Rahul Dhawan
GURUGRAM
Summary
A proactive leader and planner with over 9 years of experience in Customer Service, Business Development, Sales & Marketing, and Channel Management across diverse industries. Expertise in strategic planning, executing market plans, pre-sales efforts, market analysis, staffing, and targeted marketing. Proven track record of increasing revenues, improving customer service, establishing distributor networks, and creating a team-oriented work environment to enhance productivity for reputed business houses.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Wealth Relationship Manager
Bajaj Capital Ltd.
9 2023 - Current
- Developed lasting relationships with high-net-worth clients, ensuring their financial needs were met and expectations exceeded.
- Maintained in-depth knowledge of market trends and products, enabling informed decision-making and expert advice.
- Conducted comprehensive financial reviews for clients, assessing overall financial health and recommending adjustments as needed.
- Maximized client retention rates by consistently delivering superior customer service experiences across all touchpoints.
- Established a strong reputation for integrity and professionalism, leading to increased client trust in the firm''s wealth management services.
- Optimized portfolio performance through continuous analysis of market conditions, adjusting strategies accordingly to ensure alignment with client objectives.
EC- Relationship Manager
INDUSIND BANK LTD.
06.2022 - 02.2023
- Deal in to Retail Trade Forex Business in Import and Export business segments
- To identify potential Trade and Forex segments/industries in the respective catchments through detailed market scoping for developing RTFX Business and funnel it for effective closure
- To develop and maintain relationships with customers through individualized customer service
- Maximize the forex business revenue through retail branch banking
- Expansion of forex business through Tie-up with various Importer, Exporter, Overseas Educational Institutes, Chartered Accountants in entire Delhi NCR region
- Handling Retail Banking Branches in retail forex trade business
- Conduct regular branch and client visits and resolve customer queries.
ETRG(Trade) Relationship Manager
ICICI BANK LTD.
08.2019 - 11.2021
- Deal in to Retail Trade Forex Business in Import and Export business segments
- To identify potential Trade and Forex segments/industries in the respective catchments through detailed market scoping for developing RTFX Business and funnel it for effective closure
- To identify the knowledge gaps in branch staff on RTFX products and services and train them accordingly with a view to ensuring achievement of RTFX Business objectives
- Maximize the forex business revenue through retail branch banking
- Expansion of forex business through Tie-up with various Importer, Exporter, Overseas Educational Institutes, Chartered Accountants in entire Delhi NCR region
- Handling Retail Banking Branches in retail forex trade business
- Conduct regular branch and client visits and resolve customer queries.
Corporate Agency Manager
HDFC LIFE INSURANCE COMPANY LTD.
04.2019 - 08.2019
- Training,motivating and driving certified financial consultants (agents) to sell insurance products
- Building a strong relationship with the sales team of the channel partners
- Achieving sales targets as per channel strategy
- Meeting prospective customers with channel sales team to sell insurance solutions
- Providing pre and post sales support (e.g
- Claim settlement)
- Ensuring quality of business and persistency (renewals of premiums)
- Enabling channel sales team to use latest digital platforms.
Sales Manager
Bharti Industries Ltd.
03.2015 - 04.2019
- Handling the distributors & retailers
- Responsible for achieving targets both primary & secondary sales
- Execute sales promotion activities in order to generate demand/push build/sustain & improve brand image
- Implement marketing strategies to improve the visibility of the products in the market
- Find out the new opportunities in market expansion and open new brand shops
- Outlet Expansion through developing leads for potential dealers & generating new distribution points to train & deploy manpower at various distribution points to ensure uninterrupted quality service to the outlets
- Tracking the Distributor stocks & all our channel partner to their Business KPI on regular basis.
Sales Incharge
Rasna Beverages
07.2012 - 02.2015
- Handling the distributors & retailers
- Responsible for achieving targets both primary & secondary
- Achieving Sales Targets
- Execute sales promotion activities in order to generate demand/push build/sustain & improve brand image
- Implement marketing strategies to improve the visibility of the products in the market
- Find out the new opportunities in market expansion and open new brand shops
- Organizing consumer contests, schemes, trade offers and schemes for inviting greater customer response
- Conceptualizing visual merchandising displays, windows, POP & design of retail outlets for maintenance of a high-end store image.
Education
PGDM - Marketing and Finance
I.T.S.(Ghaziabad)
BBA - undefined
RAJASTHAN UNIVERSITY
12th - undefined
10th - undefined
Skills
Well good in Operating System: Windows, XP
Proficient in MS Office [Word, Excel, Power Point]
Computer diploma(RSCIT) from Vardhaman Mahaveer Open University(Kota)
Professional Highlights
- 9Years of experience in Customer Service/Business Development/ Sales & Marketing/ Channel Management in divercified industries.
- A proactive leader and planner with expertise in strategic planning, market plan execution, pre-sales efforts skills, market analysis, staffing and targeted marketing.
- An Out-of-the-Box Thinker with a proven track record of increasing revenues, customer service, establishing distributers networks, creating a team work environment to enhance productivity innovatively for reputed business houses.
Personal Information
- Father's Name: Late Mr.BHUSHAN KUMAR DHAWAN
- Date of Birth: 08/11/1987
- Gender: MALE
- Nationality: Indian
- Marital Status: MARRIED
Tel
7014845407
Permanentaddress
76,NEB,SUBHASH NAGAR,ALWAR(RAJ)
Languages
English
Hindi
Disclaimer
I hereby declare that the above-mentioned details are true to the best of my knowledge.
Certification
NISM
Timeline
EC- Relationship Manager
INDUSIND BANK LTD.
06.2022 - 02.2023
ETRG(Trade) Relationship Manager
ICICI BANK LTD.
08.2019 - 11.2021
Corporate Agency Manager
HDFC LIFE INSURANCE COMPANY LTD.
04.2019 - 08.2019
Sales Manager
Bharti Industries Ltd.
03.2015 - 04.2019
Sales Incharge
Rasna Beverages
07.2012 - 02.2015
Wealth Relationship Manager
Bajaj Capital Ltd.
9 2023 - Current
PGDM - Marketing and Finance
I.T.S.(Ghaziabad)
BBA - undefined
RAJASTHAN UNIVERSITY
12th - undefined
10th - undefined
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