R
Avtar Singh
Banking And Finance
Mumbai,MH
Summary
Successful Sales Manager offering expertise in customer relations, application management and Personal loan funding. Expert salesperson and relationship builder skilled in earning repeat and referral business. Works effectively with customers and processing departments to smoothly handle high volume of loan applications.
Motivated to learn,grow and excel in Analytics Industry.
Overview
2
2
Languages
9
9
years of post-secondary education
8
8
years of professional experience
Work History
Manager -Personal Loan Prime
HDFC BANK
Mumbai, maharashtra
04.2016 - 03.2020
- Supported end-to-end credit management process, submitted complete loan documentation and supported credit originations for credit compliance.
- Achieved goals for sale of Retail loan(PL) and services and exceeded performance metrics for customer service.
- Utilized prospecting techniques to identify potential clients and create opportunities to sell financial services.
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Monitored issues carefully and reached out to customers to provide immediate resolution and maintain satisfaction.
Manager - Corporate Banking
STANDARD CHARTERED BANK
Mumbai, Maharashtra
06.2014 - 02.2016
- Generated new business and referral clients in partnership with financial advisors and branch team.
- Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
- Educated clients on available technological tools, enabling development and implementation of solutions to achieve personal financial goals.
- Maintained up-to-date knowledge of Corporate Salary Account and performed competitor analysis.
- Marketed Corporate Salary Accounts to targeted audience at Onboarding and Corporate Desk events.
Assistant Manager
ICICI BANK
Mumbai, Maharashtra
08.2011 - 01.2014
- Processed customer requests for financial services per day, including reissuing statements, ordering additional checks and updating customer personal information in database.
- Checked amount details and fraud markers for transaction papers such as checks and money orders.
- Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
- Promoted products or services to each customer to consistently achieve sales targets.
- Upheld strict financial controls by keeping funds secure and accurately transferring monies.
- Managed escalated phone calls by applying conflict resolutions skills and extensive knowledge of bank policies, products and services.
- Located and pre-qualified customers for mortgages.
Education
Post Graduate Diploma in Business Intelligence - Business Administration And Business Intelligence
05.2018 - 04.2019
MBA - Marketing
07.2009 - 05.2011
Bachelor of Engineering - Instrumentation
09.2001 - 06.2007
Skills
Intelligence gathering
Statistical analysis
SQL
Data Mining
Teambuilding
Customer Service
Loan approvals
Customer Relationship Management
Best practices
Software
Sql
Excel
Tableau
Interests
Soccer
History
Travel
Timeline
Great Learning - Post Graduate Diploma in Business Intelligence, Business Administration And Business Intelligence
05.2018 - 04.2019
Manager -Personal Loan Prime - HDFC BANK
04.2016 - 03.2020
Manager - Corporate Banking - STANDARD CHARTERED BANK
06.2014 - 02.2016
Assistant Manager - ICICI BANK
08.2011 - 01.2014
Lala Lajpat Rai Institute Of Management - MBA, Marketing
07.2009 - 05.2011
V.C.E.T - Bachelor of Engineering, Instrumentation
09.2001 - 06.2007