Arbaz Shaikh
Deputy Manager specializing in sales and branch banking operations
- Role
- Deputy Manager at IDFC FIRST Bank
- Location
- Thane, MH, IN
- LinkedIn followers
- 500 followers
About Arbaz Shaikh
The University of Mumbai honed my expertise in Accounting and Finance, setting a strong…
Experience
Deputy Manager
Sep 2024 — Present · Thane, IN
The main job is to give financial advice to clients, especially on matters related to savings, investments, loans, and securities. Their knowledge and advice help customers solve their financial problems while also increasing the organization\'s profit.Key Responsibilities:1. Customer Acquisition- Identify and target potential clients for current account openings, including SMEs, corporates, professionals, and HNWIs- Develop and implement strategies to acquire new customers through referrals, networking, and market research- Conduct outreach activities such as cold calling, meetings, and presentations to onboard new clients.2. Sales and Business Development- Achieve monthly, quarterly, and annual sales targets for current account acquisition- Cross-sell other banking products and services, such as loans, credit cards, and wealth management solutions, to new clients- Build and maintain a strong pipeline of prospective clients.3. Relationship Management- Build and nurture long-term relationships with clients to ensure customer satisfaction and retention- Address client queries and provide solutions tailored to their financial needs- Collaborate with internal teams (e.g, relationship managers, product teams) to deliver a seamless onboarding experience.4. Market Research and Analysis- Monitor market trends, competitor activities, and customer preferences to identify new opportunities- Analyze customer feedback and market data to improve acquisition strategies.5. Compliance and Documentation- Ensure all account openings comply with regulatory requirements and internal policies- Verify and maintain accurate documentation for new accounts.6. Team Collaboration- Work closely with branch managers, marketing teams, and product development teams to align acquisition strategies with overall business goals- Provide training and guidance to junior staff on current account acquisition processes
Education
University of Mumbai
Bachelor of Commerce - BCom
2017 — 2020
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