VIVEK BHUSHAN JHA
New Delhi
Summary
Seasoned professional with 6+ years of multifaceted experience in Banking and Finance Industry with proven acumen in operations and sales.
Experienced professional with a strong background in financial services, specializing in CASA on-boarding and client acquisition. Successfully guided customers through various financial products, including mutual funds and insurance, while ensuring compliance with industry regulations. Demonstrated ability to build and maintain relationships with high-net-worth individuals, contributing to client retention and satisfaction. Proven track record in generating leads and facilitating fresh fund deposits, supporting the overall growth objectives of the banking sector.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Deputy manager grade II
ICICI BANK LIMITED
2024.03 - Current
- #New CASA On-boarding
- #advising customers on several financial products like FD, Mutual funds, Insurance.
- #New Demat Acquisition and trading accounts
- #Asset products like home loan, auto loan, personal and Business loan end to end.
Acquisition Manager
Ujjivan Small Finance Bank
2023.10 - 2024.02
- Responsible for generation of leads and selling of CASA Products to customers.
- Guiding customers with investment products viz Mutual Funds.
- Selling of Insurance products, CASA Deepening and consistent monitoring enabling a smooth banking experience for customers.
- Responsible for fresh funds deposits to accounts.
- Sourcing of new client acquisition to ensure the achievement of growth targets for the bank.
- Retention of ETB clients through constant customer service.
- Responsible for building relationship with all HNI's and conversion of them as long-term customers for the bank.
Assistant Manager
Axis Bank Limited
2019.09 - 2023.09
- Guiding customers with Investment products like DEMAT services, SIP and MF, Maximizing profitability and revenue generation for the Bank.
- Daily meeting with ETB customers for business motives according to requirements, client meeting, generating new leads for NTB customers.
- Ensuring seamless flow of business and operations work adhering with compliance and audit.
- Involved in Bancassurance products selling viz; life and general insurance. Responsible for Cross Sell & enhancing relationship with existing customers.
- Generating new leads for adding to the customer base of the bank Relationship Management for a Portfolio of customers.
- Selling of Investment products like Mutual Fund, Insurance & Current account & Saving account.
- Managing Operations like A/c opening, Fixed De Lockers, and FOREX etc.
- Deepening of existing Current account & saving account relationships. Customer acquisition & cross sell to walk in customers.
- Report Generation & filing. Review all critical reports, monitor cash levels, fraud control etc. Ensure coverage of all relationships through customer engagements and risk profiling.
- Enhance the value of existing accounts of Current account & saving account customers. Retention of accounts.
- Identify potential customers who can be sold tailored products to enhance product penetration. Acquire new customers through converting referral leads.
- Assess, anticipate and react to competitive market requirements, industry opportunities and constraints.
Education
Post graduate diploma - banking and finance
Manipal Academy of Higher Education
Bengaluru, KarnatakaB.E - Information Technology
Sridevi College of Engineering and Technology
Tumkur, KarnatakaSkills
- Microsoft Office (Excel, PowerPoint, Word)
- CASA on-boarding
- Client acquisition
- Investment products
- Mutual funds
- Insurance products
- Relationship management
- Compliance adherence
- Risk profiling
Certification
- National institute of securities markets, Depository.
- National institute of securities markets, Mutual Funds.
- IRDA - Special Licensing
Personal Information
- Date of Birth: 09/29/89
- Marital Status: Married
Languages
English
Upper Intermediate
B2
Hindi
Intermediate
B1
Timeline
Deputy manager grade II
ICICI BANK LIMITED
2024.03 - Current
Acquisition Manager
Ujjivan Small Finance Bank
2023.10 - 2024.02
Assistant Manager
Axis Bank Limited
2019.09 - 2023.09
Post graduate diploma - banking and finance
Manipal Academy of Higher Education
B.E - Information Technology
Sridevi College of Engineering and Technology