Sumayya Abdul Aziz Charangan
Kurla, Mumbai
Summary
To secure a responsible position, where I can contribute to the successful growth of the organization by using my skills, abilities and hard work.
Overview
12
12
years of professional experience
1
1
Certificate
Work History
AVP 2 - Pioneer Relationship Manager
Indusind Bank
Mumbai
07.2023 - Current
- Actively source New to Bank customers for Asset as well as Liability business to build a new portfolio adhering to the parameters related to minimum revenue threshold from the NTB relationship.
- Maximise RBL share of wallet through cross selling transaction banking products.
- Ensure all sales processes are properly followed and activity data is updated in the system within stipulated timelines.
- Maintaining quality of portfolio for Asset customers and Liability customers by regular visiting and interacting and monitoring business activities.
- Develop proficiency in job related skills through exposure to training programs.
- Minimize customer complaints received. Handle customer inquiries and complaints in a way that demonstrates excellent service.
AVP - Preferred Relationship manager
RBL Bank
Mumbai
11.2020 - 07.2023
- Actively source New to Bank customers for Asset as well as Liability business to build a new portfolio adhering to the parameters related to minimum revenue threshold from the NTB relationship.
- Maximize RBL share of wallet through cross selling transaction banking products.
- Ensure all sales processes are properly followed and activity data is updated in the system within stipulated timelines.
- Maintaining quality of portfolio for Asset customers and Liability customers by regular visiting and interacting and monitoring business activities.
- Develop proficiency in job related skills through exposure to training programs.
- Minimize customer complaints received. Handle customer inquiries and complaints in a way that demonstrates excellent service.
Sr Cluster Manager
ADITYA BIRLA SUNLIFE INSURANCE COMPANY LTD, HDFC Bank channel
05.2018 - 10.2020
- To derive Insurance Business from assigned HDFC Banca Chanel in a cluster
- To convince the relationship so they can convince their customer to invest in the Birla SunLife Insurance
- To ensure all the pre and post sales support and services to the relationship as well as to the clients along with the team dedicated to the relationship
- Ensure not only achieving the target but also to make sure there is a consistent growth in the business every quarter
- Responsible for ensuring efficiencies in distribution by periodically reviewing the business provided by the Channel partner
- Responsible for post sales service, MIS maintenance at his level, daily activity reporting & partially for renewals
- Grooming and development of the team
- Ensuring team goal sheet target met.
Sr Financial Manager | Wealth Manager
YES Bank Ltd
Mumbai.
07.2017 - 04.2018
- Actively source New to Bank customers for Asset as well as Liability business to build a new portfolio adhering to the parameters related to minimum revenue threshold from the NTB relationship.
- Maximize RBL share of wallet through cross selling transaction banking products.
- Ensure all sales processes are properly followed and activity data is updated in the system within stipulated timelines.
- Maintaining quality of portfolio for Asset customers and Liability customers by regular visiting and interacting and monitoring business activities.
- Develop proficiency in job related skills through exposure to training programs.
- Minimize customer complaints received. Handle customer inquiries and complaints in a way that demonstrates excellent service.
Deputy Manager
KOTAK MAHINDRA OLD MUTUAL LIFE INSURANCE
05.2012 - 07.2017
- Channel Management of Privy League-Premier banking Channel of Kotak Mahindra Bank.( HNI /NRI Customers)
- Responsible for Analyzing the assigned Branches Privy RMs potential and his Customer Base which he/she will be associated with & use it logically for business development
- Responsible for ensuring efficiencies in distribution by periodically reviewing the business provided by the Channel partner
- Responsible for post sales service, MIS maintenance at his level, daily activity reporting & partially for renewals
- Responsible for adherence to the code of conduct of the unit and confirmation to all financial and administrative systems
- Responsible for ensuring engagement of partners with the Company to ensure a long term and productive relationship by supporting them with regular training on products and regulations.
Education
PGDFM - Accounts and Finance.
Welingkar Institute of Management
Mumbai.B.com -
Mumbai University
Skills
Professionalism and strong work ethicundefined
Certification
Advance Diploma in web designing from Globenet institute.
Done basic of Computers MS office and SQL 5.0.
Q Basic Programming with Graphic.
C Programming.
IRDA certified.
AMFI Certified.
Languages
Urdu
Advanced
C1
Hindi
Advanced
C1
English
Advanced
C1
Timeline
AVP 2 - Pioneer Relationship Manager
Indusind Bank
07.2023 - Current
AVP - Preferred Relationship manager
RBL Bank
11.2020 - 07.2023
Sr Cluster Manager
ADITYA BIRLA SUNLIFE INSURANCE COMPANY LTD, HDFC Bank channel
05.2018 - 10.2020
Sr Financial Manager | Wealth Manager
YES Bank Ltd
07.2017 - 04.2018
Deputy Manager
KOTAK MAHINDRA OLD MUTUAL LIFE INSURANCE
05.2012 - 07.2017
PGDFM - Accounts and Finance.
Welingkar Institute of Management
B.com -
Mumbai University
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