Summary
Overview
Work History
Education
Skills
Certification
Interests
Corporate Experience
Latest Achievements
Personal Information
Timeline
Generic

SATYAWAN SINGH

Noida

Summary

Seeking a position to utilize my skills and abilities in the Financial Industry that offers professional growth and to serve the organization to the best of my capabilities by realizing my goal towards the goal of organization, adding value to company

A BRIEF OVERVIEW

Overview

10
10
years of professional experience
2015
2015
years of post-secondary education
2
2
Certifications
2
2
Languages

Work History

Branch Sales Manager

IDFC FIRST BANK LTD
12.2021 - 07.2023
  • Handling the complete Branch Banking Sales Team (CASA).
  • Managing the branch of Total GL 280+Crores.
  • Achieving a sales target through direct efforts a by managing a team of Business Development Officers.
  • Identify sales opportunities for the CASA products by acquiring new customers and building new relationships.
  • Managing business relations with existing customers to increase the depth of existing relationships.
  • Ensure timely servicing of leads received and resolution of discrepancies raised during application process.
  • Record and track all engagement activities.
  • Working Closely with Branch Manager for achieving Branch Targets and Revenue Generation.
  • As a Branch Sales Manager-Ensuring mapping of market and customers according to their needs and handle queries to ensure customer satisfaction.
  • Customer Relationship Management and Sales.
  • A Dynamic Professional more than 10 years of experience in Retail Branch Banking.
  • Cross selling of Financial Products like Life and General Insurance, Retail Assets, BBG & EEG through market, branch walk-ins and from the references generated from the existing customer and supporting team for meeting their Targets.
  • Meet the budgeted financial targets-every quarter.
  • Managing customer complaints and providing them with the requisite solutions.
  • Maintaining nil/low wait-time.

Assistant Branch Manager

HDFC BANK LTD
05.2018 - 12.2021
  • Managed resources and staff, developing and attending sales goals.
  • Deeply involved in Acquisition of Current Accounts.
  • Managed the NTB Customers - Achieving the business targets assign in terms of cross selling, enhancing and upgrading the client relationship.
  • Maintained knowledge on banking products and distribution to provide optimal service support.
  • Coordinated with teams and assisted clients in providing optimal financial advice on various banking products.
  • Creating opportunities for cross-sell on third party products Mutual Funds, Life Insurance, General Insurance, Asset Products, Cards & other transaction fee generating products.
  • Monitored client requirements, identified prospective opportunities and assisted in increasing revenue.
  • Analyzed financial products and recommended appropriate products to clients.
  • Managed all products inquiries for clients and provided direct solutions.
  • Responsible for deepening of existing relationship through cross sell and upsell of products and services.
  • Managed the book size of Rs 80Cr.

Relationship Manager-Current Account

KOTAK MAHINDRA BANK LTD
10.2016 - 05.2018
  • Handling the client portfolio of more than 350 customers.
  • Deeply involved in Acquisition of Current Accounts & Saving Accounts.
  • Deeply involved in Branch business generation by cross selling products such as Mutual funds, life insurance, general insurance, Demat accounts, Loans etc.
  • Taking care of Forex transactions, which includes outward remittances& issuance of multi-currency forex cards.
  • Responsible for scrutiny of account opening forms to ensure that they are KYC compliant.
  • Ensured Branch Operations are carried out as per laid down processes and procedures of the bank.
  • Resolving all client queries related to their accounts, cards, payments etc.
  • Responsible for smooth functioning of the branch.

Sales Officer-Current Accounts

ICICI BANK LTD
01.2014 - 10.2016
  • Responsible for monthly assigned sales targets of Current Accounts & Saving Accounts.
  • Responsible for the monthly assign targets for cross sell, Assets and fee products.
  • To ensure customer satisfaction through regular engagement.
  • Follow the various internal guidelines and procedures of the banks.

Education

Bachelors of Arts -

Swami Vivekanand Subharti University

Higher Secondary - undefined

UP Board

Secondary - undefined

UP Board

MBA - Banking & Finance

01.2023 - Current

Skills

Sales tracking

Team development

Team training and development

Increasing sales

Certification

NISM Series V-A Mutual Fund Distributors Certifications.

Interests

Travelling
Play Basketball
Movies

Corporate Experience

  • Branch Sales Manager, IDFC FIRST BANK LTD - NOIDA SECTOR 12 BRANCH, 12/01/21, 07/31/23, Handling the complete Branch Banking Sales Team (CASA)., Managing the branch of Total GL 280+Crores., Achieving a sales target through direct efforts by managing a team of Business Development Officers., Identify sales opportunities for the CASA products by acquiring new customers and building new relationships., Managing business relations with existing customers to increase the depth of existing relationships., Ensure timely servicing of leads received and resolution of discrepancies raised during application process., Record and track all engagement activities., Working Closely with Branch Manager for achieving Branch Targets and Revenue Generation., Ensuring mapping of market and customers according to their needs and handle queries to ensure customer satisfaction.
  • Assistant Branch Manager, HDFC BANK LTD - Sector 18 Noida, 05/01/18, 12/31/21, Managed resources and staff, developing and attending sales goals., Deeply involved in Acquisition of Current Accounts., Managed the NTB Customers - Achieving the business targets assign in terms of cross selling, enhancing and upgrading the client relationship., Maintained knowledge on banking products and distribution to provide optimal service support., Coordinated with teams and assisted clients in providing optimal financial advice on various banking products., Creating opportunities for cross-sell on third party products Mutual Funds, Life Insurance, General Insurance, Asset Products, Cards & other transaction fee generating products., Monitored client requirements, identified prospective opportunities and assisted in increasing revenue., Analyzed financial products and recommended appropriate products to clients., Managed all products inquiries for clients and provided direct solutions., Responsible for deepening of existing relationship through cross sell and upsell of products and services., Managed the book size of Rs 80Cr.
  • Relationship Manager-Current Account, KOTAK MAHINDRA BANK LTD, East Delhi Branch, 10/01/16, 05/31/18, Handling the client portfolio of more than 350 customers., Deeply involved in Acquisition of Current Accounts & Saving Accounts., Deeply involved in Branch business generation by cross selling products such as Mutual funds, life insurance, general insurance, Demat accounts, Loans etc., Taking care of Forex transactions, which includes outward remittances & issuance of multi-currency forex cards., Responsible for scrutiny of account opening forms to ensure that they are KYC compliant., Ensured Branch Operations are carried out as per laid down processes and procedures of the bank., Resolving all client queries related to their accounts, cards, payments etc., Responsible for smooth functioning of the branch.
  • Sales Officer-Current Accounts, ICICI BANK LTD, Sector 12 Noida, 01/01/14, 10/31/16, Responsible for monthly assigned sales targets of Current Accounts & Saving Accounts., Responsible for the monthly assign targets for cross sell, Assets and fee products., To ensure customer satisfaction through regular engagement., Follow the various internal guidelines and procedures of the banks.

Latest Achievements

  • Get awarded by Zonal Head as a Best Sales Manager in Entire Region.
  • My Team Mates get awarded by Regional Head of IDFC FIRST Bank for their performance (REGION LEVEL).

Personal Information

  • Father's Name: Mr. Awadh Raj Singh
  • Mother's Name: Mrs. Malti Singh
  • Date of Birth: 01/01/93

Timeline

MBA - Banking & Finance

01.2023 - Current

Branch Sales Manager

IDFC FIRST BANK LTD
12.2021 - 07.2023

Assistant Branch Manager

HDFC BANK LTD
05.2018 - 12.2021

Relationship Manager-Current Account

KOTAK MAHINDRA BANK LTD
10.2016 - 05.2018

Sales Officer-Current Accounts

ICICI BANK LTD
01.2014 - 10.2016

Higher Secondary - undefined

UP Board

Secondary - undefined

UP Board

Bachelors of Arts -

Swami Vivekanand Subharti University
SATYAWAN SINGH