Summary
Overview
Work History
Education
Skills
Accomplishments
Hobbies and Interests
Languages
Timeline
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Rohit Malhotra

Rohit Malhotra

Delhi

Summary

Reliable Manager demonstrating high level of ownership and initiative. Robust experience in client relationship management. Gifted at working with all types of customer. Looking for a new role where hard work and dedication will be highly valued

Overview

9
9
years of professional experience

Work History

Manager, Loan Against Property

YES Bank
Delhi
09.2023 - Current
  • Prospecting new customers from the branch, references, and existing portfolio of LAP
  • Understanding the customer loan requirements
  • Analyzing the financial, banking, credit history, and property location for the feasibility of a loan
  • Understanding the strong areas of credentials shared by the customer for the smooth sanctioning of the loan
  • Negotiation on commercials and closing the deal smoothly with cross-sell

Manager, Loan Against Securities

YES Bank
Delhi
01.2022 - 09.2023
  • Prospecting for new customers via Branch RMs and the DSA channel
  • Understanding the customer requirement, and recommending solutions
  • Building relationships with customers on a regular basis for present needs and services
  • Selling cross-sell products like CASA, fixed deposits, insurance, and mutual funds

Deputy Sales Manager, Loan Against Securities

HDFC Bank
Delhi
07.2019 - 01.2022
  • Prospecting for new customers via branch RMs, customer visits to branches, and references from existing clients
  • Identifying and analyzing the customer portfolio, and presenting our product with benefits
  • Handling branches and virtual channel
  • Cross-sell products like CASA, and fixed deposits

Deputy Relationship Manager

American Express
Gurugram
07.2017 - 07.2019
  • Prospecting for new customers via existing leads, cold calling, and maximizing lead generation
  • Engaging with premium customers to build relationships for references
  • Acquiring new customers through consultative selling of cards via retail, corporate, and Venue sales
  • Identifying the customers needs and selling the most appropriate product

Sales and Business Development Manager

EduMentor
03.2017 - 07.2017
  • Prospecting for a new acquisition of coaching centers, schools, via reference and lead generation
  • Analyzing the market position and delivering the best prices for product
  • Identifying and analyzing the student's interests
  • Counseling students and pitching the appropriate courses
  • Managing the centers of North and West Delhi

Finance Trainee

Wipro
Gurgaon
02.2016 - 06.2016
  • Understanding the Implementation of Taxes
  • Planning for Central Sales Tax
  • Analyzing how taxation is important for tax optimization
  • Understanding the mismatch report and correct them
  • Preparing monthly reports of invoices

Education

MBA - Marketing & Finance

ICFAI Business School
Gurugram
01-2017

B.Com - Marketing & Finance

University Of Delhi
New Delhi
07.2015

Skills

  • Competitor research
  • Customer relationship management (CRM)
  • Sales techniques
  • Decision-making
  • Clear communication
  • Negotiation
  • Relationship building
  • Lead generation

Accomplishments

  • Achieved fast track promotion in American Express with outstanding achievement award.
  • Achieved PAN India top for consecutive 3 months in LAS

Hobbies and Interests

  • Playing Cricket
  • Watching Movie
  • Listening to Music

Languages

  • English
  • Hindi

Timeline

Manager, Loan Against Property

YES Bank
09.2023 - Current

Manager, Loan Against Securities

YES Bank
01.2022 - 09.2023

Deputy Sales Manager, Loan Against Securities

HDFC Bank
07.2019 - 01.2022

Deputy Relationship Manager

American Express
07.2017 - 07.2019

Sales and Business Development Manager

EduMentor
03.2017 - 07.2017

Finance Trainee

Wipro
02.2016 - 06.2016

MBA - Marketing & Finance

ICFAI Business School

B.Com - Marketing & Finance

University Of Delhi

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Rohit Malhotra