Sagar Kobal
Pune
Summary
Proven relationship manager with expertise in client communication and issue resolution. Committed to enhancing customer satisfaction and loyalty through personalized service and effective sales support.
Overview
4
4
Certifications
7
7
years of professional experience
Work History
Personal Banker Classic
HDFC Bank,Koregoan Bhima
Pune
2023.09 - Current
- Assisted clients with account openings and service inquiries.
- Processed loan applications and guided customers through financing options.
- Promoted bank products to enhance customer financial solutions.
- Managed cash transactions and ensured compliance with banking regulations.
- Provided expert advice on investment options and savings plans.
- Resolved customer complaints efficiently and maintained satisfaction levels.
Deputy manager EC-BDM
Indusind Bank LTD
Pune
2022.04 - 2023.10
- Managed daily operations in banking services and customer interactions.
- Coordinated branch activities to improve customer satisfaction and engagement.
- Facilitated communication between departments to streamline processes and workflows.
Sales officer
Ujjivan Small Finance Bank
Pune
2021.09 - 2022.03
- Managed client accounts and provided ongoing support for inquiries.
- Resolved customer issues promptly to enhance overall client experience.
- Used cold calling and networking to sell products and services.
- Sourced new sales opportunities through inbound lead follow-up.
Senior Officer
Yes Bnk LTD
Pune
2021.01 - 2021.09
- Attain existing client financial targets and generate a new client base.
- Achieve the monthly target.
- Provide accurate revenue forecasts to the sales manager on a weekly basis.
Sales Executive
HDB Financial Service Limited
Pune
2019.12 - 2021.01
- Attain existing client financial targets and generate a new client base.
- Achieve the monthly target.
- Provide accurate revenue forecasts to the sales manager on a weekly basis.
Education
Bachelor of Arts -
Kastury Collage
Pune2016-05
HSC R.B.Gujar Prashala
Pune2013-02
SSC S.P.M Vidyalaya
Pune2011-03
Skills
- Client relationship management
- Product presentations
- Issue resolution
- Sales support
- Customer inquiries management
- Banking operations
- Target achievement
- Team collaboration
- CRM tracking
- Relationship management
- Effective customer communication
- Sales expertise
- Client relationships
Certification
NISM Exam Certificate
Timeline
Personal Banker Classic
HDFC Bank,Koregoan Bhima
2023.09 - Current
Deputy manager EC-BDM
Indusind Bank LTD
2022.04 - 2023.10
Sales officer
Ujjivan Small Finance Bank
2021.09 - 2022.03
Senior Officer
Yes Bnk LTD
2021.01 - 2021.09
Sales Executive
HDB Financial Service Limited
2019.12 - 2021.01
Bachelor of Arts -
Kastury Collage
HSC R.B.Gujar Prashala
SSC S.P.M Vidyalaya