Vishal Patil
Kolhapur
Summary
Professional banker skilled in customer relationship management, financial advising, and transaction processing. Proven track record in delivering client-focused solutions and meeting business objectives. Known for strong teamwork, adaptability, and communication skills. Adept at leveraging financial tools and resources to drive results and ensure client satisfaction.
Welcoming New Accounts Representative excited to transition to reputable company. Skilled at marketing bank products, handling account maintenance and evaluating new customer information. Hardworking and organized with exceptional time management abilities.
Overview
10
10
years of professional experience
Work History
Personal Banker
HDFC Bank
02.2023 - Current
- Managed deposits, withdrawals and wire transfers to process smooth banking transactions for clients.
- Streamlined daily operations, ensuring accurate transaction processing and efficient customer service delivery.
- Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
- Pioneered adoption of new CRM system, enhancing client data management and service personalization.
- Conducted regular portfolio reviews with clients, aligning financial strategies with changing needs and goals.
- Supported managers in implementing operational improvements that increased efficiency across the branch network.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
CURRENT ACCOUNT RELATIONSHIP OFFICER
Kotak Mahindra Bank Ltd. Pune
04.2022 - 01.2023
- Handled customer inquiries, complains, billing questions and payment extension/service request
- Updating CRM include marketing, sales, customer service, and support
- CRM platforms involve businesses analyzing customer interactions and improving the customer relationship
- This technology has been widely embraced throughout the business world
- Effectively scheduled service appointments for current customers in a proficient and courteous manner
- Managed follow up calls to customer in a timely manner
- Conducted trainings for new hires on system and standard operating procedures
- Trained temp and new staff members on standard call center procedures application, tools and resources while speaking with customers
- Working knowledge of Excel, MS Word, Access, and Outlook
- Increase the book size of the branch
- To acquire good quality Current Accounts with a higher value
- Focus on deepening of new relationships for the first month
Assistant Acquisition Manager
Kotak Mahindra Bank Ltd. Pune
11.2018 - 03.2022
- Increase the Customer Base of the Branch
- To prospect and meet the potential customer
- Understand the Need of the customer and Explain the products and features
- Maintain call and business register
- Involved in developing a new sales incentive scheme that was adopted across our Bank
- Responsible for forecasting market trends, Making sure products and services are supplied to customers on time
- Increased average monthly direct sales from600000 to1200,000
- Involved in the training of new sales staff
Sales Officer
ICICI Bank Ltd. Pune
06.2015 - 03.2016
- Experience of territorial marketing, account management and client relations and retention
- Writing detailed sales forecast report for senior company managers
- Gathering industry data and analyzing spend patterns to highlight the potential for future growth
- Communicating new products to potential clients
- Proven ability to maximize sales opportunities by creating professional sales script
Education
Bachelor of commerce -
Shivaji University
03.2014
Skills
- Relationship building
- Branch operations
- Customer service
- Customer satisfaction
- Client relationship management
- Cash handling
- Banking regulations
- Product knowledge
- Sales experience
- Financial advising
LNGG
Marathi
Hindi
English
Timeline
Personal Banker
HDFC Bank
02.2023 - Current
CURRENT ACCOUNT RELATIONSHIP OFFICER
Kotak Mahindra Bank Ltd. Pune
04.2022 - 01.2023
Assistant Acquisition Manager
Kotak Mahindra Bank Ltd. Pune
11.2018 - 03.2022
Sales Officer
ICICI Bank Ltd. Pune
06.2015 - 03.2016
Bachelor of commerce -
Shivaji University
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