Rohtash Kumar

• Manages the banking and investments relationship and is responsible for overall growth of Liabilities & Investment business from retail customers.
• Proactively sold full range of consumer and commercial products to current and potential relationships.
• Developed, managed, and expanded customer relationships by delivering services that exceeded expectations for key customer segments.
• Identified current and potential relationships with additional revenue potential, growing business volumes for larger share of customer wallet.
• Sales targets spread across liabilities, retail assets, business banking , forex, cards investments and CASA accounts etc.
• Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.

Managed 12 Indian bank branches in the Delhi central territory. Cultivated strong relationships with bank staff, enhancing collaboration and sales effectiveness. Conducted training sessions for bank staff on product features, increasing product knowledge and sales readiness. Converted prospective leads into successful sales. Established rapport with walk-in customers, successfully converting inquiries into insurance sales. Conducted weekly performance reviews with the zonal head. Promoted from B.D.M to Senior B.D.M in 2022. Promoted from Senior B.D.E to B.D.M in 2021. Achieved year-over-year goal seat of 120%. Qualified for the educational trip to Europe for the Shikhar contest in 2022.

• The incumbent will formulate and implement sales plan for the partner for achieving business targets of sales unit, lead motivate and train the partner.
• Set and monitor clear objectives to achieve the agreed sales target for partner.
• Assisted partner in generating and tracking leads, facilitating successful sales closures.
• Supported partner in upselling and cross-selling through customer needs analysis.
• Sold insurance and investment products to clients in order to meet their financial needs.
• Engaged walk-in customers, presenting tailored insurance and investment options.
• Met with clients to discuss documentation requirements.

• Company Profile - Manufacturer & Importer Industrial Showing Machines
• Engaged with clients to assess their needs and foster long-term relationships.
• Identified and approached potential dealers and customers to expand market presence.
• Resolved client queries and grievances promptly to enhance satisfaction levels.
• Conducted field visits with junior staff to analyze market trends and customer needs.
• Managed a team of ten members to achieve departmental goals.
• Inspired and encouraged subordinates to pursue business development initiatives.
• Oversaw onboarding and training process for new joiners to ensure smooth integration.

• Company Profile -Vodafone Reliance Data card collection process
• Responsibilities- Monitored, recruited, and motivated manpower, providing direction to sales team for optimal performance
• Handling the team of 15 junior executives
• Analyzed team member performance to assign targets regularly
• Facilitated delivery of quality services to customers
• Compiled and submitted daily performance reports and data to manager
• To assess the business operations & manage resource and achieve the goal as a leader
• Enhancing their professional and soft skills
• Attending the meeting and monthly closing at the district office.