Dhaval Makwana

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