Summary
Overview
Work History
Education
Skills
Accomplishments
Additional Information
Work Availability
Quote
Timeline
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Sathya Prakash Khatri

Sathya Prakash Khatri

Relationship Manager - Branch Banking
Bangalore,Karnataka

Summary

Business-driven Relationship Manager always finding successful ways to acquire new clients and foster lucrative relationships. A determined leader with over 8 years of assisting clients with financial planning processes and assessing financial data. Offering dynamic collaboration and decision making skills.


Experienced with over 8 years of successful experience in Sales Industry Recognized consistently for performance excellence and contributions to success in Sales industry. Possesses strong verbal communication and interpersonal skills required to converse with customers.


Capable Relationship Manager experienced in developing customized solutions to meet wide-ranging customer needs. Strong collaborator and active listener with excellent verbal and written communication skills.


Driven Relationship Manager focused on deepening client relationships by providing superior service and support.

Overview

8
8
years of professional experience
6
6
years of post-secondary education
4
4
Languages

Work History

Relationship Manager - Branch Banking

Axis Bank
Bangalore, Karnataka
03.2022 - Current
  • Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
  • Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
  • Performed banking, business administration and financial tasks to guarantee five-star service for clients.
  • Maintained knowledge on banking products and distribution to provide optimal service support.
  • Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
  • Utilized prospecting techniques to identify potential clients and create opportunities to sell financial services.
  • Monitored issues carefully and reached out to customers to provide immediate resolution and maintain satisfaction.

Sales Manager - DSF Sourcing L1

Tata AIA Life Insurance Company Ltd
Bangalore, Karnataka
05.2017 - 03.2022
  • Created effective strategies to target new markets after researching and analyzing competitor behavior.
  • Identified, hired and trained highly-qualified staff by teaching best practices, procedures and sales strategies.
  • Delivered engaging sales presentations to new clients, explaining technical information in simplified language to promote features and increase client base.
  • Improved sales processes to streamline customer acquisition and onboarding strategies.

Agency Manager

Aditya Birla Sun LIfe Insurance Company Ltd
Bangalore, karnataka
07.2016 - 04.2017
  • Managed performance of Advisors by proactively addressing deficiencies and training weaknesses.
  • Recruited and developed Advisors for Agency department.
  • Managed staff performance of staff by proactively addressing deficiencies and training weaknesses.

Sales Executive

Country Vacations Private Ltd
Bangalore, Karnataka
08.2014 - 04.2016
  • Explaining Clients to Opt for Life time Membership .
  • Increased overall revenue from sales through effective salesmanship and great negotiation skills.
  • Tackled customer concerns and responded to inquiries to provide immediate issue resolution.
  • Total Business revenue Generated in 2 Years 51 lac + .

Education

10th

Varun Public School
Jodhpur
04.2012 - 04.2013

12th

Tamil Nadu Board of Secondary Education
Tamil Nadu
06.2014 - 06.2015

Diploma in Aviation,Hospitality &Travel Management -

Frankfinn Institute Of Air Hostess Training
Bangalore
07.2014 - 07.2015

Bachelor of Commerce -

MATS University
Raipur
06.2016 - 06.2019

Skills

    Creating sales strategies

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Accomplishments

  • Achieved certificate of merit and awarded as "Runner up sales executive" in 2015 at Country Vacation .
  • Achieved certificate of excellence in Udaan 2015 for " Customer interaction program" at Frankfinn Institute .
  • TATA AIA LIFE :
  • Started career as an Assistant Relationship Manager at TATA AIA Life.
  • Promoted From Assistant Relationship Manager( ARM) to Relationship Manager (RM) in Nov 2018 at Tata AIA Life .
  • Promoted From Relationship Manager(RM) to Senior Relationship Manager (SRM) in Feb 2019 at Tata AIA Life .
  • Promoted From Senior Relationship Manager(SRM) to Executive Relationship Manager (ERM) in June 2019 at Tata AIA Life .
  • Promoted From Executive Relationship Manager(ERM) to Sales Manger DSF Sourcing (L1) in Jan 2020 at Tata AIA Life .
  • With these Even i have achieved MDRT Plus in 2019 at Tata AIA Life.
  • In these, 5 Successful Year at TATA AIA Life Achieved Numerous Monthly , Quarterly , Half yearly Certification for Performance , Behaviours skills and Managerial Skills by CEO, CDO and National Head.

Additional Information

PERSONAL PROFILE:

  • Name: Sathyaprakash khatri
  • Date of Birth: 21/09/1996
  • Marital Status: Single
  • Nationality: Indian



Work Availability

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Quote

The way to get started is to quit talking and begin doing.
Walt Disney

Timeline

Relationship Manager - Branch Banking

Axis Bank
03.2022 - Current

Sales Manager - DSF Sourcing L1

Tata AIA Life Insurance Company Ltd
05.2017 - 03.2022

Agency Manager

Aditya Birla Sun LIfe Insurance Company Ltd
07.2016 - 04.2017

Bachelor of Commerce -

MATS University
06.2016 - 06.2019

Sales Executive

Country Vacations Private Ltd
08.2014 - 04.2016

Diploma in Aviation,Hospitality &Travel Management -

Frankfinn Institute Of Air Hostess Training
07.2014 - 07.2015

12th

Tamil Nadu Board of Secondary Education
06.2014 - 06.2015

10th

Varun Public School
04.2012 - 04.2013
Sathya Prakash KhatriRelationship Manager - Branch Banking