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Hi, I’m
Bighnesh Mohanty
Balasore
Summary
Strategic finance professional with an MBA in Finance & HR and 4 years of experience in retail banking and portfolio management. Expertise includes mutual fund distribution, risk assessment, and financial analysis. Delivered strong sales results and enhanced client engagement through data-driven decision-making and effective cross-selling strategies.
Customer-oriented, strategic-thinking sales management professional successful in cultivating partnerships, retaining top accounts and growing profit channels. Multi-tasking and self-motivated leader with expertise in expanding network connections and persuasively introducing products. Well-versed in implementing pricing models, managing vendor relations and expanding territory.
Overview
4
years of professional experience
7
years of post-secondary education
Work History
HDFC Bank
PB Sales Manager
06.2025 - Current
Job overview
- Acted as point of contact for retail banking clients, managing portfolios and driving CASA acquisition while strategically cross-selling mutual funds, credit cards, insurance, and FDs.
- Apply financial analysis and data-driven insights to evaluate client risk profiles, recommending tailored mutual fund and investment strategies to maximize returns.
- Oversaw customer service operations and lead generation, ensuring KYC compliance and promoting digital adoption in accordance with regulatory banking standards.
HDFC Bank
Customer Service Executive
06.2025 - 05.2025
Job overview
- Achieved 100% customer service excellence scores and fostered strong client engagement, resulting in accelerated promotion to PB Sales.
- Provided support to customers with inquiries and issues with account inquiries and transaction issues.
- Handled customer transactions at the branch with accuracy accurately and efficiently at the branch.
- Processed customer transactions accurately and efficiently at the branch.
IDFC FIRST Bank
Assistant Relationship Manager
09.2024 - 05.2025
Job overview
- Enhanced customer satisfaction by 25% through proactive relationship management and timely resolution of client queries.
- Surpassed sales targets by 30% through strategic upselling and cross-selling of diverse financial products and services.
- Developed and implemented customer retention strategies, resulting in a 400% increase in client retention rate.
CallHealth
Branch Operations Manager
11.2022 - 09.2024
Job overview
- Coordinated customer interactions to improve service delivery at branch, ensuring customer needs were met effectively.
- Managed daily branch operations to streamline workflow and optimize service delivery.
- Coordinated customer interactions to enhance service delivery at branch
- Coordinated training programs for new employees on operational procedures and tools, fostering a knowledgeable workforce.
MediBuddy
Associate
04.2022 - 11.2022
Job overview
- Facilitated patient onboarding and registration processes for streamlined access to healthcare services.
- Coordinated communication between patients and healthcare providers to ensure timely responses.
- Assisted in managing patient inquiries through phone and online platforms effectively.
- Provided customer service and appointment scheduling support, facilitating medical claims process.
Education
United School of Business And ManagementBhubaneswar
MBA from Finance & HR
06.2022 - 01.2024
Institute of Business Management and Technology Bhubaneswar
B.B.A. from Business Management
04.2019 - 01.2022
Sulagna Junior CollegeBalasore
XIIth from PCMB
03.2014 - 01.2016
Nilagiri Govt High SchoolBalasore
Xth
04.2013 - 01.2014
Skills
- Financial Analysis & Valuation
- Financial Modeling
- Data-driven decisions
- Investment Strategies
- Portfolio and Risk Management
- Banking Relationship Management
- Risk Management
- Risk Management
- Client Onboarding
- Critical Thinking
- Problem Solving
- Time Management
- Quantitative & Statistical Analysis
- Financial analysis
- Customer relationship management
- Portfolio management
- Sales strategy development
- Lead generation
- Cross-selling techniques
- Customer service enhancement
- Team leadership
- Effective communication
- Problem solving
- Time management
- Staff training coordination
- Client engagement
- Performance management
- CRM software
- Exceptional multi-tasker
- Vendor relationship management
- Employee motivation
- Lead database management
- Product and service management
- Sales presentations
- Visionary leadership
- Resolution-oriented
- Prospecting and telemarketing
- Extensive personal network
- Goals and performance
- Sales operation
- Sales process
- Goal setting
- Sales engagement techniques
- Profit and revenue-generating strategies
- Sales closing techniques
- Review of contracts
- Cold calling
- Revenue optimization
- Consultative and relationship selling
- Verbal and written communication
- Sales presentation
- Contact follow-up
- Sales tracking
- Relationship building
- Motivational skills
- Market and competitive analysis
- Client relationship management
- Rapport and relationship building
- Business development and planning
Accomplishments
- Top Performer Award, Q4 2025 —Exceeded annual sales targets on mutual fund investments and Life Insurance products by 200%
Timeline
PB Sales Manager
HDFC Bank
06.2025 - Current
Customer Service Executive
HDFC Bank
06.2025 - 05.2025
Assistant Relationship Manager
IDFC FIRST Bank
09.2024 - 05.2025
Branch Operations Manager
CallHealth
11.2022 - 09.2024
United School of Business And Management
MBA from Finance & HR
06.2022 - 01.2024
Associate
MediBuddy
04.2022 - 11.2022
Institute of Business Management and Technology
B.B.A. from Business Management
04.2019 - 01.2022
Sulagna Junior College
XIIth from PCMB
03.2014 - 01.2016
Nilagiri Govt High School
Xth
04.2013 - 01.2014
Work Preference
Job Search Status
Open to workDesired Job Title
PB Sales ManagerCustomer Service ExecutiveAssistant Relationship ManagerBranch Operations ManagerAssociateWork Type
Full TimeLocation Preference
On-SiteRemoteLocation: Balasore, India
Open to relocation: Yes
Important To Me
Work-life balanceCareer advancementCompany CulturePersonal development programsAdditional Details
English, Odia, Hindi, Singing, Reading, Cricket