Shubham Khedkar
Manager at IDFC First Bank Ltd. || Ex- Kotak ||Ex- ICICI || Ex- Raletta Tech || Ex- Wipro
- Role
- Manager (Wealth) at IDFC FIRST Bank
- Location
- Mumbai, MH, IN
- LinkedIn followers
- 500 followers
About Shubham Khedkar
Wealth Management, Home Loan Portfolio Management Insurance Equity…
Experience
Manager (Wealth)
Sep 2023 — Present · Pune, IN
Primary Responsibilities: •Handling a group of key Clients providing Financial Advisory Services to the customers and offering Portfolio Investment Services.•It also includes use of applications actively for designing product suitability matrix, financial planning for the customers.•Acting as an interface between the Bank and its key customers to provide complete Banking Solutions, •Portfolio Management, Wealth Management and Customer Servicing.• Managing team•To Enhance & Retain customer profitability by capturing larger share of Wallet.•Ensuring compliance with branch SOP and control in sales and service.•Deepen the relationship by cross selling Banks Products.Secondary Responsibilities: •Maintain excellent relations with local dealers to help source clients to expand reach and brand of the Bank.•Evaluate the feasibility of new initiatives in offering, channel & process point of view and ensure its implementation to improve overall operational efficiency.•Collaborate with other branch departments and functions to provide products and service offerings to the customer.
Education
SIES College of Management Studies - India
PGDM
2019 — 2021
Sinhgad college of science
Bachelor of Business Administration - BBA
2015 — 2018
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.