Summary
Overview
Work History
Education
Skills
Accomplishments
Personal Details
Computer skills
Languages
Timeline
Generic
SARVJEET

SARVJEET

DELHI

Summary

Experienced Relationship Manager with knack for creating long-lasting client loyalty and customer advocates. Results-driven Team Manager known for high productivity and efficient task completion. Possess specialized skills in team leadership, Sales, conflict resolution, and strategic planning. Excel in communication, adaptability, and problem-solving, ensuring success in fast-paced environments.

Overview

10
10
years of professional experience

Work History

Royale Relationship Manager

AU SMALL FINANCE BANK
New Delhi
10.2024 - Current
  • Handling Relationship Team and book-size of 48Cr.
  • Qualified- Master of Mutual funds(November) , Top Li performer(January), Rm of the month ( February) and few cluster level contests.
  • Provided training sessions for colleagues on best practices.
  • Set goals for performance and deadlines to comply with company plans and vision.

Relationship Manager

HDFC BANK
08.2022 - 09.2024
  • Managing 175 cr. Book size with more than 250 Group of customers.
  • Promoted from Personal Banker to Relationship manager with grade (Deputy Manager to Manager) in 1.5 yr.
  • Qualified MDRT (March 2024- Budapest), BBH (March 2023) and more than 5 internal contest in last 1 yr
  • 250% income Achievement in 2023-24 Financial yr with more than 50 lakh of Insurance.

Senior Sales Associate

Policybazaar.com
06.2017 - 07.2022
  • Sales executive in TERM Insurance department.
  • Maintaining 200+ Customers of Bucket and sale more than 15-20 lakh every month with more than 40 insurance policies.
  • Qualified 2 times Golden Superstar from (JAG )contest.
  • Team Handling for new joiners and train them for sales on floor.
  • Got 3 Promotions from sales executive to Sr. SALES ASSOCIATE.

CPA

ICICI PRUDENTIAL
06.2015 - 05.2017
  • Computer operational work.
  • Data Maintaining of all insurance sales and service.
  • Maintaining MIS.

Education

BACHELOR OF COMMERCE -

kalinga University
Raipur, MP
2020

12TH -

NIOS
2017

10TH -

CBSE
2015

Skills

  • Team handling
  • B2B sales
  • Insurance and banking Products sales
  • Extensive product knowledge
  • Customer Management
  • Customer Service

Accomplishments

RM of the month , Game on (RH level contest) - (February-2024)

Leagues of Legend (NBM level contest), Best Li performer - (Jan-2025)

Master of Mutual funds (Nov-2024)

MDRT Qualification Budapest - (March 2024)

ZH Qualification GOA (Feb-2024)

RH Qualification Parwanoo (Feb-2024)

Clarion Qualification - (October-2023)

BBH Qualification GOA (March 2023)

2 times Golden Superstar Achiever in Policy Bazar

Personal Details

  • Name - Sarvjeet
  • Father's Name - Ved Prakash
  • DOB - 18th Aug 1997
  • Marital status - Married
  • Nationality - Indian

Computer skills

  • Knowledge of MS- Office (Word, Excel, Power Point)
  • Knowledge of Computer Handling.

Languages

English
Upper Intermediate
B2
Hindi
Proficient
C2
Punjabi
Proficient
C2

Timeline

Royale Relationship Manager

AU SMALL FINANCE BANK
10.2024 - Current

Relationship Manager

HDFC BANK
08.2022 - 09.2024

Senior Sales Associate

Policybazaar.com
06.2017 - 07.2022

CPA

ICICI PRUDENTIAL
06.2015 - 05.2017

BACHELOR OF COMMERCE -

kalinga University

12TH -

NIOS

10TH -

CBSE
SARVJEET