DEEPAK KHETANI
114 Sector E-Shastri Nagar Jodhpur
Summary
Sales Manager with a strong record in developing and executing effective sales strategies. Expertise in identifying profitable business opportunities and building lasting partnerships. Proven ability to lead and develop high-performing teams. Accomplished Sales Manager offering high performance leading development and implementation of superior sales strategy. Proven track record of identifying and creating profitable business opportunities, qualifying authentic prospects and cultivating strong partnerships. Demonstrated expertise in team leadership and development.
Overview
9
9
years of professional experience
Work History
Branch Sales Manager
HDFC Bank Ltd
Jodhpur
11.2023 - Current
- Established current accounts and acquired fresh funds while servicing existing accounts.
- Organized meetings with potential customers to explore business opportunities.
- Identified customer needs to recommend suitable banking products and financial planning options.
- Advised customers on bank services and identified cross-selling opportunities through portfolio analysis.
- Developed sales strategies and objectives to achieve team revenue targets.
- Supported sales team to enhance growth and operational efficiency.
- Managed branch sales, customer service, finances, and record-keeping functions.
- Cultivated relationships with key customers to promote loyalty and repeat business.
- Motivated employees by recognizing individual accomplishments through rewards programs.
- Assisted customers with product selection based on their needs or preferences.
- Ensured that all sales associates received adequate training regarding policies and procedures related to their job duties.
Relationship Manager
AU SMALL FINANCE BANK LTD
Jodhpur
06.2023 - 11.2023
- Cultivated robust client relationships to enhance business development initiatives.
- Formulated data-driven marketing plans to attract new clients and strengthen existing partnerships.
- Achieved product sales growth through strategic customer engagement and organized meetings.
- Utilized exceptional verbal communication skills to identify customer needs and provide tailored solutions.
Relationship Manager- Mortgage
ICICI BANK LTD
JODHPUR
09.2022 - 05.2023
- Analyzed new markets and established referral networks for loan prospect identification.
- Gathered client financial information to assess loan eligibility.
- Assisted clients in completing loan applications and selecting optimal loan options.
- Submitted applications to credit analysts for evaluation.
- Developed innovative solutions to support diverse organizations and drive business growth.
- Approved mortgage loans by reviewing applications and verifying documentation.
- Identified lending risks and executed strategies to minimize loan defaults.
- Met with applicants to collect necessary information and clarify loan processes.
Administration Officer
PRIMA TEX S.P. Z.O.O
PABIANICE
06.2022 - 09.2022
- Generated and sent customer invoices, submitted payments and updates accounts.
- Helped organizational leadership with purchase orders, service contracts, probation reviews, financial reports and audits.
- Liaised with internal teams and external customers to facilitate smooth communication and handle requests.
- Created reports using advanced data management and software skills.
- Achieved timeline and quality targets when organizing large volume of records.
- Prepared account manager reports, loaded new legal documents into system, verified bankruptcy and ABN information and prepared client case affidavits.
- Determined shipping methods and prepared bills of lading, invoices and other shipping documents.
- Validated load plans, cargo cleanliness and transportation documentation.
- Monitored budgets by comparing and analyzing actual results with plans and forecasts.
Branch Relationship Manager
IDFC FIRST BANK LTD
Jodhpur
09.2021 - 05.2022
- Built long-term relationships with lucrative clients by utilizing active listening, effective communication and dynamic interpersonal skills.
- Developed and enhanced client relationships by leveraging exceptional with banking expertise.
- Enticed clients to accept wealth management proposals to increase monthly business.
- Proposed solutions and leveraged cross-selling opportunities to existing and new clients.
- Generated new leads through various prospecting methods, presenting opportunities to sell services and build larger client base.
- Increased repeat customer base by maintaining relationships with high-profile clients and effectively managing service issues.
- Created and delivered in-depth sales presentations to potential customers.
- Employed cold calling, prospecting and networking to land new customers and penetrate new markets.
Bank Operations Manager
AXIS BANK LTD
JODHPUR
02.2020 - 09.2021
- Provided leadership and direction to grow team portfolio and increase revenue.
- Delivered exceptional excellence and maintained productive relationships with area small businesses.
- Met with customers to assess needs and propose customized solutions.
- Structured and finalized secured and unsecured loans.
- Developed and implemented marketing and business plans.
- Engaged employees in business processes with positive motivational techniques.
- Met deadlines by proactively managing individual and team tasks and implementing processes.
- Maintained confidentiality of bank records and client information to prevent mishandling of data and potential breaches.
- Boosted branch sales by developing and deepening customer loyalty though incentive programs.
- Protected company assets with strategic risk management approaches.
- Consulted with representative’s regulatory agencies to complete accurate filings and uphold strict compliance.
Customer Service Officer
AXIS BANK LTD
JODHPUR
09.2016 - 01.2020
- Promoted company brand and unique offerings through personalized customer service.
- Preserved revenue streams by utilizing strong communication and negotiation skills, offering refunds as last resent to maintain customer satisfaction.
- Educated clients on account services and resolved client inquiries regarding statement information and account balances.
- Prompt processing of service requests like Stop Payment and Hot carding.
- Cross selling products includes Life Insurance, General Insurance: and Online Trading Account: Mutual Fund, SIP, Credit Card, Loans and advances.
- Bulk Payment CBSS AT PAR Software, PAYPRO/CMS.
- Death Claim settlements/shares Dematerialization/Shares transfer/Demat Closure.
- Processing transaction of Forex i.e.
- Bank guarantee, LCs, Import/Export bills(A1/A2), Retail Forex transactions (inward/outward remittance), Shipment (Pre/Post), ECBS, Trade Credit, Buyers Credit, Discounting and Negotiation, Rate Booking.
- Reconciliation of Nostro/Vostro/Loro A/c.
- C Opening — attending to customers, explaining them, completion and processing ofAOFs in the CPU tracking system with the help of outsourced personnel in front office.
Education
MBA - FINANCIAL SERVICES
Mahatma Gandhi Kashi Vidhyapith
Uttar Pradesh06.2016
B.COM - COMMERCE
Jai Narayan Vyas University
JODHPUR04.2014
Skills
- Project oversight
- Account development
- Banking standards
- Revenue growth strategies
- Team relationship building
- Sales acumen
- Risk management skills
- Marketing processes
- Customer engagement focus
- Leadership capabilities
- Retail business tactics
- Core Banking software expertise
Accomplishments
- Supervised a team of 8 staff members.
- Qualified for various Circle level as well as National level contests in the bank.
- NCFM certified for distribution in Mutual Funds.
- SP Licensed (License No-mm-X SP0069200S21). ADDITIONAL INFORMATION: TRAININGS ATTENDED: Swagat - 2016-17 Banking awareness and orientation, RYC & ANIL, prevention of Frauds, and Finacle 10.2.
- Rupee Parichay: Programme on Cash Department, Currency Chest Procedures, Clean Notes Policy, and Detection of Fake Notes.
- Accelerate & Advance Accelerate Training for Merit Pool.
- ECRM Training guidance circle level.
- Application, User Induction Training Program.
- Exceeded sales goals by an average of 100% in 2020.
- Led the team to achieve 100%, earning recognition from upper management and a financial reward.
- Recognized as Employee of the Year 19-20 for outstanding performance and team contributions.
- Consistently maintained high customer satisfaction ratings.
Languages
English
Intermediate (B1)
B1
Timeline
Branch Sales Manager
HDFC Bank Ltd
11.2023 - Current
Relationship Manager
AU SMALL FINANCE BANK LTD
06.2023 - 11.2023
Relationship Manager- Mortgage
ICICI BANK LTD
09.2022 - 05.2023
Administration Officer
PRIMA TEX S.P. Z.O.O
06.2022 - 09.2022
Branch Relationship Manager
IDFC FIRST BANK LTD
09.2021 - 05.2022
Bank Operations Manager
AXIS BANK LTD
02.2020 - 09.2021
Customer Service Officer
AXIS BANK LTD
09.2016 - 01.2020
MBA - FINANCIAL SERVICES
Mahatma Gandhi Kashi Vidhyapith
B.COM - COMMERCE
Jai Narayan Vyas University