Anish Gole
Program Success Partner at IDFC First Bank - Startup Banking
- Role
- Program Success Partner at IDFC FIRST Bank
- Location
- South Mumbai, MH, IN
- LinkedIn followers
- 500 followers
Experience
Program Success Partner
Oct 2024 — Present · Mumbai, IN
Portfolio Management & Business Intelligence -Tracking and analyzing portfolio performance, enabling CSPs to drive CASA and TD book growth.Incentive Module Management –Managing end-to-end incentive module, ensuring timely processing and accurate payout calculations.Monitoring performance against incentive metrics, enabling CSPs to track progress towards targets.Data-Driven Insights & Cross-Sell Opportunities - Equipped CSPs with key enablers, helping them maximize business potential.MoM analysis of top CA contributors, helping CSPs focus on key customer relationships. Tracking of CMS & TFX fee generation, identifying new cross-sell opportunities.Automation & Reporting - Working to automate reports via Tableau, reducing TAT, minimizing manual errors, and providing real-time visibility to CSPs.Customer Acquisition & Engagement - Implemented tracking of acquisition sources to ensure adherence to best practices.Product & Platform Enhancements - UAT testing for the FIRST Wings Connect Ecosystem platform, ensuring a seamless user experience for startup networking and mentorship. Customer Communication & Marketing Analysis - Tracking of customer responses from marketing campaigns to analyze engagement, refine targeting strategies, and enhance product adoption. Financial Performance Monitoring - Preparing the Startup Banking P&L, ensuring accurate financial tracking and assessment to support business growth and profitability.Incentive Module Management –Managing end-to-end CSP incentive module, ensuring timely processing and accurate payout calculations.Monitoring performance against incentive metrics, enabling CSPs to track progress towards targets.
Education
K.P.B Hinduja College of Commerce
Bachelor of Commerce, Accounting & Finance
2014 — 2017
NIIT Institute
Post Graduation Program, Accounting & Finance
2017 — 2018
Great Lakes Institute of Management
Post Graduate Program in Product Management and Analytics (PGP-PMA)
University of Mumbai
M.Com
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.