Rahul Kumar Jha
A 40 Chawla House Om Vihar Phase 1 Gali No 14 Nawada
Summary
Accomplished in enhancing customer base and revenue growth at VIBGYOR FINANCIAL SERVICE, I leveraged problem-solving and strong communication skills to exceed targets. As a Relationship Manager at Bajaj Capital Ltd, I excelled in client portfolio diversification and financial goal achievement, demonstrating flexibility and responsibility. Achieved significant customer acquisition at IDFC FIRST BANK, showcasing a commitment to quality and compliance.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Promoted Manager Acquisition
IDFC FIRST BANK
New Delhi
02.2025 - Current
Deputy Manager
IDFC FIRST BANK
NEW DELHI
11.2023 - 01.2025
- Acquire NTB savings account customers in the identified segment and reference generation from the specified catchment area.
- Ensure the acquisition of high-quality savings accounts in terms of product mix, segments, and constitution mix.
- Register and activate acquired customers to direct banking channels.
- Meet and exceed the defined targets of new customer acquisitions month on month by analyzing the transaction banking needs of the customer.
- Assist and support the sales manager in catchment mapping and scoping exercises.
- Provide regular feedback to SM / RM on opportunities and customer needs.
- Ensure adherence to selling norms and SOPs defined by the organization.
- Ensure strict compliance with internal guidelines and external regulations.
- Ensure quality sourcing is in line with the bank's policy.
Relationship Manager
Bajaj Capital Ltd
05.2023 - 11.2023
- Conduct daily sales calling with prospective new clients and identify their needs
- Provide and develop solutions and suggest schemes to clients' basis their requirements and goal
- Conduct timely and regular follow ups with the leads and tag them on broadcasts and new articles
- Increase client database by meeting new clients and taking references from the existing ones and hence build AUM and AUA for the branch
- Review and diversify existing client portfolio on a regular basis and provide guidance accordingly
- Achieve financial goals of the clients through various product line
- Update and cross - sell products to existing clients and update them about the primary and secondary market trends
- Update self-regarding all schemes, products and solutions by regularly attending trainings
- Share regular communications with client regarding information, research and material of the organization
Business Development Executive
VIBGYOR FINANCIAL SERVICE
08.2022 - 10.2022
- Developed and implemented strategies to increase customer base and revenue growth.
- Organized trade shows, conferences and other events to promote the brand image of the organization.
- Collaborated with sales team members to identify target markets and develop sales strategies.
- Drafted proposals for potential customers outlining terms of service agreements.
Education
MBA Marketing & Operation
Institute of Technology And Science Mohan Nagar Ghaziabad
06.2023
B.SC Mathematics
Magadh University Gaya
02.2019
I.SC
BSEB
05.2015
10th
CBSE
05.2013
Skills
- Responsibility Part of being a good employee is taking responsibility for your duties and even owning up to mistakes Most managers don't want to have to check in on their employees to ensure every part of their job is getting done
Responsibility means doing what you need to do to complete your tasks - Flexiblity
- Thinking Skill
- Problem Solving
- Skills Communication Skills
Language
Hindi English
Certification
- Insurance Regulatory And Development Authority Of India.
Timeline
Promoted Manager Acquisition
IDFC FIRST BANK
02.2025 - Current
Deputy Manager
IDFC FIRST BANK
11.2023 - 01.2025
Relationship Manager
Bajaj Capital Ltd
05.2023 - 11.2023
Business Development Executive
VIBGYOR FINANCIAL SERVICE
08.2022 - 10.2022
MBA Marketing & Operation
Institute of Technology And Science Mohan Nagar Ghaziabad
B.SC Mathematics
Magadh University Gaya
I.SC
BSEB
10th
CBSE
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