VANDIT VIJAY
JAIPUR
Summary
Dynamic Relationship Manager with a proven track record at HDFC Bank, adept in wealth management portfolios and CRM tracking. Skilled in fostering client loyalty through exceptional communication and issue resolution. Successfully managed a portfolio of 100 CR, driving client satisfaction and retention through proactive strategies and team leadership.
Overview
8
8
years of professional experience
Work History
Relationship Manager
HDFC BANK
JAIPUR
02.2023 - Current
- Built long-term relationships with lucrative clients by utilizing active listening, effective communication and dynamic interpersonal skills.
- Handling a portfolio size of 100 CR, with HNI clients and non-HNI clients.
- Monitored competitive and marketplace trends impacting client satisfaction to keep ahead of developments and implement response plans.
- Delivered positive experiences to customers at every touch point through clear communication and implementing strategies to improve satisfaction.
- Achieved client loyalty through quality, productivity, service and proactive management.
Business Development Manager
Think & Learn Pvt. Ltd
JAIPUR
02.2022 - 02.2023
- Leading & managing the sales team to ensure weekly targets are met
- Imparting business development training to the sales executives for higher performance achievement.
- Creating monthly and cycle completion target reports of employees, and then sharing the same with top management to get the evaluation of individual employees.
Business Development Associate
BYJUS
JAIPUR
02.2020 - 02.2022
- Pitched and presented innovative campaigns to new and existing clients for enhanced profit opportunity.
- Prepared reports and presentations to elaborate business development activities and outline new initiatives.
- Meeting Potential Customers regularly to discuss their needs and maintain a healthy relationship with them o Ensuring sales on calls, personal meetings & on zoom calls to generate revenue on day basis and giving them after-sales services
- Maintained up-to-date, comprehensive CRM systems, aiding sales lifecycle monitoring and progression.
Sales Executive
Bernafon
JAIPUR
03.2019 - 01.2020
- Referenced weekly sales ad and promotional signage to verify and enforce correct pricing.
- Customized service offerings to accommodate consumer needs in hearing aid devices.
- Contacted customers to set-up appointments, monitor satisfaction levels and upsell additional offerings.
- Converted cold leads to expand territory and negotiate profitable contracts.
Branch Acquisition Manager
IndusInd bank Ltd
JAIPUR
12.2017 - 03.2019
- Generate revenue by selling multiple Credit cards and offering personal loans through cold calling and in-person pitch
- Follow up with the potential clients & ensuring early processing by getting mandatory documents on time o Assist and support bank management in delivering customer services to multiple branches
- Understand customer financial needs and objectives to recommend appropriate financial products or services
Education
B. Tech - Mechanical Engineering
JECRC-UDML College of Engineering
2017
Shri Mahaveer Sr. Sec. School Affiliated To Rajasthan State Board
JAIPUR2010
Skills
- Wealth management portfolios
- Excellent Communication
- AMFI & IRDA CERTIFIED
- Issue Resolution
- CRM Tracking
- Team Leadership
Accomplishments
- Achieved certification for best business development manager
- Streamlined workflow by consolidating lengthy processes and redundant documentation that resulted in more effective and timely completion of action.
Timeline
Relationship Manager
HDFC BANK
02.2023 - Current
Business Development Manager
Think & Learn Pvt. Ltd
02.2022 - 02.2023
Business Development Associate
BYJUS
02.2020 - 02.2022
Sales Executive
Bernafon
03.2019 - 01.2020
Branch Acquisition Manager
IndusInd bank Ltd
12.2017 - 03.2019
B. Tech - Mechanical Engineering
JECRC-UDML College of Engineering
Shri Mahaveer Sr. Sec. School Affiliated To Rajasthan State Board
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