Summary
Overview
Work History
Education
Skills
Languages
Timeline
Generic
SUDHEER KUMAR

SUDHEER KUMAR

B-60 3rd Floor Gali No. 9 Village RamgarhNew Delhi,DL

Summary

Premier Relationship Manager with a proven track record at Jana Small Finance Bank, Leveraged effective communication and financial planning expertise to exceed sales goals and enhance customer satisfaction. Skilled in managing wealth portfolios and fostering long-term client connections.

Overview

4
4
years of professional experience

Work History

Relationship Manager

Jana Small Finance Bank
04.2023 - 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.
  • Built and maintained relationships with new and existing clients while providing high level of expertise.
  • Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.

Sales Executive

Utkarsh Small Finance Bank
01.2022 - 04.2023
  • Achieved sales goals and service targets by cultivating and securing new customer relationships.
  • Researched sales opportunities and possible leads to exceed sales goals and increase profits.
  • Helped customers navigate choices between services with support for questions such as terms, pricing, and availability.
  • Connected customers with services based on individual needs and vendor capabilities.

Education

Bachelor of Arts - YES

DR. BHIM RAO AMBEDKAR UNIVERSITY
AGRA
04-2018

Skills

  • Banking
  • Relationship building and management
  • Business relationship cultivation
  • Financial planning processes
  • Relationship review process
  • New business generation
  • Effective customer communication
  • Solution management
  • Client acquisition
  • one year course of PDCA
  • Hindi ,English
  • Wealth management portfolios
  • Customer relationship management

Languages

English
Hindi

Timeline

Relationship Manager

Jana Small Finance Bank
04.2023 - Current

Sales Executive

Utkarsh Small Finance Bank
01.2022 - 04.2023

Bachelor of Arts - YES

DR. BHIM RAO AMBEDKAR UNIVERSITY
SUDHEER KUMAR