Summary
Overview
Work History
Education
Skills
Personal Information
Disclaimer
Timeline
Hi, I’m

Mahesh Kumar S

Bengaluru
Mahesh Kumar S

Summary

Results-driven professional seeking to contribute to the success of a dynamic and growth-oriented organization. Experienced in both technical and non-technical fast-paced team environments, with a proven track record in relationship building and closing deals. Self-motivated outside sales expert, adept at maximizing business success by capitalizing on sales and service opportunities. Eager to learn new skills and bring enthusiasm to retail sales, with a focus on delivering exceptional customer service. Committed to utilizing skills and abilities to contribute to organizational development and self-enhancement, while delivering knowledge for the prosperity of the company.

Overview

5
years of professional experience
2
Languages

Work History

SBI Cap Securities

Relationship Officer
06.2023 - 11.2024

Job overview

  • Maintained and built close relationships with customers through regular contact and visits
  • Boosted customer satisfaction levels with timely and effective resolution of concerns and inquiries
  • Led successful marketing campaigns to drive new business acquisition and deepen existing client relationships
  • Monitored, followed-up and escalated cases to meet customer response commitments
  • Contributed to the growth of the branch's assets under management by consistently meeting sales targets
  • Liaised with clients by phone, email and text messaging to meet client needs and define expectations
  • Collaborated with cross-functional teams to develop new products and services for the bank's clientele
  • Facilitated meetings and discussions between clients, sales and delivery teams
  • Retained and grew portfolio of relationships by performing proactive, mobile and value-adding partnership role
  • Established strong client relationships by conducting regular meetings and providing exceptional customer service
  • Improved client onboarding experience by streamlining documentation processes and setting clear expectations from the outset
  • Managed a portfolio of high-value clients, ensuring their financial needs were met through tailored investment strategies
  • Increased loan approvals by diligently assessing creditworthiness and recommending suitable lending options
  • Enhanced team productivity by providing ongoing training and support to junior Relationship Officers
  • Maintained strong knowledge of industry trends, sharing insights with clients as part of proactive advisory services
  • Increased referral business by actively networking within the community and participating in local events representing the bank
  • Promoted a positive work environment through open communication, fostering collaboration among team members
  • Retained valuable customers by identifying opportunities for account expansion and addressing areas of concern before they escalated
  • Exceeded key performance indicators through diligent follow-up, effective negotiation, and a strong focus on meeting client expectations

Indiabulls Housing Finance Ltd.

Senior Sales Officer
06.2021 - 05.2023

Job overview

  • Achieved consistently high annual sales targets by diligently monitoring progress and adjusting strategies as needed
  • Boosted sales revenue by establishing strong relationships with key clients and delivering targeted presentations
  • Collaborated with cross-functional teams to develop innovative strategies and improve overall sales performance
  • Identified new business opportunities through careful analysis of market trends and competitor activity
  • Regularly attended training sessions and professional development workshops to refine skills and stay current with best practices in the field
  • Expanded market presence with strategic networking at industry events and conferences
  • Developed a robust pipeline of prospects for consistent sales growth through thorough market research and analysis
  • Negotiated high-value contracts, securing profitable deals for both the company and clients
  • Mentored junior sales team members, sharing best practices for prospecting, negotiation, and closing techniques
  • Provided insightful product demonstrations, showcasing unique features tailored to clients' specific needs
  • Maintained an up-to-date understanding of relevant industry trends and developments, incorporating this knowledge into sales strategies and tactics
  • Implemented targeted marketing campaigns to raise brand awareness among potential clients within target industries
  • Evaluated the effectiveness of existing sales strategies using comprehensive data analysis methods; recommended improvements based on findings
  • Streamlined the sales process, implementing CRM systems to effectively track leads, opportunities, and client interactions

Axis Bank Ltd (Quess Corp)

Relationship Executive
10.2019 - 06.2020

Job overview

  • Contributed to the growth of the business by identifying new opportunities and potential clients through market research
  • Enhanced client relationships by consistently providing exceptional service and promptly addressing concerns
  • Maintained regular contact with clients and identified opportunities to deliver added value to client relationships
  • Managed a diverse portfolio of clients, ensuring their financial goals were met or exceeded through personalized recommendations and solutions
  • Coordinated with various departments to resolve complex client issues quickly and effectively, demonstrating excellent problem-solving skills
  • Generated new business leads through direct customer engagement, deploying inbound and outbound marketing tactics and developing and optimizing informative content
  • Implemented brand and demand strategies to meet revenue targets for business services and products
  • Conducted comprehensive needs assessments for clients, identifying areas of opportunity for additional products or services within their portfolios
  • Created, modified and executed business plans to maximize client satisfaction
  • Consistently achieved quarterly targets related to revenue growth, client retention rates, and new business acquisition

Hdfc Credila Financial Services

Sales Executive
12.2024 - 02.2025

Job overview

Directed successful allocation of student loans.

Enhanced systems to manage educational loan approvals.

Assisted with processing and managing education loan applications.

Education

South West University
Pune, India

Bachelor Of Commerce from Financial Accounting
06.2021

University Overview

GPA - 70%

Distance Education

Vijaya Pre University
Bangalore, India

PUC from Commerce
03.2017

University Overview

37%

Lawrence High School
Bangalore, India

04.2012

University Overview

60%

Skills

Tally ERP9 Proficiency

Personal Information

  • Date of Birth: 10/09/95
  • Gender: Male
  • Nationality: Indian
  • Marital Status: Married

Disclaimer

Given opportunity,I can prove myself to be a valuable Asset to your Organization;I will work to the best of my ability and knowledge and will exceed your expectations.I hereby declare that the information given above is true to the best of my knowledge.

Timeline

Sales Executive

Hdfc Credila Financial Services
12.2024 - 02.2025

Relationship Officer

SBI Cap Securities
06.2023 - 11.2024

Senior Sales Officer

Indiabulls Housing Finance Ltd.
06.2021 - 05.2023

Relationship Executive

Axis Bank Ltd (Quess Corp)
10.2019 - 06.2020

South West University

Bachelor Of Commerce from Financial Accounting

Vijaya Pre University

PUC from Commerce

Lawrence High School

Mahesh Kumar S