Apurva Ashok Kale

Email: adogka@r.postjobfree.com Mobile: +91-706*******

Objective

To work with an Organization where I can take assignment, which would provide me an opportunity to learn, grow and attain highest position of responsibility whereby I can contribute to the growth of the organization.

Summary

A self-motivated and seasoned professional with over 3.8 years of total experience wherein 2.8 years of experience in ICICI Bank in the areas of Sales & Operations as Deputy and about 15 months in Kotak Mahindra Bank Ltd.as a Relationship Officer in the area of Sales,operations and customer service.

Strong relation building skills with both internal and external customers through strong communication, presentation, interpersonal & negotiation skills to deliver Business Outcomes.

Ability to complete the service requests of customer before TAT so as to ensure customer satisfaction.

Proven track record of driving opportunities into the funnel through strong understanding of services.

Successfully managed and delivered a strong pipeline of leads. Participated in training programs to improve performance and accountability.

Analyze Sales performance and suggest action plans to leadership teams.

With 2+ years of experience in strategic planning, operations management development, audit & compliance and customer service functions in the banking and financial services sector. Experienced in handling retail, priority and corporate customer across a range of products such as mutual funds, life /general insurance, IPOs, CASA and government bonds.

Area of Expertise

Performed banking operations related to forex and trade.

Banking software (Finacle), (FCRM),(CRM),(Mercury Fx), (Dot net)

Customer relationship management

Demand Generation

Problem-solving skills.

Strategic Planning & Execution

Market Evaluation and analysis

Professional Experience

As a Relationship Officer in Kotak Mahindra Bank Ltd. from (March 2020 – June 2021)

As Deputy Manager (privilege banker) Level - 2 In ICICI Bank in Pune From (July 2017 to March 2020)

Responsibilities:

Working on Banking Software of Core Finacale 10.X Live with all banking operations and commands, to provide instant solutions to customer’s queries and issues.

Working on focused set of accounts based On HNI (High Net Worth Individuals).

Responsible for handling the effectiveness and reliability of Internal Controls and Service quality Standards of Forex, Jewel loan, Internal Audit and Deliverables accordance with with Accounting Data and efficiency of operations.

Specialized in Trade, Forex Remittance and Foreign Exchange operations and monitoring, Anti-Money laundering Monitoring & KYC (Know Your Customer) processes.

Analysis of customer research, current market condition and competitor information.

Develop, Design and execute specific research requirements for various products and services for the company.

Customer research and profiling.

Handling customer complaints or any major incidents, such as a security issue or a customer being taken ill.

Keeping accurate records of discussions or correspondence with customers.

Learning about organization’s products or service and keeping up to date with changes

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Education

BBA 2015 75% Jiwaji University,Gwalior

H.S.C. 2012 82 State Board(M.P)

S.S.C. 2010 82% State Board (M.P)

Awards

Winner of ROMG(Rest of Maharashtra and Goa region) contest of Jewel Loan at zonal level in ICICI Bank.

Star Performer Award in (Jim Corbet)2018-2019 for Life Insurance.

Get awarded for Mutal Fund contest at Regional level contest.

Awarded for Top Privilege Banker in Region in 2017 -2018.

Top performer in terms of Customer service Index (CSI)

Certification

NISM MUTAL FUND DISTRIBUTORS CERTIFIATION. NSDL DEPOSITOR OPERATIONS MODULE

IRAD CERTIFICATION

Personal Details

Languages Known: English,Hindi & Marathi

Date of Birth: 17th April 1994

Marital status: Married

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