Abhijeet Das

Experience

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  Kotak Mahindra Bank

  Jan 2008 - Sept 2009

  Assistant Manager

  Sourcing savings a/c from group companies of Kotak such as Kotak life insurance, Kotak personal loan, Kotak securities & Kotak prime.Managing existing client base and adding potential client base.

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  HDFC Bank

  Oct 2009 - May 2013

  Personal Banker

  • Monitored general ledger on daily basis• Analyzed dummy accounts, deferred accounts, reconciliation and maintenance of suspense accounts register • Worked with Flex Cube Software banking operations such as cash deposits, cash payments, DD\MC, fund transfer, NEFT\RTGS, cash balancing and EOD register updating• Handled forex transactions, foreign currency exchange account, closure of customers, debit card activation, etc.• Handled suspense account reporting including general ledgers and large cash reporting on fortnightly basis• Gave special attention to details, accuracy and error free transactions and completed them within TAT• Held responsible for high quality service, audit & compliance • Looked after retention of accounts• Generated leads for a diverse set of products including saving & current a/c, SIP, investments, term deposit, RD, mutual funds and other banking products• Serviced the requirements of existing clients• Operated lead generation entry and processed forms Show less

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  ICICIdirect

  Aug 2013 - Jul 2014

  Key Relationship Manager

  • Managing customer portfolio and advising equity related products • Acquiring new customers for 3 in 1 account• Generating revenue from existing clients• Sourcing financial products such as investment plans, mutual funds, bonds, corporate fixed deposits and premium educations program for equity• Appraising the current state of affairs in the equity segment for determining the rate of ROI & risk levels for various investments of the portfolios as well as predicting the further growth of a company by looking at the fundamental and technical analysis.• Understanding customer requirements and advising suitable financial product• Managing customer portfolio and advising equity related products Show less

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  Tech Mahindra

  Dec 2015 - now

  Sap Sales Distribution Consultant

  Having 7.10 years of experience as SAP SD consultant with implementation and support projects based project.