Following a Challenging career in an organization where I can contribute to growth of the organization with my skills and competencies.
Overview
12
12
years of professional experience
1
1
Language
Work History
Elite Relationship Manager
BANDHAN BANK LTD
10.2022 - Current
Responsible for NTB sourcing- 6 new to bank elite a/cs per month (100% NTB accounts sourced rolling 12 months basis should be considered
Have to cross sell minimum 4 unique RD or FD per month (RD minimum SI of Rs 2000 and FD minimum balance of 25K)
Responsible for converting 2 personal loan, 1 gold loan, 1 home loan lead per month
Responsible for up migrating atleast 2 customers into elite portfolio per month
Priority Relationship Manager
AXIS BANK LTD
09.2019 - 10.2022
Primarily Responsible for providing financial solution to the priority customer and ensuring value added services
Responsible for increasing liabilities size of relationship via balance in accounts of existing customers and On boarding new customer to the Bank
Increasing customer engagement through other non-investment products like Forex, Loan etc to the new and existing customers
Ensuring that the customers are sufficiently educated on the best financial solutions
PBRM'S Major role to update bank's internal system like triumph where updating customer profile, Enhancing ppc count, Unique product sold etc
Key Account Manager (KAM)
INDUSIND BANK LTD
09.2018 - 09.2019
Responsible for Managing existing customer of the bank as well growing the base by acquiring new customer
To grow the liability base of the bank by deepening relationship of mapped customer base
To service client covering all their banking needs including bank's third party products
Preferred Relationship Manager (VRM)
HDFC BANK LTD
08.2016 - 09.2018
Identify existing/new customer who meet preferred product criteria and flag them on the system and update these customers under preferred programe in line with the preferred grouping criteria
Ensure that individual customer are grouped and customer to Group(CTG) ratio is maintained on the portfolio
Ensure that the customer group profitability is achieved
Regular contact is maintained by physically and Digitally with all portfolio customer such that 210 customers are contacted every month and entire portfolio is contacted atleast once every quarter
Customer interactions and profile (if any) are duly updated on CRM Next
Enhancing customer wallet size
Acquire new customers who meet product criteria and flag them on the system
Increase liabilities size of relationship
Penetration of products across family groups
Sales across all product segments-TPP, Assets,card etc
Unite Sales Manager
ICICI LOMBARD GIC LTD
03.2014 - 07.2016
Key Customer calls (Private banking Customer)
Maintain healthy Relationship with branch staff of bank partner's branches
To motivate branch staff for generating quality leads
Training of branch staff for cross selling of insurance product
To circulate sales mis on daily basis to the branches
To maintain good relationship with corporate client and do the cross selling
Executive Business Lead
Kapoor Light Life style
02.2013 - 03.2014
Create daily lead sources
Make a minimum of 50 outgoing telephone calls per day, to prospective accredited businesses within a designated market area
Make sales presentation regarding client meeting
Maintain an awareness of current and continual changes in the marketplace
Regular Meeting with Builders, architects to generate lighting requirement regarding On-going/up-coming project
Education
B.Com - BACHELORS OF COMMERCE
UNIVERSITY OF KALYANI
12th - undefined
W.B.C.H.S.E
10th - undefined
W.B.B.S.E
MBA - undefined
PTU
01.2011 - 1 2013
Skills
good presentation skill
Expectedctc
25% - 30%
Personal Information
Date of Birth: 06/07/89
Gender: Male
Nationality: Indian
Marital Status: Married
Religion: Hindu
Ctc
9,33,232/
Extracurricular Activities
Participation certification of National Service Scheme. Contribution in retail business growth from 10% to 31.25%. Dus ka Dum contest winner(HDFC BANK) in assets business in the month of October 2017. MDRT Experience qualified(AXIS BANK). RFR Spartans contest qualified(AXIS BANK).