Parutosh Singh

• Spearheading a team of 15 Relationship manager to drive sales and acquire clients in the respective locations.
• Hired, mentored and motivated sales professionals , Exceeded targets by building, directing to customer accounts and target metrics.
• Coached & Trained new associates in successful selling methods and encouraged cross-selling to drive revenue.
• Maintained relationships with customers and found new ones by identifying needs and offering appropriate services.
• Reported sales activity, generated sales quotations, and proposals and maintained customer contact database to achieve sales objectives and quota.
• The product includes Demat /Trading, Account opening, Mutual fund, Equity, Tax saving bonds , RBI Bonds, General insurance, Advance brokerage plans, loan against securities and Margin trading funds.
• Met with clients, delivering presentations, and educating on product and service features and offerings.
• Resolved customer issues enabling quick resolution, and client satisfaction to close deals .
• Conducted daily effective sales huddles with 15- RM's to focus on behaviors that would convert to sales.
• Liaised with State Bank AGM's attending P-Review meetings on monthly basis to increase business .
• Regular visit to the mapped branch's of SBI to meet Branch head to get regular feedback of my RM's & also discuss how achieve branch budget.
• Handling maximum no of Rural Area Branch's

Achievements:

• Have achieved the 'Unchi Udaan' contest in FY 2021-22
• Achieved highest no of 54EC Bonds around 3cr in FY 2022-23
• Currently on 5th position in Delhi region in FY 2023-24

• Secured high-value accounts through cross selling, effective customer solutions, and promoting compelling business opportunities.
• Identified new business opportunities through handling two branch's, cold calling, Reference, Walk in client's and prospective database leads.
• Meeting with customers to discuss and helped them to Trade, Activation and guide them regarding investing in share's handle there queries & close the deals.
• Product includes Saving Account, Demat / Trading accounts, Mutual funds, Commodity & Currencies trading, F&O trading, and Corporate FD's
• Created sales forecasts to target daily, monthly and yearly objectives, Attending morning hurdles, monthly &quarterly sales meetings/trainings
• Fostered lasting relationships with customers through effective communication and quick response, Managed client portfolio, Selected correct products based on customer needs, & made them invest there fund's on right product.
• Increased sales with execution of full sales cycle processing from initial lead processing through conversion and closing.
• Trained branch staff of 45 people regarding our product's & maintain the repo for business growth.
• Fielded customer complaints and facilitated negotiations, resolving issues and reaching mutual conclusions.

Achievements:

• Have got qualified for 'Trinity Monsoon Hungama' contest during FY20-21

• Maintained relationships with customers and found new ones by identifying needs and offering appropriate services.
• Met with clients,educating on various banking product and converting into closure's.
• Resolved problems with high-profile customers to maintain relationships and increase return customer base.
• Collaborating & Motivating branch staff for leads which help's to closure.
• Handled 8 to 10 branch's monthly and resolved customer issues quickly to close deals and boost client satisfaction.
• Daily visiting branches of different location conducting a daily discussion of achievement, targets & budgets.
• Providing tools to branch staff for closure like Apps , Required formats , Required software for lead entry & CRM entry , quick generation of account no's & instant web kit's.

Achievements:

• Have achieved 140% of my yearly target in FY 2018-19
• Top performer and highest incentive earner from my team.

• Built and maintained relationships with new and existing clients while providing service's.
• Generating leads from cold calls and Reference's.
• Providing the service's of payment gateway, QR Code's and Pos terminal.
• Meeting with the CASA Team to generate leads for POS terminal .
• Closing bulk deals by visiting super markets , petrol pump & chain outlets.
• Trained to branch staff regarding payment gateway, posh terminals , charges and increase of CASA.