ANKIT KUMAR
Gurgaon
Summary
A Professional with experience in Banking & Financial Services. Proven track record of increasing revenues, establishing networks, streamlining workflow & creating teamwork environment to enhance productivity. Excellent communication, analytical, interpersonal, and presentation skills; expert at managing multiple projects simultaneously. Dedicated with abilities in acquiring knowledge to be use in an effective way. Ability to work in fast paced environment with critical deadlines.
Overview
8
8
years of professional experience
1
1
Certification
Work History
SRM
INDUSIND BANK
GURGAON
06.2024 - Current
- Identified customer needs, developed customized solutions, and provided knowledgeable advice.
- 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.
- Developed strategies to attract new customers while retaining existing ones.
- Maintained accurate records of all client interactions within the company's CRM system.
- Analyzed market trends and identified potential new customers through research activities.
- Prepared and presented detailed reports on client account status and growth opportunities to senior management.
- Coordinated with product development teams to design services that meet client needs.
- Facilitated financial planning seminars and workshops for clients.
Account Manager (Business Development)
DOTPE PVT LTD
11.2023 - 05.2024
- Business development activities (acquisition).
- Implemented strategies aimed at improving overall customer satisfaction.
- Collaborated with internal teams to develop strategies that would increase customer engagement levels.
- Developed and maintained strong relationships with clients to ensure satisfaction and loyalty.
- Identified customer needs, developed customized solutions, and provided knowledgeable advice.
- Provided ongoing support throughout the sales cycle by responding promptly to inquiries, resolving issues, and following up on requests in a timely manner.
- Generated reports regarding customer interactions, performance metrics, and revenue goals.
- Developed
Senior Corporate Account Manager
TATA AIA INSURANCE BANCA
Gurgaon
12.2021 - 11.2023
- Business Development, Customer Engagement, and People Leadership for a cross functional sales team.
- Business development activities
- Sales Target Achievement
- Make Bonding with customers for the references and for more sales.
- Recognized and awarded for achieving target: 2022-2023
Senior Manager
KOTAK LIFE INSURANCE
Gurgaon
08.2021 - 12.2021
- Business Development, Customer Engagement, and People Leadership for a cross functional operations team.
- Business development activities
- Sales Target Achievement
- Make Bonding with customers for the references and for more sales.
Senior Corporate Account Manager
HDFC LIFE
Gurgaon
07.2017 - 08.2021
- Business Development, Customer Engagement, and People Leadership for a cross functional sales team.
- Handling the team of mapped HDFC BANK Branch.
- Deepen the relationship with customers by cross selling product of life insurance and references.
- Handling customer queries and generating leads from them.
- Maintain the daily report and present it to the team coach & BM.
- Drive the LI contest into the branch and accordingly complete the sales targets.
- EVP Galaxy Thailand Feb-Mar 2018 (HDFC LIFE)
- EVP Galaxy Barcelona Feb-Mar 2019 (HDFC LIFE)
- Got 2- Promotions in HDFC LIFE (JOINED AS SDM THEN CAM AND SR.CAM)
Education
B. Tech. -
AKTU University
01.2016
12th -
BSEB BOARD
01.2012
10th -
CBSE BOARD
01.2009
Skills
- Windows XP
- Windows Vista
- LINUX
- MSWord
- Excel
- Power Point
Accomplishments
- EVP Galaxy Thailand, 02/01/18 - 03/31/18, HDFC LIFE
- EVP Galaxy Barcelona, 02/01/19 - 03/31/19, HDFC LIFE
Certification
- IRDA
- NISM
Timeline
SRM
INDUSIND BANK
06.2024 - Current
Account Manager (Business Development)
DOTPE PVT LTD
11.2023 - 05.2024
Senior Corporate Account Manager
TATA AIA INSURANCE BANCA
12.2021 - 11.2023
Senior Manager
KOTAK LIFE INSURANCE
08.2021 - 12.2021
Senior Corporate Account Manager
HDFC LIFE
07.2017 - 08.2021
B. Tech. -
AKTU University
12th -
BSEB BOARD
10th -
CBSE BOARD
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