Hi, I’m
AMIT KUMAR RAJAN
Gurgaon
Summary
Sales professional with 8+ years of experience in retail banking managed sales and business development of Assets and liability Products (CASA,Business loan, Loan against property, Trade Forex & Current Account) in Delhi-NCR, achieving business targets through the various channels in the market.
Overview
9
years of professional experience
Work History
Yes Bank LtdGurgaon
Senior Sales Manager
05.2024 - Current
Job overview
- Developed and implemented sales strategies to increase profits and expand market share.
- Conducted weekly meetings with the sales team to review performance, goals and objectives.
- Managing and handling 6 people.
- Monitored customer feedback to identify areas of improvement in products and services.
- Managed all aspects of the sales process from lead generation to closing deals.
- Provided training for new sales staff members on company policies and procedures.
- Identified opportunities for growth within existing accounts as well as new markets.
- Responsible for meeting or exceeding monthly revenue targets set by senior management.
- Recruited, hired and supervised a team of highly successful sales professionals.
- Established new accounts and serviced existing accounts maintaining professional relationships.
- Tracked monthly sales to generate reports for business development planning.
- Prospected for new business using databases and other strategies to generate sales.
- Resolved customer complaints regarding sales and service.
- Supported sales team members to drive growth and development.
AU SMALL FINANCE BANKGurgaon
Royale Relationship Manager
07.2023 - 05.2024
Job overview
- Managing the banking and investments relationship with Au Royale clients and responsible for overall growth of Liabilities & Investment business from HNI segment
- Increase CASA balance in allocated portfolio either through Deepening or Acquisition of NTB Royale Customer
- Migration of transactions to Digital Banking Channels i.e
- Net Banking/ Corporate net banking, Mobile Banking, Phone Banking, Email Statements etc
- As per customer profile / needs / preference Central Initiatives - Maintaining portfolio health i.e
- Account activation & balance maintenance.
- Developed and maintained strong relationships with clients to ensure satisfaction and loyalty.
- Conducted regular client meetings to assess progress, discuss opportunities for growth, and address any concerns.
- Evaluated customer feedback to identify areas of improvement in products or services offered.
- Developed strategies to attract new customers while retaining existing ones.
- Generated reports regarding customer interactions, performance metrics, revenue goals.
Indusind Bank LimitedGurgaon
Emerging Relationship Manager
11.2017 - 03.2023
Job overview
- Regular meeting with existing customer to ensure engagement and wallet share
- Resolve any service related Issue by coordinating with Internal & external stakeholders
- Understand customer requirement and cross-sell products which meet those requirements
- Acquire quality importer / exporter with regular Trade / FX transaction
- Ensure there are no regulatory or compliance related issues in the portfolio
- Responsible for help management in forthcoming products and discuss on special promotions
- Responsible trade forex transaction for corporate client and achieving revenue target
- Pitching them to route forex business through us
- Acquire New Trade forex clients
- Having Scope opportunity in the portfolio to refer leads to business banking, LAP / HL, LAS etc
- Understanding of global markets and ability to engage with clients on the same.
ICICI Bank LimitedGurgaon
Relationship Officer
05.2015 - 10.2017
Job overview
- Acquisition of the current account
- Identification of right customer, ability to understand customers need, products and convince them about the product offerings
- Managing overall responsibilities including customer expectations
- Resolving Customer issues and queries
- Generate new customer leads through various channels
- Proactively identify sales prospects and conduct business development activities
- Follow up on new leads and referrals to generate business
- Achieving the monthly sales targets, Cross sell assets and fee products
- Follow the various internal guidelines and procedures of the bank
- Ensure customer satisfaction through regular engagement
- Resolve customer queries/issues and facilitate customer service
- Maintain periodic status reports, including daily activity report and calls/follow-ups made.
Education
IHRM KOLKATA , Kolkata
Bachelor of Science from Hotel Management
06-2009
Skills
- Sales
- Business Development
- Corporate services
- Revenue Generation
- Asset Sales
- Liability Sales
- Business growth and retention
- Rapport and relationship building
- Sales Tracking
- Staff Management
- Sales team training
Academicbackground
- B.Sc. from HRM Institute of Management, Kolkata-2012
- HSC from Jharkhand Academic council, Ranchi-2008
- SSC from BSEB, Patna-2004
Achievementsawards
- Game changer award from Branch Banking Head March 2021 in life insurance (cross sale)
- Branch Banking Head league -Extraordinary award in March 2021, April 2021
- Leadership Oscars North Award- Life Insurance March 2021
- The flag Bearers award Health insurance in April 2021
- Balloon Burst Drive award from Senior vice President in April 2021
- Together Drive award in May 2021 from Zonal Acquisition Head.
Personal Information
- Date of Birth: 01/18/90
- Marital Status: Married
Projects
21 Weeks Industrial Training from Best Western Amurtha Castle, Hyderabad. 3 months sales training from Institute of Finance, Banking and Insurance (IFBI) CIEL Certificate.
Languages
Hindi
First Language
English
Elementary
A2
Timeline
Senior Sales Manager
Yes Bank Ltd
05.2024 - Current
Royale Relationship Manager
AU SMALL FINANCE BANK
07.2023 - 05.2024
Emerging Relationship Manager
Indusind Bank Limited
11.2017 - 03.2023
Relationship Officer
ICICI Bank Limited
05.2015 - 10.2017
IHRM KOLKATA
Bachelor of Science from Hotel Management
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