ASHISH PATIDAR
Shujalpur
Summary
Dynamic financial services professional with extensive experience at IDFC FIRST BANK, excelling in customer relationship management and sales strategy. Proven track record in managing high-net-worth portfolios and enhancing client satisfaction. Adept at driving revenue growth through effective operations management and cross-selling initiatives. Committed to fostering strong client loyalty.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Branch Relationship Manager
IDFC FIRST BANK
KURAWAR
09.2024 - Current
- Managed branch affluent customer portfolio exceeding 10 crore in value.
Oversaw customer service and sales operations to enhance client satisfaction.
Developed strategies to optimize management of high-net-worth clients.
Cultivated strong relationships with affluent customers to drive loyalty.
Deputy Manager
AXIS BANK LTD
KALAPIPAL
04.2023 - 08.2024
Oversee branch operations and customer service for NEFT, RTGS, RE-KYC, and cash management
Senior relationship manager
SUD LIFE INSURANCE Ltd
07.2022 - 03.2023
Managing branch banca insurance with Bank of India
Senior Financial Services Manager
ICICI Prudential Life Insurance Company ltd
SHAJAPUR
09.2016 - 06.2022
Oversaw Banca Insurance sales initiatives with ICICI Bank to drive revenue growth.
Enhanced customer service operations at ICICI Bank, improving client satisfaction metrics.
Education
BCA - Computer Applications Development
Madhav Science College
ujjain05-2014
H.S.C. -
Sahara Public School
kalapipal, MP04-2011
S.S.C. -
Sahara Public School
kalapipal, MP04-2009
Skills
Customer relationship management
- Portfolio and cash management
- Sales strategy and cross-selling
- Client acquisition and growth
- Operations management in banking
- Loan processing and compliance
- Banca insurance sales
Languages
- Hindi
- English
Personal Information
- Father's Name: Mr. Kailash narayan patidar
- Date of Birth: 02/05/93
- Gender: Male
- Nationality: Indian
- Marital Status: Single
Certification
- IRDA
Languages
Hindi
First Language
English
Intermediate (B1)
B1
Timeline
Branch Relationship Manager
IDFC FIRST BANK
09.2024 - Current
Deputy Manager
AXIS BANK LTD
04.2023 - 08.2024
Senior relationship manager
SUD LIFE INSURANCE Ltd
07.2022 - 03.2023
Senior Financial Services Manager
ICICI Prudential Life Insurance Company ltd
09.2016 - 06.2022
BCA - Computer Applications Development
Madhav Science College
H.S.C. -
Sahara Public School
S.S.C. -
Sahara Public School
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