Amit Sharma
Ghaziabad
Summary
Dynamic financial professional with extensive experience at Axis Bank Ltd, excelling in portfolio management and team leadership. Proven track record in enhancing client satisfaction and driving revenue growth through strategic market research and tailored financial solutions. Adept at building strong banking relationships and delivering exceptional service to high-net-worth individuals.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Burgundy Relationship Manager
Axis Bank Ltd
Delhi
12.2024 - Current
- Established new banking relationships with business prospects, expanding client base.
- Managed diverse investment portfolios to align with client objectives and risk tolerance.
- Met with customers to assess needs and propose customized solutions.
- Worked with branch partners to maximize sales efforts to business customers and cross-sell other products and services.
- Enhanced customer satisfaction by resolving issues with expert and personable service.
- Collected customer feedback to improve client satisfaction and retention, proactively addressing concerns.
- Researched current trends to identify prospective customers and determine specific needs.
- Performed banking, business administration and financial tasks to guarantee five-star service for clients.
- Provided leadership and direction to grow team portfolio and increase revenue.
Senior Relationship Manager
AU Small Finance Bank Ltd
03.2023 - 12.2024
- Cultivated new banking relationships with business prospects, enhancing client base and driving revenue growth.
- Worked with branch partners to maximize sales efforts to business customers and cross-sell other products and services.
- Met with customers to assess needs and propose customized solutions.
- Collected and analyzed customer feedback to improve client satisfaction and retention, swiftly resolving issues.
- Executed banking, business administration, and financial tasks to ensure exceptional service for clients.
- Provided leadership and direction to grow team portfolio and increase revenue.
- Researched current trends to identify prospective customers and determine specific needs.
Priority Banking Relationship Manager
Axis Bank Ltd
02.2020 - 03.2023
- Resolved customer issues promptly, preventing escalation and enhancing satisfaction.
- Answered customer questions and explained available services such as deposit accounts, bonds, and securities.
- Greeted customers and explained new account processes to facilitate smooth onboarding.
- Introduced additional products and services to existing customers, boosting engagement and retention.
- Monitored accuracy of customer information in system.
- Completed monthly budgets to ensure financial accuracy.
SDM Authorizer
Indusind Bank Ltd.
12.2018 - 02.2020
- CASA account Opening and KYC and AML Process
- Online Authorization of all cash/ Non cash financial transactions i.e. issuance of MC / DD / FCY transactions / prepaid cards / Tax Collections etc
- Monitoring 10 Lacs and above cash transactions at branch / ensuring customer letters on records. Reporting of all Large cash transactions.
- STR filing for suspicious transactions.
Teller
HDFC Bank Ltd
11.2016 - 11.2018
- Handling of cash receipts and payments and ensuring transactions are carried out within the prescribed TAT without errors.
- Processing of Retail Forex transactions /Pre Paid Cards / Multi Currency cards
- Processing funds transfer,NEFT / RTGS and Salary Uploads for cooperates. Transactions Prior Cut off timings
- Managing Clearing activities (Preparing Annexure / dispatching the cheques in clearing at centralized locations.
- Maintaining the registers at Teller Counter I.e. Vault register, Vault Content register, 10 Lacs and above register, TOD register, GL 209 register, Cheque return register, Counter stock register etc. as applicable to tellers.
- Maintaining profilers of all high cash transacting accounts.
- STR Filing for suspicious transactions in customer account.
- Improving customer banding by cross sell of products
Assistant Acquisition Manager
Kotak Mahindra Bank Ltd
12.2014 - 11.2016
- New Customer Acquisition of HNI Client.
- Market scoping and regular cold calling for generate maximum lead generation.
- Ensured priority service and quick solutions, making banking experience smoother and more convenient.
Education
MBA - Finance And Marketing
Subharti University
Meerut12-2015
BBA -
Subharti University
MEERUT01-2013
Skills
- Financial advising
- Portfolio management
- Market research
- Team leadership
Certification
NISM
IRDA
Hobbies and Interests
Cooking
Music
Languages
English
Hindi
Timeline
Burgundy Relationship Manager
Axis Bank Ltd
12.2024 - Current
Senior Relationship Manager
AU Small Finance Bank Ltd
03.2023 - 12.2024
Priority Banking Relationship Manager
Axis Bank Ltd
02.2020 - 03.2023
SDM Authorizer
Indusind Bank Ltd.
12.2018 - 02.2020
Teller
HDFC Bank Ltd
11.2016 - 11.2018
Assistant Acquisition Manager
Kotak Mahindra Bank Ltd
12.2014 - 11.2016
MBA - Finance And Marketing
Subharti University
BBA -
Subharti University