Summary
Overview
Work History
Education
Skills
Timeline
Generic
AMIT KUMAR SHRIVASTAVA

AMIT KUMAR SHRIVASTAVA

DELHI

Summary

Seeking a challenging role in a growth-oriented organization where I can leverage my expertise in customer service, sales, and financial product management to deliver measurable results, enhance customer satisfaction, and contribute to the company's long-term success.

Overview

7
7
years of professional experience

Work History

Deputy Area Manager

BAJAJ FINSERV LTD.
DELHI
11.2024 - Current
  • Led a team of 5 professionals, overseeing daily operations and ensuring alignment with business goals.
  • Managed and grew a portfolio of business loans, consistently working to increase monthly bandwidth and drive revenue growth.
  • Onboarded and developed new DSAs (Direct Selling Agents) to expand business reach and enhance loan disbursement volumes.
  • Analyzed customer sales pipelines and market trends, collaborating with senior management to deliver quarterly sales forecasts with 95% accuracy.
  • Handled end-to-end business loan processing, from customer onboarding to disbursement and portfolio management.
  • Recognized for outstanding performance, receiving the 'Kudos' award in November and the 'Heroes' award in March for exceptional contribution to business growth.

MANAGER

BAJAJ FINSERV LTD.
DELHI
06.2022 - 11.2024
  • Built and maintained strong, long-term relationships with clients to enhance customer loyalty and retention.
  • Effectively promoted a range of banking and insurance products, aligning solutions with customer needs.
  • Consistently achieved and exceeded monthly and quarterly sales targets through strategic selling and relationship management.
  • Resolved customer queries and concerns promptly, ensuring high levels of satisfaction and service quality.
  • Ensured full compliance with regulatory requirements and internal company policies in all customer interactions.
  • Managed customer portfolios with regular performance reviews and proactive financial advice.
  • Collaborated with cross-functional teams to deliver seamless service and enhance customer experience.
  • Stayed informed about evolving financial products, market trends, and competitor offerings to maintain a competitive edge.

RELATIONSHIP MANAGER

INDIFI TECHNOLOGIES PVT. LTD.
GURGAON
12.2021 - 06.2022
  • Team Management: Successfully manage an 6-person team, ensuring high performance, accountability, and alignment with business goals.
  • Sales Forecasting: Analyze customer behavior, sales pipelines, and market trends in collaboration with senior management, achieving a forecast accuracy of 95% on a quarterly basis.
  • Data Maintenance: Maintain accurate and up-to-date anchor data on a daily basis to support operational efficiency and reporting accuracy.
  • Loan Handling: Oversee and process business loan applications, ensuring compliance with internal policies and regulatory standards.

ASSISTANT MANAGER

INDUSIND BANK LTD.
JAMSHEDPUR
04.2021 - 09.2021
  • Customer Experience: Deliver an exceptional end-to-end customer experience, ensuring satisfaction and long-term client relationships through personalized service and timely support.
  • Client Engagement: Proactively initiate contact with both new and existing customers to understand their needs and offer value-added products and services, driving customer retention and business growth.
  • Product Expertise: Efficiently manage and process multiple financial products, including Overdraft (OD), Home Loans, and Business Loans, ensuring compliance, accuracy, and timely disbursal.

RELATIONSHIP OFFICER

QUESS CROP(AXIS BANK LTD)
DELHI
12.2019 - 03.2021
  • Customer Eligibility Assessment: Analyze customer eligibility by evaluating business profiles, financial health, and profit margins to determine suitable financial products and ensure risk-aligned lending.
  • Sales Achievement: Consistently exceeded sales targets by effectively promoting tailored financial products and services, aligning offerings with clients’ financing needs to drive revenue growth and customer satisfaction.

RELATIONSHIP EXECUTIVE

PAISABAZAAR.COM
GURGAON
07.2018 - 12.2019
  • Management Reporting: Prepare and present monthly, quarterly, and yearly performance reports for senior management by consolidating data from various teams, enabling informed decision-making and strategic planning.
  • Client Advisory Services: Interact directly with clients to explain banking products and services, providing guidance based on their individual financial needs and business requirements to support informed decision-making.

Education

MBA - GENERAL MANAGEMENT

IMT GHAZIABAD
GHAZIABAD
06-2023

B. TECH - Computer Science

COLLEGE OF ENGINEERING BHUBANESWAR
04.2018

INTERMEDIATE -

RAJKIYA INSTITUTE
04.2014

MATRICULATION -

SRI GURU NANAK PUBLIC SCHOOL
04.2012

Skills

  • Customer relationship management
  • Data analysis
  • Team leadership
  • Risk assessment
  • Excel
  • Time Management
  • Analytical Mindset
  • Excellent communication skills

Timeline

Deputy Area Manager

BAJAJ FINSERV LTD.
11.2024 - Current

MANAGER

BAJAJ FINSERV LTD.
06.2022 - 11.2024

RELATIONSHIP MANAGER

INDIFI TECHNOLOGIES PVT. LTD.
12.2021 - 06.2022

ASSISTANT MANAGER

INDUSIND BANK LTD.
04.2021 - 09.2021

RELATIONSHIP OFFICER

QUESS CROP(AXIS BANK LTD)
12.2019 - 03.2021

RELATIONSHIP EXECUTIVE

PAISABAZAAR.COM
07.2018 - 12.2019

MBA - GENERAL MANAGEMENT

IMT GHAZIABAD

B. TECH - Computer Science

COLLEGE OF ENGINEERING BHUBANESWAR

INTERMEDIATE -

RAJKIYA INSTITUTE

MATRICULATION -

SRI GURU NANAK PUBLIC SCHOOL

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