Rahul Vyas
Jodhpur
Summary
Hardworking Relationship Manager proficient at devising personalized solutions to meet all types of customer demands. Positive and upbeat team player and clear communicator with demonstrated success over 6 years of Banking experience.
Overview
6
6
years of professional experience
Work History
Relationship Officer
AXIS SECURITIES (AXIS BANK)
Jodhpur
08.2017 - 03.2019
- Build and maintain strong relationships with assigned customers, understand their financial goals, and provide personalized financial advice
- Supervising complete business operations with ensuring profitability, forecasting monthly/annual sales targets, & executing them in a given time frame
- Formulating strategies & reaching out to the unexplored market segments for business expansion; exploring new business opportunities in various segments along with concerned branches
- Forecasting sales, identifying new markets & customer segments, developed sales strategies to explore opportunities
- Assuring effective communication and activities between dealers and sales team to meet departments and company's overall strategy.
Sales Manager
ICICI home finance company Ltd
Jodhpur
04.2019 - 07.2021
- Prospected and cold-called potential clients to generate new business opportunities
- Conducted sales presentations and product demonstrations to showcase the company's offerings
- Negotiated contracts and closed sales deals, resulting in an increase in monthly targets
- Built and maintained strong relationships with clients, DSA, ensuring customer satisfaction and driving customer loyalty
- Collaborated with cross-functional teams to gather customer feedback and identify areas for improvement in products and services.
Relationship Manager
Aditya Birla Finance Ltd.
Jodhpur
07.2021 - 11.2023
- Develop and maintain relationships with existing and potential clients
- Understand clients' financial goals and provide customized financial solutions to meet their needs
- Generate business leads and referrals through DSA networking, industry events, and other business development activities
- Conduct in-depth financial analysis to assess clients' financial situations, risk tolerance, and investment preferences
- Collaborate with the credit team for a thorough evaluation of credit proposals and financial statements
- Update clients on market trends, investment opportunities, and regulatory changes that may impact their financial goals
- Cross-sell various financial products and services offered by Aditya Birla Finance Ltd
- Ensure adherence to company policies, regulatory guidelines, and compliance procedures
- Provide prompt and accurate resolution to client queries and complaints
- Prepare and maintain accurate client records, including financial transactions and interactions.
Managar
Kotak Mahindra Prime Limited
Jodhpur
11.2023 - Current
- Develop and maintain relationships with existing and potential clients
- Understand clients' financial goals and provide customized financial solutions to meet their needs
- Generate business leads and referrals through DSA networking, industry events, and other business development activities
- Conduct in-depth financial analysis to assess clients' financial situations, risk tolerance, and investment preferences
- Collaborate with the credit team for a thorough evaluation of credit proposals and financial statements
Education
Bachelor Of Commerce -
Jai Narain Vyas University
01.2015
Senior Secondary School -
Shri Hanwant Senior Secodary School
01.2011
Secondary School -
Shri Hanwant Senior Secodary School
01.2009
Skills
- Qualifying Customers
- Solution Management
- Banking
- Account Management
- New Business Development
- Customer Portfolio Management
- Relationship Building and Management
Accomplishments
Secodarynical Appraisals, Credit Appraisal
VHealthUdaan
Contact Profile - Skills
- Strategic Sales & Marketing
- Business Development
- Relationship building and customer retention.
- Negotiation and contract management
- Excellent communication and presentation skills
- Revenue Generations
- Goal-driven and results-oriented
- Channel Management
Timeline
Managar
Kotak Mahindra Prime Limited
11.2023 - Current
Relationship Manager
Aditya Birla Finance Ltd.
07.2021 - 11.2023
Sales Manager
ICICI home finance company Ltd
04.2019 - 07.2021
Relationship Officer
AXIS SECURITIES (AXIS BANK)
08.2017 - 03.2019
Bachelor Of Commerce -
Jai Narain Vyas University
Senior Secondary School -
Shri Hanwant Senior Secodary School
Secondary School -
Shri Hanwant Senior Secodary School
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