Ajay Surwase profile photo 1 on Tal

Ajay Surwase

Associate Officer @ Federal Bank | Banking Professional | CASA Acquisition | Client Relationship Management | IRDA SP Certified

Pune Division

1+ year of work experience

Federal Bank
Aug 202510 mosPresent

Pune District

• Drive customer acquisition through CASA business development and relationship-based sourcing • Build and maintain strong relationships with traders, business owners, and retail customers • Support customer onboarding, KYC documentation, and account opening processes • Collaborate with branch teams to ensure smooth servicing and customer experience • Identify cross-sell and business development opportunities based on customer needs • Successfully sourced 16 customer accounts in a single month • Mobilized approximately ₹3.5 crore in funding through focused relationship management

Education

Savitribai Phule Pune University

Bsc, Chemistry

Savitribai Phule Pune University

20163 yrs2019

HSC, SCIENCE

SHRI SHIVAJI MAHAVIDYALAYA BARSHI

20142 yrs2016

Join Ajay and 10k+ other professionals on

Tal Boss

Tal is the app where bosses meet engineers & builders directly, without middlemen

Download Tal Boss

Ajay Surwase on Tal

Headline

Associate Officer @ Federal Bank | Banking Professional | CASA Acquisition | Client Relationship Management | IRDA SP Certified

About

Banking professional with hands-on experience in customer acquisition, CASA business development, and relationship management within the retail banking sector. I focus on building strong customer relationships, understanding financial needs, and delivering practical banking solutions with a service-first mindset. Key achievement: Successfully sourced 16 accounts in a month and mobilized ₹3.5 crore in funding through focused client engagement and relationship building. Areas of interest: Government Business | Relationship Management | Institutional Banking | Banking Operations Always learning, always growing.

Location

Pune Division

Work experience

Associate Officer at Federal Bank, Aug 2025 - Present · 10 mos, Pune District, • Drive customer acquisition through CASA business development and relationship-based sourcing • Build and maintain strong relationships with traders, business owners, and retail customers • Support customer onboarding, KYC documentation, and account opening processes • Collaborate with branch teams to ensure smooth servicing and customer experience • Identify cross-sell and business development opportunities based on customer needs • Successfully sourced 16 customer accounts in a single month • Mobilized approximately ₹3.5 crore in funding through focused relationship management

Education

Bsc, Chemistry, Savitribai Phule Pune University

HSC, SCIENCE, SHRI SHIVAJI MAHAVIDYALAYA BARSHI

Ajay Surwase - Associate Officer in Pune Division | Tal