Sales professional with extensive experience in banking. Proven expertise in lead generation, regulatory compliance, and fostering team collaboration. Committed to enhancing customer service and achieving operational excellence.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Trading in Stock Market
Self
Kotkapura
10.2023 - Current
Doing trading in equity and derivative segments.
Option Selling with Hedging.
Apprentice
State Bank of India
Kotkapura
01.2022 - 01.2023
Dealing with customers on a daily basis and generating leads according to customer profiles.
Maintain records of Home Loans, LAP , Gold Loans, SMEs, files.
Collaborated with team members to promote banking products and services.
Assistant Manager
Axis Bank Ltd
Baghapurana
11.2019 - 12.2020
Generates the leads of Cross sell Product like Assets, Insurance Segments and Banking Products from walking customers in the branch, and also from outsourcing by visiting customers' places.
Assisted in managing daily banking operations and customer service initiatives.
Maintained compliance with regulatory requirements and internal policies effectively.
Senior Sales Officer
AU Small Finance Bank
Faridkot
10.2018 - 10.2019
Looking for a Home loan and LAP segments customers.
Close the leads at the end of disbursement.
Assisted with customer requests and answered questions to improve satisfaction.
Cross-sell the banking products, like Health insurance, General insurance, etc.
Education
MBA - Finance And Marketing
Punjabi University Patiala
Patiala
07-2014
Bachelor of Commerce - Commerce
Punjabi University Patiala
Patiala
06-2012
Some College (No Degree) - Certificate of Training in Share Market Analysis
IFM Trading Academy
Chandigarh
Skills
Customer relationship management
Home loan processing
Regulatory compliance
Lead generation
Cross-selling strategies
Sales forecasting
Certification
NISM 8 ( Equity and Derivative Segments ) Certification from National Institute of Securities Markets.
Technical Skills
I have completed the six-month course of Tally ERP 9 from a certified ISO company
Basic computer skills (MS Office, Internet, etc.)
Affiliations
Reading a newspaper
Listing music
Playing cricket
Languages
Punjabi
First Language
English
Proficient (C2)
C2
Hindi
Proficient (C2)
C2
Timeline
Trading in Stock Market
Self
10.2023 - Current
Apprentice
State Bank of India
01.2022 - 01.2023
Assistant Manager
Axis Bank Ltd
11.2019 - 12.2020
Senior Sales Officer
AU Small Finance Bank
10.2018 - 10.2019
MBA - Finance And Marketing
Punjabi University Patiala
Bachelor of Commerce - Commerce
Punjabi University Patiala
Some College (No Degree) - Certificate of Training in Share Market Analysis