Amit Jha
Seasoned Banker With Sales Background In Retail And Investment Banking
Mumbai ,Maharashtra
Summary
Financial Service Associate with background in sales and understanding of how to build client loyalty. Dependable professional with dynamic communication skills.
Overview
13
13
years of professional experience
2
2
years of post-secondary education
Work History
Proprietor
Maa Annapurna Argo Foods
Nagpur
06.2022 - Current
- Implemented business strategies, increasing revenue, and effectively targeting new markets.
- Interacted well with customers to build connections and nurture relationships.
- Managed purchasing, sales, marketing and customer account operations efficiently.
- Streamlined business operations for improved efficiency with the implementation of new management techniques.
Office Manager
DFM Marketing Management
DUBAI, UAE
04.2019 - 02.2021
- Performed various tasks in the capacity of office manager, leading a sales team which deals into various banking products such as account, insurance, forex & business setup
- Managing walk-in customers and going out on sales meeting with sales team to achieve the sales target.
- Set aggressive targets for employees to drive company success and strengthen motivation.
- Recruited, interviewed and hired employees and implemented mentoring program to promote positive feedback and engagement.
- Handled sensitive information with discretion, maintaining confidentiality of company documents and
- Reported to senior management on organizational performance and progress toward goals.
- Coached new hires on company processes while managing employees to achieve maximum production.
- Served as a liaison between upper management and staff members, facilitating open channels of communication to address concerns or issues promptly.
Business Consultant
HYCM
Dubai
08.2014 - 04.2019
- Performed various tasks in the capacity of business consultant, providing product orientation to the new customers and convincing them for product (forex / stocks / bullion / indices)
- Completion of customer's application and keeping follow up till finalization
- Training customers on technical and fundamental aspects of investment banking
- Giving real-time information related to the market on a daily basis so that clients can make decisions regarding investments.
- Evaluated existing business models, identifying areas of improvement to increase revenue generation potential.
- Enhanced team productivity by providing guidance on effective time management and prioritization techniques.
- Increased client satisfaction by implementing tailored solutions for their unique business needs.
- Identified growth opportunities for clients by conducting thorough financial and risk assessments.
- Analyzed complex data sets to identify trends, uncovering valuable insights that informed strategic decisionmaking.
- Mentored junior consultants, fostering professional development and sharing industry expertise.
- Generated reports detailing findings and recommendations.
- Provided reporting for forecast analysis and ad-hoc reporting in support of decision-making.
Relationship Officer
RAK Bank
Dubai
08.2012 - 04.2014
- Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
- Maintained knowledge on banking products and distribution to provide optimal service support.
- Compiled and analyzed data to determine approaches to improve sales and performance.
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Developed customized financial plans for clients, incorporating investment, banking, and insurance products that aligned with their goals.
Relationship Officer
Kotak Mahindra Old Mutual Life Insurance
Pune
06.2011 - 12.2011
- Contributed to the growth of the branch''s assets under management by consistently meeting sales targets.
- Collaborated with cross-functional teams to develop new products and services for the bank''s clientele.
- Maintained and built close relationships with customers through regular contact and visits.
- Boosted customer satisfaction levels with timely and effective resolution of concerns and inquiries.
Education
Cams - foundation - undefined
Mba in finance - undefined
patna university
01.2009 - 04.2011
Graduation (b.sc chemistry) - undefined
magadh university
Hsc - undefined
c.b.s.e
Ssc - undefined
c.b.s.e
Skills
Compliance adherence
Foreign Currency
New business generation
Investment and Wealth Planning
Business Development
Wealth Management
Attributes
- Motivated, driven and focused on achieving in a Fast paced environment.
- Resilient and having an ability to deal with Rejections.
- Have a competitive attitude and can thrive Under pressure.
- Well organized, eager to learn and pro-active.
- Excellent communication & presentation skills.
Personal Qualifications
- Cams - foundation, 2016
- Mba in finance, patna university, 2009, 2011
- Graduation (b.sc chemistry), magadh university, 2008
- Hsc, c.b.s.e, new delhi, 2003
- Ssc, c.b.s.e, new delhi, 2001
Seeking
assignments in operations / financial services / management in an organisation of repute
References
available on request
Personal Information
- Father's Name: Sri. Indushekhar jha
- Date of Birth: 02/18/86
- Marital Status: married
Languages
English
Advanced (C1)
Hindi
Upper intermediate (B2)
Marathi
Intermediate (B1)
Maithili
Upper intermediate (B2)
Timeline
Proprietor
Maa Annapurna Argo Foods
06.2022 - Current
Office Manager
DFM Marketing Management
04.2019 - 02.2021
Business Consultant
HYCM
08.2014 - 04.2019
Relationship Officer
RAK Bank
08.2012 - 04.2014
Relationship Officer
Kotak Mahindra Old Mutual Life Insurance
06.2011 - 12.2011
Mba in finance - undefined
patna university
01.2009 - 04.2011
Cams - foundation - undefined
Graduation (b.sc chemistry) - undefined
magadh university
Hsc - undefined
c.b.s.e
Ssc - undefined
c.b.s.e