SUJIT BIRAJDAR

• Preferred Relationship Manager | HNW Portfolio Management | Wealth & Relationship Banking | Managing ₹130 Cr Portfolio |Cross-Selling & Client Acquisition Expert
• Focused on portfolio growth to enhance financial performance and meet client objectives.
• Built and maintained strong client relationships to enhance customer retention and satisfaction.
  Achieved business growth through effective cross-selling of banking, investment, and insurance products.
• Promoted to Manager role based on strong performance and portfolio management capabilities.
  Delivered personalized financial solutions aligned with customer needs and investment goals.
  Consistently contributed towards revenue generation, portfolio expansion, and business targets.
• Streamlined client account management processes, enhancing operational efficiency and improving client service delivery.
• Implemented efficient processes for managing client accounts, streamlining operations and improving overall productivity.
• Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.

Business Trainee – Bancassurance | Insurance Sales & Relationship Management | Top Performer | Branch Coordination & Customer Handling

• Managed bancassurance operations across 3 bank branches in Surat, enhancing overall sales processes.
• Coordinated with bank staff to generate leads, resulting in increased insurance sales.
• Handled walk-in customers and provided suitable insurance solutions based on financial needs.
• Achieved strong sales performance and contributed to branch business targets.
• Recognized and awarded as a Top Performer for outstanding business achievements.
• Cultivated relationships with customers and banking teams, leading to improved business conversion rates.
• Supported branch teams in customer engagement, policy servicing, and sales activities.