ASHOK G
Assistant Manager - PB Classic
Chengannur,KL
Summary
Results-driven personal banker known for high productivity and efficient task completion. Skilled in customer relationship management, sales strategy development, and financial product knowledge. Excel in communication, problem-solving, and team leadership to achieve sales targets and deliver exceptional customer service.
Overview
4
4
years of professional experience
2
2
Certification
Work History
Assistant Manager - PB Classic
HDFC Bank
Chengannur Town, Kerala
02.2025 - Current
- Acquiring new Classic customers: Identify and acquire potential customers who fit the Classic profile.
- Enhancing existing relationships: Cross-sell appropriate products and services, and provide personalized financial advice to current Classic customers.
- Deepening the relationship: Acquire family accounts, increase the overall relationship size with the customer, and ensure retention by offering the best possible services.
- Providing excellent customer service:Resolve customer queries, handle transactions, and ensure a positive banking experience.
- Meeting sales targets and income plans:Achieve individual and portfolio-level sales targets.
- Maintaining accurate records: Ensure all documentation and records are accurate and up-to-date
Branch Sales Officer
HDFC BANK
MAVELIKKARA
07.2023 - 01.2025
- Identified opportunities for cross-selling additional products or services to existing customers.
- Met or exceeded sales objectives on consistent basis.
- Handled customer problems and requests with knowledgeable and speedy service.
- Reached out to new and potential customers to promote bank offerings.
- Built relationships with new and existing customers by personally interviewing to identify needs and preferences and delivered products and services that fit customer perfectly.
Front Office Executive
HOTEL TRAVANCORE REGENCY
MAVELIKKARA
08.2021 - 06.2023
- Supported other departments with tasks as assigned by supervisors or managers.
- Responded to emails sent by customers regarding their queries or complaints efficiently.
- Coordinated various events organized within the office premises.
Education
Bachelor of Commerce -
MILLAD E SHERIFF MEMORIAL COLLEGE
KAYAMKULAM, ALAPPUZHA01-2022
HIGHER SECONDARY -
NSS HSS
KURATHIKAD, MAVELIKKARA, ALAPPUZHA01-2018
SSLC -
POPE PIUS XI HSS
KATTANAM, ALAPPUZHA01-2016
Skills
- Client acquisition
- Branch operations
- Documentation skills
- Financial product sales
- Product presentation
- Customer relations
- Target achievement
- Sales strategy development
- CRM software proficiency
- Marketing
- Portfolio servicing
Certification
- IRDA CERTIFICATION
- NISM CERTIFICATION
Languages
Malayalam
First Language
Hindi
Advanced (C1)
C1
English
Advanced (C1)
C1
Nepali
Advanced (C1)
C1
TAMIL
Upper Intermediate (B2)
B2
Accomplishments
- 6 TIMES TOP PERFORMER IN CORE PRODUCTIVITY ACROSS KERALA
- BBH INNERCIRCLE WINNER FOR ACHIEVING LIFE INSURANCE OBJECTIVE
PERSONAL INFORMATION
- DATE OF BIRTH : 17/01/2001
- MARITAL STATUS : SINGLE
- FATHER NAME : GOPAL T
- MOTHER NAME : MEENA
TECHNICAL SKILLS
- MS EXCEL
- MS WORD
- C++
- HTML
- TALLY ERP 9
DECLARATION
I HEREBY SINCERELY AFFIRM THAT THE FOREGOING IS ACCURATE TO THE BEST OF MY KNOWLEDGE.
Timeline
Assistant Manager - PB Classic
HDFC Bank
02.2025 - Current
Branch Sales Officer
HDFC BANK
07.2023 - 01.2025
Front Office Executive
HOTEL TRAVANCORE REGENCY
08.2021 - 06.2023
Bachelor of Commerce -
MILLAD E SHERIFF MEMORIAL COLLEGE
HIGHER SECONDARY -
NSS HSS
SSLC -
POPE PIUS XI HSS
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