Mosam Panchal
Banker- NRI Relationship Manager
Mumbai
Summary
Dynamic NRI Relationship Manager with a proven track record at AXIS BANK Ltd. Professional relationship management expert with strong emphasis on team collaboration and delivering results. Proven track record in client engagement, conflict resolution, and strategic planning. Known for adaptability and reliability while excelling in communication, problem-solving, and building lasting client partnerships. Adept at navigating changing needs and driving success through effective relationship strategies.
Overview
10
10
years of professional experience
2
2
Certifications
4
4
Languages
Work History
NRI Relationship Manager
AXIS BANK Ltd.-INDIA
09.2022 - Current
- Managed client relationships to enhance customer satisfaction and retention through proactive communication and personalized service.
- Conducted regular financial reviews with clients to understand their needs and recommend suitable banking products, resulting in increased product adoption.
- Analyzed market trends and customer feedback to identify opportunities for service improvement, contributing to enhanced product offerings and client satisfaction.
- Maintained knowledge on banking products and distribution to provide optimal service support.
NRI Relationship Manager
IDFC Bank
12.2021 - 09.2022
- Trained new staff on company policies and customer service best practices, fostering a knowledgeable team capable of delivering exceptional service.
- Monitored account activities for compliance with regulatory requirements, ensuring adherence to internal policies while safeguarding client interests.
- Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
- Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
Preferred Relationship Manager
HDFC Bank
05.2018 - 11.2021
- Cultivated and maintained strong relationships with high-net-worth clients, ensuring tailored financial solutions aligned with their goals.
- Conducted comprehensive needs assessments to develop personalized investment strategies, enhancing client satisfaction and retention.
- Collaborated with internal teams to deliver seamless account management services, streamlining communication and improving response times.
- Leveraged CRM software to track client interactions, monitor portfolio performance, and identify opportunities for additional value-added services.
Branch Acquisition Manager
IndusInd Bank
01.2016 - 05.2018
- Developed and implemented acquisition strategies to identify and secure new business opportunities, enhancing overall market presence.
- Conducted comprehensive market analysis to evaluate potential acquisitions, utilizing data-driven insights to inform decision-making processes.
- Collaborated with cross-functional teams to assess and integrate acquired assets, ensuring seamless transitions and alignment with organizational goals.
- Negotiated terms and conditions of acquisition agreements, fostering strong relationships with stakeholders to facilitate successful transactions.
- Maintained up-to-date knowledge on industry regulations, policies, and procedures, ensuring compliance in all credit card operations.
Sales Officer
ICICI Bank
07.2015 - 01.2016
- Developed and maintained strong relationships with clients to understand their needs and provide tailored solutions, resulting in increased customer satisfaction and retention.
- Utilized CRM software to track sales activities, manage leads, and analyze customer data, enabling effective decision-making and strategy adjustments.
- Collaborated with marketing teams to create promotional materials and campaigns that aligned with sales objectives, driving product awareness in target markets.
- Conducted market research to identify emerging trends and competitive landscape, informing strategic planning and enhancing sales tactics.
Education
Master of Commerce - Accounts And Finance
University of Mumbai
Mumbai, India 04.2001 -
Skills
Customer service
Service support
Team leadership
Portfolio growth
Wealth management offerings
Risk management
Overcoming objections
Strategic planning
Deadline management
Multitasking
Problem-solving
Adaptability and flexibility
Know your customer
Relationship building and management
Accomplishments
-Promoted to Manager within 1 year of Work Basis Achievements.
-Successfully handling and churn AUM of Around Rs.100 Cr from 150 Individual Customer with gross Mobilizations of Rs.250 Cr
-Million Dollar Round Table Conference (MDRT), Annual Meeting,Singapore In December 2020.
-Million Dollar Round Table Conference (MDRT), Annual Meeting, Phuket in June 2024.
-Mutual Fund Achievers Awards, December 2024.
-PMS contest Qualification, August 2024.
Certification
AMFI/NISM certified, Mutual Fund Advisory Module
Timeline
NRI Relationship Manager
AXIS BANK Ltd.-INDIA
09.2022 - Current
NRI Relationship Manager
IDFC Bank
12.2021 - 09.2022
AMFI/NISM certified, Mutual Fund Advisory Module
07-2018
IRDA, Life and Health Insurance
06-2018
Preferred Relationship Manager
HDFC Bank
05.2018 - 11.2021
Branch Acquisition Manager
IndusInd Bank
01.2016 - 05.2018
Sales Officer
ICICI Bank
07.2015 - 01.2016
Master of Commerce - Accounts And Finance
University of Mumbai
04.2001 -
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