SONU GUPTA
Allahabad
Overview
3
3
years of professional experience
Work History
Acquisition Manager
YES BANK LIMITED
Prayagraj
11.2022 - Current
- Acquisition of Current & Saving Account , Focus on Client Service,
- Investment, Cross Sell, Insurance, KYC, CRM, Understanding Customer Need and Provide best possible Service and Product.
- Developed and implemented strategies to acquire new customers.
- Developed relationships with customers.
- Acquire guidance and support throughout the entire acquisition process.
Relationship Manager
HDFC BANK LIMITED
Ghazipur
09.2021 - 10.2022
- Team Handling, Set Team goals, Allocating & Managing Resources, Managing Portfolio, Funding, Investments, Insurance, Maintain Relationship with customer, Customer Satisfaction.
- Reviewed and analyzed client's credit history, income statements, balance sheets and other financial documents.
- Established relationships with new customers through cold calling and referrals from existing customer base.
- Provided guidance to clients regarding repayment schedules, interest rates and other important information related to their loan agreement.
Sales Officer
HDFC BANK LIMITED
- Focus on CASA, FD, RD, Insurance, Cross Sell, Investments, Handling Portfolio, Retail & Wholesale Assets, Inside & Outside Clients Call, Coordination, Update to customer for Upcoming Payments and interest part, Follow-up with Legal and Collection Team.
Education
M.com -
University Of Allahabad
01.2012
B. Com -
University Of Allahabad
01.2010
Intermediate -
Kendriya Vidyalaya I.T.I Naini Allahabad
01.2007
High-School -
Kendriya Vidyalaya C.O.D Chheoki Allahabad
01.2005
Skills
- Customer Acquisition
- Relationship Building
- MS Office
- Adaptability and Flexibility
- Team Leadership
- Customer Service
- Active Listening
- Multitasking
Relationship
Married
Key Feature
Good Knowledge of Banking & Process, Ability to Provide Support to Staff, Ability to Build Relationship & Trust, Confident, Hard Worker & Learner.
Personal Information
- Father's Name: Late, Ramchandra Gupta
- Mother's Name: Late, Malti Devi
- Date of Birth: 27/09/1990
Languages
Hindi & English
Hobbies and Interests
Traveling, Listening Music, Sports, Interaction with peoples
Timeline
Acquisition Manager
YES BANK LIMITED
11.2022 - Current
Relationship Manager
HDFC BANK LIMITED
09.2021 - 10.2022
Sales Officer
HDFC BANK LIMITED
M.com -
University Of Allahabad
B. Com -
University Of Allahabad
Intermediate -
Kendriya Vidyalaya I.T.I Naini Allahabad
High-School -
Kendriya Vidyalaya C.O.D Chheoki Allahabad
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