Rishabh Mundra

Rishabh Mundra

GOLD CAPTAIN

Followers of Rishabh Mundra2000 followers
location of Rishabh MundraVadodara, Gujarat, India

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  • Timeline

  • About me

    Deputy Manager at HDFC Bank

  • Education

    • Maharaja Sayajirao University of Baroda, Vadodara

      2015 - 2018
      Bachelor of Commerce - BCom Accounting
    • ITM Group of Institutions

      2018 - 2020
      PGDM Marketing
  • Experience

    • TYMK GROUP OF COMPANIES

      Apr 2016 - May 2017
      GOLD CAPTAIN

      • Managed a team of 120+ sales representative to carry out sales in 3 states across the country• Delivered sales training seminars with audience of 200+ new entrants in the company• Managed end-to-end sales cycle for combo products consisting of 5 different types of products and services

    • ITC Limited

      Aug 2018 - Aug 2018
      Modern trade

      • Managed a team of ITC sales representatives and trained them for sales promotion activities• Ensured product availability during BIG DAY’s event at Hypercity during which sales figures rise up to 80%

    • HDFC Bank

      Apr 2019 - Aug 2019
      Digital banking Intern

      • Handled WD desk and addressed problems of 70-80 customers on a daily basis• Helped customers in their journey towards digital banking to ensure smooth transition• Identified prospects for different forms of investment & aided them during the investment process• Carried out sales of 54 different product categories by appropriately identifying potential customers• Consolidated accounts of HNI customers, converted them into portfolio customers and pursued them into buying other services as well• Managed the yearly audit process of the branch single-handedly, ensured error-free report and satisfactory auditor’s opinion Show less

    • HDFC Bank

      Aug 2020 - now
      Deputy Manager

      • Initiated contact with potential and existing customers to offer value added services• Performed investment research on clients and conducted risk-assessment survey• Identified the most suitable investment options for customers based on the survey responsesreceived• Carried out product-pitching in front of potential clients, and aided them in the investment process• Served as a retirement planning advisor to customers and assisted them with suitable plansbased on their requirement• Identified customer current needs as well as cross and up-sale opportunities, and converted 70% of referred prospects into clients• Worked closely with management to strategize sales techniques to increase branch productionand customer service• Performed daily opening and closing audit to identify errors, if any, in the daily operations of the branch• Been part of a team that increased quarter-on-quarter turnover of the branch by 6.67%• Gained deep knowledge about the operations & other aspects of RBB services, and ensuredservice quality and maintained delivery consistency Show less

  • Licenses & Certifications

    • NISM

      Nism
    • Microsoft Excel Basic and Advance

      ITM Group of Institutions
      Apr 2019
    • Google Digital Marketing Workshop

      Indian Institute of Management Ahmedabad
    • NCDEX's Commodity Trading Workshop

      Indian Institute of Management Ahmedabad
  • Honors & Awards

    • Awarded to Rishabh Mundra
      Gold Captain Tymk group of companies Nov 2016
  • Volunteer Experience

    • Corporate Social Responsibility Manager

      Issued by Global Success Foundation on Apr 2018
      Global Success FoundationAssociated with Rishabh Mundra