Sameer Kalra

Experience

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  Maruti

  Sept 2003 - Mar 2009

  Corporate Sales Manager

   Led the entire Sales Network of 30 people for the Dealership with 5 Team Leaders as direct reportees  Looked after inventory funding, working capital management, estimation and procurement of stock. Interacted with partner banks frequently to assess the credit worthiness of individual/corporate clients looking for a loan facility on the basis of their financial status and integrity. Developed corporate customers like LIC, Reliance, Modi Group, SBI, PNB, etc

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  YES BANK

  Dec 2010 - now

  Relationship Manager

  Financial Planning: Portfolio management for high net-worth clients which includes deepening of current accounts and cross-sell of wealth management products like mutual funds, insurance and structured products.Business Development: Expanding the customer base through acquisition of high value current accounts and liability products.Service Delivery: Liaising with the Operations team for a seamless service delivery to ensure customer satisfaction.Regulatory Compliance: Ensuring adherence to key regulatory and bank-level policies. Show less