Zaid Khan
Deputy Manger
Mumbai
Summary
Insightful Manager with experience directing and improving operations through effective employee motivational strategies and strong policy enforcement. Proficient in best practices, market trends and regulatory requirements of industry operations. Talented leader with analytical approach to business planning and day-to-day problem-solving.
Overview
6
6
years of professional experience
Work History
Deputy Manager
HDFC SALES
Navi Mumbai
01.2022 - Current
- Led account planning strategy sessions aimed at retaining and acquiring customers and increasing business opportunities.
- Reviewed customer service agreements for terms and conditions pricing and accuracy.
- Targeted and prospected for new business through telemarketing, individual creativity and innovation.
- Promoted continuing education opportunities for sales team to bolster skills and add value to department.
- Conducted team meetings to reinforce goals and objectives and set clear expectations about policies and procedures.
- Maintained ethical and positive working environment to reduce turnover and promote high retention rates.
- Resolved customer issues quickly to close deals and boost client satisfaction.
- Tracked pipeline data, won vs. lost opportunities and lead response times with Salesforce CRM.
- Interpreted sales and pricing policies to departmental personnel and customers.
Loan Officer
HDFC SALES
Navi Mumbai
01.2018 - 12.2021
- Originated, reviewed, processed, closed and administered customer loan proposals.
- Examined customer loan applications for loan approvals and denials.
- Advised clients on mortgage.
- Supervised loan personnel and motivated to maintain customer service and performance standards.
- Created strategies to develop and expand existing customer sales, resulting in increase in annual sales.
- Monitored pipelines to track and log status of loans.
Relationship Manager
Reliance mutual fund
Navi mumbai
06.2016 - 12.2017
- Monitored issues carefully and reached out to customers to provide immediate resolution and maintain satisfaction.
- Generated new business and referral clients in partnership with financial advisors and branch team.
- Achieved client satisfaction and loyalty by establishing collaborative relationships, facilitating needs assessment.
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
- Educated customers about mutual fund and processed purchases.
- Handling HNI clients and advising them about the various funds.
Education
HSC - Commerce
DY Patil College of Science & Commerce
Navi Mumbai 04.2001 -
Bachelor of Management Studies - Accounting And Finance
Arunodaya University
India 04.2001 -
Skills
Performance improvements
Timeline
Deputy Manager
HDFC SALES
01.2022 - Current
Loan Officer
HDFC SALES
01.2018 - 12.2021
Relationship Manager
Reliance mutual fund
06.2016 - 12.2017
HSC - Commerce
DY Patil College of Science & Commerce
04.2001 -
Bachelor of Management Studies - Accounting And Finance
Arunodaya University
04.2001 -
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