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RD

Ravindra Deokar

MBA graduate in Finance & Marketing · Banking operations and relationship management

Chhatrapati Sambhajinagar, Maharashtra, India

@ravindra_deokar

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About

MBA graduate specializing in Finance and Marketing, currently working in banking as a Clerk / Relationship Manager II. Experienced in customer relationship management, banking sales, customer acquisition, deposit mobilization, CASA, cross-selling, and service support.

Experience

  • Clerk / Relationship Manager II
    City Union Bank
    Aug 2025 – Present

    Managing customer relationships and providing banking product and service support. Working on customer acquisition and new account opening. Supporting CASA business growth. Promoting and cross-selling banking products such as deposits, loans, and insurance. Assisting customers with banking-related queries and ensuring quality customer service. Following banking procedures, KYC requirements, and internal processes. Building and maintaining strong relationships with existing and prospective customers. Working towards assigned business and performance targets.

Education

  • MBA
    Sanjivani Institute of Management Studies, Kopargaon
    Awarded by Pune University
    Finance and Marketing · 2025
  • B.Com
    Sanjivani Arts, Commerce and Science College, Kopargaon
    Awarded by Pune University
    Cost & Work Accountancy · 2023
  • H.S.C.
    Sanjivani Junior College, Vaijapur
    2020
  • S.S.C.
    Shri Samarth Madhyamik & Uchcha Madhyamik Vidyalaya, Lakh Khandala
    2018

Skills

1 to 2 years 1 to 2 years A year or two of steady use.
Cross-selling KYC verification Banking Operations Client Acquisition
<3 months <3 months Just getting started - under three months. This is also what shows when a level has not been set.
Microsoft Office Financial Products

Tools / apps / platforms

<3 months <3 months Just getting started - under three months. This is also what shows when a level has not been set.
Microsoft Excel Microsoft Office Microsoft Power BI

Languages

Native / Bilingual Native / Bilingual Their first language, or as strong as one.
Hindi Speak Marathi Speak English Speak

Courses & certifications

  • Certificate Programme in Banking, Finance and Insurance (CPBFI)
  • Digital Marketing · IBM
  • Sales Management · Great Learning
  • Project Management · IBM
  • Corporate Tax · Forage
  • Investment Banking · Forage

🎯 Hobbies & interests

  • Finance
  • Banking
  • Marketing
  • Networking
  • Cricket
  • Travelling

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