Summary
Overview
Work History
Education
Skills
Languages
Certification
Timeline
Generic

Pullin Mundra

Bhilwara

Summary

Results-driven MBA Marketing professional with expertise in sales and customer relationship management. Skilled in managing high-net-worth portfolios, identifying customer needs, and fostering long-term relationships. Strong communication and negotiation capabilities support strategic business development and growth through targeted marketing initiatives.

Overview

2
2
Languages
1
1
Certification
5
5
years of post-secondary education
2
2
years of professional experience

Work History

RBB-Personal Banker Classic

HDFC Bank
Mumbai
09.2025 - 09.2026
  • Managed a High Net-Worth (HNW) customer portfolio, handling customer relationships and financial requirements.
  • Built and maintained strong relationships with HNW clients through personalized banking services.
  • Identified cross-selling and up-selling opportunities across banking and financial products.
  • Ensured timely resolution of customer queries and delivered a high-quality banking experience.
  • Focused on portfolio growth, customer retention, and achievement of business targets.

Sales Manager Trainee

PIB Insurance Brokers Private Limited
Mumbai
05.2024 - 07.2024
  • Collaborated with team for lead generation and deal closures.
  • Built strong client relationships for retention and satisfaction.
  • Conducted cold calls to potential clients, introducing insurance products and services.

Education

Master of Management Studies - Marketing

SIES College of Management Studies
Navi Mumbai, India
09.2023 - 07.2025

Bachelor of Commerce - Commerce

Manikya Lal Verma Government College
Bhilwara , India
09.2020 - 07.2023

A'S Steward Morris Senior Secondary School
Bhilwara, India

A'S Steward Morris Senior Secondary School
Bhilwara, India

Skills

  • Cross-selling
  • Relationship building and management
  • Customer satisfaction
  • Customer service

Languages

Hindi
First Language
English
Upper Intermediate (B2)
B2

Certification

  • Insurance certificate - 38
  • NISM-Series-V-A : Mutual Fund Distributors Certification

Timeline

RBB-Personal Banker Classic

HDFC Bank
09.2025 - 09.2026

Sales Manager Trainee

PIB Insurance Brokers Private Limited
05.2024 - 07.2024

Master of Management Studies - Marketing

SIES College of Management Studies
09.2023 - 07.2025

Bachelor of Commerce - Commerce

Manikya Lal Verma Government College
09.2020 - 07.2023

A'S Steward Morris Senior Secondary School

A'S Steward Morris Senior Secondary School
Pullin Mundra