UTPAL SHARMA
Salse And Operation
Gurgaon
Summary
Banking professional with 4.2 years of experience in CASA, Fixed Deposits, Loans, Insurance, Mutual Funds, and POS services. Strong skills in field sales, customer acquisition, and cross-selling. Proven ability to drive revenue growth and ensure compliance.
Customer support, customer service
Overview
5
5
years of professional experience
4
4
Certifications
1
1
Language
Work History
Super Relationship Manager
Basic Home Loan
Gurgaon
06.2025 - Current
- Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Maintained knowledge on banking products and distribution to provide optimal service support.
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
- Provided exceptional customer service, resolving issues promptly and maintaining client trust throughout the resolution process.
- Strengthened client relationships by actively listening to their needs and providing tailored financial solutions.
- Implemented effective communication strategies to maintain ongoing dialogue with clients, fostering long-term partnerships.
- Developed targeted presentations for prospective clients, effectively showcasing the value of our services and products.
Banking Operations - Sales
Bandhan Bank Ltd., Tanakpur
Tanakpur
07.2024 - 04.2025
- Handling CASA & FD Accounts.
- Supporting field sales for POS expansion.
- Led field sales camping & CASA acquisition.
Premium Acquisition Manager
Equitas Small Finance Bank, New Delhi
New Delhi
10.2023 - 07.2024
- Acquired CASA & Fixed Deposits clients.
- Led field sales campaigns & CASA acquisition.
- Handled POS merchant onboarding.
- Surpassed sales targets by 130%.
Business Development Manager
IndusInd Bank Ltd., Gurugram
Gurugram
08.2022 - 08.2023
- Led field sales campaigns & CASA acquisition.
- Trained sales team in POS & digital banking.
- Increased CASA portfolio by 30%.
Relationship Executive
QUEES CROP Ltd., Delhi NCR (AXIS BANK Ltd.)
Delhi NCR
08.2021 - 08.2022
- Managed POS transactions & merchants services.
- Educated clients on mobile & internet banking.
Education
MA -
H N B P G KHATIMA UDHAM SINGH NAGAR
01-2018
B.A. - undefined
G D C TANAKPUR CHAMPAWAT
01-2015
Class XII -
G I C TANAKPUR CHAMPAWAT
01-2012
Class X -
D I C TANAKPUR CHAMPAWAT
01-2010
Skills
Relationship building
Customer relationships
Relationship management
Customer services
Certification
Mutual Funds & Investment Planning
Accomplishments
- Secured 2nd division 10th
- Secured 2nd division 12th
- Received Second division
PERSONAL DETAILS
- D.O.B: 06-01-1995
- Unmarried
- Female
- Nationality: Indian
Timeline
Super Relationship Manager
Basic Home Loan
06.2025 - Current
Banking Operations - Sales
Bandhan Bank Ltd., Tanakpur
07.2024 - 04.2025
Premium Acquisition Manager
Equitas Small Finance Bank, New Delhi
10.2023 - 07.2024
Business Development Manager
IndusInd Bank Ltd., Gurugram
08.2022 - 08.2023
Relationship Executive
QUEES CROP Ltd., Delhi NCR (AXIS BANK Ltd.)
08.2021 - 08.2022
B.A. - undefined
G D C TANAKPUR CHAMPAWAT
MA -
H N B P G KHATIMA UDHAM SINGH NAGAR
Class XII -
G I C TANAKPUR CHAMPAWAT
Class X -
D I C TANAKPUR CHAMPAWAT