Jeet Chand Agrahari
New Delhi
Summary
To make use of my interpersonal skills to achieve goals of a company And Secure a responsible career opportunity to utilize my training and skills, while making a significant contribution to the success of the company.
Overview
14
14
years of professional experience
Work History
Pioneer Relationship Manager-AVP
IndusInd Bank Ltd
New Delhi
04.2023 - Current
- Managing HNI Portfolio of Wealth Customers and also Business Banking Customers
- Handling the all financial & Investment need of Customers As, Working Capital, All Retail Assets, MF, SIPs, AIF, PMS, FCNR, LI and all investment Products
- Sourcing NTB, Current, Trade Account and NRI along with wealth fees or Trade Income
- Targeting Assignments in Financial Planning, Revenue Generation, Client Relationship Management and Business Development with an Organization of high repute.
Relationship Manager-Yes First Business-Manager
Yes Bank Ltd
New Delhi
03.2022 - 04.2023
- Managing HNI Portfolio of Wealth & Current Account Customers
- Handling the all financial & Investment need of Customers As Loans and all investment Products
- Managing the Current account Base and generate the Revenue (Value Enhancement, Trade Income, Forex Income and Assets Income) & Acquiring New Potential Clients as well as Liabilities and Assets.
Preferred Relationship Manager-Deputy Manager-E2
HDFC Bank Ltd.
New Delhi
11.2017 - 03.2022
- Managing HNI Portfolio of all Preferred and Imperia Clients
- Handling the all financial need of Customers liabilities as well as Assets
- Provide Financial Planning for all existing Preferred & Imperia Customers and also new Clients.
Trade Relationship Manager, Grade-Deputy Manager,M-2
Kotak Mahindra Bank Ltd.
New Delhi
03.2016 - 11.2017
- Building relationship with Trade customer (Importer, Exporter and Service Provider Clients)
- Dedicate Current & Trade Account, Foreign Exchange Income, Fx Assets (LC, BG, PCFC, CC, LCBD, OD)
- New Business Acquisition through assigned Customer Base.
Sales Officer, Grade-Senior Officer
ICICI Bank Ltd.
New Delhi
11.2010 - 03.2016
- Building relationship with the client’s base to provide them best banking services & managing their portfolio
- Dedicate Current account and Trade Account
- To develop client base by acquiring new potential clients and retaining the existing by providing required service.
Education
BCA -
MCRP University Bhopal
01.2007
12th -
Bapu Inter college, Gorakhpur
01.2004
10th -
Bapu Inter college, Gorakhpur
01.2001
Skills
- Convincing ability
- Organizer
- Enabling faster and professional response to incidents
- Managing my own personal portfolio of assets
Accomplishments
- Organized HDFC Bank & All Business Partner Monthly Achievement General Insurance Jan 2022.
- Organized HDFC Bank & Business Partner Max Bupa Monthly achievement Health Insurance Jan 2021.
- Organized HDFC Bank monthly achievement Vijay Path-Road to Success July 2018.
- Organized HDFC Bank monthly achievement Current /Trade account Aug 2018.
- Organized HDFC Bank monthly achievement Health TRP Jan 2021.
- Organized Kotak Mahindra Bank achievement Trade Account in Aug 2017 Pan India No.1.
- Organized Kotak Mahindra Bank monthly achievement Trade Account in June 2016.
- Organized ICICI BANK Ltd monthly achievement 'CASA Ideal Award' As Sales.
- Organized ICICI Bank Ltd monthly achievement 'Life Insurance' As Sales.
- Organized ICICI Bank + ICICI Prudential Wah Taj achievement in Life Insurance June 2014.
- Organized ICICI Bank + ICICI Prudential Kingdom of Dream achievement in Life Insurance Nov 2014.
- Organized ICICI Bank + ICICI Prudential YTD achievement Dec 2014.
- Organized ICICI Bank + ICICI Prudential Wild Card + Jungle Safari achievement in Life Insurance Jan 2015.
Additionalprofessionalcourses
- Computer Information Systems for Business: Prepared numerous presentations and reports using Excel, PowerPoint and Word.
- KYC Certified.
- NISM & IRDA Certified.
Personal Information
Date of Birth: 03/02/86
Languages
- Proficient in Hindi
- Proficient in English
Hobbies and Interests
- Listening to music
- Networking
Timeline
Pioneer Relationship Manager-AVP
IndusInd Bank Ltd
04.2023 - Current
Relationship Manager-Yes First Business-Manager
Yes Bank Ltd
03.2022 - 04.2023
Preferred Relationship Manager-Deputy Manager-E2
HDFC Bank Ltd.
11.2017 - 03.2022
Trade Relationship Manager, Grade-Deputy Manager,M-2
Kotak Mahindra Bank Ltd.
03.2016 - 11.2017
Sales Officer, Grade-Senior Officer
ICICI Bank Ltd.
11.2010 - 03.2016
BCA -
MCRP University Bhopal
12th -
Bapu Inter college, Gorakhpur
10th -
Bapu Inter college, Gorakhpur
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