Vikramkumar Jani
Nagpur
Summary
Endeavoring as a Branch Sales Manager with exceptional customer service and consultative sales abilities. Offering strong track record of building loyal customer relationships to create recurring revenue. Adept at developing and implementing policies to drive store effectiveness, demonstrated over 7 years progressive career history.
Overview
7
7
years of professional experience
Work History
Branch Sales Manager
HDFC BANK
06.2022 - Current
- Sourcing and onboarding NTB CASA relationships along with managing existing branch CA portfolio, including HNW, prime portfolio clients.
- Expertise in onboarding NTB clients with RERA and Escrow relationships.
- Generating business through trade forex clients with NRI relationships.
- Cross sell bank asset and liability products with customer suitability by understanding customers requirements.
- Hand hold to resolve branch customer complaints to maintain high level of satisfaction.
- Addressed client concerns or complaints promptly with empathy and professionalism; resolved issues efficiently without compromising on service excellence standards, bank compliances and policies.
Branch Relationship Officer
Kotak Mahindra Bank
08.2020 - 06.2022
- Individual profile to built CASA portfolio for newly launched branch and handled branch operations.
- Maximized sales opportunities by thoroughly analyzing client portfolios and suggesting suitable products based on their financial goals.
- Conducted regular financial reviews for clients, identifying opportunities for account growth and cross sell.
Branch Sales Officer
IDFC First Bank Ltd.
07.2018 - 04.2020
- Sourcing & closing CASA, NRI/ NRO leads from open market and generating revenue by cross sell.
- Along with managing customer relation by handling portfolio and hand holding branch operations.
- Appreciated for CASA achievement in January 19 by Cluster head.
- Appreciated in contest for LI sourcing in Oct 2019 by Regional head.
- Appreciated for Leading and managing sourcing activities.
Branch Sales Officer
HDFC Bank
01.2018 - 07.2018
- Served as BSO at HDFC Bank Sadar Branch where I got opportunity to learn fundamentals of retail banking, products and customer relationship building.
Education
B.E. -
Nagpur University
08.2015
MBA - Finance
Sikkim Manipal University
03.2025
HSC -
Maharashtra Board
08.2009
SSC -
Maharashtra Board
08.2007
Skills
- Business development of retail branch banking products
- Portfolio growth and management
- Working knowledge of MS Word, MS Excel, MS Power Point, Email (Outlook)
- Team training and development
- Branch operations
- Client relations and service
- Cross-selling techniques
- Command on regulatory compliance and policy guidelines
- Teamwork and collaboration
- Result oriented with hard work, patience and dedicated approach
Languages
English
Hindi
Marathi
Wagdi
Hobbies and Interests
- Surfing Internet for new technologies
- Playing indoor and outdoor games
- Collecting and watching movies
- Long distance Car driving
- Exploring places and their local foods
Timeline
Branch Sales Manager
HDFC BANK
06.2022 - Current
Branch Relationship Officer
Kotak Mahindra Bank
08.2020 - 06.2022
Branch Sales Officer
IDFC First Bank Ltd.
07.2018 - 04.2020
Branch Sales Officer
HDFC Bank
01.2018 - 07.2018
MBA - Finance
Sikkim Manipal University
HSC -
Maharashtra Board
SSC -
Maharashtra Board
B.E. -
Nagpur University
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