Harshal Shinde

Elite Relationship Manager @Kotak Mahindra Bank

Mumbai, MH, IN
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jan 2025 — Present

Elite Relationship Manager @Kotak Mahindra Bank

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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

2017 — 2020

SIES College of Commerce & Economics

B. Com (Account & Finance) , Accounting and Finance

N/A

A. M. K Premier High School

S. S. C

N/A

SIES College of Commerce & Economics

Higher Secondary Education

2020 — 2022

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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Harshal Shinde — Elite Relationship Manager at Kotak Mahindra Bank in Mumbai, MH, IN | Unifers