Summary
Overview
Work History
Education
Skills
Personal Details
Hobbies and Interests
Languages
Timeline
Generic

Navneet Jasrotia

Jammu

Summary

Dynamic 8 years plus experience in Banking and Finance industry. Specialized in lending retail and wholesale assets, portfolio management, relationship management and working with team and stakeholders to achieve organizational goals.

Overview

6
6
years of professional experience

Work History

Area sales Manager

IndusInd Bank
Noida
01.2023 - 07.2023
  • Led a team of sales representatives in achieving monthly disbursement targets through effective strategy implementation.
  • Managed sales pipeline efficiently, ensuring consistent flow of business and meeting of sales objectives.
  • Conducted comprehensive training sessions for sales staff, enhancing their product knowledge and sales techniques.
  • Cold called customers to build lead database.
  • Daily visits to branches and ensuring branch targets are inline with commitments.
  • Maintain relationship with Branch manager and Regional managers to generated leads.
  • Maintaing DSR to track business.

Key Relationship Manager

ICICI Securities ltd
Noida
12.2021 - 12.2022
  • Building relationships with Branch Managers & Relationship manager to drive mortgage business
  • Ensure calling activities in branches to generate mortgage leads
  • Meeting Handing HNI (High Net Worth) Clients extensively for closure
  • Coordinating with multiple lenders for loan processing
  • Coordinating between all the departments (Credit, legal, Operations)

Team Leader

HDFC Sales Pvt ltd
Gurgaon
05.2017 - 11.2021
  • Trained and supervised team to deliver on disbursement targets.
  • Inspired teams to achieve or exceed goals through regular motivation, implementing loyalty incentives and facilitating team-building activities.
  • Developed open and professional relationships with team members to facilitate effective issue resolution.
  • Coordinated with other departments to ensure seamless processing of loan applications.
  • Developed comprehensive training programmes for new hires, enhancing team skill sets and performance.
  • Evaluated team performance and provided constructive feedback to improve daily goal achievement.
  • Resolved complex customer enquiries, disputes and complaints.

Relationship Manager

Hdfc Bank Ltd
Jammu
08.2023 - I currently work here
  • Oversaw the onboarding process for new clients, ensuring a smooth transition and high levels of client satisfaction.
  • Generated new business through branch, referal from existing clientele, connectors and proactively cold calling customers.
  • Manage and service existing portfolio and ensure timely processing of renewal to avoid limit dropping and penal.
  • Growing existing portfolio through enhancements and cross sell.
  • Identified upselling and cross-selling opportunities, contributing to income
  • Evaluated financial viability of proposed business plans and projects.
  • Advised and implemented appropriate insurance cover for clients.
  • Cordinate with Credit, Ops, Trade Ops, Branch and ensure smooth transaction.
  • Addressed and resolved customer complaints in efficient, effective and timely manner.
  • Scheduled, arranged and attended meetings with existing customers to maintain trusting and long-lasting relationship.

Education

MBA - Marketing & HR

Arni University
Kathgrah, Himachal Pradesh
07.2016

Skills

  • Leadership and Teamwork
  • Internal & External Stakeholder Management
  • Customer Service
  • Lead Generation
  • Portfolio Management

Personal Details

  • Place of birth: Hiranagar
  • Date of birth: 03/28/1993
  • Nationality: Indian

Hobbies and Interests

  • Traveling
  • Gaming
  • Cooking

Languages

Hindi
First Language
English
Intermediate
B1
Punjabi
Elementary
A2

Timeline

Relationship Manager

Hdfc Bank Ltd
08.2023 - I currently work here

Area sales Manager

IndusInd Bank
01.2023 - 07.2023

Key Relationship Manager

ICICI Securities ltd
12.2021 - 12.2022

Team Leader

HDFC Sales Pvt ltd
05.2017 - 11.2021

MBA - Marketing & HR

Arni University

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Navneet Jasrotia