VINOD KUMAR JAISWAL
Navi Mumbai
Summary
Pursuing full-time role that presents professional challenges and leverages interpersonal skills, effective time management, and problem-solving expertise.
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
19
19
years of professional experience
Work History
YES PREMIER RM
Yes Bank
02.2023 - 10.2025
- Adaptable individual with exceptional interpersonal skills and talent for building relationships. Known for delivering outstanding service and enhancing client satisfaction. Focused on fostering positive interactions and creating collaborative environment.
- Financial Advisory: Providing tailored financial planning and investment advice based on careful analysis of customer needs, goals, and risk profiles.
- Serving as the primary point of contact for mapped clients, ensuring service levels exceed expectations, and building long-term trust and loyalty.
- Portfolio Quality & Engagement: Regularly engaging with clients to maintain desired relationship values, monitor account health, ensure timely renewals of limits, and prevent delinquencies.
- Business Growth & Acquisition: Managing and expanding the existing client portfolio while actively sourcing new-to-bank (NTB) customers within the HNI segment to increase the overall client base and the bank's "wallet share".
- Sales Target Achievement: Meeting targets across a range of products, including liabilities (Current and Savings Accounts - CASA), retail assets, business banking, investments (mutual funds, insurance), forex, and cards.
- Improved marketing to attract new customers and promote business.
Sales Manager
VIKASPATH ESSENTIAL OIL PVT. LTD.
06.2017 - 02.2023
- Work Role: Sales Manager (FMCG) Maintaining All stock And Deal Distributor To Take orders And Supply Products Timely. Also Look Collection of Payments.
- Designation: Sales Manager
- Department: Marketing
Relationship Manager
Indusind Bank Ltd.
01.2016 - 05.2017
- JOB PROFILE: To meet State Government Bodies For Banking Facility With Indusind Bank Find New & Old Trust, Association, Club For Start New Banking Relation With Indusind Bank To Give Service Existing TASC Customer For Better Relationship
- Designation: Relationship Manager
- Department: GBG
Manager
Trade Wing Tax Expert Ltd
09.2015 - 01.2016
- JOB PROFILE: Meet New Customer To require Taxation Problem solution Find customer who Require establish New Firm Or Company Or Trust Meet Existing Customer To help New Taxation Document Or Tax Related Query
- Designation: Manager
- Department: Marketing
Asst. Manager(P- CAT)
Indusind Bank Ltd
01.2013 - 09.2015
- JOB PROFILE: Opening current a/c for Indusind Bank. Premium Current Account acquisition from various sectors like Traders, Manufacturers, Exporters & Importers. Revenue generation through different Banking Products like Loan Against Property, Trade accounts, Home loans, Credit cards. Also Sale Bank Cross Products Life insurance, General Insurance LAP, HL, Credit Card, Business Loan
- Designation: Asst. Manager(P- CAT)
- Department: CASA, LAP,HL, Credit Cards, Trade Accounts
Sales Officer
ICICI Bank Ltd.
08.2010 - 12.2012
- JOB PROFILE: Opening current and Saving a/c for ICICI Bank. Saving a/c acquisition From Individual Or Society, Club, Trust Current Account acquisition from various sectors like Traders, Manufacturers, Exporters & Importers. Giving field training to new team members. Generating leads for other products of the bank.
- Designation: Sales Officer
- Department: CASA
Sr. Sales executives.
HDFC BANK LTD
12.2006 - 07.2010
- JOB PROFILE: Opening current a/c and Saving account. Open Three One Account For Share Trading Source Credit Card Giving field training to new team members.
- Designation: Sr. Sales executives.
- Department: CASA (Acquisition Saving a/c)
Education
Bachelor of Arts - 2002
Shree Ghanshyam Dube Collage, Suriyawan
Jaunpur, U.P07-2005
2000
Jawahar Lal Nehru Inter Collage, Alamgunj Uttar Pradesh
Village- Alamgunj Bazar, Jaunpur , Uttar Pradesh03.2001
S.S.C. -
Sai Nath Hindi High School,
Vashi Navi, Mumbai, Maharashtra03.1999
Skills
- Dependable and responsible
- Calm under pressure
- Planning
- Client support
- Self-Directed
- Attention to detail
PERSONAL DETAILS
Hindi
English
Marathi
Timeline
YES PREMIER RM
Yes Bank
02.2023 - 10.2025
Sales Manager
VIKASPATH ESSENTIAL OIL PVT. LTD.
06.2017 - 02.2023
Relationship Manager
Indusind Bank Ltd.
01.2016 - 05.2017
Manager
Trade Wing Tax Expert Ltd
09.2015 - 01.2016
Asst. Manager(P- CAT)
Indusind Bank Ltd
01.2013 - 09.2015
Sales Officer
ICICI Bank Ltd.
08.2010 - 12.2012
Sr. Sales executives.
HDFC BANK LTD
12.2006 - 07.2010
Bachelor of Arts - 2002
Shree Ghanshyam Dube Collage, Suriyawan
2000
Jawahar Lal Nehru Inter Collage, Alamgunj Uttar Pradesh
S.S.C. -
Sai Nath Hindi High School,
PERSONAL DETAILS
Date:
Place:
(VINOD KUMAR JAISWAL)