Mahendra Mori

Banking professional with 17 years of diverse experience in Sales, Service, and Operations across leading financial institutions. Demonstrated success in business development, branch management, and customer service excellence. Adept at driving revenue growth through cross-selling and client engagement while ensuring regulatory compliance and operational efficiency.

BRANCH MANAGER - RBL BANK Ltd. - Ankleshwar

(2014-02 - 2025-06)

• Recruit, train, and mentor staff to drive sales of CASA, deposits, loans, insurance, and other banking products by developing strategies to achieve monthly business targets and sales team incentive.
• Assign targets, monitor daily/weekly performance of team members, and conduct regular reviews to identify areas of improvement.
• Ensure adherence to banking policies, procedures, and regulatory guidelines by monitoring risk management, internal controls, and overseeing branch audits and compliance reports.

SERVICE DELIVERY MANAGER - RBL BANK Ltd. - Vadodara

(2019-07 - 2025-05)

• Manage banking operations, customer service, and compliance by overseeing acceptance, identification, risk measurement, and transaction monitoring, while ensuring strict adherence to KYC, AML, and RBI regulatory guidelines.
• Drive sales team and business growth by cross-selling bank products, while maintaining Daily Sales Reports and segmenting customers to enhance branch performance.

CLIENT EXPERIENCE MANAGER - RBL BANK Ltd. - Vadodara

(2014-02 - 2019-06)

• Provide services to priority customers by creating needs for banking and investment products while ensuring customer satisfaction through effective complaint handling and build long-term client relationships.

CUSTOMER SERVICE EXECUTIVE - DCB BANK Ltd. - VADODARA

(2012-11 - 2014-01)

• Build and maintain healthy client relationships by ensuring maximum customer satisfaction, driving referral business (CASA, FD, Investments), and increasing account value through effective customer relation operations, while resolving grievances, addressing product-related queries, and interacting directly with customers to analyze requirements and customize products to their needs.

FINANCIAL PARTNER - YES BANK Ltd. - VADODARA

(2009-12 - 2012-11)

• Acquire NTB clients for CASA accounts HNI priority customers by providing investment advisory and customized wealth management programs for HNI and Super HNI, ensuring appropriate financial planning across asset classes based on risk-return profiles, with regular monitoring and periodic status reports of investments.

BUSINESS DEVELOPMENT EXECUTIVE - AXIS BANK Ltd. - VADODARA

(2008-06 - 2009-11)

• Continuously identified new potential business areas and liaised with associations for bulk account acquisitions.
• Developed and maintained strong client relationships, achieving targets across Investments, General Insurance, Life Insurance, and Fixed Deposits.

MBA - Marketing - Saurashtra University-Rajkot (2008)

BCA - Computer Application - Saurashtra University–Rajkot (2003)

HSC - Commerce - B. B. Viddhyalay-Kodinar (2000)

SSC - English - K. K. Mori School–Veraval (1997)

EXIM Management Certificate Course - M S University–Vadodara (2011)