Chaitanya Chavan
Deputy Manager @Kotak Mahindra Bank
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WORK HISTORY
Deputy Manager @Kotak Mahindra Bank
Acquiring and onboarding new business clients for Current & Savings Accounts through field sales and relationship management.• Identifying potential SMEs, traders, and corporate clients to expand CASA portfolio.• Managing end-to-end account opening process, ensuring compliance with KYC, AML, and regulatory norms.• Building long-term relationships with business owners to enhance wallet share and cross-sell banking products (POS, Payment Solutions, Trade Finance, Insurance, etc.).• Monitoring account performance, deposit growth, and transaction volumes to achieve monthly and quarterly targets.• Coordinating with internal teams (Operations, Credit, Compliance) to ensure seamless service delivery.• Strengthening client engagement through regular visits, financial reviews, and solution-based advisory.• Driving liability book growth while maintaining portfolio quality and risk standards.
EDUCATION
University of Mumbai
Bachelors of commerce , Accounting and Finance
Sasmira's Institute of Management Studies and Research
Master of Business Administration - MBA, Finance
ABOUT CHAITANYA CHAVAN
Attended University of Mumbai
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