Vinod Shinde
Pune
Summary
Business-driven Relationship Manager always finding successful ways to acquire new clients and foster lucrative relationships. A determined leader with over 6 years of assisting clients with financial planning processes and assessing financial data. Offering dynamic collaboration and decision making skills.
Overview
10
10
years of professional experience
2
2
years of post-secondary education
Work History
Imperia Relationship Manager
HDFC Bank Ltd
04.2025 - Current
- Managing a Book size of 156 Crs as a Imperia Relationship Manager.
- Objective is to generate revenue for the bank through retail and wholesale assets , life insurance ,mutual funds , forex and liability.
- Managing a portfolio with a combination of High Network Clients in Retail , NR and corporates.
- Identified new business opportunities through Probe 42, MCA leads and references from existing clients.
- Responsible to cross sell banking products like Life Insurance, General and Health Insurance, Mutual Funds.
- Onboarding of Corporate clients and offering them solutions related to trade services , payment gateway, corporate cards, working capital and SBLC.
- Cultivated strong client relationships through proactive communication and personalized service strategies.
Preferred Relationship Manager
HDFC Bank Ltd
04.2024 - 03.2025
Personal Banker
HDFC Bank Ltd
10.2021 - 03.2024
Executive Sales Manager
ICICI Securities Ltd.
05.2016 - 10.2021
- Business generation through ICICI bank channel in opening of Demat and Trading accounts.
- Liaising with operations team and ensuring customer satisfaction by achieving delivery.
- Managed high-performing sales teams, driving consistent achievement of targets and performance metrics.
- Coordinated cross-functional collaboration with marketing to align promotional efforts with sales objectives.
Sales Officer
HDFC Securities Ltd.
08.2015 - 05.2016
- Identified business opportunities with existing clients to cross-sell demat, trading account, insurance, Personal/Home loan, Mutual Funds etc.
- Interfaced with High Net Worth clients for understanding their requirements and suggested the most viable solution for queries.
- Arranged meetings with potential customers for new business opportunities
- Interacted with the customers to gather their feedback regarding the product satisfaction
- Served as the escalation gate and resolving customer complaints and queries
Education
Bachelor - Commerce
University of Pune
01.2015
10+2 (Intermediate) - undefined
Maharashtra State Board
01.2012
10th - undefined
Maharashtra State Board
01.2010
M.Com - Commerce
SAVITRIBAI PHULE PUNE UNIVERSITY
05.2019 - 04.2021
Skills
- Client relationship management
- High net worth client servicing
- Revenue generation strategies
- Cross-selling banking products
Accomplishments
- Qualified for BBH-Inner Circle, Life Insurance contest in 2025,2023 & 2022.
- Awarded as NRI Victors conclave from MD PAN India Ranking 6
- Awarded as Fantastic four contest in ROMG
- Qualified for Pan- India Personal Loan Contest - 2023 & 2024 with a monthly disbursement of 1.50 Cr.
- Awarded for ICFL Star Contest
- Won several contest at Cluster and Zonal Levels.
Language
English
Hindi
Marathi
DECLARATION
I hereby declare that the particulars of the information stated above are true and complete to the best of my knowledge. Place: Pune Vinod Shinde
Timeline
Imperia Relationship Manager
HDFC Bank Ltd
04.2025 - Current
Preferred Relationship Manager
HDFC Bank Ltd
04.2024 - 03.2025
Personal Banker
HDFC Bank Ltd
10.2021 - 03.2024
M.Com - Commerce
SAVITRIBAI PHULE PUNE UNIVERSITY
05.2019 - 04.2021
Executive Sales Manager
ICICI Securities Ltd.
05.2016 - 10.2021
Sales Officer
HDFC Securities Ltd.
08.2015 - 05.2016
10+2 (Intermediate) - undefined
Maharashtra State Board
10th - undefined
Maharashtra State Board
Bachelor - Commerce
University of Pune