Sagar Singh
Saharanpur
Summary
Experienced Banking Professional | Expert in Client Relationship Management, Cross-Selling, and Portfolio Growth | Specialized in Retail and Wealth Banking Solutions | Skilled in Compliance and Audit Handling | Successfully managed a portfolio of ₹50 crore, achieving a 20% growth in revenue | Increased customer retention by 30% through strategic relationship management and personalized financial solutions | Consistently surpassed sales targets by 25% through cross-selling banking products.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Personal Banker Classic
HDFC Bank
Saharanpur
11.2023 - Current
- Managed a portfolio of ₹25 crore, achieving a 15% YoY growth in investment value
- Increased cross-selling efficiency by 30%, leading to a 25% boost in revenue from financial products
- Resolved over 95% of client queries within the first interaction, enhancing customer satisfaction scores by 40%
- Leveraged digital banking tools, resulting in a 50% improvement in process efficiency
Senior Officer
IIFL Finance
Jagadhri
02.2022 - 10.2023
- Oversaw a loan portfolio worth ₹10 crore, with a 12% reduction in non-performing assets (NPA)
- Achieved a 35% increase in new customer acquisitions through targeted marketing and referrals
- Streamlined operational processes, reducing processing time by 20% and improving customer turnaround
Officer Sales
Axis Bank
Yamunanagar
11.2020 - 09.2021
- Expanded the client base by 25%, driving an additional ₹5 crore in annual deposits
- Enhanced product penetration by 40% through strategic cross-selling of insurance and loan products
- Surpassed sales targets by 30%, securing high-value accounts from corporate clients
Sales Officer
ICICI Bank
Karnal
05.2019 - 10.2020
- Achieved a 20% increase in retail banking sales, adding ₹8 crore in new investments
- Improved customer engagement by 50% through proactive relationship management and digital onboarding
- Maintained a 98% compliance rate, ensuring full adherence to banking regulations
Education
Bachelor’s Degree - B.Com
Kurukshetra University (KUK)
Kurukshetra09.2018
Some College (No Degree) - 12th Grade
St. Mary's Academy
Sarsawa, Saharanpur07-2013
Some College (No Degree) - 10th Grade
Greenland Public School
Karnal05-2011
Skills
- Client Relationship Management
- Sales and Revenue Growth
- Financial Advisory & Cross-Selling
- Portfolio Management
- Compliance & Audit Handling (KYC, AML)
- Strategic Business Development
- Customer Retention & Satisfaction
- Digital Banking Solutions
- CRM & Banking Software Tools
- Data Analysis & Reporting
- Financial Risk Management
- Online Banking & Mobile Payment Solutions
Technical And Digital Proficiency
- Digital Banking Solutions
- CRM & Banking Software Tools
- Data Analysis & Reporting
- Financial Risk Management
- Online Banking & Mobile Payment Solutions
Certification
- NISM Certifications
- IRDA
Accomplishments
- Successfully managed a portfolio of ₹50 crore, achieving a 20% revenue growth.
- Increased customer retention by 30% through strategic relationship management.
- Consistently surpassed sales targets by 25% through effective cross-selling.
- Reduced non-performing assets (NPA) by 12% at IIFL Finance.
- Expanded Axis Bank’s client base by 25%, adding ₹5 crore in annual deposits.
Timeline
Personal Banker Classic
HDFC Bank
11.2023 - Current
Senior Officer
IIFL Finance
02.2022 - 10.2023
Officer Sales
Axis Bank
11.2020 - 09.2021
Sales Officer
ICICI Bank
05.2019 - 10.2020
Bachelor’s Degree - B.Com
Kurukshetra University (KUK)
Some College (No Degree) - 12th Grade
St. Mary's Academy
Some College (No Degree) - 10th Grade
Greenland Public School
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