Hi, I’m
SURAJ SINGH
Pune
Summary
A results-oriented Banking professional with 8+ years of experience in sales, relationship management, and team leadership. Proven ability to achieve business growth through strategic planning, cross-selling, and client relationship building. Adept at managing high-performing teams and exceeding sales targets in diverse financial products.
Overview
8
years of professional experience
5
years of post-secondary education
Work History
NeoGrowth
Cluster Manager
1 2024 - 8 2024
Job overview
- Led and developed a high-performing team to achieve significant business loan growth in Pune and Ahmedabad.
- Enhanced customer experience by implementing digital loan solutions and streamlining the loan application process.
- Developed and executed targeted sales strategies to acquire high-net-worth clients for larger business loans.
Axis Bank
Portfolio Manager Merchant Acquiring Business
12.2022 - 12.2023
Job overview
- Managed and grew a portfolio of high-value merchant clients by providing exceptional service and cross-selling banking products.
- Optimized merchant profitability through effective portfolio management and product penetration.
- Built strong relationships with key merchant accounts to ensure long-term loyalty and business growth.
Paytm
Merchant Lending
08.2022 - 12.2022
Job overview
- Achieved business loan targets by effectively pitching loan products and streamlining the disbursement process.
- Enhanced customer satisfaction through timely loan approvals and exceptional customer service.
- Developed a deep understanding of SME financing needs to tailor loan offerings accordingly.
Bajaj Finserv
Manager - Fixed Deposits
04.2021 - 06.2022
Job overview
- Led a team to achieve deposit mobilization and cross-selling targets by focusing on high-net-worth clients.
- Developed and implemented effective sales strategies to attract and retain high-value customers.
- Provided expert financial advice to clients to optimize their investment portfolios.
Yes Bank
Client Relationship Partner
04.2019 - 04.2021
Job overview
- Built strong client relationships through exceptional service and tailored financial solutions.
- Achieved sales targets by cross-selling banking products and identifying new business opportunities.
- Demonstrated expertise in financial planning and needs assessment.
Bright Star Textile Trading L.L.C
Sales Assistant Team Leader
07.2017 - 01.2019
Job overview
- Led and motivated a sales team to achieve sales targets and enhance customer satisfaction.
- Developed and implemented sales strategies to increase market share.
- Demonstrated strong leadership and interpersonal skills in a multicultural environment.
Axis Bank
Sales Officer
01.2016 - 03.2017
Job overview
- Acquired new customers and deepened relationships through effective sales and relationship management.
- Achieved sales targets by consistently meeting customer needs and exceeding expectations.
- Demonstrated strong sales and negotiation skills to build customer loyalty.
Education
Welingkar Institute of Management
Master Degree in Hybrid Post Graduate Diploma (Marketing)
07.2020 - 05.2022
Patel Collage, BikramGanj Rohtas
Bachelor Degree in Science
01.2012 - 04.2015
Skills
Wealth Management Expertise
Personal Information
- Blood Group: B
- Date of Birth: 01/02/94
- Gender: Male
Timeline
Portfolio Manager Merchant Acquiring Business
Axis Bank
12.2022 - 12.2023
Merchant Lending
Paytm
08.2022 - 12.2022
Manager - Fixed Deposits
Bajaj Finserv
04.2021 - 06.2022
Welingkar Institute of Management
Master Degree in Hybrid Post Graduate Diploma (Marketing)
07.2020 - 05.2022
Client Relationship Partner
Yes Bank
04.2019 - 04.2021
Sales Assistant Team Leader
Bright Star Textile Trading L.L.C
07.2017 - 01.2019
Sales Officer
Axis Bank
01.2016 - 03.2017
Patel Collage, BikramGanj Rohtas
Bachelor Degree in Science
01.2012 - 04.2015
Cluster Manager
NeoGrowth
1 2024 - 8 2024
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