Experience

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  Kirloskar pneumatic company limited

  May 2015 - Jul 2015

  Marketing intern

  My responsibility wasTo Identifying the satisfaction level of existing customer through market research.Identifying the problems of customer regarding product.Sell the kisloskar Advantage Oil.Identifying the Oil which is use by Customer.

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  Axis bank

  Jun 2016 - Aug 2018

  Role:-• Conducts outbound marketing calls and scouts for new leads and referrals to generate business.• Responsible for lead generation for Current Account and Savings Account - CASA to new customers and deepening of account balances for existing customers.• Responsible for sales of third-party products (Life Insurance - LI, General Insurance- GI, Mutual Funds - MF, Debit/ Credit Cards, etc. to the existing customer base and new customer.• Driving and keep trying different types of successive promotion activity to promote the bank products at societies, complex, business centre, public rush places it help to increase sales & cross cell of various financial product.• Personally managing relationship of key customer.• Cross Sell of Retail Loans, Wealth Management Products, Credit Cards, Gift & reward Cards and other Liability products for family members of employees.• To constantly focus on funding of Non-funded inactive accounts.• Acquisition priority customer relationship and referring lead to priority department.• Participate in incentive program & sales contest.• Co- ordination with branch staff and branch manager.Customer Service & Operations:-• Funds transfer/NEFT/RTGS• Inward/Outward Clearing Cheque/Opening of Accounts• Reconciliation of office accounts/Remittance/DD Po/EOD• Ensuring timely resolution of customer queries and improving customer service levels Show less

  • Manager Assistant

    Jun 2016 - Aug 2018

  • Assistant Manager

    Jun 2016 - Aug 2018
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  Nippon india mutual fund

  Oct 2018 - Aug 2021

  Territory manager

  Role:- • Acquisition of potential new Mutual Fund Sub- broker/channel partners. • Identify Potential Sub Broker for MF. • Post sales services i.e. MF activation of the channel in both SIP and lump sum. • Maintaining channel partner relationship. • Conduct regular engagement and knowledge sharing programs with Channel Partners • Responsible for Meeting targets of sub broker Acquisition and activation through partners for MF Product. • Ensuring the working on partner databases for lead generation.• Formulating the strategies to increase client base and increase sale of mutual funds• Preparation and execution of Financial Planning.• Approaching need based product to the client through Financial Planning• Portfolio review of client at regular intervals.• Acquire quality clients through networking, data base, market intelligence and references from existing clients.• Overseeing and developing marketing Campaigns.• Engages in superior customer service by making information readily available• Demonstrates products and services as deemed necessary by clients and management• Schedules appointments and meetings as necessary• Answers questions from clients• Makes product knowledge readily available to self and other sales people through various resources.• Creates a plan for gaining customers and then retaining them based on warranties or guarantees. Show less

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  Icici bank

  Sept 2021 - now

  Job Role and Responsibilities:Manage and increase the utilization of working capital limits sanctioned to corporate clients with annual turnover of more than INR 50 Cr.Cater to trade finance and cash management service requirements of corporate clientsCollaborate with the Wholesale Banking Group, SME Group to render the best possible solutions and service to clientsSource new corporate relationships for the Bank to provide cash management solutions and working capital/ term loansIncrease revenue from existing relationships and explore different business opportunities with existing clients Deliverables:Responsible for getting new customers onboardPerform various activities as per the customer?s requirementMaintain number of current account (CA) balanceIncrease wallet share by selling products to the customerManage trade finance, general blog operation for cash management services i.e., working capital cycle of the company Show less Job Role and Responsibilities:Manage and increase the utilization of working capital limits sanctioned to corporate clients with annual turnover of more than INR 50 Cr.Cater to trade finance and cash management service requirements of corporate clientsCollaborate with the Wholesale Banking Group, SME Group to render the best possible solutions and service to clientsSource new corporate relationships for the Bank to provide cash management solutions and working capital/ term loansIncrease revenue from existing relationships and explore different business opportunities with existing clients Deliverables:Responsible for getting new customers onboardPerform various activities as per the customer?s requirementMaintain number of current account (CA) balanceIncrease wallet share by selling products to the customerManage trade finance, general blog operation for cash management services i.e., working capital cycle of the company Show less

  • Relationship Manager in Financial Institution Group (FIG)

    Dec 2024 - now

  • Account Manager in Transaction Banking(Manager Band II)

    Apr 2024 - Dec 2024

  • Account Manager in Transaction Banking(Manager Band I)

    Apr 2023 - Apr 2024

  • Account Manager in Transaction Banking(Deputy Manager Band II)

    Sept 2021 - Mar 2023