Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic
Rahul Jasra

Rahul Jasra

Ghaziabad

Summary

SALES & BUSINESS DEVELOPMENT OPERATIONAL LEADERSHIP BUSINESS STRATEGY & SOLUTIONING Offering an impressive experience of 14+ years in repeatedly producing sustained business and turnaround growth

Overview

14
14
years of professional experience
1
1
Certification

Work History

Imperia Relationship Manager

HDFC Bank
05.2024 - Current
  • Handling a Liability book of 200cr
  • Liable for handling and servicing a group of 450 HNW client
  • Responsible for sourcing and generation of leads for Retail Asset, Retail Liabilities, Mutual fund, Life Insurance and Business banking products along with Trade and forex Income
  • Liasioning with HNW client and maintain a CEP Score of more the 90 percent as Promoter.

Cluster Sales Manager

Shivalik Small Finance Bank
09.2023 - 05.2024
  • CASA Sales
  • Responsible for Acquisition of casa from NCR & Meerut clusters
  • Managed a team of 36 RO, Arm, and 7 sales managers
  • Was responsible for conducting various marketing activities like jogger’s park, Business banking carnival etc
  • Liasioning with dvu team for end-to-end processing of the accounts including rejection handling.

Circle Head-Sr

Shivalik Small Finance Bank
08.2021 - 09.2023
  • Corporate Salary
  • Responsible for corporate salary business acquisition, expansion, bottom line productivity and distribution of retail banking products at corporates through resources for 31 branches
  • Started from scratch & streamlined channel for “launch of Corporate salary business for the bank”
  • Reached defined business level in Apr 22 and thereon showed a growth trajectory every month
  • Providing breakthrough leadership to achieve business, training and brand promotion objectives
  • Interfacing geographically with team members by demonstrating unambiguous team interactions
  • Developing processes to ensure salary credit in accounts and retail banking product penetration
  • Developing and recommending product positioning strategies to ensure best possible market share.

Regional Sales Manager

Rbl Bank Ltd
10.2019 - 10.2020
  • Salary
  • Responsible for developing relationship with key corporates, understand their banking needs and continuously suggesting for optimum products and service delivery with defined timelines
  • Acquired new accounts to ensure adequate market reach and capitalize on emerging opportunities
  • Achieved sales operational objectives by contributing regional sales information and recommendations to strategic plans and reviews
  • Defined sales funnel and sales plan based on changing market dynamics and other related factors
  • Interacted with team members and engaged while sharing relevant information to establish a winning combination and addressed their training needs to suit to market needs.

Corporate Salary Relationship Leader

Yes Bank Ltd
08.2018 - 10.2019
  • Circle
  • Demonstrated creative abilities in developing and managing a wide portfolio of Corporates
  • Handled the overall responsibility of dealing with high value customers to cross-functional teams
  • Developed relationships with over 100 corporate entities in span of 2+ years and established corporate salary business for Delhi circle as profitable wing with total upload of 75Cr
  • From 160+ corporates
  • Successfully met revenue objectives through liability and Cross-Sell business (including CASA, Retail loans, TPP-Life and General Insurance, Credit Cards, Demat & Trading Accounts)
  • Managed operational objectives beginning from issuance of auditable financial instrument like account opening kit till its reconciliation post activation of accounts
  • Key achievement:
  • Credential of doing highest credit card business for JFM, AMJ’19 amongst national teams
  • Attained best credit percentages/Average salary portfolio while making incentives for multiple quarters.

Key Account manager-Senior Manager

KOTAK MAHINDRA BANK LIMITED
11.2013 - 01.2018
  • Contributed significantly in building retail portfolio for digital channel for Delhi/NCR during FY15-16
  • Maximized market share for Corporate Salary product by creating, maintaining & enhancing relationships with existing & new accounts
  • Interacted with other divisions like Foreign Exchange, Business Banking and branches across Delhi/NCR to fulfil clients’ requirements for corporate Salaries
  • Key achievement: Awarded with a certificate for Best performer (Retail Lion) for Q2 2014 across India.

Manager

IndusInd bank Ltd
04.2013 - 10.2013
  • Responsible for acquiring new corporate and maintaining a warm relationship with existing corporate.

Corporate Sales manager, Manager

Citibank
Gurgaon
09.2010 - 03.2013
  • Handled the corporate clients of Citibank for 2 years, have been successful in opening salary accounts for 30 corporates attached to Citibank
  • The role involves making a presentation to the new hires of the corporate clients and assisting them with all their queries at the time of documentation
  • Have also been able to build warm relationships with my stakeholders in the Corporate
  • Awarded twice with client excellence award in 2012
  • Key achievement:
  • Successfully developed and maintained key accounts such as Videocon, Louis Berger INC, Cargill India
  • Credential of doing maximum revenue amongst PAN India sales teams for Q3 & Q4, 2010-11
  • Awarded twice with client excellence award in 2012

Trainee

State Bank of patiala
  • Of Patiala, received a formal training in FINANCE, dealt with corporate clients and worked on the proposals of their project
  • Was also responsible for handling CC limits of their account
  • Accounts dealt with:
  • Moser baer India pvt limited
  • Jindal steel
  • Soma isolux
  • Jaypee group

Education

MBA -

Amity University
01.2010

BCA - IP

01.2007

Skills

  • Demonstrating leadership skills in streamlining sales & operations, heightening productivity and directing cross-functional teams to deliver best results using motivational leadership
  • Having Cross-functional experience interfacing with diversified client base and cross geographical teams at highly reputed business establishments into varied industries
  • Skilled to nurture alliances while making needed links with the distinction of handling key accounts
  • Skilled in sales planning (upselling & cross-selling) to drive business growth, capitalize new revenue opportunities, new product launch & development and accomplishing multi-fold revenue
  • Handled a wide range of banking products & services including Corporate Salary, CASA/FD, Retail assets (home loan, vehicle loan, personal loan, LAP, LAS, BL and GL), TPP-Life insurance & General Insurance, Credit Cards, Demat & Trading account

Certification

  • Oracle certified 9I DBA
  • Cisco Certified network Associate
  • NISM Certified

Timeline

Imperia Relationship Manager

HDFC Bank
05.2024 - Current

Cluster Sales Manager

Shivalik Small Finance Bank
09.2023 - 05.2024

Circle Head-Sr

Shivalik Small Finance Bank
08.2021 - 09.2023

Regional Sales Manager

Rbl Bank Ltd
10.2019 - 10.2020

Corporate Salary Relationship Leader

Yes Bank Ltd
08.2018 - 10.2019

Key Account manager-Senior Manager

KOTAK MAHINDRA BANK LIMITED
11.2013 - 01.2018

Manager

IndusInd bank Ltd
04.2013 - 10.2013

Corporate Sales manager, Manager

Citibank
09.2010 - 03.2013

Trainee

State Bank of patiala

MBA -

Amity University

BCA - IP

Rahul Jasra