Summary
Overview
Work History
Education
Skills
Languages
Timeline
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Jyoti Singh

Jyoti Singh

Secunderabad

Summary

Expert in client acquisition and portfolio management with a proven track record of driving revenue growth. Demonstrated ability to foster strong client relationships and enhance customer satisfaction. Proficient in digital banking and problem-solving, consistently meeting and exceeding targets.

Overview

18
18
years of professional experience

Work History

Relationship Manager

AXIS BANK LTD
Hyderabad
03.2024 - Current
  • Currently Handling DSA Channel.
  • Currently handling the open market..
  • Acquisition and management of clients with business turnover up to 100 Crores
  • Managing a portfolio worth 120 crores with 78 clients.
  • Identifying new business and revenue opportunities within existing accounts, as well as through branch channels, direct sourcing, and the open market.
  • Monitoring AML, high-value transactions, regular reports on delinquency, and out-of-order accounts.
  • Onboarding clients for adaptation to various digital banking initiatives for smooth transactions.

Assistant Cluster Manager

Yes Bank
02.2022 - 03.2024
  • Handling 7 branches with 4 DSTs and generating leads from the branch banking team for business banking and retail banking products.
  • Joining the sales team for their first asset meeting and evaluating the case.
  • Managing self-sourcing business for individual targets.
  • Arranging events with industry experts in various segments.
  • Earlier, I worked in Punjab handling the Ludhiana cluster (6 branches) along with 2 DSTs from 1st Feb 2022, and I got the internal opportunity to handle a new cluster, Telangana, for retail asset business.

Asset Desk Manager

Yes Bank
08.2016 - 04.2019
  • Generating leads from the branch banking team, for business banking and retail banking products.
  • Joining the sales team for their first asset meeting and evaluating the case.
  • Managing a self-sourcing business for individual targets.
  • Arranging events with industry experts in various segments.
  • Products: PL,AL,LAP,MLAP,GL,HL,AFHL,LAS,CE,CV,BE,BL,MIB, and SEB.
  • Achievements:
  • Awarded with the BB Titan certificate (pan India No.1.

Relationship Manager

Crisil Ltd
Hyderabad
07.2011 - 08.2016
  • Handling Team of 8 Senior BDO’s and BDOS’s for S.M.E ratings
  • Handling 22 Banks for SME Ratings.
  • Acquiring business by adding financial consultants (C.A, CS) and Industrial Associations.
  • Developed strategies to attract new customers while retaining existing ones.
  • Achievements:
  • I received recognition as a marketing star for being in the top 10 in pan-India for a continuous year.
  • I got a promotion as a senior B.D.O.
  • Got a promotion as a relationship manager.

Sales Coordinator

HDFC Bank
Hyderabad
09.2008 - 06.2009
  • Handling savings accounts for HNI.
  • Selling of CASA.
  • MIS
  • Processed orders received from customers within specified timelines.
  • Conducted market research to identify potential customers for sales campaigns.
  • Collaborated with internal teams such as marketing, finance, and operations departments in order to ensure the successful execution of projects from start to finish.

Sales Coordinator

ICICI BANK
Hyderabad
01.2007 - 08.2008
  • Processed orders received from customers within specified timelines.
  • Handling OD and BIL products.
  • Performed follow-up calls with customers after each sale was completed.
  • Selling SME business loans.
  • Assisted in developing new business proposals for potential customers.
  • MIS
  • Telecalling
  • Managed client relationships by responding promptly to inquiries and addressing any issues that arose during the course of a sale.

Education

MBA - HR

Magnus School of Business
Hyderabad
05-2006

B.COM - HYDERABAD

Saraswati Degree College
01-2005

Skills

  • Client relationships
  • Financial Goals
  • Knowledge for fostering positive relationships
  • Teamwork and leadership skills
  • Problem-solving attitude
  • Excellent communication skills
  • Customer service
  • Customer-oriented mindset
  • Client acquisition
  • Portfolio management
  • Digital banking
  • Customer relationship management
  • Problem solving

Languages

Hindi
First Language
English
Upper Intermediate (B2)
B2
Punjabi
Intermediate (B1)
B1
Telugu
Upper Intermediate (B2)
B2

Timeline

Relationship Manager

AXIS BANK LTD
03.2024 - Current

Assistant Cluster Manager

Yes Bank
02.2022 - 03.2024

Asset Desk Manager

Yes Bank
08.2016 - 04.2019

Relationship Manager

Crisil Ltd
07.2011 - 08.2016

Sales Coordinator

HDFC Bank
09.2008 - 06.2009

Sales Coordinator

ICICI BANK
01.2007 - 08.2008

MBA - HR

Magnus School of Business

B.COM - HYDERABAD

Saraswati Degree College

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Jyoti Singh