ARVIND VERMA
Panipat
Summary
Experienced Deputy Manager with in-depth knowledge of sales strategies, scheduling, recruitment, money handling and employee relations. Gifted leader with strong communication skills and team player mentality. Consistently achieve high level of personal integrity with strong commitment to personal growth.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Deputy Manager
HDFC Bank
Panipat
10.2023 - Current
- Conducted financial analysis of clients' portfolio to identify and recommend appropriate investment strategies.
- Provided comprehensive wealth management services to high net worth individuals, including asset allocation, retirement planning, estate planning and tax management.
- As a RBB-Personal Banker from 19-10-23 at HDFC Bank, Panipat.
- Developed and implemented sales strategies to increase customer base and profitability.
- Advised customers on banking products and services, such as loan options, credit cards, and investments.
- Provided financial advice to clients regarding their investment portfolios.
- Generated leads through cold-calling, networking events, referrals.
Branch Relationship Manager
Kotak Mahindra Bank
Panipat
03.2022 - 10.2023
- As a Branch Relationship Manager from March 14, 2022, to October 12, 2023, at Kotak Mahindra Bank, Panipat Main Branch.
- Provided advice on investment strategies, portfolio management, estate planning, risk management, and asset allocation.
- Developed and implemented financial plans for customers to help them reach their short-term and long-term goals.
- Provided comprehensive advice on a range of banking products including loans, mortgages, savings accounts, investments and insurance.
- Assisted customers with online banking setup instructions as needed.
- Provided ethical, objective and holistic financial planning advice to clients.
Associate Sales Manager
Aditya Birla Sun Life Insurance (ABSLI)
Panipat
11.2019 - 03.2022
- Work as an associate sales manager, Banca Channel, with Karur Vysya Bank.
- Developed and implemented sales strategies to increase life insurance policies.
- Assisted customers in selecting the most appropriate coverage based on individual needs and budget constraints.
- Analyzed customer portfolios to determine financial objectives and develop suitable plans.
- Maintained client records including contact information, policy details, payment history, and any changes or updates made over time.
Education
B.B.A/ B.M.S - Management
Sikkim Manipal University (SMU)
01.2019
Skills
- Quick decision-making abilities
- Task Delegation
- Cost analysis and savings
- Sound skills in sales
- Sales strategics
- Product and service knowledge
Personal Information
DOB- 02 June 1996
Certification
- Diploma In Computer Application
- Govt. Diploma Of ITI For Trade Steno English
- NISM-Series-V-A: Mutual Fund Distributors Certification Passed
- Insurance Regulatory and Development Authority of India Passed
Languages
Hindi
First Language
English
Intermediate (B1)
B1
Punjabi
Upper Intermediate (B2)
B2
Timeline
Deputy Manager
HDFC Bank
10.2023 - Current
Branch Relationship Manager
Kotak Mahindra Bank
03.2022 - 10.2023
Associate Sales Manager
Aditya Birla Sun Life Insurance (ABSLI)
11.2019 - 03.2022
B.B.A/ B.M.S - Management
Sikkim Manipal University (SMU)
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