Ameya Hiswankar
Jalna
Summary
Personable and enthusiastic professional with experience in sales and customer relations positions. Adept at managing high-profile client accounts and establishing strong business relationships which result in an overall increase in revenue and the attainment of defined corporate goals.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Branch Head(2019 to 2021)PB Sales (2015 to 2019)
HDFC Bank Ltd
Jalna
02.2022 - Current
- Monitoring Daily Sales Report (DSR) for each staff at branch
- Monitoring and sourcing quality new acquisition on Saving & Current for resident/non-resident through Walk-in, Referrals
- Attrition control – persuading customers to continue and if required renew FDs, Cross selling sticky and balance building products such as Dmat accounts, Bill pay etc
- Regular customer contact to establish needs and creating opportunities for more cross sell
- Monitor large amount attrition
- Maintain continuous customer engagement through customer visits, contacts and updating it in CRM regularly for future references
- Pro-actively generating leads for cross sales specially Life Insurance, Mutual Fund and General Insurance
- Major focus on Government business for high value building in liability
- Pro-actively quality leads generating for Saving account current accounts, Fixed deposits, Retail assets and wholesale assets from each branch staff
- Daily 2 Joint calls personal visit at customer place with sales staff is done on regular basis for business development and leads generations and conversions
- Ensure quality customer service is delivered
- Recording complains as per specified process & also resolving them within stipulated TAT
- Preventive complain management – Asking customer for feedback who may not be complaining
- Promoting all direct banking channels and ensuring that the customer is utilizing the same
- Responsibility of opening the customer within TAT
- Ensure documentation of the certifications required for opening and maintaining customer accounts
- Error free documentation for all accounts opening and all customer instructions (stop payment, FD closure etc)
- Maintain tatkal Kits as per laid down process
- Submission of daily e-schedule indicating third party sales
- Updation of Large Transactions Reports on daily basis as per the process
- Updation of Weed-out data base on the portal
- Ensure KYC norms are adhered to at all point of time
- Monitoring Branch operations on daily basis
- Monitoring all audit of branch on daily basis
- Monitoring Suspense accounts on every fortnightly
- Monitoring all branch GL and reconciliation done on every 15 days.
Marketing and sales
Kalika Steel alloys Pvt Ltd
Jalna
03.2015 - 08.2015
- Marketing strategically and promoting brand throughout Jalna and Taluka areas
- Complete market surveying and selling finished products throughout Jalna and Taluka areas.
Education
MBA Marketing -
NBN Sinhgad school of management and studies, vadgaon(BK) Pune
01.2014
B.COM. -
Pune University, Pune
01.2012
H.S.C. -
J.E.S College, Jalna
01.2008
S.S.C. -
St. Marrys High School, Jalna
01.2006
Skills
- Branch Operations Management
- Customer Service
- Customer Relationships
- Excellent time management skills
- Attention to Detail
- Excellent work ethic
- Coaching and Mentoring
- Team Supervision
- Relationship building and management
- Relationship Management
Certification
- IRDA certified
- AMFI certified. NISM V A – Mutual fund Distribution Module
Career Overview
Associated with HDFC Bank Ltd since last 2.5 years as Branch Manager. Earlier I was Branch Manager for 2 years at Kedarkheda Branch and 4 years as PB sales at Jalna. I am having 8.1years of professional experience in sales and operations in Retail Branch Banking and Overall Total experience of 8.6 years.
Professionalaccolades
- For FY 2022-23,Qualified MDRT training program & R&R held at Malaysia on July 2023 Felicitated by senior management.
- For FY- 2022-23, Qualified for BBH Inner circle Life insurance contest held at Cordelia Cruise on October 2023 felicitation done by Senior management.
- For FY 2022-23, Qualified for BBH Liabilities Super Star contest held at Goa felicitation done by senior management.
- For FY-22-23, Rewarded as Out of the Boundary in Best BM category under Marathwada circle felicitation done by BBH and senior management.
- For FY 2019-20, Qualified MDRT Experience at Malaysia R&R and appreciation held at Malaysia on August 19 Felicitated by senior management.
- Also Qualified for Life Insurance Objective contest 2 times training and rewards felicitation by senior management at domestic location in 2018-19.
- Featured in “Top performer” in cluster and also certified and rewarded as “Liability super star” for Q1 in the month of April to June 2020.
Personal Information
- Date of Birth: 05/31/89
- Gender: Male
- Marital Status: Married
Timeline
Branch Head(2019 to 2021)PB Sales (2015 to 2019)
HDFC Bank Ltd
02.2022 - Current
Marketing and sales
Kalika Steel alloys Pvt Ltd
03.2015 - 08.2015
MBA Marketing -
NBN Sinhgad school of management and studies, vadgaon(BK) Pune
B.COM. -
Pune University, Pune
H.S.C. -
J.E.S College, Jalna
S.S.C. -
St. Marrys High School, Jalna