Samit Mistry
Ahmedabad
Summary
Results-driven Relationship Manager with 5+ years of experience in banking, insurance, and sales operations. Proven ability to drive revenue growth, manage high-value client portfolios, and deliver customer-focused financial solutions. Strong in cross-selling, client retention, and achieving sales targets.
Overview
6
6
years of professional experience
Work History
Relationship Mgr at Level 3
ICICI BANK
Ahmdabad
04.2026 - Current
- Cultivated strong client relationships through regular communication and personalized service.
- Analyzed customer needs to recommend suitable banking products and services.
- Coordinated with internal teams to resolve client inquiries and issues promptly.
Sales Executive / Relationship Role
Bharti AXA Life Insurance
Ahmdabad
11.2025 - 04.2026
- Achieving monthly and quarterly insurance sales targets
- Advising clients on financial protection and investment plans
- Building and maintaining long-term customer relationships.
Relationship Manager
HDFC Bank
Ahmdabad
06.2023 - 11.2025
- Managed portfolio worth ₹40+ crore with 1500+ clients
- Delivered end-to-end banking services and solutions.
- Promoted digital banking and increased customer adoption.
- Top performer in insurance sales
- Achieved highest incentive payout of ₹36,000
- Consistently exceeded cross-selling and revenue targets.
Sales Supervisor
Corel Pharmachemicals
10.2020 - 05.2023
- Supervised sales operations and team performance
- Managed targets and ensured team productivity
- Improved workflow efficiency and coordination.
Education
Bachelor of Computer Applications -
Hemchandracharya North Gujarat University
PatanSkills
- Relationship Management
- Sales & Business Development
- Banking & Financial Services
- Cross-Selling & Upselling
- Customer Retention
- CRM & MS Excel
- Team Leadership
- Communication & Negotiation
- Compliance Management
Accomplishments
- Top performer in insurance sales at HDFC Bank
- Highest incentive earner (₹36,000)
- Consistently achieved sales targets
- Managed and grew high-value client portfolio
Disclaimer
I hereby declare that the above information is true and correct to the best of my knowledge., Ahmedabad, Samit Mistry
Personal Information
- Date of Birth: 04/04/97
- Nationality: Indian
Languages
- Hindi
- English
- Gujarati
Timeline
Relationship Mgr at Level 3
ICICI BANK
04.2026 - Current
Sales Executive / Relationship Role
Bharti AXA Life Insurance
11.2025 - 04.2026
Relationship Manager
HDFC Bank
06.2023 - 11.2025
Sales Supervisor
Corel Pharmachemicals
10.2020 - 05.2023
Bachelor of Computer Applications -
Hemchandracharya North Gujarat University