Anshul Jain
Pune
Summary
Experienced financial professional with a proven track record at DBS Bank, India, excelling in relationship management and sales strategy. Expert in financial analysis and client engagement, consistently surpassing targets and enhancing portfolio growth. Adept at identifying client needs and delivering tailored solutions, fostering long-term loyalty among high-net-worth individuals.
Overview
6
6
years of professional experience
1
1
Certification
Work History
NR Relationship Manager
DBS Bank India
Pune
01.2023 - Current
- Managing a portfolio of high-net-worth NRI clients by delivering customized financial solutions.
- Exceeded monthly and quarterly sales targets for CASA, insurance, mutual funds, and wealth products.
- Collaborated with product specialists and wealth advisors to enhance wallet share.
- Cultivated long-term relationships with NRI clients through regular portfolio reviews and financial advisory.
- Identified cross-sell and up-sell opportunities to boost client retention and wallet share.
- Facilitated onboarding processes for new customers, ensuring smooth transitions.
Priority Relationship Manager
Axis Bank Ltd
Pune
08.2022 - 12.2022
- Managed a group of high-net-worth customers from diverse backgrounds.
- Executed cross-selling strategies for insurance, working capital, unsecured loans, and deposits.
- Ensured the completion of customer scope and targeted product offerings effectively.
- Facilitated sales to family members and associates within established networks.
- Conducted comprehensive financial assessments to identify client needs and opportunities.
Branch Sales Manager
Kotak Mahindra Bank Ltd
Pune
12.2021 - 08.2022
- Led branch sales team to achieve monthly sales targets effectively.
- Developed and executed sales strategies to enhance branch profitability.
- Collaborated with marketing teams on promotions and campaigns initiatives.
- Conducted regular performance reviews for sales team to ensure achievement of goals.
- Coached staff on product knowledge, sales techniques, and customer service excellence.
- Assisted customers in selecting products tailored to needs and preferences.
- Cross-sold various products including insurance, working capital, and unsecured loans.
Relationship Manager
HDFC Bank Ltd
ETAWAH
06.2019 - 10.2021
- Managed portfolio of 150+ high-net-worth individuals, providing tailored banking and financial solutions.
- Built strong client relationships to enhance customer satisfaction and loyalty.
- Achieved monthly and quarterly revenue targets through strategic relationship management and portfolio enhancement.
- Conducted regular client meetings to assess evolving needs and deliver appropriate investment advice.
- Cross-sold banking products, including CASA, term deposits, mutual funds, insurance, loans, and credit cards to optimize client satisfaction.
- Developed strategic plans for account growth and retention initiatives.
Education
PGDM - Marketing And Finance
Balaji Institute Of Telecom And Management
Pune04.2019
BBA - Finance
Christian Eminent College
Indore05.2017
Skills
- Financial analysis
- Relationship management
- Sales strategy
- Customer engagement
- Portfolio management
- Microsoft Excel and PowerPoint
- Client relationship management
- Effective communication
- Team leadership
- Negotiation skills
- Needs assessment
- Equity and fixed income markets
- Product recommendations
Accomplishments
- Recognized as a top performer for Q3 FY24 in the NR Banking vertical, West Region, for achieving excellence in both acquisition and revenue growth
- Hall of Fame recognition in a circle for exceeding performance in my scorecard during COVID at HDFC Bank
- Qualified for the top 50 best sales candidates for the contest of 'Bigg Boss'
- Achieved 2nd rank in the 'Final Frontier' contest of life insurance in the whole region
- Best striker for most unsecured loan disbursement
Certification
- NISM V A certified
- IRDA certified
Languages
Hindi
First Language
English
Proficient (C2)
C2
References
References available upon request.
Timeline
NR Relationship Manager
DBS Bank India
01.2023 - Current
Priority Relationship Manager
Axis Bank Ltd
08.2022 - 12.2022
Branch Sales Manager
Kotak Mahindra Bank Ltd
12.2021 - 08.2022
Relationship Manager
HDFC Bank Ltd
06.2019 - 10.2021
PGDM - Marketing And Finance
Balaji Institute Of Telecom And Management
BBA - Finance
Christian Eminent College
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