SACHIN GUPTA

• Manage retail client relationships and deliver customized financial solutions including CASA, Fixed Deposits, SIPs, Mutual Funds, Insurance, Loans, and Credit Cards.
• Achieve monthly revenue and product targets through cross-selling and upselling strategies.
• Conduct financial need analysis to recommend suitable investment and protection products.
• Acquire new-to-bank customers through lead generation, referrals, and branch walk-ins.
• Ensure compliance with KYC, AML, and regulatory guidelines.
• Coordinate with operations and credit teams to ensure smooth processing and superior customer service.
• Promote and activate Demat accounts to increase investment penetration.
• Handle customer queries and resolve escalations efficiently to enhance customer satisfaction.

🏆 Achievements:

• SIPs Champion Award – Recognized for outstanding performance in systematic investment plan sales and revenue generation.
• Demat Champion Award – Awarded for achieving high Demat account acquisition and activation targets.

• Responsibility is to meet with potential customers in person, understand their needs, and sell products or services through direct interaction, often within a designated territory, by building relationships and presenting information during in-person meetings.
• Monitored customer feedback and provided strategic advice on process improvements.
• Used excellent verbal skills to engage customers in conversation and effectively determine needs and requirements.

• Established strong relationships with clients through regular, personalized communication.
• Trained new VRMS of Axis Bank about Maxlife Insurance company policies and Work culture to generate maximum leads.
• Developed and implemented strategies to increase customer loyalty and satisfaction.
• Assisted customers with product selection based on individual needs.

• Developed and implemented strategic sales plans to achieve corporate objectives.
• Initiated contact with prospects via email campaigns or cold calls to generate leads.
• Operated register, handled cash and processed credit card transactions.
• Identified new potential markets and developed plans for targeting them.
• Responded promptly to inquiries from potential customers about product features or pricing plans.