Komal Patil

Ambitious professional with 4 years of experience, seeking a position in corporate/private banking to apply financial analysis, client servicing, and strategic thinking in a dynamic banking environment.

Customer Relationship Officer - CSB BANK LTD - Mumbai

(2025-01 - 2026-02)

• Internal transfers and clearing cheques, NEFT & RTGS, Passbook printing, Balance enquiry account statements, issuing demand drafts, KYC handling.
• Open recurring account and fixed deposits.
• Resolving all types of customer queries (mobile banking, Internet banking).
• Managing front desk - doing all types of customer requests, Lockers.
• Cash backup and managing 60 to 70 lakh cash on daily basis.
• Handling portfolio with nearly 250 + customers give them doorstep service and resolves all types of queries.
• Account opening and cross selling of all types of third-party products (Life insurance, Health insurance, mutual Fund, general insurance, all type of loans, credit cards, debit cards).
• Handling Gold loan department absence of gold loan officer (Gold loan backup).
• Portfolio 250 Cr (managing all TPP products).
• Provide specific, in depth, strategic advice suitable for clients and proactively recommended proper solutions for their investment needs.

Relationship Manager - RBL Bank Ltd - Mumbai

(2023-06 - 2025-01)

• Internal transfers and clearing cheques, NEFT & RTGS, Passbook printing, Balance enquiry account statements, issuing of demand drafts, KYC handling.
• Open recurring account and fixed deposits.
• Resolving all types of customer queries (mobile banking, Internet banking).
• Managing front desk - doing all types of customer requests, Lockers.
• Cash backup and managing 60 to 70 lakh cash on daily basis.
• Handling portfolio with nearly 250 + customers give them doorstep service and resolves all types of queries.
• Account opening and cross selling of all types of third-party products (Life insurance, Health insurance, mutual Fund, general insurance, all type of loans, credit cards, debit cards).
• Portfolio 250 Cr (managing all TPP products).
• Provide specific, in depth, strategic advice suitable for clients and proactively recommended proper solutions for their investment needs.

Teller (Service Delivery Manager) - IndusInd Bank Limited - Mumbai

(2021-12 - 2023-05)

• Doing all types of cash transactions - cash deposit, cash withdrawal, card payments, NEFT, RTGS, & Transfers.
• Managing front desk - doing all types of customer requests, Lockers.
• Resolving customer queries - Net banking, mobile banking.
• Accounts opening and closing as needed for customers.
• Open recurring account and fixed deposits.
• Cross selling (A/C, FD, RD, debit card, credit card, insurance products).

MBA - Pune deemed University (2021)

B. Sc - Shivaji university, Kolhapur (2018)

12th Std - Maharashtra State Board (2015)

10th Std - Maharashtra State Board (2013)