Yogesh Dilip Agrawal

• Key Responsibilities:
  
  Manage internal lead generation channels to consistently achieve business targets.
  Oversee the sanctioning process by ensuring thorough conduct and scrutiny of ore disbursement activities.
  Develop and maintain strong client relationships to effectively manage complex situations.
  Collaborate with cross-functional teams to optimize sales strategies and drive growth.

• Relevant Skills:
  
  In-depth knowledge of banking products and services.
  Strong verbal and written communication skills in English and local languages.
  Proven ability to perform under pressure and meet tight deadlines.
  

• Key Achievements:
  
  Achieved 200% book growth.
  Recognized with the highest fairing in the last fiscal year for achieving 300% disbursement and surpassing all cross-sale targets.
  Qualified for two Million Dollar Round Table (MDRT) memberships, including one international MDRT.

• Key Responsibilities

Performing acceptance checks and on-boarding of retail clients.

Acquiring new retail clients through developing professional relationships.

Advising retail clients on their personal financial needs and objectives.

Performing acceptance checks and on-boarding of retail clients.

• Relevant Skills

Communication Skills.

Cross Functional Coordination.

Retail Liabilities.

Investment Products.

Banking.

Current Account.

Cross Selling.

HNI Sales.

• Key Achievements

Got grade promotion from Deputy Manager to Manager

Qualified in several Zonal and Regional level contest healed by Bank

Recognized by HO for Top performance at PAN India Level

Qualified for Domestic MDRT

• As an Relationship Manager, my responsibilities were acquiring clientele of company to responding to quires and providing the best solution to it meeting their needs and HDFC Securities ethics & value
• In two and a half year experience, Company has provided an opportunity to work on variety of services provided by as Equity, Derivatives, Mutual Funds, Life Insurance, Corporate Fixed Deposits, Government Bonds, 54EC Bonds, NCD's etc
• Also fulfill client's financial requirements of various loans such as Personal Loans, Home Loans, LAS, LAP
• Working at HDFC Securities during 3 years right from setting new branch at Dhule location and flying branch's name high in every drives kept by management
• Achieved best RM award for FY 16-17 and several other awards and rewards for me & my branch as well
• Under Branch Manager I have also been actively involved in handling team and making best possible outputs for company's benefit.

• At Motilal Oswal Securities as an equity dealer my role was to acquiring clientele of company and looking after relationship with various investment products such as Equity, Derivative, Commodities and Mutual Funds etc
• During two years, I got to have a glimpse of Equity Market services & qualities one requires to be a Relationship Manager in Equity Market
• I learnt how dose equity market moves and mutual fund works to build strong portfolio of customer in a long term view .Based upon the work done during these two years, HDFC Securities offered offer to join company as an Relationship Manager.