Harshal Shinde
Elite Relationship Manager @Kotak Mahindra Bank
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WORK HISTORY
Elite Relationship Manager @Kotak Mahindra Bank
Manage and service a client portfolio valued at ₹250 crore, consisting of high-net-worth individuals (HNI), business owners, and corporate clients. Drive growth in deposits, CASA balances, and cross-sell opportunities (e.g, trade finance, term deposits, loan insurance, investment products). Maintain strong client relationships through regular engagement, financial reviews, and customized banking solution Ensure portfolio profitability by optimizing revenue from fees, float income, and product penetratAcquire new clients through referrals, market mapping, and business development initiatives. Collaborate with product, operations, and credit teams to provide seamless customer service
EDUCATION
SIES College of Commerce & Economics
B. Com (Account & Finance) , Accounting and Finance
A. M. K Premier High School
S. S. C
SIES College of Commerce & Economics
Higher Secondary Education
GNVS INSTITUTE OF MANAGEMENT, MUMBAI
M.M.S, Finance
ABOUT HARSHAL SHINDE
Elite Relationship Manager | Business & Trade Banking | HNI Relationship Management | Kotak Mahindra Bank l EX - ICICI Bank I MBA in Finance
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