Summary
Overview
Work History
Education
Skills
Products Expertise
Personal Information
Hobbies
Roles And Responsibilities
Languages
Timeline
Generic
VIPUL SANJAY GOYAL

VIPUL SANJAY GOYAL

Dhule

Summary

Results-driven Banking Sales Professional with 81 months of experience in sales, business development, customer acquisition, and relationship management. Proven ability to drive revenue, achieve business targets, and build strong customer relationships. Experienced in managing banking portfolios, cross-selling financial products, and delivering sustainable business growth.

Overview

3
3
Languages
7
7
years of professional experience

Work History

Wealth Relationship Manager

ICICI BANK LTD
Dhule
05.2025 - Current

Branch Relationship Manager

Kotak Mahindra Bank Ltd
Dhule
04.2023 - 04.2025

Personal Banker

HDFC Bank Ltd
Dhule
11.2019 - 03.2023

Education

MBA - FINANCE

D.Y.Patil College of Management Science
Pune

BBA -

Z.B. PATIL College
Dhule

H.S.C. -

Z B PATIL COLLEGE
Dhule

S.S.C. -

Canossa Convent High School
Dhule

Skills

  • Sales & Business Development
  • Team Leadership & People Management
  • Branch Sales Management
  • Customer Acquisition & Relationship Management
  • Revenue & Business Growth
  • Cross-Selling & Up-Selling
  • Lead Generation & Conversion

Products Expertise

  • Current Accounts and Saving Accounts
  • Fixed Deposits
  • Retails Assets PL, BL, GL and AL, Lap, Las, HL, Tractor Loan, Commercial Vehicle
  • Wholesale assets: Cash Credit, Kisan Gold Card, BBG, EEG
  • LI, GI, HI

Personal Information

  • Date of Birth: 08/25/97
  • Gender: Male
  • Nationality: Indian
  • Marital Status: Married

Hobbies

  • Cricket & Team Sports
  • Fitness & Outdoor Activities
  • Travel & Exploring New Places

Roles And Responsibilities

  • Responsible for selling, closing, servicing and expanding the current customer base within an assigned territory.
  • Selecting sites for new development with a focus on multi-unit opportunities.
  • Delivering doorstep banking services to Existing Customer base and further lead generation to acquire NTB (New to Bank) customers.
  • Acquisition of New Customer through CASA, DMAT, ISA.
  • Delivering investments (Mutual Fund, LI, HI and GI).
  • Availing Assets- Working Capital, LAP, BL, Home Loan & Car Loan.

Languages

Hindi
First Language
English
Proficient
C2
Marathi
Proficient
C2

Timeline

Wealth Relationship Manager

ICICI BANK LTD
05.2025 - Current

Branch Relationship Manager

Kotak Mahindra Bank Ltd
04.2023 - 04.2025

Personal Banker

HDFC Bank Ltd
11.2019 - 03.2023

MBA - FINANCE

D.Y.Patil College of Management Science

BBA -

Z.B. PATIL College

H.S.C. -

Z B PATIL COLLEGE

S.S.C. -

Canossa Convent High School
VIPUL SANJAY GOYAL