AJAY VYAS
NOIDA
Summary
Dynamic professional with extensive experience in financial analysis and data management. Known for cultivating long-term client success and optimizing banking operations to drive improved financial outcomes. Ready to leverage expertise in Salesforce and client relationship management to contribute to organizational growth.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Relationship Manager
HDFC Bank
INDORE
07.2022 - 12.2025
- Enhanced client satisfaction by delivering bespoke banking solutions aligned with financial needs.
- Facilitated client achievement of financial goals through expert guidance on banking products.
- Improved financial outcomes by conducting thorough consultations and recommending tailored services.
- Streamlined banking operations by efficiently managing account openings and transaction processes.
- Increased product uptake by promoting diverse banking offerings to meet client requirements.
- Boosted customer loyalty through timely resolution of inquiries and concerns. Optimised client support via effective collaboration with internal teams.
- Exceeded sales objectives by proactively engaging and nurturing client relationships.
- Maintained compliance and operational excellence through rigorous adherence to policies.
- Demonstrated strong problem-solving and communication skills to address client needs.
- Cultivated long-term client success through dedicated service and relationship management.
Senior Sales Officer
ESAF SMALL FINANCE BANK
INDORE
11.2018 - 06.2022
- Assisted clients in understanding financial requirements and provided tailored financial advice.
- Promoted bank services to enhance customer awareness.
- Supported budget management and achieved targets effectively.
- Processed payments, deposits, and withdrawals accurately.
- Authorised and evaluated overdrafts and loans efficiently.
- Maintained financial records and statistical data for operational integrity.
- Handled customer complaints with professionalism.
- Contributed to fund and risk management initiatives as well as sales analysis.
- Managed customer bank accounts through opening, closing, and overseeing transactions.
- Guided customers in selecting bank services that met their needs.
- Resolved banking issues and offered guidance to team members and subordinates.
Sales Manager
WORLD WIDE DREAM HOUSE REALITY
NEW DELHI
09.2017 - 10.2018
- Led a team of business executives to drive strategic initiatives and enhance performance.
- Spearheaded lead generation efforts through diverse channels, including cold calling.
- Optimised turnaround time for inquiries while significantly improving conversion ratios.
Management Trainee
Mahindra And Mahindra FINANCIAL SERVICES
HISAR
07.2016 - 05.2018
- Supervised team of business and collection executives across territory.
- Assisted in reducing turnaround time for inquiries and enhancing conversion ratio.
- Supported promotion and sale of newly launched Mahindra vehicles, both personal and commercial.
- Ensured compliance with KYC norms, audit standards, and business portfolio management.
- Handled average disbursements of 2-3 crore per month.
- Facilitated updating of PDD, including RC invoice and insurance for business.
- Collaborated with other units of Mahindra Finance for cross-selling products such as fixed deposits and insurance.
- Aided in recovering NPA contracts.
Education
MBA - Banking And Insurance
Panjab University
Chandigarh, CH04.2016
Bachelor of Engineering - Bhopal
Rajiv Gandhi Proudyogiki Vishwavidyalaya
Bhopal01.2013
Skills
- Salesforce Lightning experience
- Experience with data import/export tools (Data Loader, Data Export service)
- Salesforce platform (latest or current version) with basic knowledge of objects, fields, relationships
- Financial analysis
- Salesforce administration
- Data management
Certification
- National Institute of Securities Markets-NISM-MUTUAL FUND -V
Languages
English
Proficient
C2
Hindi
Proficient
C2
Timeline
Relationship Manager
HDFC Bank
07.2022 - 12.2025
Senior Sales Officer
ESAF SMALL FINANCE BANK
11.2018 - 06.2022
Sales Manager
WORLD WIDE DREAM HOUSE REALITY
09.2017 - 10.2018
Management Trainee
Mahindra And Mahindra FINANCIAL SERVICES
07.2016 - 05.2018
MBA - Banking And Insurance
Panjab University
Bachelor of Engineering - Bhopal
Rajiv Gandhi Proudyogiki Vishwavidyalaya