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 Pradesh07.2016
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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