Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Affiliations
Timeline
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YOGESH ASHOK KALEKAR

YOGESH ASHOK KALEKAR

PUNE

Summary

Banking professional with over 12 years of experience in customer relationship management. Demonstrated success in enhancing client portfolios and driving revenue growth through effective sales strategies. Expertise in compliance adherence and delivering exceptional customer service, fostering long-term relationships with high-net-worth individuals.

Overview

12
12
years of professional experience
1
1
Certification

Work History

Preferred Relationship Manager(Hybrid Portfolio)

HDFC BANK LTD
PUNE
07.2023 - Current
  • Managed HNI clients within classic and preferred programs, ensuring exceptional customer experience to enhance profitability.
  • Regularly engaging with customers to build rapport and understand their profiles.
  • Enhancing customer wallet size. Ensuring that customers make us their primary bank by managing their wealth. Knowing about where all the customers are currently banking and moving them to our bank. Ensuring that customer scope is done and products are targeted accordingly. Sales to family members and associates (all networks).
  • Ensured certification of documentation required for opening and maintaining customer accounts. Error-free documentation for all account opening and all customer instructions (stop payments, FD closure, etc.). Ensured KYC norms are adhered to at all points in time. Ensured that 5-S norms are adhered to for individuals' workstations.
  • Increased liabilities size of relationship via: Balances in accounts of existing customers, acquired all related IDs that are financially dependent on the primary ID, and send entry form to CPU for flagging and grouping. Used FD maturity reports to track the maturity of HDFC FDs and prevent outflow. Use the profile to track FDs in other banks, and divert them into HDFC upon maturity.

Branch Relationship Manager

IDFC FIRST BANK LTD
PUNE
04.2022 - 06.2023
  • Delivered wealth management services to high and ultra-high-net-worth individuals, fostering long-term relationships.
  • Oversaw Asset and Liabilities business and Fee products for branch operations.
  • Managed a portfolio of 200 clients, ensuring personalized service and satisfaction.
  • Built and maintained relationships with new and existing clients while providing a high level of expertise.
  • Achieved the goal for sales of bank products and services, and exceeded performance metrics for customer service.
  • Passionate about learning and committed to continual improvement.
  • Managed time efficiently in order to complete all tasks within the deadlines.

Personal Banker

HDFC BANK LTD
PUNE
05.2018 - 03.2022
  • Acquired new customers while strengthening existing relationships within portfolio.
  • Maximized relationship value through effective CASA book retention strategies.
  • Monitored portfolio inflows and outflows to effectively identify market trends.
  • Cross-sold third-party products, including mutual funds, DEMAT, life insurance, and general insurance.
  • Ring-fenced customers using attachment products such as credit cards and various loans.
  • Conducted regular follow-ups to ensure customer satisfaction and address concerns.
  • Analyzed customer risk profiles and financial planning to support achievement of financial goals.

Client Relationship Partner

YES BANK LTD
PUNE
07.2016 - 04.2018
  • Managed sales promotional activities and events to drive product awareness.
  • Acquired new customers through targeted outreach strategies.
  • Enhanced existing customer relationships, resulting in increased loyalty.
  • Ensured adherence to KYC, AML, and compliance policies throughout sales process.
  • Coordinated cross-sales of insurance products alongside CASA, CC, OD, BL, PL, Auto Loan, and Forex.

Sales Officer

ICICI BANK LTD
PUNE
08.2013 - 05.2016
  • Acquired new banking customers and deepened CASA relationships.
  • Oversaw sales of CASA, credit cards, business loans, personal loans, auto loans, forex, and cross-insurance products.
  • Delivered exceptional client service to enhance customer satisfaction.
  • Managed promotional activities and events to drive sales growth.
  • Ensured adherence to KYC, AML, and compliance policies.

Education

Bachelor of Science - Computer Science

Padmashri Vitthalrao Vikhe Patil College, Loni
PRAVARANAGAR
12-2013

Skills

  • Customer relationship management
  • Wealth management and financial advisory
  • Sales strategies
  • Financial analysis
  • Compliance adherence
  • Portfolio management
  • Cross-selling and revenue growth
  • Customer service excellence

Accomplishments

Won 2 'Man of the Match' awards in ROMG Cricket League in Nov 22

Successfully qualified for the Best of West contest held in Goa at ICICI Bank

Won the trophy for Best Performer of the Year in December 2015 at ICICI Bank

Awarded 'Spoton Award' for exhibiting drive for results, quality focus, and YES personality, SEP 2016 in YES Bank

Awarded 'Spoton Award' for exhibiting professional entrepreneurship, drive for results, and quality focus in June 2017 at YES Bank

Won the trophy for the 'WEST-2KEAVENGERS' in May 2019 at HDFC

Awarded for exemplary performance in the contest 'THE INCREDIBLES 2.0' held from July 1st to July 31st, 2019, in HDFC Bank

Certification

  • Certified by IRDA to act as a specified person for a corporate agent in 2016
  • Completed the NISM Series VA: Mutual Fund Distributors Certification Examination in 2018
  • Certified from IFBI Institute, Greater Noida (Retail Banking Sales Management Certificate.

Affiliations

Travel and cultural exchange.

Passionate about exploring new cultures and meeting people, enhancing interpersonal skills

Timeline

Preferred Relationship Manager(Hybrid Portfolio)

HDFC BANK LTD
07.2023 - Current

Branch Relationship Manager

IDFC FIRST BANK LTD
04.2022 - 06.2023

Personal Banker

HDFC BANK LTD
05.2018 - 03.2022

Client Relationship Partner

YES BANK LTD
07.2016 - 04.2018

Sales Officer

ICICI BANK LTD
08.2013 - 05.2016

Bachelor of Science - Computer Science

Padmashri Vitthalrao Vikhe Patil College, Loni

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YOGESH ASHOK KALEKAR