MUKTI ANAND SHRIVASTAVA
Noida
Summary
To contribute to the organization with creativity, innovation, hard work, and persistence to deliver the best performance by achieving targets from challenging assignments while making progress in my career.
A sharp and talented professional with more than 10 years of experience in Retail Relationship Management in Banking and Financial domain.
A proactive leader and planner with expertise in Business plan execution and Investments Management with skills in Portfolio Management and Cross Selling.
Specialized in developing Customer network and Generating Company Revenue to improve sales. Full awareness of Distribution Sales and Business Development in Financial Sector.
Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
11
11
years of professional experience
Work History
Personal Banker Authorisor
HDFC Bank
Noida
04.2022 - Current
- Managing the team of 8 personal bankers (PB)
- Achieving the Business targets assigned in terms of cross selling, enhancing, and upgrading the High-Net-Worth relationships
- Managing and servicing the assigned portfolios by the bank
- Handling products like Liabilities, Retail Assets, Business Banking, Forex, Credit Cards, Online trading etc
- Profiling Customers and provide financial products to meet customer needs.
- Facilitated resolution of customer disputes in a fair manner while protecting the interests of the bank.
- Developed relationships with customers by providing exceptional service in order to increase sales opportunities.
Preferred Relationship Manager
HDFC Bank Ltd
Noida
04.2019 - 04.2022
- Managing the High-Net-Worth preferred customer base assigned by the Bank
- Achieving the Business targets assigned in terms of cross selling, enhancing and upgrading the High-Net-Worth relationships
- Managing and servicing the assigned portfolio by the bank
- Handling products like Liabilities, Retail Assets, Business Banking, Forex, Credit Cards, Online trading etc
- Profiling Customers and provide financial products to meet customer needs.
- Actively sought out new leads through cold-calling techniques or referrals from existing customers.
Cluster Sales Leader
Yes Bank Ltd
New Delhi
09.2017 - 03.2019
- Handling daily customer service in Liabilities branch banking
- Handling and leading a team of 07 people
- Verification of work done by sales officer
- Looking after and handling of the 3rd party product sales
- Taking care of all the queries and come up with best possible solution for smooth functioning and achievement of time bound targets.
Branch Sales Manager
ICICI Bank Ltd
07.2013 - 09.2017
- Handling and leading a team of 11 People
- Financial Planning of the Customers to provide solutions to the Customer’s Investment needs
- To deliver the desired revenue target by cross-selling to existing customers and acquisition of new customers
- To systematically execute the sales process to facilitate delivery of revenue targets
- Preparing and maintaining Sales Call reports and all relevant MIS.
- Developed and implemented strategies to increase sales and improve customer satisfaction.
- Collaborated with other departments across the organization in order to meet overall corporate objectives.
- Analyzed customer feedback data to identify areas needing improvement in order to enhance customer experience.
- Motivated employees by recognizing individual accomplishments through rewards programs.
- Resolved escalated customer complaints in a timely manner while ensuring satisfaction with the resolution process.
Education
M.B.A - Marketing
BIT Mesra, Noida Campus
06-2013
BBM - Business Management
Magadh University Through A.N College
06-2010
Intermediate in Science -
JLN College Dehri-on-sone
05-2007
S.S.C -
Dehri High School
04-2005
Skills
- Sales
- Investment Management
- Business Development
- Financial Services
- Cross-Selling and Upselling
- Service Marketing
- Relationship Management
- Key Account Management
- Lead Generation
- Presentation Skills
- Customer Relationship Management
- Customer Satisfaction
- Service Quality
- Portfolio Analysis
- Sales strategy
Accomplishments
- Qualified for Bull-Run National contest in 2022 at HDFC Bank.
- Awarded for highest CA-NAV in 2021-22 among Preferred Rm’s In the region at HDFC Bank.
- Among Top 20 BSM in the year 2014 in Pan India.
- Trained new staff on all parameters of branch banking.
- Got appreciation for excellent service in ICICI Bank.
- Awarded for best employee for instant ac opening through aadhar in Zone.
Personal Information
Date of Birth: 09/15/90
Hobbies and Interests
- Researching on the internet on various topics in my free time to increase my knowledge about things that are relevant to my profession, interests and personal development.
- Sports like Badminton, Table Tennis and Cricket.
Disclaimer
I, Mukti Anand, hereby declare that the information provided above is true to the best of my knowledge and belief.
Timeline
Personal Banker Authorisor
HDFC Bank
04.2022 - Current
Preferred Relationship Manager
HDFC Bank Ltd
04.2019 - 04.2022
Cluster Sales Leader
Yes Bank Ltd
09.2017 - 03.2019
Branch Sales Manager
ICICI Bank Ltd
07.2013 - 09.2017
M.B.A - Marketing
BIT Mesra, Noida Campus
BBM - Business Management
Magadh University Through A.N College
Intermediate in Science -
JLN College Dehri-on-sone
S.S.C -
Dehri High School
Similar Profiles
KAMALA SUBRAMANIANKAMALA SUBRAMANIAN
Senior Vice President and Unit Head at HDFC Bank Limited, HDFC BankSenior Vice President and Unit Head at HDFC Bank Limited, HDFC Bank
Vignesh HanglurVignesh Hanglur
Deputy Manager at HDFC LTD/ HDFC BANK LTDDeputy Manager at HDFC LTD/ HDFC BANK LTD
Ramesh GollaRamesh Golla
Sr. Corporate Agency Manager at HDFC Life Insurance Company Limited (HDFC BANK)Sr. Corporate Agency Manager at HDFC Life Insurance Company Limited (HDFC BANK)