Summary
Overview
Work History
Education
Skills
Certification
Accomplishments
Timeline
Generic

Sagar Arora

Gadarpur

Summary

Dynamic Relationship Manager with a proven track record at Yes Bank, excelling in client acquisition and customer engagement. Skilled in credit analysis and portfolio management, I consistently enhance customer satisfaction and drive sales growth through tailored financial solutions. Adept at communication and issue resolution, I foster strong client relationships to achieve strategic objectives.

Overview

11
11
years of professional experience
1
1
Certification

Work History

Relationship Manager

Yes Bank
kashipur
09.2024 - Current
  • Acquire new customers who meet product criteria, and flag them on the system.
  • Use FD maturity reports to track the maturity of FDs, and prevent overflow.
  • Developed and implemented customer service plans to improve customer satisfaction levels.
  • Provided financial advice and guidance to customers on banking products and services.
  • Increase the size of liabilities in the relationship via: Balances in accounts of existing customers.
  • Acquire all related IDs of the primary ID and send a request on the web-based system entry form to the CPU for flagging and grouping.
  • Use the wallet profile sheet to track accounts and products and transfer them to the back-end.
  • Sales across all product segments - TPP, Assets, Cards, etc.

IDFC First Bank Ltd
Rudrapur
06.2023 - 09.2024
  • Directed sales team of 8 resources to achieve strategic objectives.
  • Enhanced customer relationships through effective cross-selling of products and services.
  • Collaborated with cross-functional teams to ensure successful project implementations.
  • Evaluated customer needs continuously to deliver customized solutions.
  • Oversaw daily operations, including appointment scheduling and meeting coordination.

Branch Sales Manager

Bandhan Bank Ltd
Rudrapur
11.2022 - 06.2023
  • Managed sales team of four resources to achieve performance targets.
  • Enhanced customer relationships through effective cross-selling of products and services.
  • Coordinated with cross-functional teams to ensure successful project implementation.
  • Assessed customer requirements continuously to deliver tailored solutions.
  • Oversaw daily operations, including appointment scheduling and meeting coordination.
  • Prepared agendas to facilitate productive meetings and discussions.

Key Account Manager

Indusind Bank Ltd
Rudrapur
12.2019 - 11.2022
  • Acquired new customers meeting product criteria and flagged them in the system.
  • Tracked maturity of Indusind Bank fixed deposits using FD maturity reports to prevent overflow.
  • Developed and implemented customer service plans that enhanced customer satisfaction levels.
  • Provided financial advice and guidance on banking products and services to customers.
  • Increased liability sizes by enhancing balances in accounts of existing customers.
  • Gathered all related IDs of primary ID and submitted requests for flagging and grouping in web-based system.
  • Utilized wallet profile sheet to monitor accounts and products, ensuring accurate transfers to back-end operations.
  • Executed sales initiatives across all product segments, including TPP, Assets, and Cards.

Branch Service Partner

Yes Bank Ltd
Gadarpur
09.2018 - 06.2019
  • Cultivated relationships with new and existing customers through targeted interviews to assess needs.
  • Delivered tailored products and services to enhance customer satisfaction.
  • Recruited, interviewed, hired, and trained employees to ensure optimal performance.
  • Directed workflow assignments and appraised employee performance to foster team engagement.
  • Established growth, sales, and profit objectives for branch in collaboration with corporate office.
  • Developed and managed annual branch budget to maintain financial compliance.
  • Ensured adherence to audit, risk management, AML, and compliance processes.
  • Focused on continuous improvement of customer service quality through effective training programs.

Assistant Sales Manager

Axis Bank Ltd
Rudrapur
03.2014 - 09.2018
  • Acquired high-value accounts through strategic relationship building.
  • Focused on nurturing new client relationships to enhance engagement.
  • Achieved sales targets consistently through effective strategies.
  • Analyzed customer behavior and expectations to tailor services.
  • Addressed inquiries and provided clarifications to improve customer satisfaction.
  • Delivered customized solutions to high-net-worth clients, including banking privileges.
  • Cross-sold bank products and services to both existing and potential customers.
  • Provided financial advisory services, including investment planning and third-party product sales.

Education

B.TECH - Electronics And Communications Engineering

Uttarakhand Technical University
Kichha
07-2013

Secondary -

G.I.C
Gadarpur
03-2009

HIGH SCHOOL -

G.I.C
Gadapur
03-2007

Skills

  • Credit analysis and portfolio management
  • Cash management and budget planning
  • Banking operations and efficiency
  • Communication skills and issue resolution
  • Client acquisition and customer engagement

Certification

  • NISM
  • IRDA

Accomplishments

• Certificate received from Circle sales Head (Axis Bank Ltd) for good performance in Mutual Fund.

• Certificate received from Circle Head (Axis Bank Ltd) for good performance in Life Insurance.

• Certificate received from Cluster Head (Yes Bank Ltd) for good performance in Life Insurance.

• Certificate received from Regional Head (IndusInd Bank Ltd) for CASA & FEE contest.

Timeline

Relationship Manager

Yes Bank
09.2024 - Current

IDFC First Bank Ltd
06.2023 - 09.2024

Branch Sales Manager

Bandhan Bank Ltd
11.2022 - 06.2023

Key Account Manager

Indusind Bank Ltd
12.2019 - 11.2022

Branch Service Partner

Yes Bank Ltd
09.2018 - 06.2019

Assistant Sales Manager

Axis Bank Ltd
03.2014 - 09.2018

B.TECH - Electronics And Communications Engineering

Uttarakhand Technical University

Secondary -

G.I.C

HIGH SCHOOL -

G.I.C

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