Ujjwal Verma

• Portfolio Management: Manage a diverse portfolio worth ₹28 crore, assisting customers with day-to-day banking operations, financial services, and investment needs. Initially handled a ₹16 crore portfolio in October and successfully expanded it by ₹12 crore through new acquisitions and existing client relationships in deposits and CASA value.
• Customer Engagement: Deliver exceptional customer service by building and maintaining long-term relationships, addressing inquiries, and ensuring high levels of client satisfaction.
• Sales Expertise: Leverage strong sales skills to drive business growth, manage client accounts, and achieve financial targets. Successfully cross-sold financial products and disbursed assets worth ₹12 crore while securing life insurance business worth ₹20 lakh since October.
• Recognition: Achieved and qualified for the Zonal Head Drive twice in January and February, showcasing outstanding performance and results.
• Collaboration: Coordinate with cross-functional teams to ensure seamless service delivery and optimal financial solutions for portfolio customers.

• Promotion: Promoted to Senior Relationship Manager on 4th July
• Customer Portfolio: Managing a portfolio of 163 customers, including 150 Savings/HUF accounts and 13 Current Accounts
• Financial Management: Overseeing a total portfolio of 121 Crores, with 5 Crores in Current Accounts and the rest in Savings/HUF accounts
• Achievements: Qualified for an RH contest in Life Insurance and was felicitated by both RH and ZH at the regional forum

• Growth Contribution: Joined IDFC FIRST Bank Senior Sales Manager (Household) in December 2022 and contributed to the growth of the retail branch banking segment
• Sales and Relationships: Managed sales and customer relationships, resulting in an 80 Crore book value growth since joining
• Portfolio Oversight: Oversaw a relationship portfolio of 180 Crores+
• Team Leadership: Lead a team of 10 members, including Associate Managers and Deputy Managers
• Top Rankings: Achieved top rankings in ZH, RH, and CH drives

• Joined Wipro in April 2021 as a Process Consultant, where I assisted Google clients (US Googlers) with queries regarding absences and lifecycle benefits on Workday
• Participated in the GVC pilot batch, resolving queries via Google Video Conferencing

• Joined American Express as a Customer Care Associate, later becoming a Master CCP and Subject Matter Expert in LMS
• Transitioned to SBS and worked until March 10th, 2021
• Achieved the annual award for best SME/Team Coach in 2019
• Played a pivotal role in the SBS-ValGen Pilot batch for Value Generation, contributing to its success
• Promoted to Team Coach, overseeing new trainees and ensuring their certification within 3 months
• Represented American Express in corporate cricket tournaments in Delhi NCR

• Company Overview: formerly Aon Hewitt
• Specializing in HR Benefits and Customer Experience for clients such as Workday, Cintas, and Rockwell (CNRA)
• Conducted multiple training sessions for new batches, focusing on clients like Cintas and Rockwell
• Represented Aon Hewitt/Alight Solutions in corporate cricket tournaments in Delhi NCR
• Formerly Aon Hewitt