Summary
Overview
Work History
Education
Skills
Accomplishments
Extracurricular Activities
Hobbies and Interests
Projects
Languages
Timeline
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Suraj Venkatesh

Navi Mumbai

Summary

Dedicated and adaptable professional with a proactive attitude and the ability to learn quickly. Strong work ethic and effective communication skills. Eager to contribute to a dynamic team and support organizational goals.

Overview

7
7
years of professional experience

Work History

Deputy Manager E2

HDFC BANK LTD.
07.2023 - Current
  • Developed and maintained strong relationships with clients to ensure satisfaction and loyalty.
  • Identified customer needs, developed customized solutions, and provided knowledgeable advice.
  • Conducted regular client meetings to assess progress, discuss growth opportunities, and address concerns.
  • Provided ongoing support throughout the sales cycle by responding promptly to inquiries, resolving issues, and following up on requests promptly.
  • Evaluated customer feedback to identify areas of improvement in products or services offered.
  • Maintained accurate records of all client interactions within the company's CRM system.
  • Achieved client loyalty through quality, productivity, service and proactive management.
  • Conducted risk assessments for client portfolios, recommending strategies to mitigate potential losses.

Deputy Manager Grade II

ICICI Bank Ltd.
03.2021 - 10.2022
  • Managing relations with businesses and individuals
  • Develop and manage credit facilities, investments, insurance products, etc
  • And negotiate interest rates and charges
  • Enhance relations, referrals, compliance and due diligence
  • Achieve revenue targets by selling products like CMS, Trade Online, Insurance, Investment, Credit Cards, and other third-party products
  • Acquisition of Corporate customers for business lending
  • Preparing MIS Reports, capturing and recording important data, using shortcuts and formula functions, building charts and graphs, sorting and filtering data
  • Held business presentations in front of clients to close the deals
  • Taught my colleagues how to use Power BI in their day to day activities
  • Generated 170 leads of individuals looking for job opportunities through social media platforms
  • Designing graphic posts for promotion purposes on social media like Instagram, Facebook, and LinkedIn
  • Converted around 10% of the generated leads through constant follow-ups
  • Executed an online promotional campaign for Liquid/Alcohol ink art workshops for lead generation

Marketing Intern

Ocupetal Marketing and Consulting
03.2019 - 05.2019
  • Acquisition of new Preferred customers
  • Enhancement and deepening of the existing relationship by cross-selling products and services as per the profile and need of the customer
  • Retention of the customers by providing the best possible services and being the dedicated point of contact for these customers
  • Utilizing the sales resources for optimal sales support
  • Third-Party Products, Assets, Cards, etc
  • Ensure certification of documentation required for opening and maintaining customer accounts
  • Error-free documentation for all account opening and all customer instructions

Volunteer

Sakhi Foundation for Girls (NGO)
10.2018 - 11.2018
  • Conducted learning sessions for students from class 1st to 10th for English and Mathematics subjects
  • Conducted activities to raise awareness related to the importance of health and hygiene

Account Executive

Sahyadri Logistics Pvt Ltd.
08.2017 - 12.2017
  • Managing daily shipping schedules and dispatching trucks for freight pickup
  • Maintaining regular contact with existing clients to determine their daily and weekly shipping needs
  • Ensuring that all client freight loads are shipped on time
  • Following up on client referrals
  • Meeting or exceeding all performance goals

Education

PGDM - Marketing

SIES College of Management Studies
Navi Mumbai, India
01.2020

Bachelors of Commerce -

Pillai College of Arts, Science and Commerce
Navi-Mumbai, India
01.2017

Skills

  • Attention to Detail
  • Leadership
  • Time Management
  • Communication
  • Adaptability
  • Customer Relationship Management
  • Presentation Skills
  • Sales and Marketing
  • MS office

Accomplishments

  • Winner of Home Loan Contest for achieving highest revenue.
  • Winner of Demat Accounts for achieving the highest number of accounts opened in a month.
  • Winner for garnering 25crs of fixed deposits in a month.

Extracurricular Activities

Head photographer for Media and Branding Committee at SIESCOMS (2018-2019) Managed events for SIESCOMS convocation for the batch 2016-2018. Played football Inter-school level.

Hobbies and Interests

  • Travel
  • Music
  • Photography

Projects

  • Impact of Peer pressure on gen Z (Idea Research Project, SIESCOMS)
  • The role of Digital and Social Media Marketing in consumer buying behaviour

Languages

Tamil
First Language
English
Proficient (C2)
C2
Hindi
Advanced (C1)
C1
Marathi
Advanced (C1)
C1
Malayalam
Beginner (A1)
A1

Timeline

Deputy Manager E2

HDFC BANK LTD.
07.2023 - Current

Deputy Manager Grade II

ICICI Bank Ltd.
03.2021 - 10.2022

Marketing Intern

Ocupetal Marketing and Consulting
03.2019 - 05.2019

Volunteer

Sakhi Foundation for Girls (NGO)
10.2018 - 11.2018

Account Executive

Sahyadri Logistics Pvt Ltd.
08.2017 - 12.2017

PGDM - Marketing

SIES College of Management Studies

Bachelors of Commerce -

Pillai College of Arts, Science and Commerce
Suraj Venkatesh