Ujjwal Kumar
Ahmedabad
Summary
Dynamic leader with a proven track record at Kotak Mahindra Bank, adept in driving sales strategies and excelling in customer service. Skilled in banking operations and relationship building, I significantly grew territories and surpassed targets through innovative solutions and teamwork. Believer of technology in enhancing sales and efficiency. My approach transforms challenges into opportunities, ensuring sustained growth and client satisfaction.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Branch Manager
Kotak Mahindra Bank
Ahmedabad
06.2023 - Current
- Advising clients in their financial planning based on their risk appetite.
- Accountable for achieving targets for P&L-mapped branches and resources, and also for sourcing new clients.
- Coordinated promotional campaigns for new products or services in order to boost sales revenue. Implementing the use of online products and processes.
Cluster Sales Leader
Yes Bank Ltd
Ahmedabad
06.2021 - 06.2023
- Accountable for achieving targets for mapped branches and resources (four branches and fifteen resources), and also for sourcing new clients.
- Advising clients in their financial planning based on their risk appetite.
- Analyzed competitive landscape to identify opportunities for growth and improved market position.
- Developed and significantly grew assigned territory using strong engagement and marketing skills.
Branch Sales Manager
ICICI Bank Ltd
Ahmedabad
02.2014 - 06.2021
- Accountable for achieving targets for mapped branches, and also for sourcing new clients.
- Manage existing clients and acquire new client relationships in a thoroughly professional manner, with full support of the ecosystem while complying with bank's policy.
- Coordinating within the bank's verticals to execute the client's requirements at the highest satisfactory level.
- Coached staffs reporting to me on product knowledge especially in latest development of technology side with sales, sales techniques, and customer service standards.
Education
Post-Graduation In Banking and Finance -
ICICI Manipal Academy
Bangalore01.2014
B.Tech - E&C
RTU
Kota01.2011
Skills
- Sales strategies
- Customer service
- Loan processing
- Business planning
- Relationship building and management
- Banking operations
- Teamwork and collaboration
- Branch administration
Certification
- Completed AMFI Advisory Module Certification
- IRDA
- NSDL Demat module
Accomplishments
- Acknowledged with the SES superstars 110 current accounts in 2 months.
- Acknowledged with Privilege super star trophy from Mr. Rajesh Patil.
- Qualified for Rocking Ranthambore Jan 2023 in Fee Business with 6 team members.
- Qualified for Z8H Carnival in Dec 2022 in Fee Business Book Growth.
- Liability is 173%, Assets Business YTD Achievement is 162%, Fee Based Revenue YTD Achievement is 177%.
Disclaimer
Hereby declare that the above Information mentioned by me is correct to the best of my knowledge & belief.
Languages
- English
- Hindi
- Gujarati
Personal Information
Date of Birth: 02/10/89
Timeline
Branch Manager
Kotak Mahindra Bank
06.2023 - Current
Cluster Sales Leader
Yes Bank Ltd
06.2021 - 06.2023
Branch Sales Manager
ICICI Bank Ltd
02.2014 - 06.2021
Post-Graduation In Banking and Finance -
ICICI Manipal Academy
B.Tech - E&C
RTU
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