Summary
Overview
Work History
Education
Skills
Certification
Disclaimer
Languages
Timeline
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SARFARAJ

Summary

Dynamic banking professional with a proven track record , excelling in customer relationship management and cross-selling strategies. Adept at building strong client connections, driving retention, and enhancing product offerings. Skilled in risk assessment and investment advisory, consistently delivering exceptional service and fostering loyalty among high-net-worth individuals.

Overview

9
9
years of professional experience
1
1
Certification

Work History

PERSONAL BANKER SALES

HDFC BANK LTD
12.2023 - Current
  • Developing new and expanding existing HNI customer relationships with liabilities.
  • Sourcing new bank customers through acquisition channels.
  • Cross selling of bank products to the existing set of branch customers which are mapped.
  • Informing customers of new products or product enchantments to further expand the banking relationship.
  • Provide the services walking customers.

Business Development Manager

INDUSIND BANK
03.2023 - 12.2023
  • Sourcing current account and saving account and other banking product through market
  • Selling third party product(LI,GI,MF)
  • Build and maintain strong client relationship to maximize customer retention and drive cross-selling opportunities.

.

RELATIONSHIP MANAGER-NEW RELATIONSHIP

ICICI BANK
01.2022 - 02.2023
  • Sourcing current and saving account and other banking product.
  • Selling third-party products (LI, GI, MF).
  • Developed and maintained strong relationships with clients to ensure satisfaction and loyalty.

OFFICE SALES

BAJAJ FINANCE LTD(PAYROLL OF QUESS CORP LTD)
03.2018 - 07.2020

. Consumer durable loan

SALES EXECUTIVE

OPPO DELHI PVT LTD(CURRENT NAME GONGCHENG COMMUNICATION PVT LTD)
10.2016 - 03.2018
  • SALES REPRESENTATIVE AT OPPO STORE.

Education

B.A(HONOURS) - POLITICAL SCIENCE.

ZAKIR HUSSAIN DELHI COLLEGE
DELHI UNIVERSITY
07-2016

Skills

  • Customer Relationship Management
  • Cross-Selling
  • Risk Assessment
  • Investment Advisory
  • Team Collaboration
  • Banking regulations
  • Communication Skills

Certification

  • IRDAI CERTIFIED
  • AMFI CERTIFIED

Disclaimer

I hereby solemnly confirm that all the details provided above are true to the best of my knowledge.

Languages

  • Hindi
  • English

Timeline

PERSONAL BANKER SALES

HDFC BANK LTD
12.2023 - Current

Business Development Manager

INDUSIND BANK
03.2023 - 12.2023

RELATIONSHIP MANAGER-NEW RELATIONSHIP

ICICI BANK
01.2022 - 02.2023

OFFICE SALES

BAJAJ FINANCE LTD(PAYROLL OF QUESS CORP LTD)
03.2018 - 07.2020

SALES EXECUTIVE

OPPO DELHI PVT LTD(CURRENT NAME GONGCHENG COMMUNICATION PVT LTD)
10.2016 - 03.2018

B.A(HONOURS) - POLITICAL SCIENCE.

ZAKIR HUSSAIN DELHI COLLEGE
SARFARAJ