Innovative Relationship Manager focused on developing strategic business opportunities by delivering exemplary service to each client's individual needs. Respected professional with exceptional knowledge regarding risk management.
Overview
20
20
years of professional experience
Work History
Relationship Manager-Small Business Banking
Indusind Bank Ltd.
11.2023 - 11.2024
Generating leads from branches and channels
Managing existing product portfolio of working capital
Increasing the number of DSA to create pipeline for future business
Relationship Manager Working Capital
AU Small Finance Bank Ltd.
10.2021 - 11.2023
Sourcing of Agri and SME loan files
Generating leads from branches and channels
Managing existing product portfolio of working capital
Increasing the number of DSA to create pipeline for future business
Customer Service Executive
DCB Bank Ltd.
09.2017 - 06.2021
Selling all liability product like CASA, FDs
Selling Life Insurance of Birla Life insurance co
Selling Birla Health Insurance Co.ltd
Selling Assets Loan And Working Capital Loan
Direct Sales Team (Mehim Roles)
Capital First ltd.
01.2017 - 08.2017
Direct Sales Sourcing Home Loan and Under sales Counter
SALES MANAGER
EXIDE LIFE INSURANCE CO.LTD.
07.2014 - 07.2015
Managing advisors team & generating business by them
Direct sales for Life insurance
Identifying and acquiring new clients, managing and building relationship with existing clients, generating additional business from them
Relationship officer
PLATINUM GROUP OF EDUCATION.
02.2013 - 06.2014
Motivating Franchise
Handling Franchise
Counseling
BO (Banc assurance Officer)
HDFC LIFE INSURANCE CO.
04.2011 - 09.2012
Motivating staff and enhancing their capabilities to meet sales goals within the time constraint
Providing them with various selling skill and making them confident with product of the company
Organizing weekly training session in order to make them aware of the changes taking place in the policy
Taking the current status of the sales figure on weekly basis and assigning targets accordingly
Handling HDFC Securities, HDB Financial Branches in Udaipur
SALES MANAGER
STAR HEALTH & ALLIED INSURANCE CO.
06.2009 - 08.2010
Managing advisors team & generating business by them
Direct sales for health insurance
Identifying and acquiring new clients, managing and building relationship with existing clients, generating additional business from them
Team Leader-Contractual
HDFC BANK Ltd
10.2006 - 03.2009
I am having a team of 10 executives for marketing
Selling all liability product like CASA, FDs & Demat a/c
Selling Life Insurance of HDFC Life insurance co
BUSINESS DEVELOPMENT EXECUTIVE
INDIABULLS SECURITIES LTD.
04.2006 - 09.2006
Work as an executive acquiring new clients for Demat & Trading a/c
Selling life insurance, cooperates FDs & responsible to generating revenue from existing clients
EXECUTIVE CREDIT CARD
HDFC BANK LTD
11.2004 - 03.2006
Work as an executive sourcing credit card
Education
B. Com -
M.L.S. University
Udaipur
01.2004
PGDCS - computer
Skills
Sales
Proactive and industrious
Detail Oriented
Portfolio Management
Customer Service
Financial Planning
Organizational Development
Team Built
High level proficiency with Windows 98
High level proficiency with Windows 2000
High level proficiency with Windows XP
MS OFFICE 97
MS OFFICE 2000
MS OFFICE 2003
Familiar with Internet navigation
Technical Qualifications
High level proficiency with Windows 98, 2000, XP, MS OFFICE 97, 2000, 2003 & familiar with Internet navigation
Personal Information
Father's Name: Mr. Chiranjeev Lal Sen
Date of Birth: 03/26/83
Marital Status: Married
Mobile Numbers
9314644958
9928071780
Timeline
Relationship Manager-Small Business Banking
Indusind Bank Ltd.
11.2023 - 11.2024
Relationship Manager Working Capital
AU Small Finance Bank Ltd.
10.2021 - 11.2023
Customer Service Executive
DCB Bank Ltd.
09.2017 - 06.2021
Direct Sales Team (Mehim Roles)
Capital First ltd.
01.2017 - 08.2017
SALES MANAGER
EXIDE LIFE INSURANCE CO.LTD.
07.2014 - 07.2015
Relationship officer
PLATINUM GROUP OF EDUCATION.
02.2013 - 06.2014
BO (Banc assurance Officer)
HDFC LIFE INSURANCE CO.
04.2011 - 09.2012
SALES MANAGER
STAR HEALTH & ALLIED INSURANCE CO.
06.2009 - 08.2010
Team Leader-Contractual
HDFC BANK Ltd
10.2006 - 03.2009
BUSINESS DEVELOPMENT EXECUTIVE
INDIABULLS SECURITIES LTD.
04.2006 - 09.2006
EXECUTIVE CREDIT CARD
HDFC BANK LTD
11.2004 - 03.2006
PGDCS - computer
B. Com -
M.L.S. University
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