Vidit Jain
WZ-18 First Floor MUKHERJEE PARK Tilak Nagar ,west Delhi ,New Delhi
Summary
Banking and sales professional with over 5 years of experience in financial product sales and customer relationship management. Skilled in CASA, insurance, mutual funds, and EDC machine sales. Known for consistent target achievement, strong customer connect, and disciplined follow-ups. Energetic, growth-focused, and committed to delivering results in fast-paced, performance-driven environments.
Overview
6
6
years of professional experience
Work History
Relationship Manager
RBL BANK LIMITED
02.2025 - Current
- Strategic closer with proven success in banking sales, portfolio growth, insurance, mutual funds, assets, client trust, and relationship excellence.
- Developed strategies to attract new customers while retaining existing ones.
- Conducted regular client meetings to assess progress, discuss opportunities for growth, and address any concerns.
- Developed and maintained strong relationships with clients to ensure satisfaction and loyalty.
- Maintained accurate records of all client interactions within the company's CRM system.
- Built long-term relationships with lucrative clients by utilizing active listening, effective communication and dynamic interpersonal skills.
- Collaborated with internal teams to create customized financial solutions for clients.
Bancassurance Senior Priority Relationship Manager
Aditya Birla Sun Life insurance company limited
New Delhi
06.2023 - 11.2024
- Handling the team of Relationship Manager of HDFC Bank for generating the business of Life insurance for ABSLI Life insurance.
- Liaising with different support groups for timely closure of proposals.
- Attending to clients' complaints and undertaking steps for effectively resolving them
- Generate New business leads by calling on Fd Maturity data and policy maturity data
- Maintained and built strong client relationships through quality, personalized interactions.
- Manage daily business reports
Assistant Manager ( CASA)
Axis Bank Limited
New Delhi
06.2021 - 06.2023
- Acquisition of New Client (NTB) through external individual efforts for Current Account, Savings Account Products of the bank
- Revenue Generation, Customer Acquisition, Customer Retention, Cost Efficiency Through adherence to products, processes and regulatory requirements
- Cross selling of MF, Gold, Insurance and asset products
- Handhold acquired customers for the initial 3 month period to deepen relationship values before passing it to the Branch Banking team
- Achieve monthly targets
Retail Sales Officer ( EDC MACHINE)
Me -Hinn tech edge solution ( For yes Bank)
New Delhi
10.2019 - 04.2021
- Maintain good relationship with bankers
- Updated product information regularly in order to provide accurate information to customers
- Cold calling for New business leads
- Work on follow-ups and close the leads before timeline
- Assisted customers with product selection based on their individual needs.
- Attended team meetings to discuss sales goals, strategies, and progress
- Resolved customer complaints in a professional manner.
Education
Bachelor of Science -
JIWAJI UNIVERSITY
GWALIORSkills
*Sales strategy development
*Upselling Through Need Analysis
*Presentation and communication skills
*Referral Sales Network Building
*Market research and analysis
*Instant Grievance Redressal Handling
*Portfolio Diversification Advisory
*Client relationship management
Bancassurance Sales Techniques
Other certification
- IRDA Certified
INTERESTS
- LISTEN MUSIC, SINGING
PERSONAL DATA
Father's Name - Rajesh Jain
Language Known- English , Hindi
Marital Status - Married
Date of Birth - 31/07/1993
Timeline
Relationship Manager
RBL BANK LIMITED
02.2025 - Current
Bancassurance Senior Priority Relationship Manager
Aditya Birla Sun Life insurance company limited
06.2023 - 11.2024
Assistant Manager ( CASA)
Axis Bank Limited
06.2021 - 06.2023
Retail Sales Officer ( EDC MACHINE)
Me -Hinn tech edge solution ( For yes Bank)
10.2019 - 04.2021
Bachelor of Science -
JIWAJI UNIVERSITY