Durgesh Pandey

Experience

• 

  Parv Food Private Limited

  May 2012 - Apr 2013

  Sales Executive

  Sale of Spices, Pickles & Agarbatti.Development of distribution channel through supply chain management methodology.

• 

  ICICI Bank

  May 2013 - Mar 2020

  Have been assigned 2500 customers with 230 Cr portfolio base to be managed through 9 of my team members. One need to plan, work during the day and evaluating the same at evening huddle every day for in turn reporting to Senior branch manager .Responsible for managing the CASA growth of 20% YOY and 3.5 Cr of fee generation through 9 of my Privilege Bankers.Business reporting as per requirement and audit compliance ensuring requisite compliance with all applicable rules and regulations including specifically KYC, AML requirements in line with the policies and procedures of Bank worldwide. Show less Monitor and address clients banking and Investment requirements.Formulate outbound and inbound sales plan to acquire new customers for increasing customer base of the portfolio.Conduct risk profiling of all mapped clients for better advisory on investment needs.Ensuring client contactability at all times through updation of latest contact details in all necessary systems.Regular contact with all mapped clients through weekly / monthly calls.Ensuring need based product approach towards clients and regular reporting of product penetration.Handling portfolio of 24 Cr. Show less New Client Acquisition for CASA Products (Savings,NRE & Current account)Tracking Daily Sales Calls through Daily Sales Reports.Cross-selling Third party products (Mutual Fund, Life insurance)Sourcing HNI & Private Limited Accounts through Wishlist.Selling Gold Loan, Car Loan, Home Loan, Credit Card & other Asset Products.Operative knowledge of Banking Applications like Sales CRM, DB Tracker, I-Sense, Omniflow, SFA.Use of Direct Marketing method to generate the sales force.Respond to customer complaints & take necessary measures to provide quick resolution.Managing relationship between Customers. Show less

  • Senior Relationship Manager Privilege Banking

    May 2019 - Mar 2020

  • Relationship Manager Privilege Banking

    Nov 2016 - Apr 2019

  • Senior Sales Officer

    May 2013 - Nov 2016
• 

  IDFC FIRST Bank

  Mar 2020 - now

  • Branch Manager

    Sept 2022 - now

  • Senior Manager

    Mar 2020 - Oct 2022