Summary
Overview
Work History
Education
Skills
Additional Information
Certification
Timeline
Hi, I’m

SUMIT MATHUR

BANKING
JAIPUR
SUMIT MATHUR

Summary

Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills. Motivated individual with experience in customer service and sales. Skilled in building customer relationships and understanding customer needs. Strong communication and interpersonal skills for providing superior customer service.

Overview

5
years of professional experience
8
years of post-secondary education
2
Certifications

Work History

INDUSIND BANK LIMITED
JAIPUR

Service Relationship Manager Affluent Banking
11.2021 - Current

Job overview

  • 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.
  • Worked with Affluent and Branch Banking departments to facilitate communication and deliver personalized solutions to customers.
  • 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.
  • Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
  • Analyzed customer data to identify areas of improvement and maximize customer satisfaction.

YES BANK LIMITED
Jaipur

Branch Service Partner
10.2018 - 05.2020

Job overview

  • New Client Sourcing and onboarding through lobby Partner.
  • Complied with regulatory guidelines and requirements.
  • Resolved various issues impacting sales management and business operations.
  • Cash and Customer Service Request Management
  • Locker Operations and Provide solutions to Walk in customer
  • Various Third Party Product Sales e.g Insurance, Mutual Funds, Yes Securities

Education

IFBI
Jaipur

from Banking And Finance
02.2018 - 06.2018

University Overview

Institute of Companies Secretaries of India
Jaipur

CS INTERMEDIATE

University Overview

Vidhyasthali Law College
Jaipur

LL.B
06.2012 - 06.2015

University Overview

S S Jain Subodh College
Jaipur

Bachelor Of Commerce from Accounting And Business Management, Economics
06.2009 - 06.2012

University Overview

Shri Maheshwari Senior Secondary School
Jaipur

12th Standard from COMMERCE
08.2009 - 05.2010

University Overview

SHRI MAHESHWARI SENIOR SECONDARY SCHOOL
JAIPUR

10th Standard
06.2006 - 08.2007

University Overview

Skills

Service support

undefined

Additional Information

Additional Information

Qualified Continuum in 2021 and Opted for SRM in Pioneer Banking Wealth Management Services

Certification

NISM MUTUAL FUNDS DISTRIBUTER

Timeline

NISM MUTUAL FUNDS DISTRIBUTER

01-2023
Service Relationship Manager Affluent Banking
INDUSIND BANK LIMITED
11.2021 - Current

IRDA CERTIFICATION

06-2019
Branch Service Partner
YES BANK LIMITED
10.2018 - 05.2020
IFBI
from Banking And Finance
02.2018 - 06.2018
Vidhyasthali Law College
LL.B
06.2012 - 06.2015
Shri Maheshwari Senior Secondary School
12th Standard from COMMERCE
08.2009 - 05.2010
S S Jain Subodh College
Bachelor Of Commerce from Accounting And Business Management, Economics
06.2009 - 06.2012
SHRI MAHESHWARI SENIOR SECONDARY SCHOOL
10th Standard
06.2006 - 08.2007
Institute of Companies Secretaries of India
CS INTERMEDIATE
SUMIT MATHURBANKING