Dhaval Makwana

Dhaval Makwana

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location of Dhaval MakwanaMumbai, Maharashtra, India

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  • Timeline

  • About me

    Relationship Manager at ICICIBANK LTD

  • Education

    • Malini Kishore Sanghvi College of Commerce and economics

      -
      Bachelor of commerce Commerce
    • K J Somaiya Institute of Management

      2023 -
      MBA Full Time
  • Experience

    • ICICI Bank

      Jul 2015 - Oct 2023

      • Led team excellence through performance reviews, training, motivation and ensuring strict compliance while managing unsecured Asset sales and marketing via inbound and outbound channel. • Coordinated with team of credit underwriting, branch team and credit manager for approval, ensuring seamless onboarding of customer for exceptional results.• Nurtured enduring 360 banking relationships of HNI/UHNI fostering trust, loyalty via impeccable communication, personalized service. Show less • Conducting financial assessments to recommend suitable banking products aligned with client’s needs.• Effectively utilizing Customer Relationship Management (CRM) tools to track customer interactions and Manage relationships.• Utilizing (FCRM) Financial Customer Relationship Management tool to track customer grievances and ensure addressed promptly.• Identify cross selling and upselling opportunities by analysing customer data and financial behaviour. •Swiftly move to OAP (Online assist program) and RLOS (Retail Loan Origination System) process for streamlined operations efficiency. Show less

      • Deputy Manager

        Apr 2019 - Oct 2023
      • Senior officer and Assistant manager

        Jul 2015 - Mar 2019
    • Ezee.ai | Veefin Group

      Feb 2025 - now
      Senior Manager

      Lending Software Solution - "NO CODE" Platform#Loan Origin System#Loan Management Services#Business Rule Engine#Debt Collection System#Cloud Services

  • Licenses & Certifications

    • Fitness Level "O" Coach

      Somaiya Sports Academy
      Jun 2024
    • Research analyst

      National Institute of Securities Markets (NISM)
    • Introduction to Banking

      Corporate Finance Institute® (CFI)
      Jun 2024
      View certificate certificate
    • Excel Fundamentals – Formulas for Finance

      Corporate Finance Institute® (CFI)
      Jun 2024
      View certificate certificate
    • Trading and investment

      NSE India
      Jun 2024
    • Lean Six Sigma Green Belt

      Grant Thornton Bharat LLP
      Dec 2023
    • Investor

      National Institute of Securities Markets (NISM)
      Jun 2024