Sakir Khan
Baroda (Vadodara)
Summary
Energetic professional, experienced in sales and communication. Imaginative, self-starter, proficient in creative solutions. Highly analytical with budgets, and keeping all company norms intact. Strong product knowledge and good customization skills. Good understanding of consumer behavior. Strategic in financial management, thrive on maximizing productivity and efficiency in task completion. Skilled in budgeting, risk assessment, and strategic planning. Excel at communication, problem-solving, and leadership, ensuring seamless operations and team synergy.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Sr Relationship Manager
Kotak Mahindra Bank
09.2022 - Current
- Build and maintain strong relationships with existing and prospective NRI clients, including HNIs.
- Provide personalized financial advice and solutions, including investment products, insurance, and banking services, to meet the specific needs of NRI customers.
- Ensure high-quality customer service and promptly address customer queries and complaints.
- Actively generate new sales leads for NRI customers through referrals, outreach, and other strategies.
- Cross-sell a range of banking products, including third-party offerings, to existing NRI customers.
- Develop databases for lead generation, identify key market segments, and plan sales initiatives.
- Contribute to overall performance and revenue targets by coordinating with other teams and departments.
Preferred Relationship Manager
HDFC Bank
Vadodara
01.2020 - 09.2022
- Maintaining and improving relationships with Imperia customers, acting as their primary point of contact, and addressing their needs and concerns.
- Managing a portfolio of Imperia customers, including new customer acquisition, family account additions, and relationship retention.
- Achieving sales targets through cross-selling various products, including liabilities, assets, credit cards, and online trading.
- Ensuring high-quality service delivery, resolving complaints, and proactively managing customer issues.
- Staying informed about HDFC Bank's products and services, and effectively communicating this information to customers.
- Adhering to all banking regulations, guidelines, and internal processes.
Affluent Manager
Axis Bank
South Mumbai
01.2019 - 12.2019
- Managing customer base of 100 cr with over 150 clients and increased the combined assets under management.
- Developed sustainable client relationships resulting in excellent customer experience, feedback and rating.
- Promoted a full range of need-based solutions including currency derivatives, foreign exchange deposits, MF PMS, alternate investment funds, structured products, insurance and a range of asset products.
- Increasing client’s wallet share as well as acquiring clients across industries.
Wealth Manager
ICICI Bank
South Mumbai
12.2015 - 12.2018
- Handling HNI Accounts.
- Wealth management and family banking.
- Loans and Assets referred like Auto loan Cash credit Term loans Bank Guarantee Commercial Vehicles construction equipment loans Etc.
Manger- Motor
Cholamandalam MS GIC
Mumbai
10.2014 - 12.2015
- Handling the retail channels of my DDUC (Direct Dealer Used Cars).
- Developing the database of retail clients and client acquisition.
- Meeting with the prospective clients, and promoting the product and the benefits of its services.
- Implementation of schemes, and ensuring commercial controls at the distributor point.
- End-to-end sales closure responsibility, lead generation, and response activities.
- Maintain a relationship with the client through periodic calls and emails.
- Creating and managing lists of prospects across various target client segments.
- Contacting client prospects across target client segments and markets.
Manager
Landmark Insurance Brokers Pvt Ltd
Mumbai
02.2014 - 10.2014
- Handling the HNI client’s motor insurance portfolio that holds the Porsche, Mercedes, and Rolls Royce, etc.
- Targeting those clients who are not insured with Landmark Insurance Brokers.
- Marinating the CRM with the existing client.
- Cross-selling the other insurance products in order to add revenue to the company.
- Dealing with other major portfolios in Non-Motor Insurance (Marine Insurance, Fire Insurance, Travel Insurance, Personal Accident, and Health Insurance).
Intern
3Hd Media
Prabhadevi
10.2013 - 12.2013
- Internship (Digital Marketing) / Rural Marketing in an Urban Area.
Sales Executive Manager
Care Office Equipment Pvt Ltd
Vadodara
01.2011 - 01.2012
- Involved in pushing customers online and then converting them into real business.
- Executed various events and promotions for Dell computers as a sales executive.
- Daily reporting on the basis of sales and the number of customers interacted.
- Created leads with many clients, and that helped the company save significant costs.
- Accessories, product customization of laptops, as per the customer demand.
Education
PGPM - Marketing, Operation
IBS MUMBAI (ICFAI BUSNIESS SCHOOL)
Mumbai01.2014
GBBA - Foreign Trade
Anand Commerce College
Anand, Gujarat01.2011
H.S.C -
GAmbe Vidyalaya
Baroda, Gujarat01.2008
S.S.C -
Ambe Vidyalaya
Baroda, Gujarat01.2006
Skills
- MS Office Latest
- MS Word
- Excel
- PowerPoint
- Mac OS
- Windows
- Maintaining Management Information Systems
- Networking skills
- Financial analysis and planning
Languages
- English
- Hindi
- Gujarati
Internship
3Hd Media, 3 months, Prabhadevi, Mumbai, Intern (Digital Marketing/Rural Marketing in Urban Area)
Accomplishments
- Qualified for Dare Event in Malaysia.
Languages
Hindi
First Language
English
Upper Intermediate (B2)
B2
ENGLISH
Upper Intermediate (B2)
B2
Gujarati
Elementary (A2)
A2
Certification
- Certified AMFI.
- Mr. Bond for Mutual fund
Timeline
Sr Relationship Manager
Kotak Mahindra Bank
09.2022 - Current
Preferred Relationship Manager
HDFC Bank
01.2020 - 09.2022
Affluent Manager
Axis Bank
01.2019 - 12.2019
Wealth Manager
ICICI Bank
12.2015 - 12.2018
Manger- Motor
Cholamandalam MS GIC
10.2014 - 12.2015
Manager
Landmark Insurance Brokers Pvt Ltd
02.2014 - 10.2014
Intern
3Hd Media
10.2013 - 12.2013
Sales Executive Manager
Care Office Equipment Pvt Ltd
01.2011 - 01.2012
PGPM - Marketing, Operation
IBS MUMBAI (ICFAI BUSNIESS SCHOOL)
GBBA - Foreign Trade
Anand Commerce College
H.S.C -
GAmbe Vidyalaya
S.S.C -
Ambe Vidyalaya
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