Summary
Overview
Work History
Education
Skills
Personal Information
Disclaimer
Timeline
Generic

GURSHARAN

Chandigarh

Summary

Highly detail-oriented and professional banker successful at meeting and exceeding branch goals. Expertise in customer service relations and sales management. Self-directed professional with adaptability to meet changing operational needs. Energetic and resourceful personnel proficient in program management and team leadership. Innate sales abilities and customer service skills.

Overview

19
19
years of professional experience

Work History

Branch Manager (Grade-Sr. Manager)

Suryoday Small Finance Bank Ltd.
02.2023 - Current
  • Working as a Branch Head and started a new branch at Panchkula location
  • Met deadlines by proactively managing individual and team tasks and streamlining processes.
  • Consistent growth in CASA and FD incremental value achieving 40 Crores (10 Crore CASA & 30 Crore RTD)
  • Performed banking, business administration and financial tasks to guarantee great service for clients.
  • Defined clear targets and objectives and communicated to other team members.


Branch Sales Manager (Grade- Manager)

AXIS Bank Ltd.
04.2021 - 02.2023
  • Ensuring all reporting staff are meeting their productivity targets across vectors and earning maximum incentive month on month
  • Acquisition of New CASA and Portfolio management with deepening
  • Managed branch sales & customer service
  • Achieved sales goals and service targets by cultivating and securing new customer relationships.
  • Organized promotional events and interacted with community to increase sales volume.
  • Manage the branch promotional activities conducted in various corporate from Bank Brand building and acquisition w.r.t CASA, FDR, LI/GI and assets
  • Ensuring hygiene factor while sourcing of new savings accounts/fixed deposits through branch/self-sourcing

Branch Sales Manager (Grade- Manager)

HDFC Bank Ltd.
07.2019 - 04.2021
  • Managed sales and supervisory role for branch current account saving portfolio of Ind
  • Area Ph-2 Branch with BSO and CSO
  • Acquisition of New CASA and Portfolio management with deepening
  • To generate leads for TPP Products and hand it over to concerned teams and cross sell of LI/GI and assets to portfolio customer
  • Manage the branch promotional activities conducted in various corporate from Bank Brand building and acquisition w.r.t CASA, FDR, LI/GI and assets
  • Investment portfolios for clients through MF/SIP/LI
  • Lead Generation, Follow ups and conversion on daily basis
  • Revenue generation through the asset business, Foreign remittance, Forex Cards
  • Track record and maintain the depletion and activation of branch source accounts
  • To convert all the sales lead given by the branch staff (Sales/Non-Sales Staff)
  • Ensuring hygiene factor while sourcing of new savings accounts/fixed deposits through branch/self-sourcing
  • To provide post account opening service to all clients
  • Providing banking updates and developments to the clients (new/existing)
  • One point contact for all service related issues for the existing clients for savings & salary accounts

Sales Officer

HBL Global Pvt Ltd
05.2006 - 10.2007
  • Emphasize on new credit card application sourcing/acquisition through branch & direct channel
  • Ensuring highest level of service to managed portfolio clients for credit cards
  • Updating our existing/new clients of the latest offers/schemes in the various category of credit cards
  • Achieving the monthly business targets assigned in terms of acquisition of credit card applications and upgrading relationship with clients
  • One point contact for all service related issues for the existing clients of credit cards

Education

BA -

01.2005

SSC - undefined

01.2002

10th - undefined

(CBSE)
01.2000

Skills

  • Retail business management
  • Customer service
  • Team leadership
  • Business development
  • Relationship building

Personal Information

  • Date of Birth: 12/18/82
  • Gender: Male
  • Nationality: Indian
  • Marital Status: Married

Disclaimer

I hereby declare that all the information mentioned above is true to the best of my knowledge and belief.

Timeline

Branch Manager (Grade-Sr. Manager)

Suryoday Small Finance Bank Ltd.
02.2023 - Current

Branch Sales Manager (Grade- Manager)

AXIS Bank Ltd.
04.2021 - 02.2023

Branch Sales Manager (Grade- Manager)

HDFC Bank Ltd.
07.2019 - 04.2021

Sales Officer

HBL Global Pvt Ltd
05.2006 - 10.2007

SSC - undefined

10th - undefined

(CBSE)

BA -

GURSHARAN