Raghav Jindal
Zirakpur
Summary
Ambitious and results-driven Banking and Insurance professional with 13+ years of experience, including 9 years of post-qualification expertise in Wealth Management Services, Retail Banking and Insurance Advisory. Proven ability to build long-term client relationships, drive revenue growth and consistently exceed sales & service targets. Known for strong interpersonal skills, adaptability, and a growth-oriented mindset with a commitment to continuous learning and professional excellence.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Specialist Officer: Wealth Management Services
Bank of Baroda
11.2019 - 06.2024
- Worked as Wealth Executive along with handling retail banking operations, account opening, deposits, loans and KYC compliance.
- Generated new business through cross-selling of Investment Products, Insurance, CASA, loans, credit cards and other digital products.
- Managed client relationships, ensuring service quality and customer retention.
- Consistently achieved monthly/quarterly sales & business development targets.
- Coordinated with internal teams to resolve customer queries and ensure smooth operations.
Insurance Advisor
LIC of India
06.2011 - 11.2019
- Acquired and serviced clients for insurance products.
- Advised customers on financial planning and risk management.
- Achieved sales targets through customer-centric approach and referral generation.
- Built long-term client relationships, ensuring repeat business and referrals.
- Recognised among top-performing advisors in the branch (multiple years).
Education
MBA (Distance Education) -
Lovely Professional University
01.2022
B.Tech - Civil
Maharishi Markandeshwar University
01.2015
Class 12th -
SSD Krishna Vatika School
01.2011
Class 10th -
St. Joseph’s Convent School
01.2009
Skills
- Relationship Management
- Banking Operations
- Insurance Sales & Advisory
- Investment & Loan Products
- Client Acquisition & Retention
- Compliance & KYC
- Cross-Selling & Revenue Growth
- Negotiation
- CRM Software Proficiency
Certification
- Moody’s Analytics – Commercial Credit, 83, 01/01/23
- NSE Financial Markets: Beginner’s Module, 91, 01/01/18
- Various other role-based certifications during Banking tenure
Accomplishments
- As Joint Branch Manager (2023–24), successfully achieved a minimum of 102% targets across 6 parameters (Loans, Advances, and CASA), delivering a remarkable 74% YTD growth in deposits within half-yearly performance.
- During FY 2022-23, contributed to the Government Business Department by successfully enrolling new Business from multiple Government Departments, strengthening institutional relationships and expanding the Bank’s Government portfolio.
- Achieved between 85% to 588% of assigned targets across 10 parameters in the Digital Banking Department during FY 2020–21, significantly contributing to the promotion and adoption of digital products at Bank of Baroda.
- Recognised for top Cross-Sell Ratio of Wealth Management Products during FY 2019-20.
- Maintained 100% compliance in KYC and regulatory audits, ensuring Zero penalties or irregularities.
- Achieved multiple awards and recognitions during tenure as Insurance Advisor at LIC of India.
Timeline
Specialist Officer: Wealth Management Services
Bank of Baroda
11.2019 - 06.2024
Insurance Advisor
LIC of India
06.2011 - 11.2019
MBA (Distance Education) -
Lovely Professional University
B.Tech - Civil
Maharishi Markandeshwar University
Class 12th -
SSD Krishna Vatika School
Class 10th -
St. Joseph’s Convent School
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