Ravi Golakiya

Branch Relationship Manager | Retail Banking | Client Experience | Digital Banking | Sales Leadership At Kotak Mahindra Bank, I led dual responsibilities in branch operations and retail banking sales, focusing on customer engagement, regulatory compliance, and digital transformation. I managed a portfolio of high-value clients, delivered tailored financial solutions, and consistently drove strong business outcomes. Achieved 115–125% of sales targets for liabilities and third-party products for three con

At Tradebulls Securities, I was responsible for client acquisition, equity product promotion, and revenue generation through strategic investment solutions. I developed and managed client portfolios, conducted financial needs assessments, and advised on equity, derivatives, and mutual fund investments. I collaborated with the research and advisory team to deliver market insights and drive conversions. Additionally, I led investor awareness campaigns, enhanced customer retention, and achieved consistent grow

During my time at Sir K.P. College of Commerce, I specialized in Advanced Accounting, focusing on areas such as financial statement preparation, cost accounting, tax regulations, auditing, and financial analysis. This in-depth course honed my understanding of accounting theories and practices, equi