Amit Thakur
6/1 Vivekananda Park Kolkata
Summary
To utilize my knowledge, by being efficient, innovative and a good team member, in return adding value to my organisation.
Overview
19
19
years of professional experience
Work History
Preferred Relationship Manager
HDFC Bank Ltd
Kolkata
12.2024 - Current
Preferred Relationship Manager
HDFC Bank Ltd
Kolkata
08.2024 - Current
- Built relationships with clients by providing them with personalized advice and support.
- Developed and implemented strategies to increase customer satisfaction and grow client base.
- Conducted regular meetings with clients to review their financial portfolios and discuss any changes or updates.
- Provided guidance on investment decisions, such as stocks, bonds, mutual funds, insurance products and other investments.
- Achieved client loyalty through quality, productivity, service and proactive management.
- Conducted regular review meetings with clients to assess their needs and adjust services accordingly.
- Identified opportunities for cross-selling and upselling financial products to meet clients' objectives.
- Established strong relationships with clients through regular, personalized communication.
- Ensured compliance with regulatory standards and company policies in all client interactions.
- Implemented CRM systems for tracking client interactions and improving service delivery.
- Resolved client issues and complaints promptly, maintaining trust and loyalty.
Branch sales Manager
HDFC Bank Ltd
03.2022 - Current
- Acquisition of Current A/C, trade A/C & savings A/C handling NON managed CA portfolio of mapped branch
- Inflow incremental Casa value from all the opened A/C
- Generate revenue from the customers
- Cross sell of all financial products like life insurance, general insurance & mutual fund, Selling all assets products like CC OD, HL, LAP and BL PL GL and others loan products for revenue generation
- Handling the team of 2 CSO from mapped branch
- Generate leads for new business and customers
- Prepare and analyze the profit and loss statement for mapped branch
- Activity planning for new Prospects and planning for incentive achievement.
Area sales Manager
Indusind Bank
02.2020 - 03.2022
- Acquisition of High value Current A/C and trade A/C Inflow incremental Casa value for mapped branches
- Generate trade and forex revenue from the customers
- Cross sell of all financial products like life insurance, general insurance, mutual fund, Jewel Loan
- Selling all asset products like CC OD BG and all loans for revenue generation
- Handling the team of 8 EC BDM from mapped branches
- Generate leads for new business and customers
- Provide training to EC BDM for incentives and products Prepare and analyze the profit and loss statement for mapped team
- Activity planning
sales manager
Axis Bank Ltd
08.2019 - 01.2020
- Acquisition of savings A/C and Current A/C
- Inflow incremental Casa value for mapped branches
- Cross sell of all financial products like life insurance, general insurance, mutual fund, Jewel Loan
- Selling all asset products for revenue generation
- Handling the team of 15 sales officers Casa from mapped branches
- Generate leads for new business and customers
- Provide training to sales officer
- Prepare and analyze the profit and loss statement for the branch
- Activity planning
Deputy Manager(BSM CASA)
ICICI Bank Ltd
11.2015 - 07.2019
- Acquisition of savings A/C and Current A/C
- Inflow incremental Casa value for mapped branches
- Cross sell of all financial products like life insurance, general insurance, mutual fund, Jewel Loan
- Selling all asset products for revenue generation
- Handling the team of 15 sales officers Casa from mapped branches.
Center Manager
BMA Wealth Creators Ltd
04.2013 - 10.2015
- Direct Clients Sub-brokers & remisors acquisition
- Visit Sub-brokers & make them how to increase Equity Business
- Managing client risk according to market situation Selling online products
- Selling life insurance and general insurance Handling Barrackpure branch with the team member of 5.
Area Manager
Kripa Securities Pvt Ltd
08.2011 - 04.2013
- Direct Clients Sub-brokers & remisors acquisition
- Visit Sub-brokers & make them how to increase Equity Business
- Selling insurance products Contributing in branch set up with providing adequate data base Managing client risk according to market situation Terminal operation in commodity
- Managing client risk according to market situation Selling online products
- Handng Asansol Branch for 4 months with the team member of 6.
Business Development Manager
Equity in Globe Capital Ltd.
04.2009 - 08.2011
- Direct Clients Sub-brokers & remisors acquisition
- Visit Sub-brokers & make them how to increase Equity Business
- Managing client risk according to market situation Terminal Operation In Equity, F&o and commodity
- Selling online products
Executive(Dealer)
Equity in Microsec Capital Ltd.
04.2008 - 04.2009
- Terminal operation in Equity (Cash, F & O & Currency) Monitoring clients position Handling Back office operations trade Confirmation Customer Relation Client acquisition
Executive
Equity in Anagram Securities Ltd.
09.2006 - 04.2008
- Terminal operation in Equity (retail)
- Monitoring clients position Customer relationship Back office operations Visiting sub brokers and make them awareness how to increase equity business.
Education
01.2018
B.A (Hons.) -
Calcutta University
01.2007
01.2005
Higher Secondary (10+2) -
W.B.C.H.S.E.
01.2004
Madhyamik -
W.B.B.S.E.
01.2002
Computer Knowledge
MS-Dos, Windows-95/98/2000, MS-Word, MS-Excel, Power Point, E-mail, Surfing
Personal Information
- Father's Name: Anil Thakur
- Date of Birth: 06/11/1986
- Nationality: Indian
- Marital Status: single
Languages
- English
- Hindi
- Bengali
Timeline
Preferred Relationship Manager
HDFC Bank Ltd
12.2024 - Current
Preferred Relationship Manager
HDFC Bank Ltd
08.2024 - Current
Branch sales Manager
HDFC Bank Ltd
03.2022 - Current
Area sales Manager
Indusind Bank
02.2020 - 03.2022
sales manager
Axis Bank Ltd
08.2019 - 01.2020
Deputy Manager(BSM CASA)
ICICI Bank Ltd
11.2015 - 07.2019
Center Manager
BMA Wealth Creators Ltd
04.2013 - 10.2015
Area Manager
Kripa Securities Pvt Ltd
08.2011 - 04.2013
Business Development Manager
Equity in Globe Capital Ltd.
04.2009 - 08.2011
Executive(Dealer)
Equity in Microsec Capital Ltd.
04.2008 - 04.2009
Executive
Equity in Anagram Securities Ltd.
09.2006 - 04.2008
B.A (Hons.) -
Calcutta University
Higher Secondary (10+2) -
W.B.C.H.S.E.
Madhyamik -
W.B.B.S.E.