Dilip Rathod Email and Phone Number
Experienced in facilitating revenue generation through strategic relationship management with channel partners and banks, ensuring seamless collaboration and effective execution of banca team strategies. Proficient in building and managing relationships with key stakeholders, including branch managers and cluster heads, to drive business growth. Skilled in leading and motivating teams to achieve business targets, fostering a culture of order and compliance within the organization. Experienced in coordinating with cluster heads to optimize operations and revenue generation across clusters.🔹 Current Role:As a Senior Manager at Kotak Life Insurance, I excel in driving revenue generation through strategic Bancassurance initiatives. My role focuses on supporting bank employees in insurance sales, ensuring seamless collaboration with channel partners, and guiding my team towards achieving business targets. I build and manage relationships with key stakeholders, including branch managers and cluster heads, to optimize operations and drive business growth.🔹 Career Highlights:I have successfully executed banca team strategies to foster strong partnerships and enhance order and compliance within the organization. At Aditya Birla Sun Life Insurance, I built robust relationships with bank sales and operations teams, contributing significantly to customer acquisition. At Bajaj Allianz Life Insurance, I played a pivotal role in coordinating with cluster heads and ensuring effective execution of banca team strategies, driving mutual success through strategic partnership management.🔹 Expertise & Education:Certified Investment Banking Operations Professional with expertise in securities and derivatives. MBA degrees in finance & marketing. Proficient in Advanced Excel, Microsoft Office, and AI tools like Chat GPT for enhanced operational efficiency and data analysis.🔹 Recognition:Throughout my career, I have received several accolades for my performance. At Bajaj Allianz, I achieved the highest target vs. achievement ratio from April 2019 to 2020 and was a top 9 Pan India winner in the "June ka Junoon" contest. My dedication and strategic approach led to a promotion from Senior Relationship Manager to Executive Relationship Manager, highlighting my commitment to excellence and leadership in banca channel management.By leveraging my expertise in Bancassurance and maintaining strong relationships with channel partners, I continuously drive revenue generation and contribute to the success of my team and organization.📧diliporathod@gmail.com📞7829143091
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Investment Relationship ManagerKotak Mahindra Bank Jul 2024 - PresentPune, Maharashtra, India• Developing and managing banking relationships with a select group of customers who are part of the portfolio mapped for their Financial Planning, Insurance and Investment Requirements.• Ensures high levels of customer service orientation and application of bank policy.• Informs customers of new products or product enhancements to further expand the banking relationship.• Plans and conducts special sales initiatives andevents for prospective and existing clients.• Coordinates with other group companies to provide seamless access to other products.• Maintains complete relationship record for assigned customer accounts.Tracks customer complaints/queries and turnaround times for customer satisfaction. -
Sales ManagerKotak Life Jun 2023 - Jun 2024Pune, Maharashtra, India• The incumbent will formulate and implement sales plan for the partner for achieving business targets of sales unit. Lead, motivate and train the partner.• Set and monitor clear objectives to achieve the agreed sales targets for the partners.• Help partners to generate and track leads, close sales.• Help partners to upsell and cross sell to customers basis need analysis• Help the partner facilitate their training on an ongoing basis to ensure a productive channel at all times• Take regular feedback from partners and customers on satisfaction on selling process and products• Review Sales plan of the partner and support their growth. -
Senior ManagerKotak Life Oct 2022 - Jun 2023Pune, Maharashtra, India• Developed strategies to enhance service delivery for high-net-worth NR clients.• Managed relationships with NR clients, increasing retention and business opportunities.• Led sales initiatives, boosting market share in the NR segment through innovative products.• Mentored relationship managers, promoting high performance and continuous improvement.• Ensured regulatory compliance and ethical standards in client interactions.
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Associate Priority Relationship ManagerAditya Birla Sun Life Insurance Sep 2021 - Oct 2022Pune, Maharashtra, India• Built strong relationships with the bank sales and operations teams to ensure seamless collaboration.• Assisted the bank in acquiring customers through the sale of insurance products.• Collaborated with the Branch Manager on business implementation plans.• Motivated and guided branch staff in conjunction with the Bank Relationship Manager.• Developed and maintained relationships with assigned bank partners. -
Executive Relationship ManagerBajaj Allianz Life Insurance Apr 2020 - Sep 2021Pune, Maharashtra, India• Responsible to drive business through credit life /group initiatives to achieve monthly, quarterly & yearly business targets• Responsible for business tracking, analyzing and reporting business results at desired and periodic intervals to reporting authority.• Responsible for compliant business practices and ensuring that employees of business vertical comply with ethical business practices for Insurance sale.• Ability to deal with HNI Clients.• Responsible to maintain high channel satisfaction ratings that meet company standards -
Senior Relationship ManagerBajaj Allianz Life Insurance Feb 2019 - Apr 2020Pune, Maharashtra, India• Responsible for managing a key relationship of a very reputed and demanding Bank.• Responsible for managing overall business for assigned area (branches) which involves business development, sales, relationship management, operational and training support, identifying new business opportunities, and meeting overall target assigned on new business.• Responsible to establish productive, professional relationship with key personnel of assigned business vertical.• Responsible for all operations, customer servicing and customer retention activities for the assigned business verticals.
Dilip Rathod Education Details
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Finance & Marketing
Frequently Asked Questions about Dilip Rathod
What company does Dilip Rathod work for?
Dilip Rathod works for Kotak Mahindra Bank
What is Dilip Rathod's role at the current company?
Dilip Rathod's current role is Investment Relationship Manager @Kotak Bank| Retail Liabilities | Branch Banking.
What schools did Dilip Rathod attend?
Dilip Rathod attended Gulbarga University.
Who are Dilip Rathod's colleagues?
Dilip Rathod's colleagues are Manvendra Singh, Atul Bk, Rakhi Singh, Sachin Gawade, Karishma Shaikh, Aakansha Yadav, Dipthin K.
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Dilip Rathod
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Dilip Rathod
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