Suyash Raundal

Banking & Financial Services Professional

LinkedIn

About

Results-driven Banking & Financial Services Professional with 1.5 years of proven experience as a CASA Marketing Associate, specializing in driving customer acquisition, achieving significant CASA growth, and expertly cross-selling diverse financial products. Adept at building strong client relationships and leveraging deep banking knowledge to consistently exceed targets and contribute directly to organizational expansion.

Work Experience

CASA Marketing Associate

Karnataka Bank

Jan 2023 - Jul 2024

Pune, Maharashtra, IN

Led customer acquisition and relationship management initiatives for CASA products, consistently exceeding sales targets and driving market share growth for Karnataka Bank.

  • Drove significant customer acquisition initiatives, successfully onboarding over [XX]+ new CASA accounts (Savings & Current) within the first year, contributing to market share expansion.
  • Consistently exceeded monthly CASA targets for [X] consecutive quarters, achieving an average growth rate of [XX]% through strategic sales initiatives.
  • Maximized revenue generation by strategically cross-selling a diverse portfolio of financial products, including Fixed Deposits, Recurring Deposits, insurance, and debit cards, enhancing product penetration.
  • Cultivated robust client relationships, recognized by the branch manager for achieving the highest customer acquisition in the cluster, leading to high customer satisfaction and retention rates.
  • Spearheaded successful CASA drive campaigns and cluster-level promotional activities, boosting brand visibility and generating a high volume of qualified leads.
  • Facilitated comprehensive customer consultations, clearly articulating account benefits and streamlining KYC documentation processes to ensure seamless onboarding and compliance.
  • Collaborated effectively with the branch operations team to ensure swift account activation and deliver exceptional post-sales customer servicing, enhancing overall operational efficiency.

Education

Computer Science

Savitribai Phule Pune University

Aug 2021 - May 2024

Pune, Maharashtra, IN

Languages

English , Hindi , Marathi

Skills

Marketing & Sales

  • CASA Marketing
  • Business Development
  • Customer Acquisition
  • Lead Generation
  • Sales Strategy
  • Target Achievement
  • Cross-selling
  • Product Promotion

Banking & Finance

  • Banking Operations
  • KYC
  • AML
  • Financial Products
  • Fixed Deposits (FD)
  • Recurring Deposits (RD)
  • Insurance
  • Loans

Customer Relationship Management

  • CRM
  • Client Relationship Management
  • Customer Retention
  • Customer Satisfaction
  • Account Management

Communication & Negotiation

  • Communication
  • Negotiation
  • Presentation Skills
  • Stakeholder Management

Software & Tools

  • Microsoft Office Suite
  • MS Word
  • MS Excel
  • MS PowerPoint