Summary
Overview
Work History
Education
Skills
Websites
Certification
Accomplishments
Personal Information
Timeline
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ANOOP SANKAR E M

Thrissur

Summary

A results-oriented professional with 05.00 years of experience in banking sales and operations, branch administration, service operations, customer service, and team management... An implementer with recognized proficiency in Operations & Business with an aim to accomplish Corporate plans & goals successfully. Holds the distinction of effectively managing profits personnel, credits & deposits portfolios, recovery management, asset liability management & Cross selling of TPP keeping in view the overall growth of the Organization. Resourceful at maintaining relationships with Clients to achieve quality Product & Service norms by resolving their service related critical issues. Adroit in performing all banking operations effectively & efficiently. An enterprising leader with proven dexterity in leading and directing personnel towards accomplishing a common goal. Excellence in Interpersonal & Organizational skills with proven abilities in Customer Relationship Management and Planning.

Overview

5
5
years of professional experience
1
1
Certification

Work History

Personal Banker

Yes Bank Ltd
KOCHI KERALA
10.2024 - 01.2025
  • Networked to increase client base and encourage existing clients to expand financial portfolios.
  • Worked closely with management to strategize sales techniques to increase branch production and customer service.
  • Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
  • Promoted financial products by maintaining excellent service offering knowledge.

Key Account Manager

Indusind Bank Ltd
KOCHI KERALA
02.2024 - 09.2024
  • Cross selling of Third party products like Insurance and Mutual Funds to existing portfolio clients
  • Provided remarkable customer service through all customer interactions opening new accounts problem resolution telephonic answering
  • Used all sales tools, including profiling customers, to ensure a consistent and valued customer experience.
  • Conducted outbound calls by using referral sources, walk-in sources, telephonic and in-person meetings
  • Manage 250+ Clients with overall business portfolio of 40 Cr
  • Secured high-value accounts through consultative selling, effective customer solutions, and promoting compelling business opportunities.
  • Trained teams to optimize service delivery in alignment with individual needs to boost customer satisfaction.
  • Developed thorough understanding of key clients' needs and requirements to prepare customized solutions.
  • Analyzed sales and customer data to identify trends and opportunities for increased profitability.

Deputy Manager/Personal Banker-RBB

HDFC Bank Ltd
Ernakulam
05.2022 - 02.2024
  • Company Overview: Ernakulam Kerala
  • Responsible for business development like CASA, Investments, Advances & Insurance
  • Spearheaded achievement of MTD targets for Liability & Revenue achievement by formulating sales strategies
  • Expertise in coordinating Business development, analysis of market trends, sustaining client relations, handling sales visits, developing networks & planning smooth delivery
  • Develop nurture relationship with existing customers to generate new business from them
  • Cross selling of third party products like Insurance and Mutual funds to existing customers
  • Managed over 150 groups with overall business portfolio of 25 Crore
  • Proven skills in analyzing market competitors, approaching customers, explaining product features, impart demonstrations & promoting products
  • Assists the Branch Manager in coordinating the sales effort in the branch & plan regular sales meetings
  • Ensuring timely resolution of customer queries improving customer relationship through good service
  • Manage the overall functioning of the process, identify improvement areas & implement adequate measures to maximize Customer satisfaction level
  • Ernakulam Kerala

Relationship Officer

City Union Bank
Trivandrum
10.2019 - 11.2021
  • Company Overview: Trivandrum
  • Follow the process/procedures of the bank ensuring compliance to rules & regulations of the bank including latest circulars and notifications
  • Conceptualize & implement competent strategies with a view to penetrate new accounts expand existing ones for a wide range of banking Products & Services
  • Sales target spread across liabilities and having equal blend of Service Sales orientation
  • Manage Customer centric banking operations, forwarding customer instruction to the concerned department & ensuring Customer satisfaction by achieving delivery service quality norms
  • Trivandrum

Education

M.B.A - Marketing

Sri Chandrasekarendra Saraswati MahaVidyalaya
KANCHIPURAM
07-2019

B.Sc. - C.S

M.E.S College of Arts and Science
Chathamangalam

Skills

  • Prioritization and Deadline Management
  • SPSS
  • Problem Solving
  • Team Management
  • MS PowerPoint
  • MS Word
  • MS Excel
  • Networking
  • Business Development
  • Client Relationship
  • Portfolio Management
  • Financial Analysis
  • Customer service
  • Sales strategies
  • Financial products
  • Relationship management

Certification

  • NISM V A Mutual Fund Distributors Certification, National Institute of Securities Markets (NISM)
  • Certified Insurance Consultant License (Life & Health), Insurance Regulatory and Development Authority of India

Accomplishments

  • Won best performance award for Extraordinary Business achievement FY 2020-2021.
  • Took initiative to implement & build Mobile Application for Digital Offerings to the Richest Temple of India in employment with City Union Bank.
  • Completed Internship in Digital Marketing from Qunexa Infosolutions Pvt Ltd.

Personal Information

  • Age: 28
  • Title: Personal Banker

Timeline

Personal Banker

Yes Bank Ltd
10.2024 - 01.2025

Key Account Manager

Indusind Bank Ltd
02.2024 - 09.2024

Deputy Manager/Personal Banker-RBB

HDFC Bank Ltd
05.2022 - 02.2024

Relationship Officer

City Union Bank
10.2019 - 11.2021

M.B.A - Marketing

Sri Chandrasekarendra Saraswati MahaVidyalaya

B.Sc. - C.S

M.E.S College of Arts and Science

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