Ajay Maheshwari
Sales And Finance
Summary
Results-driven Senior Relationship Manager experienced in financial statement review, auditing and reporting. Well-versed in producing reports, evaluating department operations and handling month- and year-end closings. Meticulous, conscientious and methodical in approach. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
3
3
years of professional experience
2
2
Languages
Work History
Senior Relationship Manager
Star Union Dai Chai (BOI CHANNEL)
noida
03.2023 - 10.2023
- Worked with clients to address and respond to client and partnership management issues.
- Researched current trends to identify prospective customers and determine specific needs.
- Worked with branch partners to maximize sales efforts to business customers and cross-sell other products and services.
- Gave exciting presentations to prospects and leads in effort to build business opportunities.
- Developed new banking relationships with business prospects.
- 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.
Team Leader
Ujala Enterprises Pvt Ltd
Bareilly
11.2020 - 01.2022
- Mentored and guided employees to foster proper completion of assigned duties.
- Conducted training and mentored team members to promote productivity, accuracy, and commitment to friendly service.
- Conducted training and mentored team members to promote productivity and commitment to friendly service.
- Built strong relationships with customers through positive attitude and attentive response.
- Monitored team performance and provided constructive feedback to increase productivity and maintain quality standards.
Education
High School Diploma -
Bishop Conred Sr Sec School
Bareilly 04.2014 - 03.2015
Intermediate -
Wood Row Sr Sec School
Bareilly 04.2017 - 03.2018
Bachelor of Commerce -
MJPRU UNIVERSITY
Bareilly 07.2018 - 05.2021
MBA - Financial Services Marketing Operations
AKTU UNIVERSITY
Lucknow 09.2021 - 07.2023
Skills
Human resources knowledge
Sales professional
FHA loan process background
Process implementation
Relationship building and management
Staff Management
Cash handling expertise
Hobbies
Listening soft music
Playing cricket
Reading books
Timeline
Senior Relationship Manager
Star Union Dai Chai (BOI CHANNEL)
03.2023 - 10.2023
MBA - Financial Services Marketing Operations
AKTU UNIVERSITY
09.2021 - 07.2023
Team Leader
Ujala Enterprises Pvt Ltd
11.2020 - 01.2022
Bachelor of Commerce -
MJPRU UNIVERSITY
07.2018 - 05.2021
Intermediate -
Wood Row Sr Sec School
04.2017 - 03.2018
High School Diploma -
Bishop Conred Sr Sec School
04.2014 - 03.2015