Summary
Overview
Work History
Education
Skills
Languages
Personal Information
Timeline
Generic
ROHTASH KUMAR

ROHTASH KUMAR

Delhi

Summary

Proactive and highly motivated professional with a robust background in business development and client relationship management. Known for driving strategic initiatives that result in increased revenue and client satisfaction, with a proven record of meeting and exceeding sales targets. Exceptional communicator and team player who thrives in dynamic environments, continuously seeking innovative solutions to enhance the customer experience.

Overview

2026
2026
years of professional experience

Work History

Yes Premia Relationship Manager

Yes Bank Ltd
5 2024 - Current
  • Manages the banking and investments relationship and is responsible for overall growth of Liabilities & Investment business from retail customers.
  • Identifies current and potential relationship with additional revenue potential and grow business volumes for larger share of customer wallet Generating Incremental Business.
  • Sales targets spread across liabilities, retail assets, business banking , forex, cards investments and CASA accounts etc.
  • Proactively sells the full range of consumers and commercial product to current and potential Relationships.
  • Built and maintained relationships with new and existing clients while providing high level of expertise.
  • Consistently exceeded quarterly sales goals by cultivating a strong network of professional contacts and referrals.

Senior Business Development Manager

SBI Life Insurance Co. Ltd
03.2019 - 04.2024
  • • Look after 12 Indian bank branches assign in the Delhi central territory for Delhi zone • Relationship building: build long term relationship with bank staff • Training and development of bank staff about the products • Responsible for convert prospective leads into sales • Make relationship with walk-in customers to sale insurance • Conduct weakly performance review(DSR) with zonal head • Major Achievement: Got Promoted B.D.M to Senior B.D.M in 2022 • Got Promoted Senior B.D.E to B.D.M in 2021 • Achieved Goal seat YOY 120% • Educational trip Europe shikhar contest 2022 qualified.
  • Enhanced customer satisfaction by resolving issues promptly and implementing feedback-driven improvements.

Associate Financial Service Manager

ICICI Prudential Life Insurance Company
01.2016 - 03.2019
  • The incumbent will formulate and implement sales plan for the partner for achieving business targets of sales unit, lead motivate and trained the partner.
  • Handle walking customers & pitched them insurance and other investment.
  • Sell insurance &investments and other products.
  • Set and monitor clear objectives to achieve the agreed sales target for partner.
  • Help partner to generate and track leads, close sales.
  • Help partner to upsell and cross sell customer basis need analysis.

Senior Sales Executive

Bengal Shoe Machinery Pvt Ltd
02.2012 - 10.2015

Company Profile- Manufacture & Importer Industrial Showing Machines.

Responsilbities - meet up with the client and the sales targets.

Going on field with juniors to study the market and customer of the company

Communicate with the client to meet up their needs maintain relationship with the client.

Provide them after sales support, controlling dispatch machinery and follow up the same.

Searching for new dealers and customer. Team handling of ten members.

Ensuring the speedy resolutions of client’s Queries & grievances to maximize level

Motivate the sub-ordinates to do business. Handling and trained the new joiners

Generating enquiries for the company and converting them to customers.

Supervisor and Backend Executive

Creative Solution Pvt Ltd. (Naraina)
07.2010 - 12.2011
  • Company Profile -Vodafone Reliance Data card collection process
  • Responsilbities- Monitoring, Recruiting & Motivating the men power and providing direction to the sales team to ensuring optimum performance
  • Enhancing their professional and soft skills
  • Analyzing the performance of the team member for assigning target on regular basis
  • Assist them to deliver quality services to customers
  • Mailing reports and data daily basis to the manager
  • To asset the business operations & manage resource and achieve the goal as a leader
  • Handling the team of 15 junior executive
  • Attending the meeting and monthly closing at district office.

Backend Executive

Caretel Info Tech Pvt Ltd
10.2008 - 09.2009
  • Company Profile - ICICI Bank loan collection process ( bucket 0,1,2,3)
  • Responsilbities- Supervise the daily work of sales team
  • Manage the communication with Operation, Banker, and Agency for daily incoming of money
  • Solving the problem and queries or existing customer and Collect EMI
  • Closure of leads and the achieving 100% of given targets
  • Generating and preparing MIS reports for tracking daily performance and submitting the same to the top management
  • Giving the feedback to the company about the collection of EMI & Customer response.

Education

High School Diploma -

CBSE
New Delhi, India
05-2002

Higher Secondary School :Commerce - Commerce

CBSE
New Delhi, India
05-2004

B Com (Pass): Commerce -

Delhi Univercity
New Delhi, India
09-2007

MBA - Marketing

Institute of Chartered Financial Analysts of India

Skills

  • Relationship Building
  • Customer Relationships
  • Relationship Management
  • Customer Service
  • Client Engagement
  • Client acquisition
  • Team Leadership
  • Sales proficiency

Languages

English
Intermediate (B1)
Hindi
Advanced (C1)

Personal Information

Timeline

Senior Business Development Manager

SBI Life Insurance Co. Ltd
03.2019 - 04.2024

Associate Financial Service Manager

ICICI Prudential Life Insurance Company
01.2016 - 03.2019

Senior Sales Executive

Bengal Shoe Machinery Pvt Ltd
02.2012 - 10.2015

Supervisor and Backend Executive

Creative Solution Pvt Ltd. (Naraina)
07.2010 - 12.2011

Backend Executive

Caretel Info Tech Pvt Ltd
10.2008 - 09.2009

MBA - Marketing

Institute of Chartered Financial Analysts of India

Yes Premia Relationship Manager

Yes Bank Ltd
5 2024 - Current

High School Diploma -

CBSE

Higher Secondary School :Commerce - Commerce

CBSE

B Com (Pass): Commerce -

Delhi Univercity
ROHTASH KUMAR