Jasmeet Bajwa
Pune
Summary
Dynamic professional with extensive experience in banking, excelling in sales, relationship management, and business development. Proven track record of exceeding targets, driving revenue growth, and enhancing customer satisfaction. Skilled in digital channel sales, with strong leadership abilities that foster team success and client engagement.
Overview
7
7
years of professional experience
Work History
ASSISTANT MANAGER
AXIS BANK LIMITED
MUMBAI
09.2022 - 09.2024
- - Developed and executed sales strategies to drive business through digital and connector channels.
- Successfully led a high-performing sales team focused on personal loans, mutual funds, and insurance products, consistently achieving and exceeding targets.
- Conducted in-depth financial needs analysis and investment profiling to recommend suitable financial products and enhance portfolio.
- Consistently achieved monthly targets across third-party products, liabilities, and investment services, contributing to overall revenue growth and client portfolio management.
- Managed a team of relationship officers, increasing lead conversion rates by 70%.
- Conducted training sessions to enhance sales associates' product knowledge and customer-handling skills.
- Prepared and analyzed MIS reports, providing senior management with actionable insights on business operations.
- Collaborated with credit and verification teams to streamline loan processing and approvals.
- Identifying new channel resources and developing good relations to generate maximum leads and enhance the consumer loan business.
- Coached sales associates in product specifications, sales incentives, and selling techniques, significantly increasing customer satisfaction ratings.
SR. RELATIONSHIP OFFICER
QUESS CORP LIMITED
NAVI MUMBAI
04.2019 - 08.2022
- Led efforts in sourcing personal loans through digital channels, exceeding sales targets by 110%.
- Built strong relationships with clients and partners to enhance business opportunities.
- Assisted in client verifications, ensuring compliance with banking regulations, and credit policies.
- Successfully cross-sold credit cards, savings accounts, and insurance, contributing to overall revenue growth.
- Supporting the implementation of new client solutions and following up on client queries. Prepare and process documents for the consumer loan process.
- Verification of clients on the basis of various yardsticks and using the online centralized system of Axis Bank (verifying CIBIL, application score, risk factor).
SALES OFFICER
AXIS SECURITIES LIMITED
NAVI MUMBAI
06.2017 - 03.2019
- Handling online channel of Inbound and Outbound for Fulfillment of Personal loan and other products
- Facilitating team on new product launch and encouraging them to meet the result
- Handling 'Per Call Productivity' and 'Customer Centric Approach' for team
- Lead generation and Fulfillment expertise for pan India
- An expertise in Customer Service, Telesales, Channel Management and Process set up for product
Education
Graduation - Bachelor's in Banking & Insurance
MUMBAI UNIVERSITY
H.S.C. - Commerce
MAHARASHTRA BOARD
S.S.C. -
MAHARASHTRA BOARD
NAVI MUMBAI, MAHARASHTRASkills
✔ Leadership and Team Management
✔ Sales & Business Development
✔ Relationship Management
✔ Digital and Connector Channel Sales
✔ Cross-Selling (Loans, Credit Cards, Insurance)
✔ Microsoft Office (Excel, PowerPoint, Word) ✔ Data Analysis and MIS Reporting
✔ Customer Engagement & Retention
✔ Problem Solving & Decision Making
✔ Effective Communication
Languages
- English
- Hindi
- Marathi
- Punjabi
Affiliations
- I took a planned career break for personal commitments, including marriage and relocation from Mumbai to Pune
Timeline
ASSISTANT MANAGER
AXIS BANK LIMITED
09.2022 - 09.2024
SR. RELATIONSHIP OFFICER
QUESS CORP LIMITED
04.2019 - 08.2022
SALES OFFICER
AXIS SECURITIES LIMITED
06.2017 - 03.2019
Graduation - Bachelor's in Banking & Insurance
MUMBAI UNIVERSITY
H.S.C. - Commerce
MAHARASHTRA BOARD
S.S.C. -
MAHARASHTRA BOARD
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