Summary
Overview
Work History
Education
Skills
Interests
Timeline
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Vinit Kumar

Vinit Kumar

Exclusive Relationship Manager
Bengaluru,Karnataka

Summary

Dynamic professional with extensive experience as an Exclusive Relationship Manager at Jana Small Finance Bank, excelling in client relationship management and strategic portfolio expansion. Proven track record of enhancing customer satisfaction and achieving business targets through effective stakeholder engagement and market expansion initiatives. Strong analytical skills complemented by exceptional service excellence.

Overview

9
9
years of professional experience
2
2
years of post-secondary education
3
3
Languages

Work History

Exclusive Relationship Manager

Jana Small Finance Bank
Bengaluru
04.2024 - Current
  • Catering to the investment needs of clients by providing them research-based advice in MF, Insurance & Structured Products offerings.
  • Manage clients through client visits, suggest financial products to the clients and achieve business target.
  • Responsible for product penetration and increasing client's wallet share.
  • Identifying prospective clients and Managing / acquiring wealth & HNI Customers.
  • Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
  • Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
  • Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.

Asset Desk Manager

IndusInd Bank
Bengaluru
11.2023 - 02.2024
  • Directed and activated branch staff on RAC Leads to achieve Branch RAC targets.
  • Coordinated with RAC product teams and branches for smooth handling and processing of branch RAC cases.
  • Conducted training for branch employees to enhance awareness of RAC product features and disbursement processes.
  • Collaborated with the marketing team to conduct lead generation activities in and around branch premises. Ensured compliance with bank processes, adhering to all rules and regulations.
  • Addressed customer queries promptly, significantly enhancing customer satisfaction.

Asset Desk Manager

Axis Bank
Bengaluru
03.2022 - 10.2023
  • Identified and capitalized on sales opportunities for Retail Asset products among existing bank customers, while also acquiring new customers and fostering new relationships.
  • Managed business relationships with existing customers and branch resources to generate leads for retail assets. Onsistentlyinated with branch and retail asset teams to guarantee seamless case processing.
  • Adhered to KYC/SEBI rules, regulations, and legislation within the financial services industry.
  • Utilized data analysis tools to assess front desk performance metrics regularly; identified areas for improvement leading to increased operational efficiency.
  • Streamlined administrative tasks such as inventory management, ordering supplies, and maintaining office equipment to support day-to-day operations effectively.
  • Enhanced revenue generation with effective upselling strategies and promotion of hotel amenities to guests.

Sales Manager

Ematron Software Solution Pvt Ltd
Bengaluru
10.2020 - 10.2021
  • Developed and implemented e-commerce strategies to drive online sales, while ensuring the platform offers a seamless shopping experience.
  • Analyzed market trends, and customer behavior, and used digital marketing to enhance website performance and business growth.
  • Executed marketing campaigns across email, social media, and SEO/SEM to boost traffic and conversions.
  • Delivered exceptional customer service and managed inquiries to ensure high satisfaction and resolve issues swiftly
  • Increased sales revenue by developing and implementing effective sales strategies.
  • Maintained relationships with customers and found new ones by identifying needs and offering appropriate services.
  • Built long-lasting client relationships through excellent customer service and consistent followups.

Managing Partner

Self-employed
Rohtak
08.2017 - 09.2019
  • Founded and led a self-employed venture as a Managing Partner, managing finance, marketing, and strategic operations.
  • Built and sustained a robust client base, surpassing revenue goals with dynamic sales tactics and client management.
  • Streamlined business processes for enhanced productivity and profit margins.
  • Guided a professional team towards excellence, ensuring optimal performance and on-schedule project completion.
  • Negotiated and secured contracts with key partners, fostering profitable and lasting collaborations.
  • Conducted regular performance reviews for staff members to ensure alignment with company goals and foster professional development.
  • Built strong networks with key stakeholders both internally and externally to support business growth objectives.

Sales Officer

Axis Bank
Bengaluru
07.2016 - 08.2017
  • Identified sales opportunities for corporate salary accounts through new corporate partnerships.
  • Enhanced existing corporate customer relationships to deepen business ties and increase account depth.
  • Consistently met or exceeded monthly sales targets as set by the organization.
  • Executed market enhancement strategies within corporate to boost business growth.
  • Diligently recorded and monitored engagement activities using the CRM system.
  • Adhered to KYC/SEBI rules, regulations, and industry legislation to ensure compliance within the financial services sector.
  • Supervised, trained and mentored staff of 6, resulting in consistent team achievement.
  • Cultivated strong relationships, establishing trust and loyalty among clients.
  • Boosted sales performance by identifying and targeting high-potential leads.

Education

MBA - Marketing

National Institute of Technology
Warangal, India
08.2019 - 07.2021

Skills

Relationship building

Strategic portfolio expansion

Market expansion initiatives

Customer portfolio management

Service excellence

Stakeholder engagement

Client relationship management

Relationship building

Interests

Cooking

Watching Business Podcast

Travelling

Timeline

Exclusive Relationship Manager

Jana Small Finance Bank
04.2024 - Current

Asset Desk Manager

IndusInd Bank
11.2023 - 02.2024

Asset Desk Manager

Axis Bank
03.2022 - 10.2023

Sales Manager

Ematron Software Solution Pvt Ltd
10.2020 - 10.2021

MBA - Marketing

National Institute of Technology
08.2019 - 07.2021

Managing Partner

Self-employed
08.2017 - 09.2019

Sales Officer

Axis Bank
07.2016 - 08.2017

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Vinit KumarExclusive Relationship Manager