Gabriel Mendes

Date of Birth: 14th May, 1991

E-mail ID : gabriel102mendes@gmail.com
Mobile No : 8097418574
Permanent residential address : A/9 Sonal Apts, I.C colony, Borivali (W), Mumbai- 400103.

Academics

Year of
Course Institute & University
Passing

Present –
Certified Digital Marketing
Digital Vidya December
Master (CDMM)
2019

PGDM - Finance Welingkar Institute of Management Development & Research 2016

PGDBO Post Graduate Diploma In Banking Operations from NIIT 2013

B.Com St. Andrews College, Mumbai University 2012

H.S.C St. Andrews College, Maharashtra State Board 2009

S.S.C St. Francis D’Assisi High School , Maharashtra State Board 2007

Business Exposure
Axis Bank Ltd. (June 2016 – Present) Product Manager, Acquisition & Cross Sell, Affluent Business – Burgundy, Retail
Banking.

 Developed strategies and campaigns to drive HNI customer acquisition & cross sell through different channels i.e,
Relationship Managers, Business Development Executives, and Customer Service Officers etc.
 Worked alongside various product teams within the bank to identify and generate leads of prospective Burgundy
clients and cross sell opportunities for existing customers.
 Monitored and drove penetration of Product Per Customer (PPC) and No. of accounts (NOA)
 Created and maintained MIS for Acquisition and Cross Sell Achievement Tracking of resources.
 Implemented and drove Preapproved /Prequalified customer leads on Burgundy Portal.
 Conducted Sales and Product trainings across sales channels.
 Drove Digital account opening through IPAD/TAB
 Launched a new customer offering which is an industry first - BRISK

Projects at Axis Bank

 BRISK - Burgundy Rapidly Integrated Special Kit (BRISK) has been conceptualized and designed for marquee
customers which consists of pre-fabricated, personalised Burgundy debit card, Select credit card and
Burgundy Multicurrency card along with a personalised Welcome letter. This is an industry first initiative
which has gone live this FY. We have handed over 65 BRISKs and opened 37 UHNI Burgundy accounts as on
28th August 2019. The Phase 2 of BRISK initiation automation has been completed.
 SA Acquisitions through Cross Linkages –
- Retail Assets - NTB RA customers to be identified as potential Burgundy and customers to be pitched
SA during Welcome calling (On-going basis)
- Retail Assets - Identified potential Burgundy customers with the help of BIU and shared the leads
with Burgundy RMs on CRM
- Credit cards – Identified potential Burgundy customers with the help of BIU and shared the leads
with Burgundy RMs on CRM
- SME - Identified potential Burgundy customers with the help of BIU and shared the leads with
Burgundy RMs on CRM
 - Auto Loans – NTB CAT D Auto loan customers to be pitched Burgundy proposition during loan
application (WIP)
 Home Loans - Incorporated and drove Preapproved Home Loan and Home Loan Balance transfer leads on
Burgundy Portal (Get a Grip)
 Auto Loans - Incorporated and drove Preapproved Auto Loan leads on Burgundy Portal (Get a Grip)
 Loan Against Securities - Highlighted the Burgundy customer base against their Individual Portfolio Value
and Potential LAS Drawing Power for better identification of potential LAS customers
 Personal Loan - Upload and drove Burgundy Instant Personal Loan Leads through Get a Grip
 Retail Assets Leakages - Identified and highlighted Burgundy Customers being serviced by Non-Burgundy
resources in order to drive better RM to customer contactibility and cross sell.
 Developments for Digital Acquisitions –
- Worked with the IT team to develop and test the Hub and Spoke logic on Instakit manager. This
enabled Pan India branches to indent Burgundy instakits (earlier available only for Burgundy base
branches) which are used for digital account opening.
- Worked with the IT team to develop and test the multiple HR role logic on Instakit manager. This
enabled the branches to allocate the Burgundy instakits to their sales teams (earlier only available
for Burgundy RMs). This helped drive digital account opening of Burgundy accounts through Non RM
Branch resources.
- Worked with the IT team to develop and test the addition of Burgundy NRI and staff scheme codes.
This will enable digital account opening of Burgundy NRI and staff accounts which make up 36% of
total accounts opened annually.

Bank of India (May 2015 to June 2015) 2 months. Intern in the Financial Inclusion Department.

 Summer Project Report on Financial Inclusion in India 2015

Jhunjhunwalas Finance. (Dec 2014 to March 2014) 4 months. Finance Intern.

 Customer profiling and Investment solutions

 Developed learning material on various investment topics
 Created posters and EDMs for the business

ICICI Bank Ltd. (November 2012 to January 2014) 14 months. Home Loan Operations Officer

 Trained and led a team of 4 associates in the Loans Department

 Scrutiny and updation of Home Loan disbursement documents
 Implemented and Improved Floor Management Through Visualisation (FMTV); which Increased Productivity and
Efficiency
 Five S Auditor
 Analysed employee behaviour and proposed creative solutions towards Employee Self-Development

Achievements, Awards & Certifications

 Fundamentals of Digital Marketing, Google Ads Course 2019

 Search Advertising, Display Advertising, Mobile Advertising and Video advertising Certifications by Google 2019
 Completed the Global Citizen Leaders program from The Centre For Creative Leadership in 2015
 Awarded the Certificate of Appreciation for Dedicated Contribution in the ‘Operations Group Knowledge Fair 2013’ at
ICICI
 Awarded a Token of Appreciation for the Implementation of ‘Floor Management Through Visualisation’ at ICICI
 Completed the “NISM-Series-V-A : Mutual Fund Distributors Certification Examination” in 2012
Extra-Curricular Activities, Interests & Skills

 Organized Intercollegiate Festivals and Workshops

 Appointed as the Five S Auditor and Floor Marshall at ICICI Bank
 Organised and managed Employee Centric activities as part of the Fun @ Workplace Group at ICICI Bank
 Management Council and Alumni Council Member at Welingkar Institute of Management Development & Research
 Managed and hosted Team-building events at Axis Bank
 An avid Technology, Self-development and Fitness enthusiast
 Proficient in the use of MS Office
 Languages known : English, Hindi, Marathi