SUMIT MATHUR
Banker
JAIPUR,INDIA
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.
Steadfast professional with comprehensive management experience and interpersonal skills. Demonstrates integrity and good work ethics in dealing with customers.
Takes on challenging new role harnessing interpersonal skills, collaboration and problem-solving. Driven to deliver high-quality service and consistent results.
Overview
6
6
years of professional experience
8
8
years of post-secondary education
2
2
Certifications
Work History
Royale Relationship Manager
AU Small Finance Bank Limited
Jaipur , India
01.2024 - Current
- Provided expert guidance on financial products and services, enhancing client understanding.
- Managed long-term customer relationships to increase revenue.
- Achieved revenue growth by adopting needs-based approach, engaging clients and securing new business opportunities.
- Identified and developed new business opportunities, expanding existing client bases.
- Updated clients on new financial products for improved investment possibilities.
Service Relationship Manager Affluent Banking
INDUSIND BANK LIMITED
JAIPUR, IINDIA
11.2021 - 12.2023
- 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.
Service Delivery Manager
IndusInd Bank Limited
Jaipur
05.2020 - 11.2021
- Evaluated client financial positions and identified most appropriate banking products.
- Monitored account activity and identified suspicious transactions, taking appropriate action to prevent fraud.
- Cross-sold credit cards, loans and other bank products.
- Processed applications for new accounts.
- Processed wide variety of retail banking transactions for personal and commercial customers.
- Maintained friendly and professional customer interactions.
- Educated customers on online banking and mobile banking applications.
- Generated monthly reports on customer activity and customer feedback.
Branch Service Partner
YES BANK LIMITED
Jaipur
10.2018 - 05.2020
- 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
Banking Finance And Insurance
IFBI
Jaipur 02.2018 - 06.2018
CS INTERMEDIATE -
Institute of Companies Secretaries of India
JaipurLL.B -
Vidhyasthali Law College
Jaipur 06.2012 - 06.2015
Bachelor Of Commerce - Accounting And Business Management, Economics
S S Jain Subodh College
Jaipur 06.2009 - 06.2012
12th Standard - COMMERCE
Shri Maheshwari Senior Secondary School
Jaipur 08.2009 - 05.2010
10th Standard -
SHRI MAHESHWARI SENIOR SECONDARY SCHOOL
JAIPUR 06.2006 - 08.2007
Skills
Relationship building and management
Additional Information
Qualified Continuum in 2021 and Opted for SRM in Pioneer Banking Wealth Management Services
Certification
NISM MUTUAL FUNDS DISTRIBUTER
Timeline
Royale Relationship Manager
AU Small Finance Bank Limited
01.2024 - Current
NISM MUTUAL FUNDS DISTRIBUTER
01-2023
Service Relationship Manager Affluent Banking
INDUSIND BANK LIMITED
11.2021 - 12.2023
Service Delivery Manager
IndusInd Bank Limited
05.2020 - 11.2021
IRDA CERTIFICATION
06-2019
Branch Service Partner
YES BANK LIMITED
10.2018 - 05.2020
Banking Finance And Insurance
IFBI
02.2018 - 06.2018
LL.B -
Vidhyasthali Law College
06.2012 - 06.2015
12th Standard - COMMERCE
Shri Maheshwari Senior Secondary School
08.2009 - 05.2010
Bachelor Of Commerce - Accounting And Business Management, Economics
S S Jain Subodh College
06.2009 - 06.2012
10th Standard -
SHRI MAHESHWARI SENIOR SECONDARY SCHOOL
06.2006 - 08.2007
CS INTERMEDIATE -
Institute of Companies Secretaries of India
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