Summary
Overview
Work History
Education
Skill Summary
Job Profile
Accomplishments
Disclaimer
Timeline
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Yuvraj Gangode

Thane

Summary

Experienced banking professional with a solid background at Saraswat Bank, Yes Bank, and SBI ( SBI Card ) focusing on retail and corporate sales. Proven ability in customer relationship management and risk assessment, achieving and exceeding sales goals. Skilled in core banking software, effectively communicating to enhance business performance and client satisfaction.

Overview

3
3
years of professional experience

Work History

Junior Officer M & O - Branch Sales Officer

Saraswat Bank
THANE
04.2022 - Current
  • Executed daily bank reconciliations and performed comprehensive monthly account reviews.
  • Processed new accounts, deposits, withdrawals, and loan transactions with efficiency.
  • Handled customer inquiries and complaints professionally, ensuring high satisfaction levels.
  • Conducted thorough credit checks to evaluate customer eligibility and associated risks.
  • Reviewed loan applications critically and assessed proposal documentation thoroughly.
  • Communicated promptly with customers regarding changes in loan terms or interest rates.
  • Maintained precise records of customer relations and updated information as required.
  • Developed effective marketing plans and campaigns that increased visibility of bank services.

Senior Officer & Sales Officer CASA

Yes Bank
01.2025 - 06.2025
  • Acquired new customers for CASA products through cold calling and networking.
  • Established strong relationships with prospects to drive engagement and sales.
  • Assessed banking needs of potential clients, recommending tailored products and services.
  • Achieved monthly and annual sales targets set by the bank.
  • Maintained accurate documentation of customer information and account processes.
  • Collaborated with team members to deliver exceptional customer service and resolve issues.
  • Monitored industry trends and banking products to enhance promotional efforts.

Branch Relationship Associates ( SBI Card )

Randstad India Pvt Ltd
01.2024 - 11.2024
  • Sold SBI credit card products by generating leads, consistently achieving branch sales targets.
    Complied with regulations by verifying customer documents thoroughly.
    Resolved card member issues promptly, offering comprehensive after-sales support.

Education

B.sc - Physics

Art Commerce and Science College, Dindori
Dindori
01.2020

H.S.C -

Art Commerce and Science College, Dindori
Dindori
01.2015

S.S.C -

New English School, Palkhed Dam
Palkhed Dam
01.2013

Skill Summary

  • Working Knowledge Of Retail and Corporate Banking Sales
  • Leadership
  • Wealth Management
  • Handling HNI Client
  • Risk Management
  • Customer Relationship Building
  • Excellent Communication and Convincing skill
  • Core Banking Software – Oracle, Finacle
  • Business Development, Upsell Products and Services
  • Proficiency in Handling of Microsoft Word, Excel, Powerpoint etc.
  • Windows 7, 8, 10, 11

Job Profile

Focus On Acquiring NTB HNI Customers, Increase CASA, PPC, Selling Investment – LI, GI, SIP and Bank products. Wealth Management and Excellent Service in Banking Operations.

Accomplishments

  • HDFC Life achieved everal awards between the financial years 2023-24 and 2024-25 also monthly outstanding performance in HDFC life and ICIC Prudential.

Disclaimer

I hereby declare that all the details given above are true to the best of my knowledge and belief.

Timeline

Senior Officer & Sales Officer CASA

Yes Bank
01.2025 - 06.2025

Branch Relationship Associates ( SBI Card )

Randstad India Pvt Ltd
01.2024 - 11.2024

Junior Officer M & O - Branch Sales Officer

Saraswat Bank
04.2022 - Current

B.sc - Physics

Art Commerce and Science College, Dindori

H.S.C -

Art Commerce and Science College, Dindori

S.S.C -

New English School, Palkhed Dam
Yuvraj Gangode