Vikas Jawale

Pune

Summary

Customer-focused professional offering successful sales experience within the retail industry, with established expertise in managing and building long-term relationships with individual and corporate clients. Looking to transition my skills into a personal banker position and help provide value to the bank and its customers. Hardworking Relationship Manager proficient at devising personalized solutions to meet all types of customer demands. Positive and upbeat team player and clear communicator with demonstrated success over 5 years of Banking experience. Hardworking relationship manager proficient at devising personalized solutions to meet all types of customer demands. Positive and upbeat team player and clear communicator with demonstrated success several years of experience.

Overview

years of professional experience

Work History

CBG Relationship Manager

axis bank LTD

Pune

09.2024 - Current

Sourcing NTB ( New to Bank ) with offering working capital limit
Responsible to maintain a high level of clients satisfaction by assisting them with their concerns
Handling Inward and Outward Remittance in Import and Export Transaction
Responsible for issuance of letter of Credit and Bill Discounting
Worked on FX Transactions( Currency Conversion)
Portfolio Management
Marketing and sales
Handling Manage customer for financial planning
Grapes other business cross sale opportunities like ( investment, Insurance )

Wealth and Trade Relationship Manager

ICICI Bank LTD

Nashik

01.2020 - 09.2024

Sourcing NTB ( New to Bank ) with offering working capital limit
HNI Account opening, Trade account opening, wealth account opening
Handling Inward and Outward Remittance in Import and Export Transaction
Responsible for issuance of letter of Credit and Bill Discounting
Responsible for Issuance Bank Guarantee
Worked on FX Transactions( Currency Conversion)
Portfolio Management
Marketing and sales
Handling Manage customer for financial planning

Skills

Client relationship management
Portfolio management
Financial planning
Risk assessment
Foreign exchange transactions
Working capital management
Communication Skills
Problems Solving

Customer Service
Teamwork
Time management
Quick Learner
Customer Relationships
Value Selling Relationship building and management
Solution management
Client acquisition Client Engagement

Languages

Marathi

First Language

English

Proficient (C2)

Hindi

Proficient (C2)

Affiliations

Photography
Make Useful goods from scrap
Cycling

PERSONAL INFORMATION

Father Name:- Jagderao Anandrao Jawale
Date Of Birth :- December 12, 1994
Gender :- Male
Nationality :- Indian

Accomplishments

AOC Achiever Award of 1 Cr. Saving Account open With 1Cr.
AOC Wild Card Qualifier Award - OGTA + BG
Lakshya Achiever Award (3 OGTA + 2 NTB + 50 lakh BG + Asset 200 lakh)
SIP achievements of 2 lakh
212 extra degree award (10 Cr SMEG+ 3 OGTA+ 2NTB+BG)
212Extra Degree Award ( 2OGTA + BG 5Cr. + 1 HNI Account with AOC 4.5Cr.+ 2 NTB)
MDRT Qualifier

Timeline