Divyesh Suthar
Ahmedabad
Summary
Dynamic Customer Care Executive with a proven track record at HDFC Bank, excelling in problem resolution and cross-selling techniques. Achieved 100% annual targets in just nine months at ICICI Prudential. Adept at data analysis and fostering team collaboration, driving customer satisfaction and loyalty through exceptional service and relationship building.
Overview
6
6
years of professional experience
Work History
Customer Care Executive HNW
HDFC BANK PVT LTD
04.2025 - Current
- Manage a portfolio of HNW Customer, addressing queries and resolving issues via phone and email.
- Provided timely and relevant information on product and services, ensuring high customer satisfaction.
- Resolve Customer Complaints and issues.
- Maintain accurate records of Customer interactions.
- Collaborated with teams to resolve complex customer issues.
- Meet Performance targets, including call handling time and customer satisfaction.
Personal banker sales (PB)
HDFC BANK PVT LTD
01.2024 - 04.2025
- Selling financial products to the bank's customers that would meet their requirements by understanding the bank's offerings and multiple product portfolios according to the requirements of the business.
- Generation of leads and drive the key component drivers for the bank like usage of the digital assets, increasing number of deposits, and driving investment in several financial products via direct/indirect sales.
- Responsible to drive income through cross-selling of all products and services i.e loans, insurance, lockers, debit/credit cards, mutual funds, etc.
- Communication with customers on a daily basis through customer visits in-branch engagement to sell/calling/cross-sell, fulfil their requests, and understand their requirements.
- Maintain a sense of trust with the customer and develop long-term relationships with them.
- Develop high standards of ethics and integrity and work as per the rules and operating process of banks.
- Completion of mandatory certifications and upgrade knowledge on the procedure and product portfolio of the bank.
Financial Service Adviser
ICICI Prudential Life Insurance
04.2022 - 01.2024
- Managing existing and new acquisition of clients for business growth.
- Meeting with clients and presentation on product portfolio to help them in financial investment planning and security against liability.
- Maintain customer delight that includes query resolution, after sales services and take feedback about product and services.
- 100% Annual Target achievement within 9-month tenure.
- Received three time 'Certificate of excellence' for monthly Target achievement.
- Received trophy as YUVA STAR PERFORMER for extra-ordinary performance within 6 months.
Management Trainee
HDFC Sale PVT. LTD
08.2021 - 03.2022
- Managing existing and new acquisition of clients for business growth.
- Meeting with clients and presentation on product portfolio to close loan deal.
- After closer, need to manage whole procedure from documentation to disbursement of loan.
Financial Consultant
Edelweiss Tokio Life Insurance
05.2020 - 08.2020
- Lead Generation
- Plan the Insurance as per Clients Need
- Documentation
Education
M.B.A-PGPCE -
Narayana Business School
08.2021
B. Com -
Gujarat University
05.2018
H.S.C -
Karmachari Shiksan Tirth, GSEB
03.2015
S.S.C -
Shakti Vidyalaya,GSEB
03.2013
Skills
- Reporting and analytical ability
- Problem resolution techniques
- Team collaboration
- Adaptability to change
- Administrative skills
- Microsoft Tools
- Google tools
- Data analysis
- Common banking procedures
- Cross-selling techniques
Hobbies and Interests
- Writing
- Music
- Social networking
Course Certificates
- Excel Skills for Business: Essentials with Macquarie University.
- Personal & Family Financial Planning with Florida University.
- Applying Data Analytics in Finance with Illinois University.
Projects And Presentations
- Live Project, Successful complete to live project for Future group in the big bazaar vastrapur at sales executive in fashion department.
- SIP Project, The Primary research on 'A study on consumers preference with regards to moneyback life insurance policy at Edelweiss Tokio Life Insurance.'
- Project, Quantitative analysis of Textiles & Apparel in NSE. Financial statement analysis of Textiles & Apparel in NSE. The study on virtual portfolio management done from Money Bhai Game from Money Control.
Timeline
Customer Care Executive HNW
HDFC BANK PVT LTD
04.2025 - Current
Personal banker sales (PB)
HDFC BANK PVT LTD
01.2024 - 04.2025
Financial Service Adviser
ICICI Prudential Life Insurance
04.2022 - 01.2024
Management Trainee
HDFC Sale PVT. LTD
08.2021 - 03.2022
Financial Consultant
Edelweiss Tokio Life Insurance
05.2020 - 08.2020
M.B.A-PGPCE -
Narayana Business School
B. Com -
Gujarat University
H.S.C -
Karmachari Shiksan Tirth, GSEB
S.S.C -
Shakti Vidyalaya,GSEB