Lalitesh Singh
Delhi
Summary
Dynamic professional with a proven track record at BBG HDFC Bank, excelling in portfolio management and client acquisition. Skilled in financial analysis and negotiation, I drive business growth through tailored solutions and strategic relationship building. Achieved significant sales targets while enhancing customer satisfaction and retention in competitive environments.
Overview
5
5
years of professional experience
Work History
Assistant Manager
BBG HDFC BANK
NEW DELHI
08.2023 - Current
- Managing a Rs 400 crores portfolio, handling client queries, financial assessments, and business related services.
- Provide tailored financial solutions, including loan enhancement, credit facilities, and deferrals to support client growth.
- Build and maintain strong relationships with key decision makers, acting as a trusted business advisors.
- Conduct regular portfolios reviews, identify risks, and implement proactive solutions to ensure smooth operations.
- Analyze financials to recommend strategic improvements and support client in business expansion.
- Collaborate with cross functional teams to ensure timely case assessments and customer service excellence.
- Achieve sales target by cross selling and up selling relevant banking products.
- Leverage strong communication and negotiation skill to influence stakeholders and drive business growth.
- Identify new business opportunities and contribute to client base expansion.
Finance Intern
AIM INDIA PVT LTD
New Delhi
05.2022 - 07.2022
- Company Overview: A Wealth Advisory Firm, New Delhi
- Evaluate the various ratio analysis of financial statement of firms and bring business accordingly.
- Understanding health of the firm on the basis of the value of different ratios result and onboard the firm.
- Understanding the Major financial sectors to invest in and acquire tax benefits through different tax regime
- Interpret tax slabs for various age groups
- Monitored cash flow regularly, preparing reports that highlighted current financial status and future projections.
Sales Executive - Key Accounts
Delhivery
Haryana
09.2020 - 03.2021
- Managed key account relationships to ensure seamless communication and support.
- Manged B2B client acquisition and onboarding for logistics and courie services, contributing to consistent monthly growth in sales volume.
- Coordinated logistics operations to optimize delivery schedules and client satisfaction.
- Analyzed customer feedback data to adjust selling approach accordingly and improve customer experience.
- Managed the entire sales cycle from lead generation to closure of sale.
Education
PGDM - Finance & Marketing
IILM Graduate School of Management
Greater Noida01.2023
B. Tech - CE
Galgotias University
Greater Noida01.2020
12th - Science
Vidya Vihar Residential School
Purnia01.2016
10th -
Bright Career School
Purnia01.2014
Skills
- B2B Sales
- Sales Strategy and planning
- Negotiation and persuasion
- CRM and Account management
- Client acquisition
- Cross selling and Upselling
- Financial Analysis
- Portfolio Management
- Credit and risk management
- Customer satisfaction and retention
- Sales Automation tools
- Sales Target Achievement
- AutoCAD
- C
- MS Office Suite
- Fast learner
- Resilience
Hobbies and Interests
Adoration for playing cricket, volleyball and badminton., Reading novels., Singing.
Projects
STP ANALYSIS OF NIVEA, Under Segmentation, Targeting and Positioning analysis I opt for Nivea. It gave me a brief understanding of how Nivea position its services and operations to target different groups of customers more efficiently. It helped me to analyze the stage of Nivea through PLC Analysis., FINANCIAL STATEMENT ANALYSIS OF MONTECARLO, Using excel, I analyzed the financial statements of Montecarlo by making both comparative and common size balance sheets. It helped me in analyzing their decision-making process and insights about health of the organization. It helped me to understand its position in market w.r.t Industry Standards. It gave me a brief understanding of a company's financial performance, trends, and relative position within the industry.
Accomplishments
- Certified in NISM (National Institute of Securities Markets) Series 8: Equity and Derivatives.
- Successfully achieved certification in Financial Modeling DCF Valuation.
- AUTODESK certification for AutoCAD(2D&3D).
- Bronze medalist in BATTLE OF TOWER competition at GBU.
- Gold Medalists at Intra college cricket tournament.
LEADERSHIP EXPERIENCE
- Performance monitoring and reporting at HDFC Bank.
- Cross Functional Collaboration at HDFC Bank.
- Vice president of ECO finance Club at IILM University.
- Management Head at Galgotias University, 2018-2019.
WEBSITES AND PROFILES
https://www.linkedin.com/in/lalitesh-lalitesh-292189236/
Timeline
Assistant Manager
BBG HDFC BANK
08.2023 - Current
Finance Intern
AIM INDIA PVT LTD
05.2022 - 07.2022
Sales Executive - Key Accounts
Delhivery
09.2020 - 03.2021
PGDM - Finance & Marketing
IILM Graduate School of Management
B. Tech - CE
Galgotias University
12th - Science
Vidya Vihar Residential School
10th -
Bright Career School
Similar Profiles
SURBHI KOHLISURBHI KOHLI
Credit Analyst at Indusind Bank Limited, BBGCredit Analyst at Indusind Bank Limited, BBG
KAMALA SUBRAMANIANKAMALA SUBRAMANIAN
Senior Vice President and Unit Head at HDFC Bank Limited, HDFC BankSenior Vice President and Unit Head at HDFC Bank Limited, HDFC Bank
Jignesh PatelJignesh Patel
Relationship Manager at HDFC Sales Pvt. Ltd. (Group Company Of HDFC Bank)Relationship Manager at HDFC Sales Pvt. Ltd. (Group Company Of HDFC Bank)
Saksham MauryaSaksham Maurya
DevOps Solution Architect – Assistant Consultant at Tata Consultancy ServicesDevOps Solution Architect – Assistant Consultant at Tata Consultancy Services
JITENDRA JANGIDJITENDRA JANGID
Assistant Manager - Consulting & Analytics at ICICI Lombard General Insurance CoAssistant Manager - Consulting & Analytics at ICICI Lombard General Insurance Co