Summary
Overview
Work History
Education
Skills
Interests
Disclaimer
Timeline
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AMIT SAINI

AMIT SAINI

SALES EXCUTIVE
Neem ka Thana,RJ

Summary

My objective is to serve particular institution/organization with my full devotion and dedication and give my best. To have the precious time with the organization where I work in.

Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Exceptional knowledge in wealth management, estate planning and investment.

Experienced with providing comprehensive financial advice and investment strategies. Utilizes deep knowledge of financial markets to guide clients toward their financial goals. Track record of building strong client relationships and delivering personalized financial plans.

Overview

7
7
years of professional experience
2
2
Languages

Work History

Financial Advisor

TVS Credit Services
07.2025 - Current
  • Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
  • Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
  • 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 to support understanding of rationale and details of financial strategies.
  • Mentored junior advisors, sharing knowledge, expertise, and best practices to enhance team performance.

Sales Coordinator

TVS Motor Company
01.2023 - 05.2025
  • Maintained accurate records of all sales activities, including contracts, proposals, quotes, follow-ups, and customer communications.
  • Worked closely with the sales team to prioritize tasks, set goals, and allocate resources efficiently; resulting in increased productivity and revenue.
  • Managed accounts to retain existing relationships and grow share of business.
  • Streamlined sales processes for improved efficiency and customer satisfaction.
  • Supported sales team members in achieving individual goals and targets through coaching, mentoring, and guidance.

CSP

IDFC First Bank
11.2021 - 12.2022
  • Presently working as a IDFC First Bank (CSP) From Nov.2021 to Till Date
  • Self-motivated, with a strong sense of personal responsibility.
  • Excellent communication skills, both verbal and written.
  • Resolved problems, improved operations and provided exceptional service.

B.O

AU Small Finance bank
12.2019 - 08.2021
  • Work in AU Small Finance bank as a (B.O) From dec.2019 to Aug.2021

CSP(Agent)

State Bank of India
08.2018 - 09.2019
  • Work in State Bank of India as a CSP(Agent) From Aug.2018 to sep.2019.

Education

Bachelor of Arts - English Literature

University of Rajasthan
Neem Ka Thana, India
04.2001 -

High School Diploma -

P.B.M SR SEC. SCHOOL
Patan, India
04.2001 -

No Degree -

P.B.M SR SEC SCHOOL
Patan, India
04.2001 -

Skills

Team Leader & Supporting Attitude with almost physical strength

Interests

Reading Books, Listening Music

GYM

SPORTS PERSON

Disclaimer

Father's Name : Pooran Mal Saini Date of Birth : 1996-07-10 Marital Status : Unmarried Language known : Hindi & English Nationality : Indian I hereby declare that the information given above is true and the best of my knowledge. Date : Place : ( AMIT KUMAR SAINI )

Timeline

Financial Advisor

TVS Credit Services
07.2025 - Current

Sales Coordinator

TVS Motor Company
01.2023 - 05.2025

CSP

IDFC First Bank
11.2021 - 12.2022

B.O

AU Small Finance bank
12.2019 - 08.2021

CSP(Agent)

State Bank of India
08.2018 - 09.2019

Bachelor of Arts - English Literature

University of Rajasthan
04.2001 -

High School Diploma -

P.B.M SR SEC. SCHOOL
04.2001 -

No Degree -

P.B.M SR SEC SCHOOL
04.2001 -

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