Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Additional Information
Languages
Certification
Timeline
Generic

Mohd Meraj Momin

Bhiwandi

Summary

Results-driven Deputy Manager with over 4 years of experience in the banking sector. Skilled in client acquisition, market analysis, and strategic sales, with a proven track record of exceeding sales targets and driving significant revenue growth. Adept at building strong client relationships, providing exceptional customer service, and developing innovative strategies to increase market share. Recognized for outstanding communication, negotiation, and problem-solving abilities. Committed to delivering high-quality banking solutions and contributing to the overall success of the organization.

Overview

5
5
years of professional experience
1
1
Certification

Work History

BDM /DM/ (Emerging Corporates)

INDUSIND BANK
05.2023 - Current
  • Identified and acquired new business clients for current accounts and asset products through market research, networking, and client referrals.
  • Cultivated strong relationships with high-net-worth individuals and corporate clients to foster long-term partnerships.
  • Developed and implemented strategic sales plans to achieve and exceed targets for current accounts and asset product portfolios.
  • Analyzed market trends and customer needs to source and develop competitive asset products, including loans, mortgages, and investment options.Collaborated with product development teams to customize offerings based on client feedback and market demand.
  • Leveraged existing client relationships to cross-sell additional banking products and services, enhancing overall client value and bank revenue.
  • Ensured all business development activities adhered to banking regulations and internal compliance standards.
  • Maintained a high level of customer satisfaction by delivering exceptional service and promptly addressing client inquiries and concerns.

Accounts Manager /DM 2/

ICICI Bank
01.2023 - 03.2023
  • Accurately processed a variety of banking transactions, including account openings, closures, and modifications, ensuring compliance with bank policies and procedures.
  • Managed the end-to-end processing of payments, fund transfers, and remittances, ensuring timely and accurate completion.

Senior Relationship Executive

HDB Financial Services
07.2019 - 12.2022

• Achieved goals for sale of bank products and services and

exceeded performance metrics for customer services.

• Making Cold calls to prospects in order to get relevant leads.

• Generating leads for Swipe Machine, Current Account,

Savings Account, Credit Cards etc. to collaborate with us &

sell other financial products.

• Achieve monthly Targets on consistent basis.

• Communicated regularly with clients to understand needs,

evaluate current product use and cross-sell new products.

• Assisted customers with needs such as opening accounts,

depositing or transferring funds, updating account details

and signing up for new services.

• Monitored, followed-up and escalated cases to meet

customer response commitmen

Education

Master Of Management Studies - Marketing

Swayam Siddhi College of Management And Research
Bhiwandi
05.2017

Bachelor Of Management Studies - Marketing

Swayam Siddhi College of Management And Research
Bhiwandi
02.2015

Higher Secondary Certificate Examination - Commerce

B.N.N. COLLEGE
Bhiwandi
02.2011

Secondary School Certificate Examination -

K.M.E.S English Medium High School
Bhiwandi
03.2009

Skills

Financial Product Sales

Client Relationship Management

Cross-Selling and Up-Selling

Sales Strategy and Execution

Risk Assessment and Mitigation

Customer Needs Analysis

Compliance and Regulatory Knowledge

Market Research and Analysis

Team Collaboration and Leadership

Accomplishments

Awarded 'Top Sales Performer of the Year' for achieving the highest sales figures across all branches.

Awarded Performance in CASA Ntb, and FD contest.

Certification

• IRDA (INSURANCE REGULATORY AND DEVELOPMENT AUTHORITY) CERTIFIED.

• MAHARASHTRA STATE CERTIFICATE IN INFORMATION TECHNOLOGY (MS-CIT).

• PROFICIENCY IN FINANCIAL ACCOUNTING (TALLY 9.0).

• COMPLETED COURSE IN DIGITAL MARKETING.

• COMPLETED CERTIFICATE COURSE IN ADVANCED EXCEL.

Additional Information

• Father's Name : Momin Nafis Ahd.

• Date Of Birth : 9th January 1994.

• Sex : Male

• Marital Status : Married

• Permanent Address :H.No.40, Islampura. Sograbi Appt. 3rd Floor. Near Bhiwandi

Municipal Corporation,Bhiwandi. Dist:Thane, Maharashtra (421302).

Languages

Hindi
Bilingual or Proficient (C2)
Urdu
Bilingual or Proficient (C2)
English
Upper intermediate (B2)

Certification

I, The Undersigned, Certify That The Above Statements Are True To The Best Of My Knowledge And Belief.

Timeline

BDM /DM/ (Emerging Corporates)

INDUSIND BANK
05.2023 - Current

Accounts Manager /DM 2/

ICICI Bank
01.2023 - 03.2023

Senior Relationship Executive

HDB Financial Services
07.2019 - 12.2022

Master Of Management Studies - Marketing

Swayam Siddhi College of Management And Research

Bachelor Of Management Studies - Marketing

Swayam Siddhi College of Management And Research

Higher Secondary Certificate Examination - Commerce

B.N.N. COLLEGE

Secondary School Certificate Examination -

K.M.E.S English Medium High School
Mohd Meraj Momin