Sports, Music , Traveling
ANKUR SHARMA
Banking & Finance
Ghaziabad
Summary
To seek career challenges keeping in view my past achievements and future goals and to set new industry benchmarks in everything I Endeavour. Professional Synopsis Around 15 years of experience in Sales, Operations, Audit, Compliance, Client Servicing & Team Management. Currently serving at HDFC BANK as Area Head – Government & Institutional Business. Proficiency in devising marketing activities for escalating revenue growth. A keen planner & strategist in managing business operations. An effective communicator & team leader with strong analytical, problem solving & organizational abilities.
Overview
15
15
years of professional experience
9
9
years of post-secondary education
2
2
Certifications
2
2
Languages
Work History
AVP & Area-Head Government & Institutional Business
HDFC BANK
Ghaziabad
07.2021 - Current
- Key accountabilities to Achieve NAV, and TD plans and Monitor Balance build ups Ensure budget w.r.t
- CASA Value , NAV, Numbers and FD of the AHs are achieved Ensure Productivity of Sales Officers is met month on month.Ensure that the account build balance by cross sailing others product solution like online collection, Payment, payment gateway, Enet, CMS/eCMS and other solutions
- Track the inactive accounts and get in touch with the Govt Departments, institutions for activating the accounts
- Market Scoping and Segmentation Scoping and segmentation of the market for acquiring CASA and TD accounts
- Ensure that the list of all the Government Department, Schemes and institutions in the specified territory is available with his team for generating and converting leads AH to personally meet every Government Department, institution that is a potential customer
- Has to analyze the Government Department or institutions requirements, understand their business needs and provide customized solutions to fulfill all their immediate and long term requirements Ensure that the team is updated with all the documentation
- Facilitate the sales officers not able to reach the required productivity and drive and motivate them to achieve the targets Branch Support Understand the catchment details of the various branches in the specified region
- Track the budgeted branches with Zero Government and Institutional accounts and facilitate them to source Government and Institutional accounts Ensure accounts are opened in specified TATs Assist branches to convert leads generated needs
- Product team on the competition offering Joint meeting with Branch Banking Conduct regular weekly/monthly meetings with Branch Managers/Cluster Heads
- Update them on the status of business at agreed intervals
- Create plan and strategy for each branch/cluster along with the CH and ensure that the same is implemented Skills Team Handling Skills Sales and Influencing Skills Banking Product & Process
- Knowledge Regulatory Knowledge Planning and Organizing Skills Communication Knowledge of Competition & Current trends in financial Industry
- To acquire new quality relationship by keeping the KYC & AML guidelines in mind and to provide quality service to existing client base with the help of Branch Team to increase existing financial book size of the branch.
AVP & Branch Head
AXIS BANK
Saharanpur
07.2018 - 04.2021
- Promoted and led performance enhancement culture by actively coaching and mentoring direct reports.
- Hired and managed employees to maximize productivity while training staff on best practices and protocols.
Branch Head (Chief Manager)
KOTAK MAHINDRA BANK
Saharanpur
03.2016 - 12.2016
- To ensure perfect Branch health by auditing all compliance reports on daily or regular basis & to maintain the records accordingly
- To manage the branch team as directed by the Management’s instructions
- To acquire new quality relationship by keeping the KYC & AML guidelines in mind and to provide quality service to existing client base with the help of Branch Team to increase existing financial book size of the branch
- ACHIEVEMENS:
- Over 300% Growth Achievement in CASA for FY 2017-18, Growth achieved on MOM basis
- More than 150% Budget achievement on each product level, available in FY 18-19
- Double the book size of branch in a single FY 2018-19 by acquiring retails business
- Qualified DARE XTREME in FY 17 -18 with Singapore Advance Training Programme
- Qualified DARE Triathlon in FY 18 -19 with 250 % achievement and Europe Advance Training Programme
Branch Sales Manager (Senior Manager)
KOTAK MAHINDRA BANK
Moradabad
05.2014 - 12.2016
- ACHIEVEMENS:
- Maintain the TOP 3 Ranking in Pan India in MARCS score
- More than 150% Budget achievement on each product level
- Getting 5 Rating in continue 3 Year
- 2 Person has been promoted as BSM in my team
- Promoted as Sr
- Manager in 2 Year
- Promoted as Branch Head in
Financial Partner (Asstt. Manager)
YES BANK LTD
Moradabad
04.2012 - 04.2014
Financial Partner
05.2010 - 03.2012
- Acquired, grown and deepened the Priority Banking customer relationships through effective relationship management and Focused on the analysis and satisfaction of Priority Customers’ financial as well as investment needs and objectives
- Provided professional customer service to achieve a high percentage of customer satisfaction and retention
- Taken Care of Portfolio of Excel Customer as a one-point contact of Bank
- Served as the one-point contact to the High Net Worth customers of the Bank
- Responsible to build a productive team with high motivation and to manage all formalities regarding issuance of policies
- Generated business from the existing accounts and achieving profitability and increased sales growth
- Handled customer centric banking operations & ensuring satisfaction by achieving delivery & service quality norms
- Handled customer queries and requests, implementing customer feedback, retaining customers and ensuring maximum customer satisfaction.
Sales Manager
AVIVA LIFE INSURANCE
Moradabad
03.2008 - 09.2009
- Recruitment of Financial Planning Advisors (FPAs)
- Assigning targets to advisors and achieving them by training & motivating them
- Handling team of 20 FPAs
- Planning and executing business activities.
Associate Sales Manager
One Jewel Club Qualifiers, YES BANK LTD
Moradabad
12.2006 - 02.2008
- Responsible for approaching the target customer
- Offering them various financial products
- Keeping the customers updated about latest investment opportunities
- Responsible for acquisition of High HNI clients
Sales Executive
UTI BANK LTD
Rudrapur
06.2006 - 12.2006
- Responsible for marketing of financial products (Saving account, Salary account, Current account, SIP, Life Insurance, FD, and RD)
- Acquiring new Client and advising preferred customers
- Servicing Clients & organizing sales promotion activities
- Acquisition of new customer for different financial products like Life insurance, FDR and RD
- Academia
- Post-Graduation (M.com.
Education
SSK Inter College - Commerce
High School
Moradabad 05.1999 - 06.2001
Intermediate - Commerce
Intermediate
SSK Inter College Moradabad 05.2001 - 05.2003
Maste In Commerce - Commerce
Hindu College Moradabad
Moradabad 05.2006 - 05.2008
Bachelor Of Commerce - Commerce
Hindu College Moradabad
Moradabad 06.2003 - 05.2006
Skills
Recruiting and Hiring
Presentations
Company guidelines
Relationship building and retention
Policy and procedure development
Client account management
Staff training/development
Business Development
Recruitment
Affiliations
AMFI Certification for Mutual fund sales and Distribution from NISM (SEBI).
License for insurance selling from IRDA
Personal Traits
- Leadership quality.
- Good at communication.
- Aggressive and patience.
- Organized several debate competitions.
Certification
Insurance of regulatory and Development Authority
Interests
Timeline
AVP & Area-Head Government & Institutional Business
HDFC BANK
07.2021 - Current
Insurance of regulatory and Development Authority
10-2020
Association of Mutual Funds in India (AMFI)
09-2020
AVP & Branch Head
AXIS BANK
07.2018 - 04.2021
Branch Head (Chief Manager)
KOTAK MAHINDRA BANK
03.2016 - 12.2016
Branch Sales Manager (Senior Manager)
KOTAK MAHINDRA BANK
05.2014 - 12.2016
Financial Partner (Asstt. Manager)
YES BANK LTD
04.2012 - 04.2014
Financial Partner
05.2010 - 03.2012
Sales Manager
AVIVA LIFE INSURANCE
03.2008 - 09.2009
Associate Sales Manager
One Jewel Club Qualifiers, YES BANK LTD
12.2006 - 02.2008
Sales Executive
UTI BANK LTD
06.2006 - 12.2006
Maste In Commerce - Commerce
Hindu College Moradabad
05.2006 - 05.2008
Bachelor Of Commerce - Commerce
Hindu College Moradabad
06.2003 - 05.2006
Intermediate - Commerce
Intermediate
05.2001 - 05.2003
SSK Inter College - Commerce
High School
05.1999 - 06.2001