Aman Saxena
Samaypur Badli
Summary
Dynamic Portfolio Manager with a proven track record at Axis Bank Ltd, excelling in risk assessment and client relationship management. Successfully maximized profitability through strategic portfolio adjustments and effective negotiation, enhancing client satisfaction and driving business growth. Adept at financial analysis, I consistently deliver tailored solutions that meet diverse client needs.
Overview
10
10
years of professional experience
Work History
Portfolio Manager
Axis Bank Ltd
12.2023 - Current
- Maximized profitability by managing secured and unsecured loan portfolios.
- Monitored investments and identified risks to enhance portfolio performance through regular reviews.
- Negotiated beneficial agreements while developing new client relationships.
- Maintained accurate transaction records and adjusted portfolios according to performance metrics.
- Conducted regular meetings with clients to discuss market trends and necessary portfolio adjustments.
Relationship Manager
Kotak Mahindra Bank Ltd
07.2018 - 11.2023
- Analyzed client financial statements to provide customized advice and solutions.
- Identified business opportunities that increased organizational revenue.
- Delivered exceptional customer service by promptly addressing inquiries and resolving issues.
- Developed strategies to attract new customers while enhancing retention of existing clients.
Sales Officer
AS Card Franchises Pvt Ltd
02.2018 - 06.2018
- Assessed customer profiles to recommend suitable credit cards effectively.
- Generated leads through networking, cold calls, and email campaigns.
- Delivered exceptional customer service throughout entire sales process.
Credit Card Sales Representative Officer
Me Hin Tech Edge Solutions
11.2017 - 12.2017
- Company Overview: YES Bank Card
- Educated customers on features, benefits, and rewards of various credit cards.
- Assisted existing and prospective customers with inquiries about credit card options.
- Achieved and surpassed sales goals through consultative selling techniques and effective communication.
Relationship Executive
Innovsource Services Pvt Ltd
06.2017 - 10.2017
- Company Overview: SBI Card
- Delivered comprehensive information on fees, interest rates, and rewards programs.
- Identified cross-selling opportunities to enhance product offerings.
- Analyzed customer profiles to recommend suitable credit cards based on financial situations.
Telesales Executive
Calibehr Human Capital Pvt. Ltd
08.2016 - 05.2017
- Generated new leads through cold calling, networking events, and referrals.
- Educated customers on product features, advantages, and benefits to enhance understanding.
- Delivered timely and courteous responses to information requests from clients.
- Maintained a comprehensive database for tracking prospects and current clients.
Sales Executive
Axis Securities
09.2015 - 05.2016
- Assessed customer profiles to recommend suitable credit cards based on individual needs.
- Followed up with customers to ensure timely payment of dues and account management.
- Created and maintained relationships with clients, enhancing overall satisfaction.
- Advised customers on optimizing credit card usage for maximum benefits.
Education
B. Com -
Delhi University
01.2018
12th Commerce - C.B.S.E.
Govt. Boys SR SEC School Rohini Delhi
Rohini, Delhi01.2014
10th - C.B.S.E.
Govt. CO-ED SR School Rohini Delhi
Rohini, Delhi01.2011
ITI Diploma Course - Computer Application
SIR C.V. RAMAN I.T.I.
DelhiSkills
- Portfolio management
- Risk assessment
- Financial analysis
- Client relationship management
- Business development
- Lead generation
- Investment analysis
- Marketing strategies
- Negotiation skills
- Sales expertise
Hobbies and Interests
- Singing
- Playing Outdoor Games
- Listening Music
Languages
- English
- Hindi
Personal Information
- Father's name: Shri Rajiv Mohan Saxena
- Date of birth: 11/14/95
- Nationality: Indian
- Marital status: married
Timeline
Portfolio Manager
Axis Bank Ltd
12.2023 - Current
Relationship Manager
Kotak Mahindra Bank Ltd
07.2018 - 11.2023
Sales Officer
AS Card Franchises Pvt Ltd
02.2018 - 06.2018
Credit Card Sales Representative Officer
Me Hin Tech Edge Solutions
11.2017 - 12.2017
Relationship Executive
Innovsource Services Pvt Ltd
06.2017 - 10.2017
Telesales Executive
Calibehr Human Capital Pvt. Ltd
08.2016 - 05.2017
Sales Executive
Axis Securities
09.2015 - 05.2016
B. Com -
Delhi University
12th Commerce - C.B.S.E.
Govt. Boys SR SEC School Rohini Delhi
10th - C.B.S.E.
Govt. CO-ED SR School Rohini Delhi
ITI Diploma Course - Computer Application
SIR C.V. RAMAN I.T.I.
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