MANDEEP KUMAR
Bhiwani
Summary
Sales associate with nearly two years of experience at Yes Bank Limited, specializing in client relationship management and cross-selling banking products. Achieved consistent success in surpassing sales targets and improving customer retention rates. Skilled in utilizing digital banking tools and fostering teamwork to deliver customized financial solutions aligned with client objectives.
Overview
2
2
years of professional experience
Work History
Sales Associate
Yes Bank Limited
Hissar
05.2023 - 02.2025
- Results-driven personal banker with close to two years of experience in sales, customer service, and financial advisory.
- Proven track record of exceeding sales targets and enhancing client relationships.
- Skilled in cross-selling banking products, financial planning, and risk assessment.
- Adept at handling high-net-worth clients, and providing tailored financial solutions.
- Strong knowledge of banking regulations, compliance, and digital banking tools.
- Developed and maintained relationships with new and existing customers, leading to an increase in customer retention.
- Advised clients on financial products and services, ensuring alignment with their financial goals.
Education
MBA - Finance & Business Analytics
Chandigarh Business School of Administration
Landran05-2022
BBA - Management
Vaish College Bhiwani
Bhiwani, Haryana05-2020
Intermediate - CBSE
Vaish Model Sr. Sec. School
Bhiwani, Haryana05-2017
Matriculation - CBSE
Vaish Model Sr. Sec. School
Bhiwani, Haryana05-2015
Skills
- Microsoft Suite
- Talley ERP 9
- Team player
- Network and build relationships
- Cross-selling
- Upselling
- Client relationship management
- Digital banking tools
- Microsoft Excel
- Microsoft PowerPoint
- Financial planning
Accomplishments
- Professional Etiquette, A
- Microsoft PowerPoint Presentation, A
Languages
- English
- Hindi
- Punjabi
Hobbies and Interests
- Cooking or baking
- Travelling
- General knowledge and current affairs
- Playing games
- Geeky about technology
- Watching informative videos, movies and documentary
Personal Information
Date of Birth: 10/29/98
Activities
- Participated in the Puppet Dance at the college-level technical festival
- Participated in a business plan competition online organized by IIC
- Participated in the 10th National Level CTSE Test
Timeline
Sales Associate
Yes Bank Limited
05.2023 - 02.2025
MBA - Finance & Business Analytics
Chandigarh Business School of Administration
BBA - Management
Vaish College Bhiwani
Intermediate - CBSE
Vaish Model Sr. Sec. School
Matriculation - CBSE
Vaish Model Sr. Sec. School
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