Munmun Sharma
Hyderabad
Summary
2.5 years of professional experience in handling client data and procedures that impact the commission earned by the sales team, and 6 months in handling client financial portfolios.
An efficient and highly driven employee who is willing to take on new challenges and its ready to put organisational and time management skills to use. Results-driven individual that is passionate about innovation and lifelong learning. Strong work ethics, flexibility, and aptitude at interpersonal communication. Adept at picking up new abilities fast and functioning efficiently without supervision.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Virtual Relationship Manager
IDFC FIRST BANK
Hyderabad
11.2023 - Current
- Addressed the short and long term investment needs for 1400 HNI clients.
- Managed and grew a portfolio from 80 crores to 150 crores within 6 months.
- Developed customised sales forecasts and schedules to align with desired productivity targets.
- Managed end-to-end development of sales efforts, resulting in the growth of existing accounts and establishment of new ones.
- Ensured consistent summation of Daily Clients' Report (DCR) to higher-ups for evaluation.
- Conducted market research and provided competitive analysis report.
- Provided detailed presentations to senior management on the status of client account as well as identified avenues for growth.
- Analysed client financial statements to provide customised advise and recommend right products.
- Enhanced teams abilities in managing virtual relationships with customers through comprehensive training.
- Analysed customer data, identifies trends and improvement opportunities, and generated weekly reports for management review.
- Developed informative report detailing key performance matrix for customer experience.
- Consistently exceeded monthly targets by an average of 150%.
- Achieved excellent outcomes through the successful acquisition of new clients and experts management of diverse financial products like Fixed Deposits, SIPs, and Savings and Guaranteed Plans.
- Utilized active listening, effective and personalized communication, and dynamic interpersonal skills to build long-term relationships with clients.
Data Analyst - Data Management Domain
Invesco Asset Management India Pvt. Ltd
04.2021 - 10.2023
- Duplicate contact mergers, streamline information and allocation of territories.
- Managing Office and streamlining the brokers/ representative's information.
- Developed and maintained sales analytics reports and dashboards to provide actionable inside.
- Supported the development of sales and operations strategy, setting priorities and executing plans using SQL
- Engaged and acted as liaison for projects with 3 aligned teams (Sales, Account management and Operations)
- Created dashboards and derived interpretations for the team to track individual workflow and assign work to each in the most effective manner
- Drove process improvement and managed all aspects of Salesforce CRM such as workflow, reporting, data integrity and maintenance
- Working with Salesforce applications, Revolving BUFUs, Preparing reports on missing money, handling mailboxes for addressing advisors queries
Education
M.B.A (Finance) -
ICFAI Business School
02-2021
BMS (Finance) -
Bhavan's College
04-2018
Skills
- Data Analysis and Management
- MS office (PowerPoint, Excel, Word)
- SalesForce, SalesConnect and SalesPage
- Client acquisitions, Engagement and Services
- Wealth Management Portfolios
- Product knowledge, Sales target and Reporting
- Analytical Problem Solving
- Client Relationship Building and Management
- Product knowledge and Financial Services
- Time Management
- Written and Verbal communication
Certification
- SWIFT Messages types - MT and MX ISO 20022 - Udemy
- Payment & Reporting - MT vs MX - Udmeny
- SQL & MS Excel - Udmeny
Achievements and Awards
- Awarded with "Pat on Back" for delivering the quality work as per the timelines.
- Received verbal/written appreciations from management for managing the huge data at a critical stage.
- Recognition by team for my key role in handling different data and deliverables at peak time.
- Awarded with "Cheer to Peer" for coordinating and completing SalesPage Business regression testing.
Timeline
Virtual Relationship Manager
IDFC FIRST BANK
11.2023 - Current
Data Analyst - Data Management Domain
Invesco Asset Management India Pvt. Ltd
04.2021 - 10.2023
M.B.A (Finance) -
ICFAI Business School
BMS (Finance) -
Bhavan's College
Similar Profiles
AYUSHI BANSALAYUSHI BANSAL
Acquisition Manager at IDFC First BANK, IDFC BankAcquisition Manager at IDFC First BANK, IDFC Bank
Amarjit MaikapAmarjit Maikap
Manager-Finance at IDFC First Bank Ltd. (erstwhile Capital First Limited, merged with IDFC Bank w.e.f. Dec-18)Manager-Finance at IDFC First Bank Ltd. (erstwhile Capital First Limited, merged with IDFC Bank w.e.f. Dec-18)
VISHAL A THAKARE VISHAL A THAKARE null
Senior Sales Officer at IDFC First Bank (IDFC FIRST BHARAT)Senior Sales Officer at IDFC First Bank (IDFC FIRST BHARAT)
Rajveer BhagatRajveer Bhagat
Wealth Relationship Manager at IDFC First BankWealth Relationship Manager at IDFC First Bank
Prakash GadhamsettyPrakash Gadhamsetty
Assistant Consultant at Tata consultancy services limitedAssistant Consultant at Tata consultancy services limited