Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Languages
Affiliations
Timeline
AccountManager

AMIT SINGH

Gurgaon

Summary

Customer-focused and successfully contributing to company profits by improving team efficiency and productivity. Skilled at effective negotiations and upselling techniques. Utilises excellent organisational skills to enhance efficiency and lead teams and myself to achieve goals given by the organisation.

Overview

10
10
years of professional experience
2
2
Certification

Work History

INSIGNIA RELATIONSHIP MANAGER

RBL BANK
10.2022 - 09.2024
  • Handling portfolio of 160 Cr. and responsible for giving them service and generating business.
  • Handling big corporates e.g., Book My Forex, IMV India, FAB & Silk, Continuum buying and much more.
  • Selling LI, GI, PL, BL, OD & CC Limits, LAP, LAS and Trade Forex, Mutual funds, PMS, AIF.
  • Managing the portfolio and growing daily by incremental value and cross-selling.
  • Handling the EXIM customers and ensuring their smooth transactions.
  • Acquiring HNI Clients and to grow their portfolio over time.
  • Responsible for NRI business regarding NRE/NRO a/c, savings, and customer service.
  • Responsible for cross-selling & enhancing relationships with existing portfolios of customers.
  • Actively advise clients based on their financial profile and needs using the financial planning process.

SBL MANAGER

HDFC BANK
03.2020 - 10.2022
  • Handling a branch portfolio of 5000 accounts including current/saving, NRI who are defence officers of the Indian Army, Indian Navy and Indian Airforce.
  • Handling the Account of the Vice Chief of the Army Staff and his office.
  • Handling portfolio of 150 Cr. And responsible for giving them service and generating business.
  • Handling current accounts of the Indian Army, Indian Navy and Indian Air Force and responsible for source NTB.
  • Making MIS of branch and sharing it with cluster head occasionally.
  • Responsible for business from the SBL.
  • Responsible for NRI business in terms of NRE/NRO a/c, savings, and customer service.
  • Handling Gov. A/c and defence unit’s a/c, ensuring forward to give service up to the mark and to generate business for the bank.
  • Handling a Smart branch of HDFC BANK which is under defense catchment.
  • Handling operational work including customer instructions, LTR, CRM customer walk-in, etc.
  • Responsible for cross-selling & enhancing relationships with existing customers of the portfolio.
  • Actively advise clients based on their financial profile and needs using the financial planning process.
  • Selling investments, insurance, and wealth management products to HNI customers.
  • Acquiring HNI Clients and to grow their portfolio over time.
  • Manage and develop existing clients of the organization.
  • Selling LI, GI, PL, BL, OD & CC Limits, LAP, LAS and Trade Forex, Mutual funds, PMS (Wealth Management).
  • Generating new business by planning and launching creative marketing initiatives.
  • Handling all operational work at the branch including lockers, Legal and customer complaints.
  • Ensuring the Audit checklist meets the benchmark decided by the bank.
  • Inputting and authorizing the transactions of the branch.
  • Doing LTR daily and identifying the risk of the transactions.
  • Processing the account opening forms through a valid process.
  • Ensuring the deliverables to be corrected.
  • Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.

BUSINESS RELATIONSHIP PARTNER

Yes Bank Limited
01.2019 - 03.2020
  • Responsible for Opening Premium Current accounts with hooks.
  • Selling BL, OD & CC Limits, LAP, LAS, and Trade Forex
  • Selling investments, insurance, and wealth management products to HNI customers.
  • Acquiring HNI Clients and growing their portfolio over time.
  • Manage and develop existing clients of the organization.
  • Actively advise clients based on their financial profile and needs using the financial planning process.
  • Responsible for cross-selling & enhancing relationships with existing customers.
  • One point contact for information on products and services offered by the bank.
  • Advice on various other financial products like Health Insurance, General Insurance, etc.

PREMIUM RELATIONSHIP MANAGER/SALES MANAGER

Reliance Jio
02.2017 - 01.2019
  • Handling a team of five members.
  • Responsible for generating business from the team.
  • Giving guidance and motivation and achieving the targets of the team.
  • Generating new business by planning and launching creative marketing initiatives.
  • Responsible for Opening Premium accounts with hooks.
  • Responsible for cross-selling & enhancing relationships with existing customers.
  • One point contact for information on products and services offered by the company.
  • Advice on various other products like Leased lines, phones in bulk for employees, FTTX etc.
  • Responsible for giving services to on-boarded companies.

SALES OFFICER

HDFC Limited
01.2016 - 01.2017
  • Responsible for Home Loan of the entire South Delhi and Faridabad.
  • Handling customers from the first query till disbursement of loan.
  • Meeting with high-value customers and educating them and to convince for loan.
  • Managing and handling documentation from day1 till disbursement of loan.
  • Meeting and handling walk-in customers to convert into business, appraising all documents and making interview sheets, and observing all credit and KYC documents of customers.
  • Updating the company's client database on daily basis for future reference.
  • Taking customer satisfaction to the utmost level.
  • Responsible for cross-selling & enhancing relationships with existing customers.
  • Boosted sales performance by identifying and targeting high-potential leads.
  • Enhanced customer satisfaction with timely follow-ups and personalized service.

INTERNSHIP

APOLLO LOGISOLUTION
07.2014 - 08.2014

Education

MBA - Marketing and HR

UTTARANCHAL UNIVERSITY
Dehradun, Uttarakhand
08.2015

BCA -

VEER KUNWAR SINGH UNIVERSITY JAWAHAR LAL NEHRU COLLEGE
DEHRI ON SONE
06.2013

12th -

UP BOARD SIDDHARTH INTER COLLEGE
2009

10th -

UP BOARD RESHMA INTER COLLEGE
2007

Skills

  • Leadership quality
  • Team oriented
  • Marketing
  • Customer Relationship
  • Quick decision-making
  • Team leadership
  • Financial Reporting
  • Customer-facing leadership
  • Brand management
  • Staff mentoring
  • Staff recruitment
  • Team Motivation

Accomplishments

  • Awarded by Yes Bank for Yes Personality.
  • Awarded by the Vice Chief of Army Staff Gen. B S Raju for providing the best services to the Vice Chief office and some of the regimental accounts.
  • Achieved First Position in Showcase Movie Competition at Uttaranchal University.
  • Awarded by Uttaranchal University as a” best member of the Discipline committee” in Yuva Fest. Awarded by Uttaranchal University as a “best coordinator of Discipline committee” in Festla.

Certification

  • NISM certified
  • IRDAI certified

Languages

English
Hindi

Affiliations

  • NISM
  • IRDAI

Timeline

INSIGNIA RELATIONSHIP MANAGER

RBL BANK
10.2022 - 09.2024

SBL MANAGER

HDFC BANK
03.2020 - 10.2022

BUSINESS RELATIONSHIP PARTNER

Yes Bank Limited
01.2019 - 03.2020

PREMIUM RELATIONSHIP MANAGER/SALES MANAGER

Reliance Jio
02.2017 - 01.2019

SALES OFFICER

HDFC Limited
01.2016 - 01.2017

INTERNSHIP

APOLLO LOGISOLUTION
07.2014 - 08.2014

MBA - Marketing and HR

UTTARANCHAL UNIVERSITY

BCA -

VEER KUNWAR SINGH UNIVERSITY JAWAHAR LAL NEHRU COLLEGE

12th -

UP BOARD SIDDHARTH INTER COLLEGE

10th -

UP BOARD RESHMA INTER COLLEGE

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