Deepank Rahi
Summary
Hardworking and driven sales management professional equipped to revitalize sales operations and align procedures to maximize profits and client acquisition. Successful at improving sales procedures to streamline and strengthen processes. Multifaceted leader with analytical and diligent approach to building and leading strong teams.
Overview
3
3
years of professional experience
Work History
Wealth Relationship Manager
ICICI Bank
08.2023 - 02.2024
- Utilize financial acumen and investment expertise to analyze a client's personal data, align their needs through superior service, and deliver a seamless experience, leading to achieving short-term and long-term investment goals
- Focus on driving business development across liabilities, assets, and fees to sustain and achieve growth in relationship value, increase revenues, and enhance client stickiness
- Exceeded product-wise targets and effectively cross-sold products based on demographic, lifestyle, and risk profiling, leading to a X% increase in overall sales
- Develop outbound and inbound sales plans to attract new HNI clients, resulting in a X% expansion of the customer base
- Conduct comprehensive risk profiling of all clients, matching investment products to their risk profile, resulting in a X% increase in overall client satisfaction
- Ensure continuous client accessibility by updating the latest contact details in all necessary systems, maintaining regular weekly/monthly communication with all clients
- Resolved client queries within specified TAT, achieving a X% improvement in client satisfaction levels.
Business Development Associate
Scaler Academy
06.2022 - 02.2023
- Connected with potential leads and counseled them on better growth opportunities in the IT sector through Scaler
- Screened leads by conducting assessments and providing one-on-one mentorship to be a part of Scaler
- Successfully onboarded leads, assisting with their financial planning and facilitating the loan approval process
- Trained new team members in the appropriate sales pitch and explained the approach to qualify top-priority leads
- Managed a team of 5 to optimize the sales pipeline and increased team revenue by 20%.
Operations Lead
GoLorry Pvt Ltd
05.2021 - 03.2022
- Collaborated with the procurement team of existing clients to ensure smooth transportation operations on the assigned lanes, and managed the team to address client concerns effectively
- Onboarded new clients, including Godrej, Everest, Haldiram's, and Asian Paints, to expand business and boost annual profits
- Developed P&L sheets to identify operational challenges and optimized workflow to enhance efficiency in logistic services
- Calculated competitive rates for new contracts and collaborated with the VP to finalize rates for participation in client-organized reverse bidding
- Attained promotion as a key stakeholder in the company.
Education
M.Tech -
Indian Institute Of Technology Palakkad
04.2021
B.Tech -
Amity School Of Engineering And Technology
03.2018
XIIth - PCM
D.A.V. Public School
02.2014
Xth -
D.A.V. Public School
02.2012
Skills
- Client Acquisition
- Career Counseling
- Business Development
- Communication Skills
- Lead management
- LSQ
- MS Office
- Negotiations
- Client Relationship Building
- Portfolio Management
- Client Relations
Training And Workshop
- Entrepreneurship Awareness Camp - Amity University, Workshop, 2016
- Summer Internship - Indian Railways, Workshop, 2017
- 3D Printing - Amity University, Workshop, 2017
- Entrepreneur Vison - International Centre for Culture and Education, Workshop, 2017
- Introduction to CAD, CAM and Practical CNC Machining - Autodesk Design Academy, Workshop, 2020
Languages
English
Advanced (C1)
Hindi
Bilingual or Proficient (C2)
Timeline
Wealth Relationship Manager
ICICI Bank
08.2023 - 02.2024
Business Development Associate
Scaler Academy
06.2022 - 02.2023
Operations Lead
GoLorry Pvt Ltd
05.2021 - 03.2022
M.Tech -
Indian Institute Of Technology Palakkad
B.Tech -
Amity School Of Engineering And Technology
XIIth - PCM
D.A.V. Public School
Xth -
D.A.V. Public School