SAROJ KUMAR
Noida
Summary
Acting as the single point of contact for customers until they are on-boarded. sales-focused role responsible for acquiring new customers virtually through digital channels. Key responsibilities include lead generation, cross-selling banking products, achieving sales targets, and managing the customer onboarding process, while requiring strong communication, sales skills, and banking system proficiency.
Experienced Relationship Management Specialist key accountability of the role is to acquire new clients around the branch catchment area, build relationship, build Liability Book & generate revenue through cross sell of various banking products. Relationship Manager with a strong background in relationship management, sales, banking, customer relationship and service. Managed a large portfolios of 1200 & prepared a customer with a ticket size of 80Crore. accomplished cross-selling banking products and maintaining a 360-degree relationship with managed High Net worth (HNI) customers.
Overview
2
2
Languages
1
1
Certification
9
9
years of professional experience
Work History
Deputy Manager- VAM - AVC
AXIS BANK
Noida
07.2025 - Current
- Customer acquisition: Acquiring new customers, particularly for liability products, through leads from digital channels and propensity bases.
- Sales and cross-selling: Achieving monthly sales targets and cross-selling products like investments, assets, and cards to generate fee income.
- Virtual engagement: Engaging with customers and prospects virtually through digital media to provide a seamless customer experience.
- Onboarding: Acting as the single point of contact for customers until they are on-boarded.
- System proficiency: Utilizing and being proficient with banking systems, tools, and databases for transparent client support.
- Adherence to policies: Strictly adhering to internal control policies and guidelines.
Relationship Management Specialist
DBS BANK LTD
11.2023 - 09.2024
- The key accountability of the role is to acquire new clients around the branch catchment area, build relationship with High Net worth HNI Customer, build Liability Book & generate revenue through cross sell of various banking products.
- Acquiring new accounts (Current and Savings) from branch catchment area
- Quality sourcing of salary accounts from corporates
- Activate Accounts opened, UPI Linkage, M0 Balance, Savings balance and increase wallet share of our banking products includes Insurance, Mortgages, UL, SIP, MF CREDIT CARD. etc & manage the portfolio.
- Participate in corporate induction and migration events around the catchment area
- Build strong relationship with internal teams to leverage existing relationships from SME
- Conduct low-cost micro marketing activities around catchment areas for lead generations
Team Leader
Quess Corp Ltd (Axis Bank Affluent Credit Card Channel)
10.2019 - 02.2023
- Directed the distribution network for 20 branches in the North Region (Delhi/Noida), generating business in all aspects of credit cards, saving accounts (VCIP), and general insurance.
- Administrated a team of 16 junior Relationship Officers and prepared sales reviews for team meetings with Regional Sales Managers and Zone Heads.
- Achieved weekly sales expectations by participating in corporate activities and delivering presentations.
- Conducted thorough audits and implemented efficient training programs to enhance 10 staff performance and productivity.
- Resolved customer escalations at the branch level, resulting in increased 100% customer satisfaction and loyalty.
- Drove business growth by leveraging the expertise of 5 Burgundy and 20 priority RAMs to meet and exceed sales quota.
Customer Service Associate
Chaip Vision Services Pvt. Ltd.
06.2017 - 01.2019
- Built long term customers relationships and advised customers on purchases and promotions.
- Communicated with vendors regarding back-order availability, future inventory and special orders
Education
BCA -
Magadh University
I. Sc -
B.S.E.B
10th Std -
B.S.E.B
Skills
- Sales
- Sales management
- Credit card sales
- Corporate Networking
- Team Handling
- Relationship
- Leadership
- Team Coordination
- Team Work
- Customer Servicing
- Relationship Management
- Excel
Certification
IRDAI CERTIFIED
Awards
- Awarded from ASM Axis Bank for selling most premium Cards month of June 2021.
- Qualified for 1 Contests for Goa and awarded Best Team Leader in Premium cards.
- Awarded as Top Team Leader for the month of Jan 2022 in North Zone with Affluent Cards.
Hobbies and Interests
- Watching Movie
- Listening to Music
Languages
- English
- Hindi
Personal Information
- Father's Name: Kalikant Yadav
- Date of Birth: 02/02/96
- Gender: Male
- Nationality: Indian
- Marital Status: Married
Languages
English
Intermediate
B1
Hindi
Advanced
C1
Timeline
Deputy Manager- VAM - AVC
AXIS BANK
07.2025 - Current
Relationship Management Specialist
DBS BANK LTD
11.2023 - 09.2024
Team Leader
Quess Corp Ltd (Axis Bank Affluent Credit Card Channel)
10.2019 - 02.2023
Customer Service Associate
Chaip Vision Services Pvt. Ltd.
06.2017 - 01.2019
BCA -
Magadh University
I. Sc -
B.S.E.B
10th Std -
B.S.E.B