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Mohd Sufiyan Ansari
Lucknow
Summary
Resourceful Sales Executive experienced in fostering client relationships and driving sales. Achieved successful results by identifying decision-makers within prospect accounts and initiating sales processes. Focused on collaboration with management to strategize and enhance sales approaches.
Overview
8
8
years of post-secondary education
7
7
years of professional experience
Work History
Wealth Relationship Manager
IDFC First Bank
Lucknow
01.2026 - Current
- Cultivated strong client relationships through personalized financial planning consultations.
- Analyzed clients' financial portfolios to recommend tailored investment strategies.
- Coordinated regular reviews of clients' financial goals and investment performance.
Manager aquisition ca
IDFC First Bank
Lucknow
10.2022 - 01.2026
- Led team in implementing customer service initiatives for client satisfaction.
- Developed training programs to enhance staff skills and knowledge.
- Managed daily operations to ensure compliance with banking regulations.
Sales officer
Axis bank
Lucknow
09.2021 - 09.2022
- Developed strong relationships with clients to enhance customer loyalty.
- Conducted market research to identify potential sales opportunities.
- Presented financial products to clients, addressing their specific needs.
Member Relationship Officer
SBI credit card
Lucknow
04.2019 - 02.2021
- Managed customer inquiries regarding credit card products and services.
- Assisted clients with account setup and online banking registration.
- Provided information on rewards programs and benefits to enhance customer engagement.
Education
Bachelor of Science -
Allahabad State University
Allahabad 04.2017 - 10.2020
Bachelor of Science -
Uttar Pradesh Board
Allahabad 06.2014 - 05.2016
Matriculation -
Uttar Pradesh Board
Allahabad 04.2012 - 05.2014
Skills
- Self motivate
- Fast learner
- Team work
Basic Knowledge Of Computer
Diploma in Computer Application (DCA)
Languages
- English
- Urdu
- Hindi
Hobbies and Interests
Playing cricket
Extra Qualifications
Diploma in Computer Application (DCA)
Personal Information
Diploma in Computer Application (DCA)
Disclaimer
I hereby certify that all the information provided above is true to the best of my knowledge and belief.
Languages
English
First Language
Hindi
Elementary
A2
Urdu
Elementary
A2
Achievement
Diploma in Computer Application (DCA)
Timeline
Wealth Relationship Manager
IDFC First Bank
01.2026 - Current
Manager aquisition ca
IDFC First Bank
10.2022 - 01.2026
Sales officer
Axis bank
09.2021 - 09.2022
Member Relationship Officer
SBI credit card
04.2019 - 02.2021
Bachelor of Science -
Allahabad State University
04.2017 - 10.2020
Bachelor of Science -
Uttar Pradesh Board
06.2014 - 05.2016
Matriculation -
Uttar Pradesh Board
04.2012 - 05.2014