Customer Relationship Management (CRM)
Ummed Singh
Summary
An ambitious, 100% target-focused, and assertive Branch Manager with 10 years of comprehensive experience in sales Marketing and Wealth Management, Empathic and resilient sales manager with expertise in implementing sales strategies, coaching and mentoring new sales reps, and analytical aptitude to recognize patterns and sales trends. Polished in managing branches, promoting and marketing branch products and allocating funds. Deeply familiar with banking rules and regulations. Friendly professional dedicated to promoting and maximizing sales opportunities.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Branch Manager
AU Small Finance Bank
Pune
09.2021 - Current
- Achieve 150% growth and hit sales targets by successfully managing the Branch.
- Developed and implemented sales strategies to increase 100% profits and expand market share.
- Design and implement a strategic business plan that expands the Bank's customer base and ensures its strong presence.
- Identify emerging markets and market shifts while fully aware of new products and competition status
- Introduced a wide range of banking, wealth management, and investment products to enhance client portfolios.
- Build and promote strong, long-lasting customer relationships by partnering with them and understanding their needs.
- Analyzed competitor activity to develop competitive pricing models for potential clients.
- Present sales, revenue and expense reports and realistic forecasts to the management team
- Identify emerging markets and market shifts while fully aware of new products and competition status
- Introduced a wide range of banking, wealth management, and investment products to enhance client portfolios.
- Monitored customer feedback to identify areas of improvement in products and services.
- Provided training for new sales staff members on company policies and procedures.
Senior Manager
Yes Bank
Pune
08.2019 - 09.2021
- Achieved an impressive 170% growth in Customer Acquisition within the Rs. 1 crore and above investable surplus categories.
- Elevated the overall value/book size of the portfolio with an exceptional 150% growth.
- Surpassed budgeted targets with an outstanding 180% growth in the number of clients, volume of business, and assets under management.
- Ensure achievement of the Topline Business Targets by sourcing business through channel teams, building and nurturing relationships with the bank branches, and cross-selling other products
- Conduct sales promotion activities through sales Executives in the open market and improve relationships through expos and events, various activities, etc.
- Ensure key customer satisfaction through customer service of the highest quality CA portfolios for 3 Pune branches as YES First Business RM.
- Recommended financial strategies and focused on cross-selling products like Trade Forex and CMS.
- Aimed for incremental wallet share and provided a superior customer experience.
- Executed integrated sales strategies and sourced high-value customer relationships.
- Guided clients in document gathering and adhered to financial advisory guidelines.
Senior Relationship Manager
American Express Banking Corp
Pune
12.2015 - 07.2019
- Streamlined weekly sales reporting to senior leadership for operational efficiency.
- Tracked and reported sales performance, including pipeline, acquisitions, and market conditions.
- Guided and trained team members for high productivity, implementing enhanced performance monitoring.
- Elevated team productivity through motivational approaches and training initiatives.
- Evaluated and assigned responsibilities based on team members' strengths.
- Drove business through acquisition channels (Retail, Corporate, Venue-sales).
- Cultivated relationships with premium customers, enhancing brand value and ensuring positive customer experiences.
- Expanded internal and external relationships to drive sales results.
- Conducted regular portfolio planning and accurate full-year forecasts.
- Attended industry conferences, tradeshows, and networking events.
- Ensured compliance with business targets, controls, and standards.
Associate Manager
Yes Bank Ltd
Pune
02.2014 - 08.2015
- Strategically source current accounts, cross-sell high-value assets, investments, and insurance.
- Proactively generate and pursue lucrative sales leads while adeptly negotiating pricing for optimal outcomes.
- Accurately forecast revenue to drive and exceed financial targets, maximizing organizational profits.
- Provide expert guidance by recommending tailored strategies for clients to achieve their financial objectives.
- Implement dynamic strategies for a well-balanced revenue stream through the strategic sale of diverse financial products and asset classes.
Associate Sales Manager
IndusInd Bank Ltd
Pune
09.2012 - 02.2014
- Source current accounts and cross-sell assets, investments, and insurance.
- Generate sales leads, negotiate pricing, and forecast revenue.
- Maximize organizational profits by monitoring market trends and identifying business opportunities.
- Drive strong client servicing and engagement to enhance market credibility.
- Establish efficient sales processes for quality control and superior customer service.
Education
MBA Marketing
Indira Group of Institutes
Pune, MHBBA Marketing
Rajasthan university
Pune, MHSkills
- Sales management
- Trends Analysis
- Decision-Making
- Strategy Development
- Interpersonal Skills
- Analytical Thinking
- Customer Service
- Marketing Proficiency
- Operation Management
- Business Acumen
- Financial Management
- Time Management
- Leadership Skills
- Commercial Awareness
Software
Marketing Automation Platforms
Social Media Management Tools
Document Management Systems
Communication and Collaboration Tools
Languages
- English
- Hindi
Certification
- Insurance Regulatory and Development Authority (IRDA) Certified
Languages
Hindi
First Language
English
Proficient (C2)
C2
Accomplishments
AU Small Finance Bank
Accelerated promotion from Relationship Manager to Branch
Managed through the Fast Track program.
Recognized and awarded for outstanding performance in the
International Contest Amsterdam 2021.
YES Bank Limited
Achieved an impressive 170% growth in Customer Acquisition
within the Rs. 1 crore and above investable surplus category.
Qualified for International contests in Baku 2020 and Amsterdam
2021.
Elevated the overall value/book size of the portfolio with an
exceptional 150% growth.
Surpassed budgeted targets with an outstanding 180% growth in
the number of clients, volume of business, and assets under
management.
American Express
Attained the title of Top Seller of Premium Cards in 2017.
Acknowledged as an Excellent Performer by CEO Mr. Manoj
Adlakha in 2018.
References
References available upon request.
Timeline
Branch Manager
AU Small Finance Bank
09.2021 - Current
Senior Manager
Yes Bank
08.2019 - 09.2021
Senior Relationship Manager
American Express Banking Corp
12.2015 - 07.2019
Associate Manager
Yes Bank Ltd
02.2014 - 08.2015
Associate Sales Manager
IndusInd Bank Ltd
09.2012 - 02.2014
MBA Marketing
Indira Group of Institutes
BBA Marketing
Rajasthan university
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