Rohit Jackson
Priority Relationship Manager-(DM)
Dehradun
Summary
I am a committed banking professional with more than 5 years of work experience. I have Vast knowledge in branch banking operation, AML guidelines , due diligence ,Onboarding of KYC and Re KYC requirements, dealing HNI clients , Focused customer service and request handling. And also have remarkable experience in goal oriented product selling
Overview
2026
2026
years of professional experience
2
2
Languages
Work History
Priority Relationship Manager(DM)
AXIS BANK LTD
9 2021 - Current
- Promoted from Assistant Manager to Deputy Manager in FY 2023–24 based on consistent performance.
- Successfully transitioned into Relationship Manager role in Sep 2024 and grew portfolio from ₹11 Cr to ₹23 Cr within 6 months.
- Achieved quarterly incentives consistently by surpassing sales and revenue targets.
- Qualified for MDRT 2023–24 (Domestic),in Dec 2024 MDRT International Cruise Invitation and International MDRT South Asia Invitation in Feb 2025.
- Rated 4/5 in the Fiscal Year 2024–25 for excellence in performance, customer service, and compliance.
- Strong command over branch banking operations, having previously worked as Teller and Branch Relationship Manager(ops/sales) at the front desk.
- Handled critical service and compliance areas including:
Branch Banking Compliance & Regulatory Audits
Customer Service Requests and Issue Resolution
Death Claims Processing & Legal Documentation
Re-KYC Compliance & Lockers Management
Corporate Internet Banking Setup and Support - Known for maintaining a positive attitude, being recognized by seniors for client-centric behavior and consistent support to branch growth.
- Trusted to personally lead client engagement initiatives and support customer acquisition drives.
SR Corporate Agency Manager
HDFC Life Insurance ltd. (Banca Channel)
07.2019 - 09.2021
- I was handing 3 HDFC BANK LTD Branches in Haridwar Cluster sizing around 500crs
- Achieved annual target by 150% i.e 2.25crs against 1.50crs.
- Assisted two bank staff members to achieve MDRT contest by generating 35lac life insurance business in one month (Million Dollar Round Table Club) in FY 20-21
- Cross sold CASA and other banking products like Retails Assets, Whole sale Assets , Mutual Funds, etc.
- Also looked after HNW Clients of bank and helped them in selecting Financial products as per their needs and requirements.
Financial Advisor
Karvy Stock Broking Company
10.2018 - 06.2019
- Karvy is the registrar company of many Government Banks. I was handling over 420 customers portfolio investment accounts and guided them to choose the best financial tool (Shares,Commodities,Mutual Funds) as per there needs
- Actively listened to customers' requests, confirming full understanding before addressing concerns.
- Used microsoft office tools like Word, Excel and other software tool track and update progress and communicate result to the management.
Education
High School (10th) -
Shri Guru Ram Rai Public School
Dehradun 04.2009 - 02.2010
Intermediate (12th) -
Shri Guru Ram Rai Public School
Dehradun 01.2011 - 02.2012
Bachelor Of Commerce - Marketing And Finance
HNB Garhwal University
DehradunNISM - MUTUAL FUND
NATIONAL INSTITUE OF SECURITIES MARKETS
Mumbai 04.2001 -
IRDA -
INSURANCE INSTITUTE OF INDIA
Mumbai 04.2001 -
MBA - PURSUING (PART TIME)2025
GRD IMT DEHRADUN
Dehradun, India 04.2001 - 2024
Skills
Portfolio management
Performance tracking
CRM proficiency
Financial planning
Tax planning
Customer service
Problem-solving
Accomplishments
- Documented and resolved Issue which led to Results.
- Used Microsoft Excel to develop track recording of the database.
- Got appreciation and increment within a year.
- MDRT California qualification in Mar 2019-20 : 1 LG
Personal Information
Languages
5,5
Core Competencies
Client Relationship Management
Sales and Marketing
Bancassurance
Financial Broking
Investments Advisory
Timeline
SR Corporate Agency Manager
HDFC Life Insurance ltd. (Banca Channel)
07.2019 - 09.2021
Financial Advisor
Karvy Stock Broking Company
10.2018 - 06.2019
Intermediate (12th) -
Shri Guru Ram Rai Public School
01.2011 - 02.2012
High School (10th) -
Shri Guru Ram Rai Public School
04.2009 - 02.2010
NISM - MUTUAL FUND
NATIONAL INSTITUE OF SECURITIES MARKETS
04.2001 -
IRDA -
INSURANCE INSTITUTE OF INDIA
04.2001 -
MBA - PURSUING (PART TIME)2025
GRD IMT DEHRADUN
04.2001 - 2024
Priority Relationship Manager(DM)
AXIS BANK LTD
9 2021 - Current
Bachelor Of Commerce - Marketing And Finance
HNB Garhwal University
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