Akanskha Baliyan
New Delhi
Summary
Accomplished Branch Sales Manager with a proven track record at Axix Bank, adept in financial analysis and client relationship management. Spearheaded team to achieve targets, ensuring quality assurance and business development. Expert in transforming client engagement and driving substantial revenue growth through strategic leadership and innovative financial solutions.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Branch Sales Manager
Axix Bank
New Delhi
12.2022 - Current
- Client Financials Portfolio Management - Managing client financial assets entrusted to the firm, optimizing organizational gains, while creating value for the client.
- Firm Business Expansion - Formulating and implementing strategies to expand the NTB Funds, grow the insurance business, and quantitatively increase the number of accounts opened while ensuring that the set targets are met within the defined deadlines.
- Quality Management: Implementing a system of quality assurance that addresses client complaints and changes. The aim is to ensure client satisfaction while complying with firm policies and guidelines.
- Team Management - Leading and training a team of 7 FTEs in a manner that the overall productivity increases, and the resources have an opportunity to learn and grow.
Team Manager
HDFC Bank
New Delhi
04.2021 - 12.2022
- Business Growth - Identification of new clients and an increase in engagement with current clients by signing them up for new products that resulted in growth in revenue optimization for the organization.
- Client management - Involves handling client engagement to improve communication and increase client confidence, enhancing their engagement.
- Team Management & Quality Assurance - Optimizing team productivity to achieve a qualitative and quantitative increase in deliverables. Implementing SLAs and KPIs to monitor the delivery and quality assurance.
- Review and Implementation - Planned and led team meetings to review business results and communicate new and ongoing priorities.
Relationship Manager
HDB Financial Services
New Delhi
03.2017 - 03.2021
- Business Optimization - Application of Tools and Development Solutions to Increase the Sales of Products for New and Existing Clients. Opportunity Management: Application of prospective techniques and implementation of a growth plan to identify new opportunities for business growth.
- Client Engagement - Maintaining effective engagement to ensure a better understanding of the value creation that the products bring to the client. Also, maintaining a robust system for client complaint addressal.
- Sales Management - Implementation of strategies and solutions to achieve the organization's sales plans. Formulation of KPI metrics to live-track and evaluate the target achievement.
Education
B.Com Hons. -
Kurukshetra University
India01-2015
Skills
- Client relationship management
- Financial analysis
- Sales forecasting
- Quality assurance
- Team management
- Business development
Languages
Hindi
First Language
English
Advanced (C1)
C1
Certification
- PDMG Finance from Symbiosis Distance Learning
Accomplishments
- Qualified DTP i.e. Domestic Training Program for Life and General Insurance.
- Recognition as best performing TM for Training & Quality in Region
- Consecutive recognition as best RM for Quality
Timeline
Branch Sales Manager
Axix Bank
12.2022 - Current
Team Manager
HDFC Bank
04.2021 - 12.2022
Relationship Manager
HDB Financial Services
03.2017 - 03.2021
B.Com Hons. -
Kurukshetra University
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