Hi, I’m
Hans Raj Rohalan
Jaipur,Rajasthan
Summary
9 years of experience in sales, relationship, trade forex, retail loans, acquiring and distribution. Working in Kotak Mahindra bank ltd. As Senior Trade relationship manager from last 3 years, generating business from 5 branches, acquiring Exim accounts relationship and generate revenue.
Overview
10
years of professional experience
Work History
Kotak Mahindra Bank Ltd
Manager- Trade Forex
10.2023 - Current
Job overview
- Acquiring new account of Exim, maintain relationship, portfolio management and generate revenue.
- Generate and increase business from Branch, training and close lead with joint visit.
- Generate revenue from various cross sell products i.e. General Insurance, Health Insurance, Life Insurance, Credit card, Debit Card.
- Working with the Premium Acquisition Team and Sourcing SME A/c and Priority A/c.
- To achieve the Branch targets within the set limits & maintaining Relationship with Current Account customer with Productivity.
HDFC Bank Ltd
Deputy Manager (Retail Branch Banking)
09.2022 - 10.2023
Job overview
- Sourcing of Current Accounts with special attention to Trade & Forex Current Account.
- Acquiring High Net worth Accounts portfolio manage and Relationships for the Bank.
- Revenue Generation for the branch through Current Accounts, Trade Forex transactions, General Insurance, Health Insurance, Life Insurance, Credit card, Debit Card.
- Working in HNI Consumer Banking Ready Cash team of Personal Loans.
- Working with the Premium Acquisition Team and Sourcing SME A/c and Priority A/c.
- Cross-sell of wealth products along with LI, MF, FD, etc.
- To achieve the Branch targets within the set limits & maintaining Relationship with Current Account customer with Productivity.
YES Bank Ltd
Deputy Manager (Retail Branch Banking)
12.2021 - 09.2022
Job overview
- Sourcing of Current Accounts with special attention to Trade & Forex Current Account.
- Revenue Generation for the branch through Current Accounts, Trade Forex transactions, General Insurance, Health Insurance, Life Insurance, Credit card, Debit Card.
- Help Business development team and officers on their calls for closures.
- Working in HNI Consumer Banking Ready Cash team of Personal Loans.
- Enhancement & deepening of the existing relationship by cross-selling products and services as per the profile & need of the customers.
- Working with the Premium Acquisition Team and Sourcing SME A/c and Priority A/c.
- To achieve the Branch targets within the set limits & maintaining Relationship with Current Account customer with Productivity.
- Giving presentation to the customer about the product and services offered by the bank with end-to-end customer satisfaction about the product.
Indusind Bank Ltd
Assistant Manager (Emerging Corporate)
09.2019 - 12.2021
Job overview
- Acquiring High Net worth Accounts and Relationships for the Bank.
- Sourcing of Current Accounts with special attention to Trade & Forex Current Account.
- Revenue Generation for the branch through Current Accounts, Trade Forex transactions, General Insurance, Health Insurance, Life Insurance, Credit card, Debit Card.
- Business development executive and officers on their calls and helping them in closures.
- Working with the Premium Acquisition Team and Sourcing SME A/c and Priority A/c.
- Cross sell of wealth products along with Insurance, Mutual Fund and Fixed Deposit.
- To achieve the Branch targets & maintaining Relationship with Current Account customers.
- Responsible for branch productivity with customer satisfaction.
- Working in HNI Consumer Banking Ready Cash team of Personal Loans.
HDB Financial (HDFC Bank Ltd)
Sr. Sales Executive
01.2016 - 08.2019
Job overview
- Achieve business plans set for financial year ensuring overall portfolio increase and revenue of the organization with cross selling of products.
- Meeting assigned gross targets through efficient management of different channels, relationship with 25+ key merchant mapped for business generation portfolio size of 1 cr. per month.
- Dealer on boarding, training, activation, visitation, Complaint & Query Management & Pay outs.
- Visibility - Ensures that visibility is available at all dealer stores. Ensures adequacy in terms of quantity and efficacy in terms of placement at stores.
- Maintains transparency at the customer level. Ensures complete compliance and KYC norms.
- Ensures all branch, lead, customer queries and escalations managed properly.
- Achievements: Best Acquiring award in month of Sep-16
- Won Highest cross selling award month Oct-16
- Won Star performance in Qtr. April 18 to June-18
Education
University Of Rajasthan
Graduation (B.A) from ARTS
01.2015
GOVT SE SR SCHOOL RAMJIPURA
XII from ARTS
01.2012
GOVT Sec Sr. School,Ramjipu
X from All subject
01.2010
Skills
- Hard worker
- Ability to work under pressure
- Adaptability
- Good communication skills
- Adjustable nature
- Confident
- Patience
- Cooperative
- Willingness
- Dedication towards work
- Strong product knowledge
- Team player
Languages
English
Hindi
Interests
- Travelling
- Meeting with new people
- Listening music
- Watching Cricket
- Surfing
Professional Snapshot
9, sales, relationship management, trade forex, retail loans, acquiring, distribution
Father's Name
Late Sh. Prakash Chand Rohalan
Personal Information
- Date of Birth: 05/04/1995
- Gender: Male
- Nationality: Indian
- Marital Status: Married
Disclaimer
I hereby declare that the above information is true to best my knowledge.
Timeline
Manager- Trade Forex
Kotak Mahindra Bank Ltd
10.2023 - Current
Deputy Manager (Retail Branch Banking)
HDFC Bank Ltd
09.2022 - 10.2023
Deputy Manager (Retail Branch Banking)
YES Bank Ltd
12.2021 - 09.2022
Assistant Manager (Emerging Corporate)
Indusind Bank Ltd
09.2019 - 12.2021
Sr. Sales Executive
HDB Financial (HDFC Bank Ltd)
01.2016 - 08.2019
University Of Rajasthan
Graduation (B.A) from ARTS
GOVT SE SR SCHOOL RAMJIPURA
XII from ARTS
GOVT Sec Sr. School,Ramjipu
X from All subject