ABHINAV KUMAR SHARMA
MUMBAI
Summary
Professional and dedicated team player experienced in overseeing operations of individual and multi-unit facilities. Develops successful programs to improve profitability. Seeking new position with exciting challenges where great skills will be valued.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Pioneer Relationship Manager
Indusind Bank
Mumbai
12.2023 - Current
- Conducted client meetings to evaluate progress, explore investment opportunities and financial requirements, and resolve concerns.
- Oversaw all aspects of daily operations such as appointment scheduling, meeting coordination and agenda preparation.
- Established strong connections with HNI individuals and affluent clients, resulting in increased satisfaction and retention rates.
- Offered comprehensive guidance on wealth management by integrating investment strategies, insurance options, and estate planning techniques that aligned with clients' financial goals.
- Identified cross-selling opportunities for banking products and services, resulting in significant revenue growth and enhanced client relationships.
Yes First Relationship Manager
Yes Bank
Mumbai
11.2022 - 12.2023
- Increased business growth by effectively managing the portfolio of high net worth individuals (HNIs), focusing on both Liabilities and Investment sectors.
- Developed and nurtured extensive connections with HNI clients, consistently meeting or exceeding their service needs.
- Strengthened relationships by deepening customer connections through increased product and channel penetration.
- Exceeded sales targets through effective cross-selling of banking and investment products to HNI customers, resulting in a 20% overall product penetration increase.
Sales Manager
Axis Bank
Mumbai
10.2021 - 11.2022
- Exceeded gold loan sales targets by effectively leading and managing a successful sales team.
- Efficiently targeted and enlarged gold loan markets for individuals, small businesses, and entities.
- Executed marketing campaigns and educational programs to promote gold loan products.
- Established and executed risk management strategies to ensure the security of the bank's gold loan portfolio.
- Ensured timely resolution of client inquiries and concerns, maintaining a high level of customer satisfaction.
Preferred Relationship Manager
HDFC Bank
Mumbai
06.2015 - 10.2021
- Cultivated lasting relationships with HNI individuals, providing personalized financial solutions to aid in achieving their financial goals and wealth growth.
- Effectively executed strategies to enhance client investment portfolios through diversification and risk management.
- Increased the bank's client base by successfully identifying and acquiring new high net worth clients.
- Delivered comprehensive advice on retirement planning, estate management, and tax strategies.
- Enhanced client wallet share by promoting and cross-selling a range of banking and financial products.
- Delivered exceptional customer service promptly addressing client inquiries and concerns professionally.
Assistant Manager
Axis Bank
Mumbai
08.2011 - 05.2015
- Built and maintained robust partnerships with corporate clients as primary banking liaison while effectively overseeing onboarding and management of employee salary accounts.
- Promoted and cross-sold various banking and financial products to corporate clients such as savings accounts, fixed deposits, loans, and credit cards.
- Customized financial services, like salary structures and benefits, to effectively meet the individualized needs of corporate customers.
- Enhanced employee engagement and satisfaction by collaborating with HR departments to implement financial literacy programs, seminars, and workshops.
- Identified business expansion opportunities with existing and new corporate clients, while delivering exceptional customer service to both client companies and their employees by promptly addressing inquiries and concerns.
Education
Bachelor of Arts -
Kalikadham P.G College
Varanasi07-2011
Skills
- Service assistance
- Customer Relationships
- Relationship Management
- Overcoming Objections
- Banking
- Customer Service
- Effective customer communication
- Client Engagement
- Client acquisition
- Relationship Building
Certification
- NISM Certification (Valid upto June 2025)
- IRDA Certification (Valid upto June 2025)
Personal Details
- Gender: Male
- Marital Status: Married
- DOB: 13-08-1989
- Current Location: Mumbai
Timeline
Pioneer Relationship Manager
Indusind Bank
12.2023 - Current
Yes First Relationship Manager
Yes Bank
11.2022 - 12.2023
Sales Manager
Axis Bank
10.2021 - 11.2022
Preferred Relationship Manager
HDFC Bank
06.2015 - 10.2021
Assistant Manager
Axis Bank
08.2011 - 05.2015
Bachelor of Arts -
Kalikadham P.G College
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