Hemanshu Sawant
Mumbai
Summary
"A thorough professional with a pro-active attitude, Dedicated and results-oriented Relationship Manager with 12 years of total experience.
Proven track record of building and maintaining strong client relationships, driving revenue growth, and delivering on commitments.
Adept at collaborating with internal teams to ensure seamless operations while adhering to regulatory requirements and industry best practices.
Committed to delivering exceptional customer service and continually enhancing industry knowledge to provide innovative solutions in an ever-evolving financial landscape."
Overview
12
12
years of professional experience
1
1
Certification
Work History
Deputy Manager
Axis Bank
07.2022 - Current
- Managing a book of 1130 clients & addressing their financial needs and providing with suitable banking products & services.
- Offering expert advice on various banking and financial products and services such as investments, loans, insurance, and wealth management solutions which includes analyzing client portfolios and recommending suitable financial strategies to help them achieve their objectives.
- Providing foreign remittance services by negotiating on competitive rates to ensure achievement on revenue target of forex.
- Ensuring onboarding of new clients MoM to the bank resulting in new accounts with fresh money.
- Driving various campaigns on Deposits, Home loans, Forex, securities accounts, cards etc, to ensure achievements of revenue targets.
- Consistently Over Achieving sales targets quarter-on-quarter by proactively identifying cross-selling opportunities and promoting relevant banking products and services to existing clients.
- Active participation in ongoing training and professional development activities to stay informed about industry trends, regulatory changes, and best practices in relationship management and banking services.
Sr. Business Development Manager
State bank of India life insurance co. Ltd.
10.2018 - 06.2022
- Responsible for handling 7 branches of SBI, providing financial solutions to priority customers, eliminating escalations, ensuring achievement of monthly targets, promoting/selling various products.
- Providing mentorship, coaching, and training to branch staff to optimize performance and over achieved the sales targets for self and branches.
- Developed and implemented innovative sales programs and campaigns to drive new business acquisition and increase market share.
- Consistently over achieved incentive-based targets quarter-over-quarter through effective sales strategies and client engagement initiatives.
Business Sales Manager
Bajaj Allianz life insurance co. Ltd.
08.2016 - 10.2018
- Joined as a relationship manager and promoted to business sales manager within 1 year.
- Responsible for handling 10 branches of channel partner banks, ensuring overachievement of monthly targets, conducting campaigns and trainings, and preparing reports.
- Developed and maintained a deep understanding of insurance products effectively and educate clients and address their insurance needs.
- Prepared and presented customized insurance proposals and quotes to clients.
Associate- Operations
TATA Consultancy Services
05.2012 - 01.2015
- Responsible for handling quotations, coordinating between clients and rating/invoicing team, maintaining long-term contracts, improving productivity, meeting targets, preparing reports, giving training, and cross-training employees.
- Promoted to focal within 1 year to manage a team of 7 co-workers.
- Responsible for setting up a new process called auto-rating, handling corrections and global contracts, coordinating between customer service and documentation teams, preparing reports, handling complaints, and preparing database and procedural documents.
Education
Bachelor of Commerce -
Mumbai University
01.2012
Certification in Investment Banking Operations
Imarticus Institute
MumbaiDiploma in Foreign Trade Management
Garware Institute of Career Education
MumbaiSkills
- MS Office Applications
- Customer Relationship Management (CRM)
- Sales Growth
- Effective Communication
Languages
English
Hindi
Marathi
Personal Information
- Date of Birth: 11/02/1989
- Nationality: Indian
- Marital Status: Unmarried
Hobbies and Interests
- Music
- Playing and watching sports
- Photography
Certification
IRDA
AMFI- MF Dist.
NISM - PMS Dist.
Timeline
Deputy Manager
Axis Bank
07.2022 - Current
Sr. Business Development Manager
State bank of India life insurance co. Ltd.
10.2018 - 06.2022
Business Sales Manager
Bajaj Allianz life insurance co. Ltd.
08.2016 - 10.2018
Associate- Operations
TATA Consultancy Services
05.2012 - 01.2015
Bachelor of Commerce -
Mumbai University
Certification in Investment Banking Operations
Imarticus Institute
Diploma in Foreign Trade Management
Garware Institute of Career Education
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