Jasmeet Singh Johar
Sales And Business Development
New Delhi
Summary
Performance-oriented Sales Leader offering exceptional record of achievement over 5 year career. Tenacious manager with strategic and analytical approach to solving problems, bringing in customers and accomplishing profit targets. Talented in identifying and capitalizing on emerging market trends and revenue opportunities.
Overview
4
4
years of professional experience
5
5
years of post-secondary education
5
5
Certifications
3
3
Languages
Work History
Branch Relationship Manager
IDFC First BANK
New Delhi
04.2022 - Current
- Generated new business and referral clients in partnership with financial advisors and branch team.
- Monitored issues carefully and reached out to customers to provide immediate resolution and maintain satisfaction.
- Maintaining Portfolio of existing Bank client (Individual & Corporate)
- Sales of Mutual Fund, Insurance, and other financial products
- Worked with Third Party Alliance and operation departments to facilitate communication and deliver personalized solutions to customers.
- Managing 370+ Ultra High Networth Individuals and Corporate HNI’s Customer in their Financial Planning and Investment
- Awarded for Highest Insurance Business in the month of May 2022
- Ensured customer satisfaction by providing high quality service and created new customer relationship.
- Maintained knowledge on banking products and distribution to provide optimal service support.
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
Preferred Relationship Manager
HDFC BANK
New Delhi
07.2021 - 02.2022
- Portfolio Management of HNI, Ultra HNI Clients of HDFC Bank
- Acquiring new to Bank Customer and Maintaining Portfolio of existing Bank client (Individual & Corporate)
- Monitored issues carefully and reached out to customers to provide immediate resolution and maintain satisfaction.
- Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
- Assisting clients with Retirement planning and corpus building
- Generated new business and referral clients in partnership with financial advisors and branch team.
- Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
- Built and strengthened industry partnerships to improve product placements, amplify coverage and maximize effectiveness of marketing strategies.
- Ensured customer satisfaction by providing high quality service and created new customer relationship.
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
Senior Relationship Manager
IndusInd Bank
New Delhi
02.2020 - 07.2021
- Researched current trends to identify prospective customers and determine specific needs.
- Worked with clients to address and respond to client and partnership management issues.
- Worked with branch partners to maximize sales efforts to business customers and cross-sell other products and services.
- Developed new banking relationships with business prospects.
- Monitored issues carefully and reached out to customers to provide immediate resolution and maintain satisfaction.
- Identified improvement changes regarding key processes for internal controls and accounting procedures.
- Performed routine closings, maintained clean, accurate and accessible records and kept close eye on transaction updates throughout each quarter.
- Performed banking, business administration and financial tasks to guarantee five-star service for clients.
Personal Banker
HDFC BANK
New Dehi
04.2018 - 02.2020
- Helped clients plan for and fund retirements using mutual funds and other options to manage, customize and diversify portfolio.
- Networked to increase client base and encourage existing clients to expand financial portfolios.
- Promoted financial products by maintaining excellent service offering knowledge.
- Continually boosted branch production and revenue by 150% consistently meeting all monthly and quarterly sales goals.
- Established new accounts for high net worth individuals and serviced existing accounts to maximize revenue.
- Expanded client base by promoting new financial products.
- Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
- Maximized revenue through improved sales techniques and branch productivity.
- Conducted detailed financial reviews for business clients to sell appropriate products to fit clients needs.
- Keyed customer contact information and payment data into system carefully observing corporate confidentiality procedures.
Education
MBA - Marketing
ICFAI Business School, IBS Hyderabad
Hyderabad, Telangana 05.2016 - 05.2018
BBA - Business Management
Mewar University
Mewar, Chittorgarh 05.2012 - 05.2015
Skills
Portfolio Management, Financial Planning, Sales and Relationship Management
Relationship building and management
New business generation
Investment and Wealth Planning
Sales expertise
Product knowledge
Strategic selling
Data Analytics
Certification
IRDA Certified
Accomplishments
- Collaborated with team of 5 Members in the development of Service to sales Portfolio.
- Used Microsoft Excel to develop inventory tracking spreadsheets.
- Achieved 100% Target achievement by successfully managing portfolio- wealth with accuracy and efficiency.
Affiliations
- Insurance Regulatory and Development Authority (IRDA)
- Association of Mutual Funds in India - Distribution of Mutual Fund India.
- Website development Course - Developed Website for ICFAI Business school - Alumni Relations Cell- arcibshyd.com.
- Digital Marketing affiliate.
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline
Branch Relationship Manager
IDFC First BANK
04.2022 - Current
Preferred Relationship Manager
HDFC BANK
07.2021 - 02.2022
Senior Relationship Manager
IndusInd Bank
02.2020 - 07.2021
Personal Banker
HDFC BANK
04.2018 - 02.2020
MBA - Marketing
ICFAI Business School, IBS Hyderabad
05.2016 - 05.2018
BBA - Business Management
Mewar University
05.2012 - 05.2015