Mitul Tanwar
Jaipur
Summary
Dedicated Sales Professional with 5.5 years of comprehensive experience across Financial Services such as Cash Management, Equity Investments, Loans, and Insurance offerings. Recognized for achieving high sales volume and fostering client loyalty through effective relationship management strategies. Aspiring to further develop expertise within a leading Finance institution that values growth and innovation.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Cluster Manager
Aditya Birla Sun Life Insurance
Jaipur
06.2023 - Current
- Leading team of relationship officers appointed in bank branches and influence them to achieve month plans and promotions.
- Stakeholder relationship to take mind share in Life insurance business in three channel partners.
- Create Value proposition in branch to support bank staff to achieve life insurance targets.
- Renewing previous business sourced to keep persistency target achieved.
- Used industry expertise, customer service skills and analytical nature to resolve customer concerns and promote loyalty.
HNI Portfolio Manager
Anand Rathi Share & Stockbrokers
Jaipur
01.2023 - 05.2023
- Actively Managed the HNI Portfolio of the company in the Jaipur Region.
- Responsible for preparing investment proposals / Ideas for new and existing customer base as per their requirement.
- Dealing in the investment such as Portfolio Management Services PMS, Structured products, mutual funds - debt & equity, financial planning, insurance, broking income etc.
- Executing trade orders for the clients, generating the broking income for the company.
- Developed comprehensive financial plans for clients to achieve their short-term and long-term goals.
Personal Banker
HDFC Bank Ltd
Jaipur
08.2019 - 09.2022
- Acquisition of New Classic & Preferred customers.
- Enhancement of the relationship by cross selling products and services as per profile & need of the customers.
- Support new customers in opening checking savings accounts and applying for mortgage loans , MSME Loans , Working Capital Solutions, Loan Against property, all type of Unsecured loans Like Personal Loan , Business loans, Overdraft Facilities on basis their business transactions.
- Associated with corporate segment of bank providing them working capital solutions in the form of Overdraft Facilities, Cash Credits , Drop line Overdraft Facilities , Business banking solutions on the basis of their GST turnovers, POS Transactions Etc.
- Retention of the customers by providing the best possible services and being the dedicated point of contact for these customers.
- Conducted in-depth consumer research through phone calls followed by meetings to sharpen understanding and develop apt Brand Awareness.
- Handling and troubleshooting all customer issues and escalations.
Education
M. Com -
University of Rajasthan
Jaipur06-2019
B. Com -
S. S Jain Subodh College
Jaipur06-2017
12th -
Kendriya Vidyalya No 1
Jaipur05-2014
10th -
Kendriya Vidyalya No 1
Jaipur05-2012
Skills
- Leadership
- Portfolio Management
- Cash Mangement
- POS Operation
- Training and Development
- Relationship Building
- Customer Service
- Time management abilities
- Computer Skills
- Positive Attitude
- Client acquisition
- Corporate communications
- Negotiation skills
Certification
- NISM, Association of mutual funds in India (AMFI).
- IRDA, Insurance Regulatory and development Authority.
- PROBE- A three months certification Banking programme from Bank Edge- Academy for Banking and Finance. Gained knowledge about various aspects of Banking Operations.
Accomplishments
- Held the position of perfect.
- Qualified in branch level and Cluster level drives & contest.
- Top performing Personal Banker in FY 2020-21 & 2021-22.
- Disbursed Highest ticket Size of Unsecured loan of 35Lacs in FY 20-21.
Hobbies and Interests
- Love to do workout.
- Listening Music.
- Travelling
- Connecting with New People
Personal Information
DOB - 11/09/1996
Language
- English
- Hindi
Disclaimer
I do hereby declare that the Information is correct up to my knowledge open for cross verification and I bear the responsibility for all the abovementioned particulars.
Timeline
Cluster Manager
Aditya Birla Sun Life Insurance
06.2023 - Current
HNI Portfolio Manager
Anand Rathi Share & Stockbrokers
01.2023 - 05.2023
Personal Banker
HDFC Bank Ltd
08.2019 - 09.2022
M. Com -
University of Rajasthan
B. Com -
S. S Jain Subodh College
12th -
Kendriya Vidyalya No 1
10th -
Kendriya Vidyalya No 1