Open To Work
Sourabh Mishra
Banking
Delhi
Summary
Achievement-driven Retail Finance professional with acumen in achieving business growth objectives by generating new business opportunities and maximizing the competitive strength of the division for long-term success, targeting assignments in Marketing across industries.
Overview
11
11
years of professional experience
1
1
Certification
2
2
Languages
Work History
Platinum Relationship Manager
AU Small Finance Bank
03.2026 - Current
- Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- 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.
- Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
- Provided exceptional customer service, resolving issues promptly and maintaining client trust throughout the resolution process.
- Strengthened client relationships by actively listening to their needs and providing tailored financial solutions.
- Enhanced team productivity by leading weekly strategy meetings focused on client engagement and conflict resolution.
- Strengthened client relationships through regular, personalized communication, ensuring high levels of client satisfaction and retention.
Relationship Manager
HDFC Retail Bank Branch PB Classic Sales
12.2024 - 01.2026
- Rendered Wealth Management, Investment & Insurance Services (Life, General Insurance, Mutual Funds and Trading Accounts); interacted with key decision makers in various organizations for generation of new/additional business.
- Managed Current Account Savings Account (CASA) books; ensured deepening of existing Current & Savings Accounts through cross-selling of products.
- Monitored database of High Net Worth Individual (HNI) customers; ensured adherence to service standards of the bank and regulatory compliance as laid down by the RBI and other regulatory authorities.
- Developed and implemented tailored financial solutions, including loans, investment, insurance based on client need and risk profilers.
- Acquired new clients through proactive business development activities including networking, referrals, and lead generation.
- Conducted regular client meetings and reviews to understand evolving financial goals and provide proactive advice.
- Resolved client queries and complaints efficiently and effectively, ensuring high levels of customer satisfaction.
Manager
INDUSIND bank pioneer
06.2023 - 10.2024
- Administered portfolio performance of clients, ensured compliance with statutory requirements laid by acts governing banking regulations; arranged meetings with potential customers through cold calling for new business opportunities.
- Rendered Wealth Management, Investment & Insurance Services (Life, General Insurance, Mutual Funds and Trading Accounts); interacted with key decision makers in various organizations for generation of new/additional business.
- Managed Current Account Savings Account (CASA) books; ensured deepening of existing Current & Savings Accounts through cross-selling of products.
- Discussed financial requirements and rendered sustained advisory services to personal and business clients.
- Monitored database of High Net Worth Individual (HNI) customers; ensured adherence to service standards of the bank and regulatory compliance as laid down by the RBI and other regulatory authorities.
Key relationship Manager
ICICI Securities
12.2020 - 06.2023
- Promoted to Key relationship manager (2022) from Senior relationship manager.
- Completed 6 months target of mutual funds, life insurance, bond, SIP, fresh purchase of mutual funds and accounts.
- Got appreciation and received prize for highest number of SIP.
- Got appreciation for highest number of mutual funds client activation of 21 in a month and qualified account of 20 in a month.
Sales Executive Engineer
Parson technology
09.2015 - 06.2016
- Built productive B2B relationships with existing partnerships to retain and increase contract values.
- Provided excellent customer service to clients, responded to queries in a timely and professional manner from point of negotiation and beyond, with professional standard materials and presentations.
- Mapped customer requirements, provided customized products, delivered technical presentations and liaised with internal teams for closing the deal.
- Resolved critical issues related to sales, and escalated important matters to upper management.
Education
B.Tech. - Electrical
Rungta College of Engineering and Technology
Bhilai, Chhattisgarh12th - undefined
D.A.V. Public School
Bhatgaon, Chhattisgarh10th - undefined
D.A.V. Public School
Bhatgaon, ChhattisgarhMBA - Marketing and HR
Birla Institute of Technology Mesra
Ranchi, Jharkhand01.2020
Skills
Sales
Competitor Analysis
Revenue Generation
Market Research
Documentation
Client Relations
Product Marketing
Market Penetration
Inventory Control
New Product Introduction
Sales Collaterals
Product-Awareness Programs/Promotions
CRM Tools: Hubspot, Scoro
MS Office (MS Word, MS Excel, MS PowerPoint)
Analysis & Accuracy
Communication
Numerical Competence
Problem Solving
Team Oriented
Positive Attitude
Willingness to Learn
Interpersonal
Certification
Completed prestigious certifications NISM 5 and NISM 7 (July - August 2020)
Accomplishments
- Promoted to Key relationship manager (2022) from Senior relationship manager.
- Completed 6 months target of mutual funds, life insurance, bond, SIP, fresh purchase of mutual funds and accounts.
- Got appreciation and received prize for highest number of SIP.
- Got appreciation for highest number of mutual funds client activation of 21 in a month and qualified account of 20 in a month.
TRAINING
- In-plant Training: Chhattisgarh Electricity Board, SECL Bhatgaon, Chhattisgarh (2014)
- Key Result Areas:
- Learnt about maintaining, commissioning and conducting tests & inspections to ensure operational effectiveness of utilities.
- Comprehended operations & maintenance of equipment.
- Acquired rich knowledge in performing preventive, corrective & troubleshooting maintenance and testing of all plant instruments, process monitoring & control protective equipment.
Work Preference
Job Search Status
Open to workWork Type
Full TimeLocation Preference
On-SiteSalary Range
₹80000/yr - ₹100000/yrTimeline
Platinum Relationship Manager
AU Small Finance Bank
03.2026 - Current
Relationship Manager
HDFC Retail Bank Branch PB Classic Sales
12.2024 - 01.2026
Manager
INDUSIND bank pioneer
06.2023 - 10.2024
Key relationship Manager
ICICI Securities
12.2020 - 06.2023
Sales Executive Engineer
Parson technology
09.2015 - 06.2016
B.Tech. - Electrical
Rungta College of Engineering and Technology
12th - undefined
D.A.V. Public School
10th - undefined
D.A.V. Public School
MBA - Marketing and HR
Birla Institute of Technology Mesra