Arun Datta
Private Banker
Vikaspuri, New Delhi,DL
Summary
Resourceful Manager with 11 years of experience enhancing sales and strengthening profit levels with strategic, market-driven approaches. Multi-talented Senior Executive knowledgeable about sales, operations, and personnel management. Successful at stepping into diverse positions and making immediate positive contributions. Focused on optimizing operations and motivating employees while establishing market dominance.
Overview
8
8
years of professional experience
Work History
AVP
Finanza InvesTek Pvt. Ltd.
9 2023 - Current
- Supervision of employees with responsibility for hiring, coaching, performance management, and evaluations
- Provide personalized financial services to clients, such as portfolio management, investment advice, wealth planning, and estate planning
- Develop strong relationships with customers and gain a deep understanding of their financial goals
- Evaluate customer financial information and make tailored product recommendations
- Advise customers on investment strategies and manage financial resources
- Review and assess customer risk profiles
- Process customer transactions and provide customer service
- May assist in the onboarding of new customers
- Assists Contract Manager with review and resolution of union grievances
- Partner with managers from other units to coordinate activities and participate in management team meetings
- Coordinate activities with another internal department and participate in management team meetings
- Responsible for managing Key Clients - HNI's and Ultra HNI's and provide expert relationship management experience
- In liaison with the Corporate and Institutional Banking team, drive the acquisition of Personal Banking and Wealth Management relationships for Owner/Promoters/Directors/CFOs/Corporate Treasuries Wealth
- Anticipate and be continually sensitive to shifting customer expectations and initiate appropriate measures to ensure that Yes Bank stays ahead of competitors.
Senior Manager
HDFC BANK Ltd.
01.2023 - 08.2023
- Assign, instruct, train, and provide directions to managers and supervisors in the performance of their jobs
- Performs personnel management duties including training, hiring, terminating, initiating disciplinary actions, completing performance reviews, and making wage recommendations
- Direct supervisors in their personnel management duties
- Ensure compliance with company policies and procedures
- Establish operational goals
- Develop work schedules to meet these goals
- Ensure on-time delivery and/or job completion
- Coordinate workflow between departments and work areas
- Monitor work performance and quality assurance
- Perform other related duties as assigned by location management
- Monitor equipment to ensure proper operation
- Develop and ensure adherence to preventative maintenance schedule
- Practice and promote teamwork among location staff.
Branch Manager
Wealth fund Services Pvt. Ltd.
02.2018 - 01.2023
- Demonstrated knowledge of company mission and goals and mentored employees in reaching objectives aligned with company core values
- Mentored and guided employees to foster proper completion of assigned duties
- Decreased headcount from 84 to 65 while driving productivity by 30%
- Reviewed and edited loan agreements to ensure accuracy
- Lead morning huddles to review daily goals, sales, focus, and gain commitments from team members
- Monthly coaching sessions with tellers and other team members to review their performance
- Interviewing, hiring, and training of team members
- Assigned monthly duties to each employee and managed daily, weekly progress for completion
- Weekly conference calls with regional sales banking officers to establish and reach sales and services goals
- Compiled database of loan applicants' credit histories, corporate financial statements, and other financial information
- Deep knowledge in a discipline and broad knowledge of related disciplines.
Sales Manager
American Express Pvt. Ltd
10.2016 - 02.2018
- Strengthened merchandising and promotional strategies to drive customer engagement and boost sales
- Liaised with sales, marketing, and management teams to develop solutions and accomplish shared objectives
- Coached employees and trained on methods for handling various aspects of sales, complicated issues, and difficult customers
- Weekly conference calls with seniors regarding establishing and reaching sales or services goals
- Assigned monthly duties to each employee and managed daily weekly progress for completion
- Connected clients with available resources to improve plan success
- Encouraged clients to set and achieve reasonable goals on a weekly basis
- Facilitated group sessions and learning discussions to further objectives
- Corrected deficient performance and effectively rewarded and developed all employees.
Acquisition Manager
IndusInd Bank
2 2013 - 10.2016
- Provided excellent customer experience and support to branch customers
- Awarded top sales performer for 10 consecutive months
- Initiated contact with new and existing customers to offer value-added products and services
- Increased revenue by acquiring new customers and determining relevant products
- Identified customer needs and cross/up-sales opportunities
- Mentored and helped two interns onboard for three months.
Education
Master of Computer Application (MCA) -
Jodhpur National University
Jodhpur, RajasthanBachelor Of Computer Application (BCA) - undefined
Manav Bharti University
Solan, Himachal PradeshNo Degree: 12th Standard - undefined
Dahiya Senior Secondary School
Kalawar-Yamuna Nagar, HaryanaNo Degree: 10th Standard - undefined
Dahiya Senior Secondary School
Kalawar-Yamuna Nagar, HaryanaSkills
Team management
Accomplishments
- Achieved 99% of target in the very first month after promotion
- Received best performance award certificates from IndusInd Bank
- Became the highest seller for the month of April and received appraisal form from manager
- Increased the branch's monthly revenue by 40% on a regular basis
Disclaimer
I hereby declare that the details stated above are true to the best of my knowledge and I would like to state that if given an opportunity, I will work with strong determination and dedication to the best of my abilities.
Timeline
Senior Manager
HDFC BANK Ltd.
01.2023 - 08.2023
Branch Manager
Wealth fund Services Pvt. Ltd.
02.2018 - 01.2023
Sales Manager
American Express Pvt. Ltd
10.2016 - 02.2018
AVP
Finanza InvesTek Pvt. Ltd.
9 2023 - Current
Acquisition Manager
IndusInd Bank
2 2013 - 10.2016
Master of Computer Application (MCA) -
Jodhpur National University
Bachelor Of Computer Application (BCA) - undefined
Manav Bharti University
No Degree: 12th Standard - undefined
Dahiya Senior Secondary School
No Degree: 10th Standard - undefined
Dahiya Senior Secondary School
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