciliation of office accounts, ensuring timely resolution of customer queries and improving customer service levels
  • Responsible for lead generation for Current Account and Savings Account - CASA to new customers and deepening of account balances for existing customer's.

Relationship Officer (RO)

IndusInd Bank
06.2016 - 03.2017
  • Develop and maintain professional understanding of customer base to assist Banker deepening current relationships
  • Promote Bank products by providing consistent, accurate and transparent information to customers.

Education

MBA (FINANCE & MARKETING) -

Tirpude Institute of Management Education, Nagpur, RTMNU
01.2016

B.B.A (MARKETING) -

Tirpude Institute of Management Education, Nagpur, RTMNU
01.2016

Skills

● Branch Management

● Multitasking Abilities

● Staff Supervision

● Key Performance Indicators (KPI)

● Relationship Management

● Operations Management

● Excellent Communication Skills

● Task Delegation

● Process Improvement Strategies

● Critical Thinking

● Interpersonal Communication

● Flexible and Adaptable

Accomplishments

  • Exceeded sales objective year on year Consistently generated additional revenue through skilled sales techniques.
  • Recognized as top performer by qualifying in Regional as well as circle level contests
  • Got awarded several times for the asset disbursement.
  • Customer Relations - Earned highest marks for customer satisfaction along with cross sell.
  • Repeatedly received recognition from superiors for excellence in service.
  • Increased monthly revenue 300% through implementation of strategic initiatives.
  • Received many Award for exemplary performance and recognition for handling the large no. of retail and corporate clients

Personal Information


  • Date of Birth: 09/13/1992
  • Gender: Male
  • Marital Status: Married
  • Expected Salary: As per Industry Standard based on my experience and skills

Certification

● NISM Mutual Fund Distributors Exam

● NISM Series I Currency Derivatives Certifications Exam

● NISM Series VI Depository Operations Certification Exam

Timeline

Branch Sales Manager (BSM)

UTKARSH SMALL FINANCE BANK LTD
08.2023 - 12.2023

Personal Banker (PB)

HDFC BANK LTD
03.2022 - 05.2023

Branch Relationship Officer (BRO)

Axis Bank Ltd
03.2017 - 03.2022

Relationship Officer (RO)

IndusInd Bank
06.2016 - 03.2017

MBA (FINANCE & MARKETING) -

Tirpude Institute of Management Education, Nagpur, RTMNU

B.B.A (MARKETING) -

Tirpude Institute of Management Education, Nagpur, RTMNU
SWAPNIL WANJARI