Sukhjeet Singh
Kapurthala
Summary
Hardworking relationship manager proficient at devising personalized solutions to meet all types of customer demands. Positive and upbeat team player and clear communicator with demonstrated success several years of experience.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Relationship Manager
Yes Bank Ltd.
Kapurthala
01.2026 - Current
- Experienced Relationship Manager with strong expertise in client relationship management, portfolio handling, and financial product sales.
- Skilled in acquiring new customers, managing high-value portfolios, and achieving sales targets.
- Strong knowledge of banking products, investments, loans, and customer service excellence.
- Ability to build long-term client relationships and provide customized financial solutions.
Deputy Manager
ICICI Bank
Kapurthala
01.2023 - 01.2026
- Managed end-to-end branch banking operations ensuring compliance with RBI & internal policies.
- Drove CASA acquisition, term deposits, and cross-selling of retail banking products.
- Handled customer onboarding, account opening, KYC, documentation, and service resolution.
- Actively supported government banking transactions and institutional accounts.
- Promoted and transferred across branches based on performance.
- Entrusted with higher business responsibility and team coordination.
- Successfully stabilized new branches and improved sales productivity.
Assistant Sales Manager
HDFC Life Insurance Company Ltd.
Jalandhar
06.2022 - 10.2023
- Recruited, trained, and managed insurance advisors to expand agency channel business.
- Achieved and exceeded monthly & quarterly sales targets consistently.
- Conducted joint sales calls and field coaching to improve advisor performance.
- Drove life insurance product sales including Term, ULIP, Endowment & Savings plans.
- Monitored advisor productivity, persistency, and policy renewals.
- Ensured compliance with IRDAI and internal audit guidelines.
- Maintained strong relationships with agents and customers to enhance retention.
Senior Accountant & Auditor
Kulbhushan & Associates
Kapurthala
06.2018 - 06.2022
- Organised and prepared accounts for industry audits, as well as supporting audit processes.
- Performed general ledger account reconciliations, generated financial statements and created consolidations.
- Improved billing system to reduce invoicing time and decrease receivable turn cycles.
- Developed and mentored junior accountants, providing best practice accounting advice.
- Directed month and year-end close duties and accurately administered additions.
- Generated quarterly financial reports to detail company revenues and expenses.
- Prepared quarterly profit and loss reports to analyse trends and project future changes.
- Used CATPRO QUICKBOOKS MARGRGP BUSY TELLY accounting software to perform bookkeeping, invoicing and bank reconciliations.
- Worked with financial team to convert financial department to Xero accounting package.
Education
Bachelor of Commerce - Commerce
G.N.D.U
Amritsar, PBCertificate of Higher Education - COMMERCE
PRITA LEE LESSON SCHOOL
KapurthalaSecondary School Certificate -
PRITA LEE LESSON SEN SEC
Kapurthala Town, PBSkills
- Customer Relationship Management
- Agency Channel Management
- Branch Banking Operations
- CASA & Retail Banking Sales
- Lead Generation & Conversion
- Government Banking Coordination
- Portfolio handling
- Retail banking knowledge
Certification
IRDAI Certified Insurance Advisor License
Hobbies and Interests
- Long-distance driving & route planning
- Creative photography
- Reading self-development & business books
- Exploring adventure destinations
Personal Information
Title: Manager
Languages
- English
- Punjabi, First Language
- English, A1 Beginner
Languages
Punjabi
First Language
English
Beginner
A1
Timeline
Relationship Manager
Yes Bank Ltd.
01.2026 - Current
Deputy Manager
ICICI Bank
01.2023 - 01.2026
Assistant Sales Manager
HDFC Life Insurance Company Ltd.
06.2022 - 10.2023
Senior Accountant & Auditor
Kulbhushan & Associates
06.2018 - 06.2022
Bachelor of Commerce - Commerce
G.N.D.U
Certificate of Higher Education - COMMERCE
PRITA LEE LESSON SCHOOL
Secondary School Certificate -
PRITA LEE LESSON SEN SEC