Message

Sumit holodhar Hati

Acquisition of quality SA customers(saving account) Revenue Acquisition- cross sell of life insurance products, MF assets products, compliant Towards KYC and all operational risk parameters. Ensuring Timely submission of MIS reports . Compliant with Bank policies and processes to ensure the timely escalations resolved.

Key Skills

Know your customer (KYC)
Communications To Customers
Customer Analysis
Customer Relationship Management (CRM)
Banking
INSURANCE
Handling client escalations

Professional Experience

Sep 2018
Present
Senior Bank officer
IDFC FIRST Bank Mumbai, IN
Acquisition of quality SA customers(saving account) 
Revenue Acquisition- cross sell of life insurance products, MF assets products, compliant Towards KYC and all operational risk parameters. 
Ensuring Timely submission of MIS reports . 
Compliant with Bank policies and processes to ensure the timely escalations resolved.
Jun 2016
Oct 2018
House hold Senior officer
ICICI Bank Mumbai, IN
Acquisition of quality SA customers(saving account) 
Revenue Acquisition- cross sell of life insurance products, MF assets products, compliant Towards KYC and all operational risk parameters. 
Ensuring Timely submission of MIS reports . 
Compliant with Bank policies and processes to ensure the timely escalations resolved.

Education

Feb 2000
Mar 2010
Secondary school certificate(SSC) in Pet oxford english high school
Maharashtra state board
Mar 2010
Mar 2012
Higher secondary certificate(HSC) in RGS junior college
Mar 2013
Mar 2016
Bachelor in commerce (B.com) in Mumbai university
Mumbai university
May 2016
Jul 2016
Sales program in ICICI BANK
ITM GROUP OF INSTITUTIONS

Certifications

2017
Insurance regulatory and development authority
IRDA
Clean up the world programme 2011
rotary club
2016
Sales program
ITM group of institutions
Hunar 2008 mumbai
Rotract club

Achievements

2017
Zonal contest ICICI BANK
Had qualified in the year of 2017.

Deal of the day contest 5 months ICICI bank
had qualified  for 5times in a calendar year . 
1 Rating for consecutive two years ICICI BANK.
Achieved 1 ( top rating)  in 2017 and 2018
MD CEO contest IDFC FIRST Bank
The contest was running in the month of JFM . 
The fulfillment of the criteria  met in the month of february. 

Quote

Switching your mentality to "Why is this happening to me " to "What is this trying to teach me" Is game changer

Karlnillo

Hobbies & Interests

  • Bowling
  • Food Tasting
  • Music
  • Travelling
  • Book Reading
  • Learning sign language

Languages

Hindi
(Fluent)
Bengali
(Native)
Marwari
(Basic)
English
(Fluent)
Marathi
(Fluent)

Get in touch with Sumit holodhar