Summary
Overview
Work History
Education
Skills
Hobbies and Interests
Training
Awards
Languages
Timeline
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Sunnay Sharma

Sunnay Sharma

Delhi

Summary

Highly motivated and results-driven Relationship Manager with experience in the banking and finance industry. Skilled in building and maintaining client relationships, promoting financial products, and ensuring customer satisfaction. Proven track record of exceeding sales targets and enhancing business growth. Strong organizational and communication skills, coupled with a background in Operations and Marketing. Adept at collaborating with cross-functional teams and providing quality service to clients. Seeking a challenging position to leverage my skills and contribute to the success of an organization.

Overview

6
6
years of professional experience

Work History

Sales Manager

IndusInd
Mohali
06.2025 - Current
  • Develop and implement sales strategies to achieve forex revenue and volume targets.
  • Acquire new clients (individuals, corporates, NRIs) and expand the retail forex customer base.
  • Manage end-to-end forex products including outward/inward remittances, travel cards, currency notes, and trade-related transactions.
  • Provide advisory support to clients on forex markets, currency risk management, and permissible transactions under FEMA/RBI guidelines.
  • Build, train, and motivate the sales team to deliver high performance and customer satisfaction.
  • Collaborate with operations, compliance, and marketing teams to streamline processes and enhance client experience.

Relationship Manager (Deputy Manager II)

ICICI BANK
04.2021 - Current
  • Retain existing and acquire new clients, driving growth in Forex business.
  • Manage Forex transactions and collaborate with various departments to ensure exceptional client service.
  • Conduct regular branch and client visits, addressing customer queries and resolving issues.
  • Build and maintain strong relationships with potential customers, ensuring high customer satisfaction.
  • Activate existing clients for trade and Forex transactions, ensuring compliance with guidelines.

Relationship Manager

TATA AIA
02.2021 - 03.2021
  • Conducted direct meetings with customers, promoting and managing life insurance portfolios.
  • Acquired, retained, and nurtured relationships with business clients.
  • Cultivated strong relationships with potential customers, ensuring their satisfaction.

Customer Service Officer

UTKARSH SMALL FINANCE BANK
04.2019 - 02.2021
  • Promoted financial products and services to customers, contributing to the bank's objectives.
  • Consistently exceeded monthly goals, driving business growth.
  • Acquired, retained, and managed relationships with business clients.
  • Managed corporate marketing functions, including brand awareness, advertising, and events.
  • Expanded business through networking and building new client relationships.

Education

MBA - Operations and Marketing

IBS Dehradun
03.2019

B.Tech - Electronics and Communication

Baddi University
H.P
04.2016

XII -

Him Academy Public School
Himachal Pardes
03.2012

X -

Him Academy Public School
Himachal Pradesh
03.2010

Skills

  • CBS (Core Banking Solution)
  • CRM
  • Microsoft Word
  • Microsoft Excel
  • Microsoft Access
  • Microsoft PowerPoint
  • Microsoft Outlook
  • Neo Remittance System
  • New Trade System

Hobbies and Interests

  • Travelling
  • Trekking
  • Athletics

Training

  • Final Project, Consumer perspective towards various investment instruments.
  • MBA Summer Internship

Awards

  • Awarded as Best Relationship Manager in the region at ICICI Bank.
  • Received appreciation from the Zonal Head for outstanding performance and contributions.
  • Utkarsh Rattan Award recipient for outstanding service at Utkarsh Small Finance Bank.
  • Utkarsh Superstar Award recipient for exceptional performance at Utkarsh Small Finance Bank.

Languages

  • English
  • Hindi

Timeline

Sales Manager

IndusInd
06.2025 - Current

Relationship Manager (Deputy Manager II)

ICICI BANK
04.2021 - Current

Relationship Manager

TATA AIA
02.2021 - 03.2021

Customer Service Officer

UTKARSH SMALL FINANCE BANK
04.2019 - 02.2021

MBA - Operations and Marketing

IBS Dehradun

B.Tech - Electronics and Communication

Baddi University

XII -

Him Academy Public School

X -

Him Academy Public School
Sunnay Sharma