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
Work History
Imperia Relationship Manager
HDFC Bank Ltd
10.2021 - 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.
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
Skills
- Client relationship management
- High net worth client servicing
- Revenue generation strategies
- Cross-selling banking products
Accomplishments
- Awarded as NRI Victors conclave from MD PAN India Ranking 6
- Awarded as Fantastic four contest in ROMG
- Consecutively 3 months awarded Top Performer of the Month
- Consecutively 3 times enter Gold Elite Club (Zonal Level Contest)
- Awarded for ICFL Star Contest
- Completed Selling Skills Course through ‘ICICI Academy for Skills’
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
10.2021 - Current
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