Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Timeline
Generic
MOHD MONISH

MOHD MONISH

ETAWAH

Summary

Personable and dedicated customer service representative with extensive experience in industry. Solid team player with upbeat, positive attitude and proven skill in establishing rapport with clients. Motivated to maintain customer satisfaction and contribute to company success. Articulate, enthusiastic and results-oriented with demonstrated passion for building relationships, cultivating partnerships and growing businesses.

Overview

4
4
years of professional experience
1
1
Certification

Work History

Deputy Manager

KOTAK MAHINDRA BANK
GURGAON
04.2024 - Current

Premier Acquisition Manager - CASA-RL SALES - Sales.

JOB Role-

  • . Acquisition of HNI's only.
  • . Selling TPP and Generating Revenue.
  • . Building CASA book size.
  • The Role involves managing the Acquistion of CASA (Current Account Savings Account) clients.
  • Focus on sales strategies and client relationship management. Responsibilities may include developing and implementing sales plans to achieve targets.
  • All Type of Loan.
  • LIFE INSURANCE.
  • GENERAL INSURANCE.

Senior Sales Executive

Bajaj finance ltd
GURGAON
03.2022 - 01.2024
  • Answered customer inquiries involving rates, products and loan application status to facilitate quality customer service.
  • Helped customers make decisions about loans and lines of credit based on availability, terms and benefits.
  • Approved or denied loan applications and explained reasoning behind decisions.

Sales Executive ( CD LOAN )

HDFC BANK LTD ( HDB FINANCIAL SERVICES )
GURGAON
05.2021 - 03.2022
  • Ensured that all organizational policies were adhered while selling loans.
  • Achieve sales targets and providing Customer service.
  • Responsible for Cross Sell & enhancing relationship with existing customers.
  • Generate business and cross sell all products and services of the Bank

Education

Master of Science - Mathematics

TH. RAJESH SINGH MAHAVIDHYALAYA ETAWAH
ETAWAH
04-2020

Bachelor of Science - PCM

CH. NATTHU SINGH YADAV MAHAVIDHYALAYA
SAHSARPUR ETAWAH
05-2018

High School Diploma -

SDIC JASWANT NAGAR ETAWAH
JASWANT NAGAR ETAWAH
06-2012

Skills

  • Sales strategies
  • Customer service
  • Cross-selling techniques
  • Loan origination

Accomplishments

  • AWARDED OF EXCELLENCE LIFE INSURANCE CARNIVAL JANUARY 2025

Certification

  • LI ACTIVATION CERFICATED BY CLUSTED HEAD

Timeline

Deputy Manager

KOTAK MAHINDRA BANK
04.2024 - Current

Senior Sales Executive

Bajaj finance ltd
03.2022 - 01.2024

Sales Executive ( CD LOAN )

HDFC BANK LTD ( HDB FINANCIAL SERVICES )
05.2021 - 03.2022

Master of Science - Mathematics

TH. RAJESH SINGH MAHAVIDHYALAYA ETAWAH

Bachelor of Science - PCM

CH. NATTHU SINGH YADAV MAHAVIDHYALAYA

High School Diploma -

SDIC JASWANT NAGAR ETAWAH
MOHD MONISH