Mitu Trikha
Noida
Summary
Seeking a challenging leadership position where I can leverage my interpersonal skills, excellent time management and problem-solving skills to lead and inspire teams towards achieving organizational goals.
Overview
17
17
years of professional experience
Work History
AVP , Senior Banking Partner-NR Business
IndusInd Bank
Noida
01.2022 - Current
- Provide personalized financial solutions to NRI clients, including investment products, wealth management, and remittance services.
- Maintain and deepen the relationship with the customers. Cross-sell products and services to both new and as well as existing customers as per their lifestyle, risk profiling and requirements through excellent customer service and consistent followups.
- Ensure compliance as per the bank requirements. Maintain regular contact with clients.
- Streamlined sales processes for improved efficiency, resulting in higher conversion rates.
- Conduct regular reviews and analysis of customer portfolios to identify opportunities for upselling and cross-selling
Senior Manager
HDFC Bank
06.2015 - 01.2022
- Led a team of Branch operations and lobby personal bankers. Monitored and authorized financial transactions while ensuring strict adherence to regulatory guidelines and bank policies
- Expedited resolution of escalated customer issues, upholding high levels of customer satisfaction
- Collaborated with cross-functional teams to optimize processes and drive operational efficiency.
- Built long-lasting client relationships through excellent customer service and consistent followups.
- Led a team of six personal bankers and one field officer, overseeing their daily activities, performance, and professional development
- Provided comprehensive training and mentorship to enhance team members' product knowledge and customer service skills
- Organized regular sales meetings to review progress, share best practices, and set achievable targets for continued success.
- Coached employees in successful selling methods and encouraged cross-selling to drive revenue.
- Coached and counseled sales personnel, assisting with individual selling efforts and helping sales representatives reach targets.
- Grew sales and boosted profits, applying proactive management strategies and enhancing sales training.
- Managed key accounts with strategic planning and relationship building, resulting in increased customer loyalty and repeat business.
- Consistently met or exceeded quarterly sales targets through diligent effort and persistence in closing deals.
- Maintained ethical and positive working environment to reduce turnover and promote high retention rates.
- Implemented CRM systems for better tracking of leads, improving follow-up processes and communication within the team.
Deputy Manager
IndusInd Bank
02.2010 - 06.2015
- Managed the Fixed Deposit (FD) and investment portfolios of branch customers, providing personalized financial advice and solutions
- Handled Locker Management & locker access operation
- Handled Inward-Outward foreign remittance customer request, DD/PO, RTGS, NEFT & Transfer
- Growth and retention of customers by resolving queries & handling complaints in a timely & effective manner.
- Met with clients, delivering presentations, and educating on product and service features and offerings.
- Grew sales and boosted profits, applying proactive management strategies and enhancing sales training.
- Built long-lasting client relationships through excellent customer service and consistent followups.
Fiancial Planning Manager
Aviva Life Insurance Co. Ltd.
07.2008 - 09.2009
- Catered to the financial needs of the NRI clients by offering a range of insurance products through bancassurance channel
- Developed and implemented effective sales strategies to acquire new clients and expand market share
- Provided personalized financial planning advice to clients to help them achieve their long term financial objectives.
Sales Manager Agency
Reliance Life insurance company Ltd.
06.2007 - 07.2008
- Recruited, trained and motivated sales agents and let a successful sales team of Agency channel by providing motivational coaching and performance-based incentives, driving revenue growth and achieving sales target.
- Developed and maintained strong relationship with clients to ensure customer satisfaction and loyalty
- Coached and counseled sales personnel, assisting with individual selling efforts and helping sales representatives reach targets.
- Conducted team meetings to reinforce goals and objectives and set clear expectations about policies and procedures.
- Overcame objections from potential clients by addressing concerns effectively and offering customized solutions based on their unique needs.
Education
MBA/PGDM - Finance
Devi Ahilya Vishwa Vidhyalaya (DAVV)
Indore MP06.2007
Master Of Commerce -
Rani Durgavati Vishwavidyalaya (RDVV) Jabalpur
MP06.2004
Bachelor Of Commerce -
Rani Durgavati Vishwavidyalaya (RDVV)
Jabalpur, MP06.2002
Skills
- Ms Excel
- Ms Word
- Open Office
- Branch Banking Operations
- Internal Process Audit
- Investment Products
- Customer Service
- Cross Selling
- KYC
- Compliance
- Branch Management
- Team Handling
- Relationship Management
- Sales
- Product Training
Accomplishments
- Got Promoted as Senior Banking Partner ,AVP2 within one year of service as NR RM in Indusind Bank.
- IndusInd Bank: Awarded for achieving Highest NTB and Product Cross sales for the 3rd Quarter'22
Languages
english
hindi
Personal Information
- Total Experience: 15 Years 0 Month
- Date of Birth: 04/16/81
- Marital Status: Married
Courses Certifications
- NSE Certifications in Capital Market
- AMFI
- Derivatives
Disclaimer
I hereby declare that all the information provided by me in this application is factual and correct to the best of my knowledge and belief. References Available on Request.
Timeline
AVP , Senior Banking Partner-NR Business
IndusInd Bank
01.2022 - Current
Senior Manager
HDFC Bank
06.2015 - 01.2022
Deputy Manager
IndusInd Bank
02.2010 - 06.2015
Fiancial Planning Manager
Aviva Life Insurance Co. Ltd.
07.2008 - 09.2009
Sales Manager Agency
Reliance Life insurance company Ltd.
06.2007 - 07.2008
MBA/PGDM - Finance
Devi Ahilya Vishwa Vidhyalaya (DAVV)
Master Of Commerce -
Rani Durgavati Vishwavidyalaya (RDVV) Jabalpur
Bachelor Of Commerce -
Rani Durgavati Vishwavidyalaya (RDVV)