Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Sachin Kharat

BANKING
Mumbai

Summary

Dynamic Branch Sales Manager with a proven track record in Banking, excelling in team development and sales growth. Expert in sales tracking and portfolio growth, I successfully increased branch sales through innovative strategies and strong employee mentoring, ensuring compliance and high customer satisfaction.

Experienced with driving sales growth and managing branch operations. Utilizes strategic planning and effective team leadership to achieve sales targets. Track record of improving customer satisfaction and fostering collaborative work environment.

Overview

8
8
years of professional experience
2
2
Certifications

Work History

Branch Sales Manager

IndusInd Bank
09.2024 - Current
  • Responsible for achieving branch level sales targets , including CASA(Current Account & Savings Account ) and third party product targets.
  • Manage & Motivate sales team , providing timely guidance training and support to achieve individual and team goals.
  • Possess strong understanding of banking products and services including deposit product , loans & investment options.
  • Acquiring new customers from open market , society activity & branch walkin and references from existing customers.
  • Identifying new business opportunity for branch growth.
  • Actively cross selling existing bank products to new and existing customers , increasing revenue and profitability .
  • Ensures compliance with all banking processes and procedure including KYC & AML .
  • Resolved customer complaints to maintain high level of satisfaction.
  • Set clear performance goals for the sales team, providing regular feedback on progress toward targets while offering support where needed.
  • Increased branch sales by implementing innovative sales strategies and fostering a customer-centric environment.







Senior Deputy Manager

Kotak Mahindra Bank
07.2021 - 09.2024
  • Organize timely completion of trainings/refresher trainings on regular basis and as and when required across region.
  • Preparing/collating weekly reports on the outcome of interactions with the relationships for submission to concerned personnel.
  • Oversaw training and development programs to guarantee team growth.
  • Delivered confident, professional cold calling, quickly building rapport with potential clients to grow new business.
  • Looking for KYC and RE-KYC of all current accounts and saving account customers.
  • Closely monitored team performance by conducting observations and tracking key metrics, identifying and managing underachievers appropriately behalf on Reporting Manager.
  • Created high-performing, innovative advertising campaigns for maximum client satisfaction and enhanced future business.
  • Maintained excellent relationships with team member by cultivating a supportive, positive, and helpful working environment.
  • Achieve or exceed goals through regular implementing loyalty incentives, and facilitating activities.
  • Responsible for generation of revenues through sale of Current Account, Saving Account, Casa Value , Life Insurance, General Insurance, High Values account , POS, CMS, FD, PL, HL & other types of financial products with progressively targets.
  • Sale of MF and Insurance products, Fee Income, Branch Administration and Regulatory Compliance. Manage productivity and overall morale of branch team members.
  • Arranging Society activities for society member’s with team behalf on Reporting Manager.

Sales Officer

Axis Bank
10.2018 - 01.2021
  • Organize timely completion of trainings/refresher trainings on regular basis and as and when required across region.
  • Preparing/collating weekly reports on the outcome of interactions with the relationships for submission to concerned personnel.
  • Delivered confident, professional corporate activities,quickly building rapport with potential clients to grow new business.
  • Looking for KYC and RE-KYC of Corporate Salary accounts.
  • Created high-performing, innovative advertising campaigns for maximum client satisfaction and enhanced future business.
  • Responsible for generation of revenues through sale of Corporate Salary accounts and Life Insurance, General Insurance, High Value Acounts, FD, PL, HL & other types of financial products with progressively targets.

Audit Assistant

Navodaya Vidyalaya Samiti
10.2017 - 06.2018
  • Checking all medical claims of Navodaya Vidyala Samiti teacher’s.
  • Maintain all claims records and submit to senior.

Education

Bachelor of Commerce - FINANCE

MUMBAI UNIVERSITY
04.2001 -

HSC -

MUMBAI UNIVERSITY
04.2001 -

SSC -

MAHARASHTRA BOARD ( SSC)
04.2001 -

Skills

    Sales tracking

    Team development

    Team training and development

    Increasing sales

    Portfolio growth

    Sales reporting

    Employee mentoring

    Branch operations

    Setting sales goals

    Business growth management

Certification

MS-CIT

Timeline

Branch Sales Manager

IndusInd Bank
09.2024 - Current

Senior Deputy Manager

Kotak Mahindra Bank
07.2021 - 09.2024

Sales Officer

Axis Bank
10.2018 - 01.2021

Audit Assistant

Navodaya Vidyalaya Samiti
10.2017 - 06.2018

Bachelor of Commerce - FINANCE

MUMBAI UNIVERSITY
04.2001 -

HSC -

MUMBAI UNIVERSITY
04.2001 -

SSC -

MAHARASHTRA BOARD ( SSC)
04.2001 -

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