ABHISHEK Batura
IMPERIA RELATIONSHIP MANGER
Gurgaon
Summary
To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
16
16
years of professional experience
4
4
years of post-secondary education
3
3
Certifications
Work History
Imperia Relationship Manager
HDFC BANK
Gurgaon
05.2023 - Current
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
- Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
- Developed loyalty programs to reward and maintain customer retention.
- Participated in industry events and trade shows to promote products and services.
- Facilitated workshops and seminars to educate customers on product features and benefits.
- Monitored customer feedback and generated reports to identify areas of improvement.
- Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
- Analyzed customer data to identify areas of improvement and maximize customer satisfaction.
- Created and maintained databases to track customer discussions and preferences for accurate, updated records.
- Designed and maintained financial models to identify and measure risks.
- Created and managed financial models to evaluate corporate investments and acquisitions.
- Implemented and regularly reviewed financial controls to generate accurate and reliable financial data.
- Established and checked coding procedures, monitored reports and updated internal files.
- Prepared internal and regulatory financial reports, balance sheets and income statements.
- Improved overall financial reporting by streamlining control processes and reporting structures.
- Reviewed historical records, current operational data and forecasting information to identify and capitalize on system enhancement opportunities.
- Prepared cash flow projections, cost analysis and monthly, quarterly and annual reports.
- Developed strategic plans for day-to-day financial operations.
- Conducted financial due diligence on potential investments and acquisitions.
Area Sales Manager
Indusind Bank
Gurgaon
07.2015 - 04.2023
- Reported sales activity, generated sales quotations, and proposals and maintained customer contact database to achieve sales objectives and quota.
- Built lasting relationships with clients through outstanding customer service interactions.
- Exceeded targets by building, directing, and motivating high-performing sales team.
- Monitored customer buying trends, market conditions, and competitor actions to adjust strategies and achieve sales goals.
- Introduced new products to meet customer demand and increase profits.
- Formulated tactics and strategies to target new potential customers within prioritized markets.
- Hired, mentored and motivated sales professionals to service customer accounts and target metrics.
- Worked diligently to resolve unique and recurring complaints, promoting loyalty, and enhancing operations.
- Led sales region to increase sales and boost team morale.
- Accompanied sales reps in field for ride-alongs to teach, observe and work one-on-one.
- Prepared sales presentations for clients showing success and credibility of products.
- Introduced cost-saving initiatives to reduce losses and increase profit margin.
- Coordinated and conducted well-organized product presentations and demonstrations to potential customers at seminars and trade shows.
- Grew businesses by adopting market expansion strategy to serve different customer needs.
Branch Manager
ICICI SECURITIES
New Delhi
08.2014 - 07.2015
- Engaged employees in business processes with positive motivational techniques.
- Enhanced branch production rates by handling staff conflicts, evaluations, hiring, and termination processes and coaching employees on company protocol and payroll operations.
- Met deadlines by proactively managing individual and team tasks and streamlining processes.
- Created strategies to develop and expand existing customer sales, resulting in increase in annual sales.
- Interviewed and hired talented individuals with top-level strengths, improving organizational talent, and skill set.
- Resolved various issues impacting sales management and business operations.
- Reviewed and edited loan agreements to enhance clarity and monitor compliance with requirements.
- Launched new training program to boost employee skills and staff retention rate.
- Consulted customers to boost product sales and services.
- Implemented service improvements to enhance sales cycle.
Senior Relationship Manager
Indusind Bank
Gurgoan
12.2011 - 08.2014
- Worked with clients to address and respond to client and partnership management issues.
- Researched current trends to identify prospective customers and determine specific needs.
- Gave exciting presentations to prospects and leads in effort to build business opportunities.
- Requested customer feedback to drive client satisfaction and retention while quickly remedying issues.
- Planned and attended meetings with clients to cultivate and grow partnerships and opportunities.
- Developed summaries to assess each client's participation level and determine targets for follow-up plans.
- Networked with accountants and attorneys to develop business.
- Designed and maintained financial models to identify and measure risks.
- Created and managed financial models to evaluate corporate investments and acquisitions.
- Collaborated with C-level executives and stakeholders to develop long-term financial plans.
- Utilized financial software to prepare consolidated financial statements.
- Analyzed business processes to identify cost savings and operational efficiencies.
Service Relationship Manager
Deutsche Bank
Gurgaon
08.2007 - 04.2011
- Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
- Worked with Name and Name departments to facilitate communication and deliver personalized solutions to customers.
- Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
Education
Master Of Business Administration - Finance
IIPM
New Delhi 04.2005 - 07.2007
Bachelor Of Commerce - Accounting
Delhi University
New Delhi 04.2001 - 04.2003
Skills
Financial planning processes
Business relationship cultivation
Fluent in English
Wealth management offerings
Relationship building and management
Investment and Wealth Planning
Customer portfolio management
Risk management
Asset Management
Product knowledge
Banking
Equity and Fixed Income Markets
Accomplishments
- Resolved product issue through consumer testing.
- Documented and resolved Issue which led to Results.
Certification
CPM - Chartered Portfolio Manager
Timeline
IRDA and AMFI
06-2023
Imperia Relationship Manager
HDFC BANK
05.2023 - Current
CIBA - Certified Investment Banking Associate
09-2020
CPM - Chartered Portfolio Manager
04-2016
Area Sales Manager
Indusind Bank
07.2015 - 04.2023
Branch Manager
ICICI SECURITIES
08.2014 - 07.2015
Senior Relationship Manager
Indusind Bank
12.2011 - 08.2014
Service Relationship Manager
Deutsche Bank
08.2007 - 04.2011
Master Of Business Administration - Finance
IIPM
04.2005 - 07.2007
Bachelor Of Commerce - Accounting
Delhi University
04.2001 - 04.2003