Summary
Overview
Work History
Education
Skills
Profile Snapshot
Personal Information
Highlightsofcredentials
Languages
References
Timeline
Generic
Arti Jangam

Arti Jangam

ASSISTANT VICE PRESIDENT
Mumbai

Summary

Having 19 years of Rich Work Experience into Banking Operations and Sales, Insurance, Mutual Fund, Sock Broking, Banking & Finance. Has successfully handled Senior Positions in Sales, Business Development, Client Relationship Management in Financial Services with leading organizations.

Overview

20
20
years of professional experience

Work History

Insurance Executive

HDFC Standard Life
Mumbai
10.2006 - 10.2010
  • Analyzing customer needs and identifying cross-sell opportunities
  • Explaining banking and insurance products and processes to customers
  • Assisting customers in choosing the most appropriate financial products
  • Knowing banking and insurance policies to offer the best solutions
  • Building customer relationships and providing after-sales services
  • Improving customer satisfaction and achieving Sales targets As an executive it was my duty to ensure that all the documentation formalities are completed by the customer
  • Ensured strict adherence to know your customer (KYC) norms in application sourced
  • Enhancement of the relationship by cross selling products and services as per the profile and need of the customers
  • Retention of the customers by providing the best possible services and being the dedicated point of contact for these customers.

Clerk

A M Bhattakal
Mumbai
02.2005 - 09.2006
  • Account Opening/ Account Modification Daily Demat Transaction Slip Instruction before Pay in Payout DRF Pledge Tracking Inventory Death Claim Settlement

Assistant Vice President

HDFC Bank
Mumbai
11.2010 - Current
  • Responsible for Acquisition of HNI & Ultra HNI Customers, Business development for the Bank by managing High Net Worth customers and providing them best in class banking services
  • Achieve Sales and Revenue targets by increasing Investment AUM with Products like AIF, PMS, CFD’s Mutual Funds, Life & General insurance products and Assets
  • Increase liabilities size of relationship by increasing balances in accounts from existing customers
  • New acquisition of customers to portfolio /deepening their banking relationships and offering them with various products of bank
  • Enhancement of the relationship by cross selling products and services as per the profile and need of the customers
  • Retention of the customers by providing the best possible services and being the dedicated point of contact for these customers
  • Cross Selling products like Life insurance, General insurance, Mutual funds, Credit Cards, Home loan
  • Personal loan, LAP, LAS, EEG (Working Capital), Auto Loan, Business Loan working capital, Business Banking etc.

Education

MUMBAI

Skills

Strategic Planning Setting Targets, identifying market to be tap & increasing revenues Guiding and Managing Clients as well as managing their portfolio Mapping of Market and Competition to assess Key Market Areas and regions to successfully achieve targets for large team and organisationa growth Business Development Devising & executing strategies and plans to enable achievement of pre-set targets Tracking competitor activities and devising effective counter measures Developing Key Accounts and maintain good client relationships to achieve repeat / referral business Identifying new market segments and tapping profitable business opportunities Sales (Retail & Corporate) Experienced in dealing with problems in a resourceful and analytical manner, reviewing methods to achieve the desired targets A hardworking, self motivated individual who has an excellent practical understanding of the sales market, thereby leading the team from the front towards the goal Possess good organizational, team and interpersonal skills gained in the work environment Ability to win under extreme pressure situations

Aligning People Development Missions with the Business Vision and Priorities Experienced in dealing with problems in a resourceful and analytical manner, reviewing methods to achieve the desired targets A hard-working, self motivated individual who has an excellent practical understanding of the sales market, thereby leading the team from the front towards the goal Possess good organizational, team and interpersonal skills gained in the work environment

Profile Snapshot

A dynamic professional with over 19 years of rich experience in majorly into BFSI Sector (Wealth Development and Management, Investor Retention and Training; Organizational Development, Process Management) with well-known organizations. Extensive background in Business Development and Investment Advisory; Sales and Marketing, Organising Events to Promote Products, driving Sales and increasing Brand Value of the Product. An exemplary communicator with proven skills in managing large team of consultants and advisers, driving them to achieve their individual goals mapped to organization success. Interact easily with people of diverse backgrounds, cultures, and professional levels. Excellent understanding of and ability to accommodate individual learning styles. Setting, Managing and Achieving Targets on parameters set by the Organization.

Personal Information

  • Date of Birth: 01/10/82
  • Marital Status: Married

Highlightsofcredentials

Strong background in generating new business, accomplishing targets, financial advisory continually monitoring ways for improving wealth appreciation and seeking ways to increase turnover by seeking new clients. Hands on experience managing and growing branch level operations.

Languages

English
Hindi
Marathi
Kokani
Gujarati

References

Can be provided as and when required.

Timeline

Assistant Vice President

HDFC Bank
11.2010 - Current

Insurance Executive

HDFC Standard Life
10.2006 - 10.2010

Clerk

A M Bhattakal
02.2005 - 09.2006

MUMBAI
Arti JangamASSISTANT VICE PRESIDENT