Summary
Overview
Work History
Education
Skills
Hobbies and Interests
Disclaimer
PERSONALITY TRAITS
PERSONAL DETAILS
Custom
Work Preference
Timeline
Generic
LOKESH SINGH

LOKESH SINGH

BALLABGARH

Summary

Experienced Financial Services Consultant and proven leader at building vibrant businesses by developing new prospects and accounts and managing customer relationships to achieve sales goals. Dedicated to generating customer goodwill and loyalty by developing key relationships with decision-makers. Demonstrated leverage network of customer contacts to increase understanding of customer needs and employ business-growth strategies. Accomplished [Job Title] with [Number] years of experience buying and selling securities and commodities in investment and trading firms. Demonstrated talent for providing financial services to wide range of clients by studying market conditions to advise on investment decisions. Poised and highly knowledgeable with talent for maintaining friendly demeanor and explaining details when advising clients.

Overview

6
6
years of professional experience

Work History

Senior Relationship Manager

DCB Bank
Faridabad, Haryana
11.2025 - Current
  • Researched current trends to identify prospective customers and determine specific needs.
  • Worked with branch partners to maximize sales efforts to business customers and cross-sell other products and services.
  • Requested customer feedback to drive client satisfaction and retention while quickly remedying issues.
  • Developed new banking relationships with business prospects.

Front Line Manager

ICICI PRUDENTIAL LIFE INSAURANCE CO. LTD
FARIDABAD
05.2025 - 11.2025
  • Coordinated client meetings to discuss policy options and address inquiries.
  • Assisted in developing marketing strategies for insurance products and services.
  • Implemented training sessions to improve team skills in product knowledge.
  • Facilitated communication between departments to streamline workflows effectively.
  • Managed daily operations of a staff of 20, including scheduling shifts and assigning tasks.
  • Resolved customer complaints in a professional manner while maintaining high levels of customer satisfaction.

Sales Executive

SBI CAP SECURITIES LIMITED (HOME LOAND DIVISION) Formely known as SBI BANK
Faridabad
12.2024 - 05.2025
  • Managed customer inquiries regarding home loan products and services.
  • Collaborated with team members to streamline loan processing procedures.
  • Scheduled meetings with clients to discuss loan eligibility and options.
  • Provided excellent customer service to enhance client satisfaction and retention.
  • Maintained accurate records of client interactions and loan progress updates.
  • Used cold calling and networking to sell products and services.
  • Sourced new sales opportunities through inbound lead follow-up.
  • Assisted clients in completing loan applications and required documentation.

Sales Officer

Mehin Tech Edge Solution Formely Known as IDFC FIRST BANK LTD.
Faridabad
09.2022 - 12.2024
  • Engaged customers to understand their needs and preferences.
  • Processed sales transactions using point-of-sale systems.
  • Maintained inventory levels and organized product displays effectively.
  • Collaborated with team members to enhance customer service experiences.
  • Assisted in developing promotional materials and campaigns for products.
  • Conducted market research to identify emerging trends and competitors.
  • Participated in training sessions to improve product knowledge and sales techniques.
  • Built relationships with key clients through regular contact.

Sales Office Coordinator

PAC MACHINE TOOLS INDIA LLP
Faridabad
12.2021 - 09.2022
  • Assisted in creating training modules for new employees in the sales department.
  • Managed calendars of sales personnel by scheduling meetings, conferences and other events.
  • Monitored changes in market trends to identify new business opportunities.
  • Provided administrative support for the sales department, including filing, faxing, copying and scanning documents.
  • Compiled weekly sales reports for management review.
  • Scheduled appointments with clients and coordinated travel arrangements when needed.

Office Executive Cum Coordinator

Sunil Wadhwa formerly known as GKC MANAGEMENT Services Pvt. Ltd
Delhi
12.2019 - 12.2021
  • Co-ordination with Bank Employees and handling HDFC LAP tracker.
  • Managed daily office operations and administrative tasks efficiently.
  • Coordinated meetings, schedules, and travel arrangements for team members.
  • Maintained accurate records and files using office management software.
  • Assisted in preparing reports and presentations for management review.
  • Handled incoming communications, including phone calls and emails promptly.
  • Supported inventory management by tracking office supplies and placing orders.
  • Fostered positive relationships with clients and vendors to enhance collaboration.
  • Implemented office procedures to improve workflow and organization standards.

Education

B.Com -

KALINGA UNIVERSITY
KALINGA UNIVERSITY
06-2021

12th -

HBSE Board
RAWAL BAL SHIKSHA KENDRA
05-2018

10th -

HBSE Board
NALANDA BAL SR. SECONDARY SCHOOL
03-2016

MBA - Finance And Marketing

Swami Vivekanand Subharti University
Swami Vivekanand Subharti University
12.2025 - Current

Skills

  • One Year Computer Diploma
  • Typing 50WPM
  • Happy with any working atmosphere because it teaches me
  • Good communication Skills (English, Hindi)
  • Good behavior always for everyone
  • Client communication
  • Marketing strategy
  • Team training
  • Operational management
  • Customer relationship management
  • Lead generation
  • Workflow coordination
  • Financial reporting
  • Problem resolution

Hobbies and Interests

Reading Books., Playing Games., Listening to music., Dancing

Disclaimer

I hereby confirm that the information furnished above is true and correct to the best of my knowledge and belief. Date: Place: Ballabgarh (Lokesh Singh)

PERSONALITY TRAITS

  • I am self-motivated person and have ability and willingness to hard work.
  • Patient, team player, quick learner and eager to respond to the needs of others.
  • Highly organized - manage time effectively and meet deadlines.
  • Provide good atmosphere in work place by our friendly behavior.

PERSONAL DETAILS

  • Father’s Name : Sh. Rampal Singh
  • Date of Birth : 2000-01-25
  • Gender : Male
  • Nationality : Indian
  • Marital Status : Unmarried
  • Language Known : Hindi, English

Custom

Note: I hopefully that after seeing my abilities and my responsibilities, you must have got a plus point in you, and then you will have to give one chance to prove the same.

Work Preference

Work Type

Full Time

Location Preference

On-Site

Timeline

MBA - Finance And Marketing

Swami Vivekanand Subharti University
12.2025 - Current

Senior Relationship Manager

DCB Bank
11.2025 - Current

Front Line Manager

ICICI PRUDENTIAL LIFE INSAURANCE CO. LTD
05.2025 - 11.2025

Sales Executive

SBI CAP SECURITIES LIMITED (HOME LOAND DIVISION) Formely known as SBI BANK
12.2024 - 05.2025

Sales Officer

Mehin Tech Edge Solution Formely Known as IDFC FIRST BANK LTD.
09.2022 - 12.2024

Sales Office Coordinator

PAC MACHINE TOOLS INDIA LLP
12.2021 - 09.2022

Office Executive Cum Coordinator

Sunil Wadhwa formerly known as GKC MANAGEMENT Services Pvt. Ltd
12.2019 - 12.2021

B.Com -

KALINGA UNIVERSITY

12th -

HBSE Board

10th -

HBSE Board
LOKESH SINGH