Summary
Overview
Work History
Education
Skills
Motto In Life
Contact Address
Personal Information
Awards
Timeline
Generic
Agam Mathur

Agam Mathur

A5 201 MIRCHANDANI PALMS PIMPLE SAUDAGAR PUNE

Summary

Results-driven Sales Manager with a proven track record of driving revenue growth and exceeding targets in the financial services industry, particularly in Loan Against Securities. Expertise in developing and executing strategic sales plans, cultivating strong client relationships, and leading high-performing teams. Skilled in analyzing market trends, identifying opportunities, and implementing effective sales strategies to maximize profitability. Dedicated to delivering exceptional customer service and achieving business objectives through innovative solutions and collaborative leadership.

Overview

8
8
years of professional experience

Work History

Sales Manager RA LAS and EL (Senior Manager)

HDFC Bank Ltd
09.2019 - Current
  • Loan Against Securities (LAS) & Loan Against Mutual Funds (LAMF)
  • Driving LAS business products in the allocated cluster majorly via Corporate HNI and SMEs businesses and also managing the Key Accounts of the existing customers
  • Executed Internal Email Marketing Campaigns for products related to LAS Portfolio
  • To give end to end services to the existing customers of the bank and take care of their smooth experience with the product usage
  • To build the overall LAS (Equity, Mutual Funds, Debt products, Insurance) portfolio
  • Ensured income is generated by utilization in the built book
  • To ensure high customer satisfaction by maintaining high FTR%, faster end to end TAT and resolution of customer complaints
  • Currently handling a major zone in the Pune and Marathwada comprising of more than 100 HDFC Bank branches
  • Help and guide the branch staff with the process and charges pertaining to LAS product
  • Allocation, appointment and Training of Business Development Representatives & Sales officers
  • Close interaction with Credit, Risk, BEU, Operations Team, Branches and Channels for smooth workflowand maximization of business
  • Managing a successful team of 2 Sales Officers and 3 Business Development Representatives
  • Preparation of MIS reports for sales team
  • Driving Retail Business through Digital Mode.

Select Relationship Manager

Indusind Bank Ltd
10.2018 - 09.2019
  • Acquiring new Clients
  • Deeping of relationship with clients through cross sell of other banking products
  • Generate revenue through cross sell of financial products
  • Inform clients about new products /product
  • Ensuring the highest levels of service to the client/HNI Clients.

Key Relationship Manager

ICICI SECURITIES LIMITED
Mumbai
12.2017 - 10.2018
  • Managing the financial needs of customers
  • Involved into Relationship Building & Management with the customer for Sales & Services of Financial Products of ICICI group
  • Eg
  • Online Trading Account, Life Insurance, Mutual Funds, Investment Advisory, Wealth Management]
  • Providing solutions to them through Financial Investment Advisory and achieving revenue target
  • Setting up meetings with new clients
  • Advising clients on their product requirements to optimize their investments
  • Acquiring new clients through referencing & other sources
  • Ensuring the highest levels of service to the client/HNI Clients.

Senior Relationship Manager

ICICI SECURITIES LIMITED
Mumbai
07.2016 - 11.2017
  • Managing the financial needs of customers
  • Involved into Relationship Building & Management with the customer for Sales & Services of Financial Products of ICICI group
  • Eg
  • Online Trading Account, Life Insurance, Mutual Funds, Investment Advisory, Wealth Management]
  • Providing solutions to them through Financial Investment Advisory and achieving revenue target
  • Setting up meetings with new clients
  • Advising clients on their product requirements to optimize their investments
  • Acquiring new clients through referencing & other sources
  • Ensuring the highest levels of service to the client/HNI Clients.

Education

PGDM (Marketing & Finance) -

International School of Management Studies
12.2016

B.Com -

M J College (Pt. Ravishankar Shukla University, Raipur)
12.2014

C.B.S.E -

Krishna Public School, Bhilai
12.2010

C.B.S.E -

D.A.V. Public School, Bhilai
12.2008

Skills

  • Customer Service
  • Operational Excellence
  • Financial Statement Analysis

Motto In Life

Passionate about making a positive impact.

Contact Address

A5 201 Mirchandani palms, Pimple saudagar, Pune, 411017

Personal Information

Date of Birth: 12/17/92

Awards

  • Have Been awarded as the Best Sales Manager LAS in West II Zone for Fy 2022-23
  • Have Been awarded as the Best Sales Manager LAS for Circle Zone for Fy 2021-22
  • PAN India Top Sales Manager for the year 2022-23
  • I have Been awarded for doing Highest Digital LAS and LAMF cases in a single day.
  • Qualified 2 times for NCDP Contest In life Insurance in FY 2017-18 in Icici Securities.
  • Ranked 2nd in Pan India NCDP Contest for Achieving life insurance targets.

Timeline

Sales Manager RA LAS and EL (Senior Manager)

HDFC Bank Ltd
09.2019 - Current

Select Relationship Manager

Indusind Bank Ltd
10.2018 - 09.2019

Key Relationship Manager

ICICI SECURITIES LIMITED
12.2017 - 10.2018

Senior Relationship Manager

ICICI SECURITIES LIMITED
07.2016 - 11.2017

PGDM (Marketing & Finance) -

International School of Management Studies

B.Com -

M J College (Pt. Ravishankar Shukla University, Raipur)

C.B.S.E -

Krishna Public School, Bhilai

C.B.S.E -

D.A.V. Public School, Bhilai

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