Summary
Overview
Work History
Education
Skills
Certification
Accomplishments
Languages
Projects
Personal Information
Disclaimer
Timeline
Generic

Smile Mehra

Udhampur

Summary

A highly motivated and results-driven professional seeking a dynamic role in a growth-oriented organization where I can leverage my expertise in financial services, client relationship management, and analytical skills to drive business success. Passionate about delivering exceptional customer experiences, optimizing operational efficiency, and contributing to the overall growth of the organization.

Overview

8
8
years of professional experience
1
1
Certification

Work History

Manager - RELATIONSHIP MANAGER YES PREMIA

YES BANK
08.2024 - Current
  • Managing and nurturing relationships with high-net-worth clients
  • Driving business growth through proactive client engagement
  • Providing investment guidance and wealth management solutions
  • Leading portfolio management initiatives, increasing revenue

Deputy Manager - KEY ACCOUNTS MANAGER

INDUSIND BANK LTD
01.2024 - 07.2024
  • Managed and grew key client accounts, ensuring high customer retention
  • Led a team to drive business development and revenue generation
  • Provided tailored financial solutions and investment strategies
  • Strengthened relationships with corporate clients and enhanced customer engagement

Branch Sales Officer / Assistant Manager - PERSONAL BANKER SALES

HDFC BANK LTD
04.2021 - 12.2023
  • Joined as Branch Sales Officer and successfully drove sales growth and client acquisition
  • Promoted to Assistant Manager - PERSONAL BANKER SALES within the organization due to high performance
  • Spearheaded financial solutions, cross-selling banking products, and ensuring exceptional customer service

Accountant

Satya Sales and Builders
02.2019 - 03.2021
  • 2 Years 1 Month
  • Of experience in financial accounting and bookkeeping

Network Engineer

SSV SOLUTION
08.2017 - 01.2019
  • 1 Year 5 Months
  • Of experience in networking solutions

Education

Bachelor of Computer Applications (B.C.A) -

Jammu University
01.2017

12th Grade -

JKBOSE

10th Grade -

JKBOSE

Six-week training in C++ language -

Computer Centre

Skills

  • Financial Analysis & Risk Management
  • Investment & Wealth Management
  • Customer Relationship Management (CRM)
  • Business Development & Sales Strategy
  • Banking Products & Services Expertise
  • Digital Banking & FinTech Solutions
  • Team Leadership & Performance Management

Certification

  • NISM-Series-V-A: Mutual Fund Distributors Certification Examination
  • Corporate Agent Certification IRDA
  • SEBI - NISM Investor Certificate
  • CCNA Certification (Cisco Certified Network Associate)

Accomplishments

  • Certificate of appreciation for Health Insurance contest "Stay Hydrated Stay Healthy" (4 NOPs of Health Insurance in a day).
  • Certificate of appreciation for Demat Account contest "Bull – Run" (24 Demat Accounts in one month).
  • Certificate of appreciation for Liabilities Contest "Race to Glory".
  • Two-time highest PLP achiever as a Branch Sales Officer in North Region.
  • Certification of Appreciation, Grandeur Drive, Regional Head, 12/2024, YES BANK
  • Certification of Appreciation, Grandeur and Current Account Drive, Regional Head, 09/2024, YES BANK
  • Award of Excellence Trophy, Exemplary Performance in 3-in-1 YSL Acquisition, 09/02/24 - 09/07/24, YES BANK

Languages

  • English
  • Hindi
  • Dogri

Projects

Hotel Management System, Developed a system to maintain hotel records, room reservations, visitor details, and billing., Team Leader in a team of 4., VB.NET, Visual Studio 2010

Personal Information

  • Hobbies: Traveling, Trekking, Bike Riding, Camping, Financial Market Research
  • Date of Birth: 02/18/95
  • Gender: Male
  • Nationality: Indian

Disclaimer

I hereby declare that all the information provided above is true, accurate, and complete to the best of my knowledge and belief. I take full responsibility for the authenticity of the details mentioned and am prepared to provide supporting documents upon request.

Timeline

Manager - RELATIONSHIP MANAGER YES PREMIA

YES BANK
08.2024 - Current

Deputy Manager - KEY ACCOUNTS MANAGER

INDUSIND BANK LTD
01.2024 - 07.2024

Branch Sales Officer / Assistant Manager - PERSONAL BANKER SALES

HDFC BANK LTD
04.2021 - 12.2023

Accountant

Satya Sales and Builders
02.2019 - 03.2021

Network Engineer

SSV SOLUTION
08.2017 - 01.2019

Bachelor of Computer Applications (B.C.A) -

Jammu University

12th Grade -

JKBOSE

10th Grade -

JKBOSE

Six-week training in C++ language -

Computer Centre
Smile Mehra