SAGAR SAKARIYA
KAMLAPUR MAIN BAZAR JASDAN RAJKOT
Summary
Relationship Manager at ICICI BANK specializing in client relationship management and sales strategy. Proven track record of exceeding targets and enhancing customer satisfaction through strategic planning and effective communication. Expertise in regulatory compliance and team leadership, contributing to portfolio growth and client loyalty. Strong work ethic and quick learning capabilities drive support for organizational objectives and customer service excellence.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Relationship Manager
ICICI BANK
Rajkot
06.2023 - Current
- Oversaw team of Sales Officers positioned in branches for CASA and cross-selling banking products.
- Conducted comprehensive audits to ensure compliance with regulations, fostering client confidence.
- Built strong client relationships to enhance customer service and address needs effectively.
- Consistently exceeded targets through proactive engagement and strategic planning.
- Managed client relationships to improve satisfaction and retention rates.
- Ensured adherence to auditing standards, enhancing trust in client relationships.
Sales Manager
ICICI BANK
Rajkot
06.2019 - 06.2022
- Established strategic relationships with elite customers, securing home/mortgage loans exceeding 1 Crore.
- Achieved CASA relationships in 95% of disbursed cases to enhance customer engagement.
- Cross-sold property insurance and life cover as essential loan protection measures.
- Secured two attachment products per CASA relationship to boost revenue.
- Onboarded schools and colleges to develop partnerships within Education Eco System.
- Promoted RERA accounts through regular meetings with builders for improved visibility.
- Visited educational institutions to open new trust accounts, expanding service offerings.
- Led sales team to exceed quarterly revenue targets through effective planning and execution.
Business Development Executive
ICICI BANK
06.2017 - 06.2019
- Achieved self CASA and revenue targets consistently through strategic sales initiatives.
- Cross-sold asset products, exceeding established cross-sell targets.
- Enhanced relationships with existing customers to foster loyalty and retention.
- Educated customers on banking services such as internet banking and mobile banking.
- Developed a comprehensive understanding of 360-degree customer relationships for effective service delivery.
Education
B.COM. -
SAURASHTRA UNIVERSITY
Rajkot05-2016
H.S.C. - MATHS & ENGLISH
GSHSEB
Jasdan, Rajkot01.2013
S.S.C. - MATHS & ENGLISH
GSEB
Jasdan, Rajkot01.2011
Skills
- Client relationship management
- Regulatory compliance
- Sales strategy
- Data analysis
- Problem solving
- Effective communication
- Performance tracking
- Product recommendations
- Portfolio growth
- Service assistance
- Team leadership
- Sales strategy development
- Teamwork and collaboration
- Time management
Languages
- Gujarati
- Hindi
- English
Certification
- NISM Certification
- IRDA Certification
Affiliations
Awarded Best Sales Manager among regions, and awarded by zonal head
Qualified month-on-month 'Run for Glory' regional contest
Awarded Best RM in Regional contest by the Product Head for CA sourcing
Timeline
Relationship Manager
ICICI BANK
06.2023 - Current
Sales Manager
ICICI BANK
06.2019 - 06.2022
Business Development Executive
ICICI BANK
06.2017 - 06.2019
B.COM. -
SAURASHTRA UNIVERSITY
H.S.C. - MATHS & ENGLISH
GSHSEB
S.S.C. - MATHS & ENGLISH
GSEB
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