Summary
Overview
Work History
Education
Skills
LNGG
Hobbies and Interests
Disclaimer
Profile Summary
Strength
Certification
Timeline
Generic
Rohit Gautam

Rohit Gautam

Hamirpur

Summary

To achieve a respected & responsible position in a result-oriented organization that seeks an ambitions & Career conscious person and were acquired skill & education will be utilized towards continued growth & advancement.

Overview

7
7
years of professional experience
1
1
Certification

Work History

Select Relationship Manager

IndusInd Bank
12.2024 - Current
  • Administer and ensure compliance with all sales practices in branch Meeting business targets.
  • Identifying sales opportunities.
  • Assisted clients in achieving their wealth management goals by recommending suitable investment products based on their risk tolerance and objectives.
  • Managed a diverse portfolio of high net worth clients, ensuring their financial objectives were met and exceeded.
  • Generating leads for new business and customers. Direct operational activities on a day-to-day basis. Addition of premium customers to the portfolio.
  • General Insurance, Life Insurance, Personal Loan, Auto Loan and Working Capital.
  • Responsibility of Conversion of Leads.
  • Motivating team members and helping them to achieve their target.
  • Maintain the healthy portfolio of the branch.
  • Maintain the relationship with the Customer and persuade them to Take our Cross-sell products.

Personal Banker

HDFC Bank
04.2021 - 07.2024
  • Handling top 1000 HNW client of branch with portfolio size 60 cr.
  • Administer and ensure compliance with all sales practices in branch Meeting business targets.
  • Identifying sales opportunities.
  • Generating leads for new business and customers. Direct operational activities on a day-to-day basis. Addition of premium customers to the portfolio.
  • General Insurance, Life Insurance, Personal Loan, Auto Loan and Working Capital.
  • Responsibility of Conversion of Leads.
  • Motivating team members and helping them to achieve their target.
  • Maintain the healthy portfolio of the branch.
  • Maintain the relationship with the Customer and persuade them to Take our Cross-sell products.
  • Achievements in HDFC BANK
  • SCORE CARD TOPPER IN FINANCIAL YEAR 2022 IN NORTH 2.
  • MDT QUALIFIER IN FINANCIAL YEAR 2022.
  • TALENT POOL LAST THREE YEAR
  • MDGH QUALIFY GOA
  • MDGH QUALIFY JAIPUR
  • MDGH QUALIFY HYDERABAD
  • Boosted sales of bank products through effective cross-selling and up-selling techniques.

ASSISTANT BRANCH SALES MANAGER, PERSONAL LOAN

BAJAJ FINANCE LIMITED
04.2020 - 03.2021
  • Responsibility of Conversion of Leads.
  • Motivating team members and helping them to achieve their target.
  • Maintain the healthy portfolio of the branch.
  • Maintain the relationship with the Customer and persuade them to Take our Cross-sell products.

SALES EXECUTIVE IN MERCHANT ACQUIRING (POS), PERSONAL LOAN

HDB FINANCIAL SERVICES PRIVATE LIMITED
10.2018 - 01.2020
  • Balanced excellent customer services with reliability completing varied tasks.
  • Operated Point of sales system accurately and efficiently.
  • Resolved Customer complaints and negotiated solutions.
  • Conducting weekly meetings with sales team members and providing appropriate guidance and motivation to achieve targets.
  • Verifying all transactions and ensuring bank services meet customer requirements.
  • Establishing training programs and conducting monthly performance review for banking staff.
  • Consistently achieving sales target and increasing monthly revenue by 10% despite challenging market dynamics.
  • Handled customer queries and gave information about retail products and services.
  • Prepared revised queries of bank’s products to guarantee good profits and send it to potential customers to maintain healthy relations.
  • Participated in various programs organized by Federal Reserve which covered topics like security issuance policies and capital market securities exchange.

Education

BA - Arts

BBN COLLAGE CHAKMOH H.P. University
Shimla, H.P.
01.2014

10+2 - Non-Medical

HPSEB, D/shala
01.2010

Skills

  • Familiar with Office, Accounting Software, Excel, Power Point, Words & Internet
  • Portfolio management
  • Wealth management
  • Strategic thinking
  • Goal-oriented mindset
  • CRM software proficiency
  • Cross-selling proficiency
  • Investments
  • Financial planning expertise
  • Team leadership
  • Customer relationships
  • Product knowledge
  • Risk mitigation
  • Performance analysis
  • Teamwork
  • Teamwork and collaboration

LNGG

Hindi & English

Hobbies and Interests

Cricket & Music.

Disclaimer

I hereby declare that all the above information is correct to the best of my knowledge.

Profile Summary

Highly meticulous and experienced Banking Sales Officer with a superb record of sound financial management and high customer satisfaction. Skilled in directing small and large bank marketing and sales teams. Adept at managing a high volume of multiple accounts with the highest degree of salesmanship and professionalism.

Strength

  • Good communication skills.
  • Always ready to learn attitude.
  • Adaptability for changing work environment.
  • Dedicated and & smart working.
  • Grievances handled in working conditions.
  • Quick learner and Punctual

Certification

NISM CERTIFIED

IRDAI CERTIFIED

Timeline

Select Relationship Manager

IndusInd Bank
12.2024 - Current

Personal Banker

HDFC Bank
04.2021 - 07.2024

ASSISTANT BRANCH SALES MANAGER, PERSONAL LOAN

BAJAJ FINANCE LIMITED
04.2020 - 03.2021

SALES EXECUTIVE IN MERCHANT ACQUIRING (POS), PERSONAL LOAN

HDB FINANCIAL SERVICES PRIVATE LIMITED
10.2018 - 01.2020

10+2 - Non-Medical

HPSEB, D/shala

BA - Arts

BBN COLLAGE CHAKMOH H.P. University

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