ABHISHEK BISWAS
Pune
Summary
Results-driven professional in sales management, known for high productivity and efficient task completion. Skilled in strategic planning, customer relationship management, and team leadership. Excel in communication, negotiation, and problem-solving to achieve sales targets and business growth.
Overview
14
14
years of professional experience
1
1
Certification
Work History
AREA BUSINESS MANAGER-PUNE CURRENT ACCOUNT
BANDHAN BANK LTD
Pune
09.2022 - Current
- Leading a team of current account managers (CAM) to acquire NTB clients and service them with investment opportunities and other cross-sell liability asset business.
- Improved profit margins by effectively managing portfolios, providing optimum solutions to clients in terms of products from time to time.
- Enhanced sales volume through skilled support to both new and inactive customers by ensuring support at the regional level for performance reviews, sales training, escalation handling, and other management activities from time to time.
- Responsible for maintaining optimum staffing, sales discipline, business hygiene, and customer experience.
- Coordinating and following up on delegation with senior management in enhancing channel performance, as per set KRA.
- Supported team members to drive growth and development by maintaining detailed records of sales activities, including daily call reports, weekly forecasts, and monthly performance metrics.
- Cultivated strong professional relationships with stakeholders and key clients to drive long-term business development.
SENIOR SALES MANAGER PREMIUM ACQUISITION
YES BANK LTD
Pune
03.2019 - 08.2022
- Leading a team of Premier Acquisition Managers (PAM) to acquire NTB CASA, cross-sell, and manage the portfolio.
- Acquiring and servicing clients with different investment opportunities.
- Optimum staffing of resources, training, sales team management, and performance monitoring and review of PAM.
- Sales Discipline & Input Parameters: Generating Trade Forex Income, CRM Creation, DSR, Lead Management, Activities, and Business Hygiene & Customer Experience - Focus on Superior TAT & FTR.
- Focus on senior management reporting, ensuring support, directing to enhance channel performance, along with goal setting and review, exception handling, and escalation handling.
RELATIONSHIP MANAGER (MANAGER)
HDFC BANK LTD
Mumbai
03.2018 - 03.2019
- Responsible for managing mapped portfolio of client base
- Decipher customer needs and offer the best solutions as per bank policies
- Offering upgrades and new banking services or products by generating income and business through managed base
- Providing investment advisory services to clients by Portfolio Raising & Management for time intervals deepening
- Identifying Trade Forex potential clients to generate income
Privilege Banker
ICICI BANK LTD.
Chandigarh
05.2016 - 02.2018
- Responsible for client asset base of privilege customers & corporate servicing and Managed portfolio of HNI clients and NRI customers.
- Providing investment advisory services to clients, and portfolio racing and management for time intervals deepening.
- Maintained an in-depth knowledge of banking products, services, and regulatory requirements.
- Performed KYC checks on new applicants in order to verify identity information.
- Coordinated with other departments within the bank such as operations, compliance and legal teams when needed.
Service Desk Manager
KOTAK MAHINDRA BANK LTD
Sagar
12.2015 - 05.2016
- Back up for operations manager, and branch operations and compliance.
- Cross sales, new lead generation, and acquiring new potential clients for the bank.
- Providing investment advisory services to clients, managing the mapped portfolio, and resolving customer queries.
Front Desk Officer
AXIS BANK LTD
Sagar
08.2012 - 10.2015
- Ensure excellent customer handling, delight, and branch teller operations.
- Instrumental in customer acquisition, responsible for handling customer queries, and formulating business strategy at the branch level.
- Maintaining day-to-day reports and sending them to the immediate supervisor.
- Forex operations: import and export bills lodgment, realization, currency buying and selling, forward contracts booking.
- Managed customer complaints and rectified issues to complete satisfaction.
SALES MANAGER
INDIA INFOLINE PRIVATE LIMITED
Pune
08.2011 - 02.2012
- Opening of De-mat accounts & handling the portfolio of the clients
- Looking after the investment opportunities with regard to clients
- Collected detailed statistical research of the industry
- Performed general duties and responsibilities of the office
- KYC compliance of the company
- Maintained a very good communication with each and every client as a Sales Manager
Education
MBA - MARKETING
SINHGAD INSTITUTE OF BUSINESS ADMINISTRATION AND RESEARCH
PUNE, MAHARASHTRA01.2011
BBA - SALES & MARKETING
MARATHWADA MITRAMANDAL'S COLLEGE OF COMMERCE
PUNE, MAHARASHTRA01.2009
Skills
- Team leadership
- Wealth management
- Investment strategies
- Business development
- Tax planning
- Workflow management
- Client retention
- Client communication
- Analytical thinking
- Team assessment
- Risk management
Certification
- AMFI certified as per SEBI norms.
- IRDA certified as per SEBI norms.
Personal Information
- Date of Birth: 12/10/88
- Marital Status: Married
Language Proficiency
- English
- Hindi
- Bengali
- Marathi
References
References available upon request.
Timeline
AREA BUSINESS MANAGER-PUNE CURRENT ACCOUNT
BANDHAN BANK LTD
09.2022 - Current
SENIOR SALES MANAGER PREMIUM ACQUISITION
YES BANK LTD
03.2019 - 08.2022
RELATIONSHIP MANAGER (MANAGER)
HDFC BANK LTD
03.2018 - 03.2019
Privilege Banker
ICICI BANK LTD.
05.2016 - 02.2018
Service Desk Manager
KOTAK MAHINDRA BANK LTD
12.2015 - 05.2016
Front Desk Officer
AXIS BANK LTD
08.2012 - 10.2015
SALES MANAGER
INDIA INFOLINE PRIVATE LIMITED
08.2011 - 02.2012
MBA - MARKETING
SINHGAD INSTITUTE OF BUSINESS ADMINISTRATION AND RESEARCH
BBA - SALES & MARKETING
MARATHWADA MITRAMANDAL'S COLLEGE OF COMMERCE
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