Suraj Saxena

Experience

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  Standard Chartered Bank

  Jan 2003 - Apr 2008

  P.F.C

   Efficiently handled customer queries and resolving it in turnaround time. Extended portfolio management services to the customers for abetting their investment decisions. Deftly managed AUM of mutual funds worth INR 7 crore for 35 customers. Involved in selling various insurance products such as Insurance, Equity, Health Insurance, Credit Cards, Personal Loans, Home Loans, Business Installment Loans, Current Accounts, Term Deposit and Savings accounts. Entrusted with the responsibility of handling teller counter and demand draft counter & depository desk. Show less

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  HSBC Retail Banking and Wealth Management

  May 2008 - Jun 2010

  Relation Ship Manager

   Distinguished efforts towards managing the complete portfolio advisory and wealth management services to the customer relationship. Leading and mentoring a team of financial advisors and agents. Deftly managing financial planning for the customers as per requirement. Demonstrated capabilities in:o Augmenting the funds under management by 32%.o Handling a book size (CA/SA) of 15 Cr and Domestic Mutual fund portfolio of INR 7 Cr. o Enhanced the active client book size to 352 from 220 clients.o Elevated the average book size (CA/SA) by INR 2 Cr. Actively involved in selling insurance, mutual funds and also providing banking service to existing customers. Entrusted with the responsibility of managing cross selling of Home Loans, Demat Accounts, NTB savings accounts, NRI term deposits, Remittances etc. Show less

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  IndusInd Bank

  Nov 2010 - Oct 2013

  Branch Sales Manager

   Managing the 15 people team and motivating them to do their targets.  Taking interviews and recruiting new Relationship Officers. Time to time organizing a product training to enhance their product knowledge. Responsible for achieving the Value & Number Target for the Branch. Responsible of pushing Cross-sell at the time of opening an account. Ensuring that the KYC norms are adhered to. Responsible for the full sales process from prospecting to conversions. Responsible for doing two marketing activities on weekly basis also generating business and referrals through marketing activities. Responsible for acquisition of Quality customers. Product includes, casa, general insurance, health products, life insurance, traditional and unit linked Insurance plans, fixed deposits, loan against property, home loan and demat accounts. . Certificate of Excellence for CASA Value. For the period November 2011 From : Head Branch Banking & Zonal Head North. . Certificate of Excellence for Excellence Exemplary Performance in GI Health June 2012 . From : Regional Head . Award of Excellence for NTB Business April to July 2012-08-25 From : Zonal Head North Show less

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  INVESTORS CLINIC INFRATECH PRIVATE LIMITED

  Nov 2013 - Apr 2015

  Asst.Manager

  Selling Builders property.

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  HDB Financial Services Ltd.

  Jun 2016 - Nov 2018

  Branch Sales Manager

  sales

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  Bluecrumbs Infra Pvt Ltd

  Sept 2019 - Sept 2023

  Senior Vice President Of Sales
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  Investment Mantra

  Apr 2023 - now

  Vice President of Sales