PANKAJ KUMAR
Bohri, Talab Tillo Jammu
Summary
To opt for a challenging career in association with a professional organization where I can implement my academic and practical approach with knowledge to achieve organization objectives and growth.
Overview
5
5
years of professional experience
Work History
Personal Banker
Hdfc Bank ltd
Jammu
05.2019 - Current
- ( Sales )
- Portfolio Management to clients
- Monitoring clients portfolio performance, conducting profitability analysis, rendering sustained advisory services
- Analyzing risk appetite of an individual for providing them apt investment solutions, ensuring that solutions provided match the risk profile
- As per the Requirement , I also served at different counters of bank like Cash Counter , welcome desk
- Deals in almost all products available across the nation , viz Saving account Current account , Casa value , Fixed Deposits , Insurances , Wealth Products , Loans etc.
Senior officer
Yes Bank Ltd
09.2018 - 05.2019
- Job role is to meet New clients and cross sell products as per customer needs and profile
- Deals in almost all financial products available across the nation , viz Saving account , current account , Casa value , Fixed Deposits , Insurances , Wealth Products , etc
- Need to achieve minimum revenue as per goal sheet along with other parameter
Sales Executive
Kotak Mahindra Bank Limited
Jammu
05.2017 - 08.2018
- Analyzed past sales data and team performance to develop realistic sales goals.
- Increased revenue by implementing effective sales strategies in sales cycle process from prospecting leads through close.
- Developed sales strategy based on research of consumer buying trends and market conditions.
- Achieved sales goals and service targets by cultivating and securing new customer relationships.
Education
B.com -
Jammu University
2015
Diploma - Accounting
Certified Industrial Accountant
Jammu01.2010
12th Class
J&K State Board of School Education
Jammu2009
10th - undefined
J&K state board of school education
2007
Languages
English, Hindi
Native language
Punjabi
Intermediate
B1
Timeline
Personal Banker
Hdfc Bank ltd
05.2019 - Current
Senior officer
Yes Bank Ltd
09.2018 - 05.2019
Sales Executive
Kotak Mahindra Bank Limited
05.2017 - 08.2018
B.com -
Jammu University
Diploma - Accounting
Certified Industrial Accountant
12th Class
J&K State Board of School Education
10th - undefined
J&K state board of school education
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