Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Languages
Timeline
Generic

Yashwanth M

Bengaluru

Summary

Relationship Manager and Business Development Officer with expertise in financial product marketing and sales leadership. Proven track record of business expansion through various channels, including sales agencies and wealth management. Strong focus on enhancing client relationships and driving sales performance. Holds an M.B.A. in Finance and possesses advanced skills in Microsoft Office, strategic planning, and customer relationship management.

Overview

6
6
years of professional experience
1
1
Certification

Work History

Sales Manager

YES BANK
07.2023 - Current
  • Drive Credit Cards through Corporate salary team (YCOP Channel).
  • Create and drive business with activity drives channel.
  • Open avenues for business through corporate channels.
  • Manage a team of sales officers and support them meeting individual and team targets.
  • Promote banking products such as saving accounts, personal loans and insurance.
  • Plan and execute customer acquisition strategies in the local market.
  • Ensure excellent customer service and compliance with internal policies.
  • Monitor sales metrics and submit performance reports regularly.
  • Stay informed on market trends and competitor activities.

Sales Manager

STANDARD CHARTERED BANK
11.2022 - 07.2023
  • Drive Credit Cards through Third party services (TPS) / agencies.
  • Create and drive business with activity drives channels.
  • Open avenues for business through corporate channels.
  • Lead and mentor for sales team in TPS to meet the organization requirements and develop sales.
  • Analyze business trends and sales figures to formulate new strategies to enhance sales in unit.
  • Recommend modifications to current product and processes.
  • Coordinate with product teams, credit & operations teams to ensure a smooth flow of the business.

Deputy Manager 1 and 2

ICICI BANK
06.2019 - 11.2022
  • Drive Credit Cards (Secured and unsecured) AND Personal loans through ICICI bank retails and Wealth branches.
  • Create and drive business with the regular channels to penetrate sales.
  • Open avenues for business through corporate channel and Wealth channels.
  • Mentor and guide the sales team to meet the organization requirements.
  • Analyze business trends and sales figures to formulate new strategies.
  • Initiate innovative promotional schemes to enhance visibility of CC in bank branches.
  • Recommend modifications to current product and processes.
  • Drive FD, SA and Other insurance products as attachment.
  • Coordinate with product teams, credit & operations teams to ensure a smooth flow of the business.

Education

MASTER OF BUSINESS ADMINISTRATION - FINANCE

R.N.S Institute of Technology
Bangalore
01.2019

B.COM - ACCOUNTING & FINANCE

SSMRV Degree College
Bangalore
01.2017

Skills

  • Effective communication
  • Leadership skills
  • Planning and organizing
  • Banking product and process knowledge
  • Customer engagement
  • Interpersonal skills
  • Team management
  • Relationship management
  • Sales training
  • Financial analysis
  • Motivational skills
  • Sales and market development
  • Performance reporting

Accomplishments

  • Received awards for achieving 85% and more of monthly targets and Insurance targets.
  • Received numerous spot awards and client appreciation for delivering excellence in timely service and resolving escalations

Certification

  • IRDAI
  • AMFI

Languages

kannada
First Language
English
Upper Intermediate (B2)
B2
Telugu
Intermediate (B1)
B1
Tamil
Intermediate (B1)
B1
Hindi
Intermediate (B1)
B1

Timeline

Sales Manager

YES BANK
07.2023 - Current

Sales Manager

STANDARD CHARTERED BANK
11.2022 - 07.2023

Deputy Manager 1 and 2

ICICI BANK
06.2019 - 11.2022

MASTER OF BUSINESS ADMINISTRATION - FINANCE

R.N.S Institute of Technology

B.COM - ACCOUNTING & FINANCE

SSMRV Degree College

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