Summary
Overview
Work History
Education
Skills
Interests
Software
Strength
Additional Information
Timeline
Generic

Amit Bhardwaj

Relationship Manager/Financial Expert

Summary

Proactive manager with demonstrated leadership abilities, strategic planning expertise and problem-solving acumen. Assists senior managers with accomplishing demanding targets by encouraging staff and coordinating resources. Methodical and well-organized in optimizing coverage to meet operational demands.

Overview

6
6
years of professional experience
2
2
Languages

Work History

Manager

Kotak Mahindra Bank
01.2024 - Current
  • Implemented innovative marketing campaigns that boosted brand awareness and generated significant sales leads..
  • Enhanced customer satisfaction by resolving disputes promptly, maintaining open lines of communication, and ensuring high-quality service delivery.
  • Achieved departmental goals by developing and executing strategic plans and performance metrics.
  • Mentored junior team members for career advancement, fostering a pipeline of future leaders within the organization.

Deputy Manager

HDFC Bank
8 2021 - 01.2024
  • Represented bank at community events to establish strong ties and promote business.
  • Evaluated client financial positions and identified most appropriate banking products.
  • Prospected for new business through networking, community outreach and customer referral generation.
  • Managed portfolio of accounts and monitored for issues in need of attention.

Customer Advisor

Coverfox Insurance Broking PVT LTD
09.2019 - 08.2020
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs.
  • Worked with clients and finance companies to find optimal solutions for financing.
  • Helped clients plan for and fund retirements using ULIP and other options to manage, customize and diversify portfolio.
  • Boosted sales by 150% and exceeded sales target by employing consultative sales tactics and superior customer care

Business Development Manager

BDS Pneumatic
03.2018 - 09.2019
  • Set up appointments with potential and current customers to promote new products and services.
  • Quoted prices, listed terms and included Product information in customer estimates.
  • Used consultative sales approach to understand and meet customer needs.
  • Maintain company database with essential account and sales information.

Education

MBA - Marketing & Operations

IBS Dehradun
Dehradun
06.2016 - 2018.02

B.TECH (CSE) -

Maharshi Dayanand University
Rohtak
06.2011 - 2015.05

HSC - Science

DAV Public School
Faridabad
04.2010 - 2011.03

SSLC -

DAV Public School
Faridabad
04.2007 - 2008.03

Skills

    Teamwork, Communication

    Resilient,Negotiation

    Investment planning

    Decision-making capabilities

    Financial Management

Interests

Music

Dancing

Basketball

Software

MS Office

Strength

  • Comprehensive Problem Solving.
  • Sincere at Work.
  • Aspiration to Learn New Things.
  • Motivated Towards Team Work.

Additional Information

Father's Name : Youvak Kumar Bhardwaj

Date of Birth : 22/05/1992

Gender : Male

Nationality : Indian

Religion : Hindu

Marital Status :Married

Timeline

Manager

Kotak Mahindra Bank
01.2024 - Current

Customer Advisor

Coverfox Insurance Broking PVT LTD
09.2019 - 08.2020

Business Development Manager

BDS Pneumatic
03.2018 - 09.2019

MBA - Marketing & Operations

IBS Dehradun
06.2016 - 2018.02

B.TECH (CSE) -

Maharshi Dayanand University
06.2011 - 2015.05

HSC - Science

DAV Public School
04.2010 - 2011.03

SSLC -

DAV Public School
04.2007 - 2008.03

Deputy Manager

HDFC Bank
8 2021 - 01.2024

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Amit BhardwajRelationship Manager/Financial Expert