Alpit Kotecha

Experience

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  HDFC Bank

  May 2008 - Nov 2010

  Direct Sales Specialist

  • Sales of Savings/current accounts and Online Trading and Demat accounts • Performed frequent customer visits to maintain positive and productive relationships.• Identified lucrative business prospects through cold calling, networking, marketing and database leads.• Received company Employee Performance Award after sales of 100 accounts in a one month. Secured Top position in region (2009) for selling Highest number of Demat and online Trading accounts in HDFC Bank.

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  Axis Bank

  Dec 2010 - Jun 2014

  Assistant Manager

  • Managed front desk of the Branch. Customer service and New business acquisition. Performed frequent customer visits to maintain positive and productive relationships.• More focused on HNI Clients of the Branch as well Government Business • Provided an exemplary level of service to clients to both maintain and extend the relationships for revenue generation. Three times Qualified in Regional level R&R for out standing performance in Value build up in CA+SA accounts and Revenue generation from Third party products (Year 2011 & 2013). Show less

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  HDFC Bank

  Jul 2014 - Jun 2017

  Lead : Personal Banker & Operations

  • Prime responsibility were to running smooth operations of branch and Revenue generation/new customer on boarding as a Team as well self source business. Also manage sales Team of the branch. In the way of proper training and hand holding about the process/compliance and New business. • Maintained good client retention rate by suggesting strategic investment plans based on fixed income and equity investing report evaluations.Qualified along with whole team in regional level contest (Products : CASA+Life Insurance+Digital loan - Year 2016)Secured SATISFACTORY AUDIT RATING year on year during tenure. Show less

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  Axis Bank

  Jul 2017 - Jan 2021

  Team Lead : Operations(AML Compliance & Sales

  • Being Leader, was responsible for allocated sales budget of the branch and Authorisation/and be vigilant on High value transactions processing. Managing Team of more than Fifteen peoples(Direct Repotees). Keep ensuring that staff properly trained on products through formal as well one on one coaching so that desire business number to be delivered.• Built productive relationships with stakeholders to continually develop new business. Keep monitoring of daily Forex transactions as well CMS transactions of the branch. Acquiring new customer relationship, including checking, servicing and lines of credit. Researched banking guidelines and statutory requirements to stay updated on new laws and applications. Maintained high standards of Operations in the branch throughout my tenure  Received appreciation certificate from President & Head – Branch Banking for qualified In Central level contest for sourcing Highest life insurance and CASA Business (2018). Show less

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  Ujjivan Small Finance Bank

  Jan 2021 - Feb 2022

  Branch Manager

  • Accountable for overall branch’s performance in Sales parameters I.e Liability book growth (Branch grown in during my tenure at 180% achievement) and Revenue generation from Life & General Insurance business on Month on Month basis, Also taking care of asset portfolio of the branch.• Key task : Revenue generation >Life & Health Insurance, PMS and Value build-up in Current/Savings account. Alongside lead generation of Personal Loans, Mortgage-Home loans,Working Capital.• Responsible for overall branch’s profitability and audit/compliance part. Mentoring, recruiting new team member periodically with necessary training and proper hand holding. Show less

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  Emirates NBD

  Mar 2022 - now

  Relationship Manager