Vinek Sethi
Banking And Mutual Funds
Faridabad
Summary
Dedicated Industry professional with history of meeting company goals utilizing consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand.
To seek and maintain a full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
4
4
years of professional experience
Work History
Relationship Manager
Axis Asset Management Ltd
10.2022 - Current
- Secure TOP RATING 4/ 5 in financial year 2023-2024 by evaluated portfolio performance regularly using advanced analytics tools, making strategic recommendations to optimize client returns.
- Provided exceptional customer service, resolving issues promptly and maintaining client trust throughout the resolution process.
- Currently ,I am managing more than 40 branches of Axis Bank Faridabad and Gurgaon and help in achieving branches targets by increasing market share of Sips and Mutual funds.
- Dealing in ultra HNIs Customer by care taking their portfolio as per market performance through suggesting Equity , Debt ,PMS and alternate funds.
- Coordinating with branch resources time to time in order to address their clients issues and providing employees training on actively basis in order to update their knowledge
Unit Sales Manager
ICICI Lombard General Insurance Co
3 2022 - 10.2022
- Dealing with HDFC Bank EEG , BBG and LAP by providing insurance products as per clients limit type and product type such as Fire insurance , property insurance , health insurance , loan protection plan , stock insurance.
- Visiting regularly with HDFC Relationship Manager to clients in order to evaluate the type of insurance which can be cross sell to clients with their limits for future protection of both parties interest.
- Maintaining healthy relationship with RMs in order to generate business for the organization and providing timely quotation.
Priority Banking Relationship Manager
Axis Bank
10.2021 - 03.2022
- Contacted customers as soon as issues arose to immediately find resolution before problem escalated.
- Informed customers of procedures for applying for services such as ATM cards, direct deposit of checks and certificates of deposit.
- Interviewed customers to obtain information needed for opening new accounts or renting safe-deposit boxes.
- Presented new and additional products and services to existing customers.
- Approached prospective clients through cold calling and emails to meet sales targets.
Relationship Manager
SBI Mutual Fund
11.2020 - 09.2021
- Generated new business and referral clients in partnership with financial advisors and branch team.
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
Relationship Officer
Icici Mutual Fund
1 2018 - 11.2020
- Monitored, followed-up and escalated cases to meet customer response commitments.
- Retained and grew portfolio of relationships by performing proactive, mobile and value-adding partnership role.
Education
12tg - Commerce
Dr Karamavir Public School
Udaipur 07.2015 - 2011.04
12tg - Commerce
Dr Karamavir Public School
Faridabad 06.2012 - 2011.04
12tg - Commerce
Dr Karamavir Public School
Faridabad 06.2009 - 2011.04
Skills
Sales and marketing
Problem-Solving
Negotiation expertise
Investment banking
Banking
Banking products knowledge
Timeline
Relationship Manager
Axis Asset Management Ltd
10.2022 - Current
Priority Banking Relationship Manager
Axis Bank
10.2021 - 03.2022
Relationship Manager
SBI Mutual Fund
11.2020 - 09.2021
12tg - Commerce
Dr Karamavir Public School
07.2015 - 2011.04
12tg - Commerce
Dr Karamavir Public School
06.2012 - 2011.04
12tg - Commerce
Dr Karamavir Public School
06.2009 - 2011.04
Unit Sales Manager
ICICI Lombard General Insurance Co
3 2022 - 10.2022
Relationship Officer
Icici Mutual Fund
1 2018 - 11.2020
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