Microsoft Excel
Nilanjan Roy Choudhury
Personal Banker At HDFC Bank
Karimganj,India
Summary
Welcoming New Accounts Representative excited to transition to reputable company. Skilled at marketing bank products, handling account maintenance and evaluating new customer information. Hardworking and organized with exceptional time management abilities. Hardworking and passionate job seeker with strong organizational skills eager to secure entry-level organizational position. Ready to help team achieve company goals.
Overview
9
9
years of post-secondary education
2
2
Certifications
4
4
Languages
Work History
Personal Banker
HDFC Bank
Silchar, Assam
07.2022 - Current
- Helped clients plan for and fund retirements using mutual funds and other options to manage, customize and diversify portfolio.
- Networked to increase client base and encourage existing clients to expand financial portfolios.
- Promoted financial products by maintaining excellent service offering knowledge.
- Processed customer requests for statements, ordering additional checks and updating customer personal information in database.
- Established new accounts for high net worth individuals and serviced existing accounts to maximize revenue.
- Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services.
- Worked closely with management to strategize sales techniques to increase branch production and customer service.
- Answered customer questions and explained available services such as deposit accounts, bonds and securities.
- Informed customers of procedures for applying for services such as ATM cards, direct deposit of checks and certificates of deposit.
- Approached prospective clients through cold calling and emails to meet sales targets.
- Backed up teller team by handling needs of new and existing customers at main counter.
- Presented new and additional products and services to existing customers.
Sales Consultant & Market Research Analyst
FINSU Advisors
Bengaluru, India
04.2021 - 06.2021
- Created detailed sales presentations to communicate product features and market data.
- Cold called to 250 prospects and conducted virtual sales calls with executives and directors in assigned sales territory.
- Using Email Marketing , sent Emails to 2750 Startup Founders
- Conducted product demonstrations to highlight features, answer customer questions and redirect concerns toward positive aspects.
- Followed up with existing customers to provide additional support and address concerns.
- Evaluated customer purchase requirements and recommended best-fit company offerings.
- Provided sales and customer service assistance to walk-in traffic
- Applied knowledge of market and full range of innovative and unique products to meet customer needs, expanding company's customer base.
- Responded to telephone and email requests for information.
- Presented Insurance Products using interactive materials such as videos, charts and slideshows.
- Maximized customer retention by resolving issues quickly.
- Oversaw daily outbound calls to identify services that address primary needs.
Sales Intern
Outlook India Publishing Private Limited
Online, India
12.2020 - 01.2021
- Demonstrated products to customers, answered questions and redirected objectives to positive features.
- Set and achieved company defined sales goals.
- Increased sales with execution of full sales cycle processing from initial lead processing through conversion and closing.
- Identified new business opportunities through cold calling, networking, marketing and prospective database leads.
- Achieved Sales of Magazines worth Rs 7000/-
- Formulation of Marketing Strategy
Education
Post Graduate Diploma in Management(PGDM) - Marketing
Xavier Institute of Management & Entrepreneurship
Chennai, Tamil Nadu, India 08.2020 - 04.2022
Bachelor of Technology - Information Technology
North Eastern Hill University
Shillong, Meghalaya, India 08.2013 - 06.2018
Higher Secondary(10+2) - Science
Vikas Vidyaniketan
Visakhapatnam, Andhra Pradesh, India 06.2011 - 04.2013
Matriculation -
Kendriya Vidyalaya
Karimganj, Assam, India 05.2010 - 03.2011
Skills
Lead prospecting
Persuasive communication
Sales expertise
Problem solving strength
Insurance Industry Expertise
Client Service
Customer Relations
Product promotions
MS Office
Data Entry
Teamwork and Collaboration
Trend forecasting
Statistic analysis
Banking
Financial product knowledge
Loans
Relationship building and management
Banking operations knowledge
Accomplishments
- Used Microsoft Excel develop inventory tracking spreadsheets.
- Resolved product issue through consumer testing.
Software
Microsoft Powerpoint
Microsoft Word
Certification
Introduction to Social Media Marketing by Coursera/Facebook
Interests
Reading
Music
Cricket
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote
Good judgment comes from experience. Experience comes from bad judgment.
Jim Horning
Timeline
Personal Banker
HDFC Bank
07.2022 - Current
Global Marketing Management by NPTEL(Swayam)
06-2021
Introduction to Social Media Marketing by Coursera/Facebook
05-2021
Sales Consultant & Market Research Analyst
FINSU Advisors
04.2021 - 06.2021
Sales Intern
Outlook India Publishing Private Limited
12.2020 - 01.2021
Post Graduate Diploma in Management(PGDM) - Marketing
Xavier Institute of Management & Entrepreneurship
08.2020 - 04.2022
Bachelor of Technology - Information Technology
North Eastern Hill University
08.2013 - 06.2018
Higher Secondary(10+2) - Science
Vikas Vidyaniketan
06.2011 - 04.2013
Matriculation -
Kendriya Vidyalaya
05.2010 - 03.2011