Experience

• 

  Hdfc bank

  Jan 2010 - Nov 2010

  Sales executive

  1.Focus on HNI customer to sell the high revenue Saving account and insurance.2.Cold calls to SME and Group companies to source the business Accounts.3.Meeting the group companies owners or account to get the group companies account open with HDFC Bank.4.Being the key contact person to the companies where already sold the business account to provide the best possible service to generate the cross-sell business - Insurance or Personal Saving accounts

• 

  Rakbank

  Nov 2011 - Jul 2012

  Sales executive

  1.Selling the Credit card by visiting the companies every day.2.Keeping the DSR for follow-up and references.3.Meeting the company HR and account to get thepermission for kiosk to get more customers in less time.4.Keeping the details of all the competitive bank card detailsfor my knowledge and for convince the customer better.5.Focus on HNI customer to sell the Paid card to generatethe more revenue

• 

  Citi

  Jan 2013 - May 2014

  Sales executive

  1.Responsible to Sell the Personal loan to new customer and Top up for existing customers2.Visiting companies every day to acquire customers.3.Making the kiosk in the company by HR permission withattractive offers.4.Managing the leads provided by others departments -cardloan dept and Citi gold.5.Meeting the new company to list with the bank forproviding the best possible rate to customers to get more revenue to the bank and more customers.

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  Citi

  Apr 2015 - Aug 2017

  Sales specialist

  1.Visiting new companies to Get the bulk payrolls.2.Provide all the retail and corporate service to the existingcompanies3.Achieved the given target for multi-products –Loan, CASA,Card.4.Put the kiosk in companies and launch the new offers toattract new customers and provide the services to existingcustomers.5.Compare the product and offers with other competitivebank and discuss with business head in every monthlymeeting.6.Always provide best possible services to customers andcompany and being the dedicated point of contact.7.Generate the leads for insurance for -Zurich insurance.8.Focused on our portfolio and always discussed thecustomers for new rates for FD and forex to generate the revenue to bank Show less

• 

  Emirates nbd

  Sept 2017 - Oct 2019

  Sales supervisor

  Worked for Retail Banch Banking .1.Responsible for sales activity throughout UAE for all the retail product- Personal Loan, Credit Card, Auto Loan, CASA, Investment.2.Focus on high salary customers where I can sell Fixed deposit and home loan.3.Generation the life insurance and health insurance and car insurance leads.4.Managing the portfolio of bank customers to give them the best possible and being the dedicated point of contact.5.Performing Sales calls to achieve the given target and customer satisfaction objective.6.Providing solution for the customers financial Show less

• 

  Hdfc bank

  Dec 2019 - Jul 2023

  Relationship Manager Imperia -HNI Clients ( Dec 2019-till Date)Coached and developed reports to proactively buildprofitable wealth management relationships with a portfolioof complex and high value existing & prospective Corporate/HNW clients (Total Portfolio size: 210 clients with a portfoliosize of 94 Crore). Coached to make regular connectionswith the targeted customers on various products & servicesof the organization, thus maximizing wealth creation/revenue for the organization. Managed key advisors withfocused approach and nurture relations with them forproductive business relations. Handled sales acrossLiabilities, Retail Assets, Third part products, BusinessBanking, Forex, Credit Cards, Online trading , DigitalPlatform etc.Projects & Accomplishments:Increased portfolio from 59 Crs to 94 crs from Dec 2019 -till date.Qualified for MDRT Dec 2021Qualified for JUNE BBH SUPERSTAR.Qualified for BBH MAY-JUNE LI OBJETIVE.Qualified for Magnificent May- Cluster head drive(01st May 21 - 11 May 21).Qualified for Asset Superstar - Home Loan.Qualified for Champions of Champions LIobjective Cluster head drive June 21Qualified for Retails assets warrior Cluster head driveJune 21Champion Leage TFG contest Transportation financegroup-Sept21And many more last year too Won many awards for penetrating various cross sellproducts as well as in the asset products.Liaison with the Acquisition team and establishedsynergies for maximum penetration of Liability products,PP Products.Coordinated with Sales Managers of asset divisions forselling and promoting the asset products such as EEG, BBG,Auto Loan, LAP, LAS, PL, BL and other asset products.Major Contributor towards Liability Building and ForexRevenue Show less Relationship Manager Preferred HNI Clients ( Dec 2019-To July 2022)Coached and developed reports to proactively buildprofitable wealth management relationships with a portfolioof complex and high value existing & prospective Corporate/HNW clients (Total Portfolio size: 210 clients with a portfoliosize of 94 Crore). Coached to make regular connectionswith the targeted customers on various products & servicesof the organization, thus maximizing wealth creation/revenue for the organization. Managed key advisors withfocused approach and nurture relations with them forproductive business relations. Handled sales acrossLiabilities, Retail Assets, Third part products, BusinessBanking, Forex, Credit Cards, Online trading , DigitalPlatform etc.Projects & Accomplishments:Increased portfolio from 59 Crs to 94 crs from Dec 2019 -till date.Qualified for MDRT Dec 2021Qualified for JUNE BBH SUPERSTAR.Qualified for BBH MAY-JUNE LI OBJETIVE.Qualified for Magnificent May- Cluster head drive(01st May 21 - 11 May 21).Qualified for Asset Superstar - Home Loan.Qualified for Champions of Champions LIobjective Cluster head drive June 21Qualified for Retails assets warrior Cluster head driveJune 21Champion Leage TFG contest Transportation financegroup-Sept21And many more last year too Won many awards for penetrating various cross sellproducts as well as in the asset products.Liaison with the Acquisition team and establishedsynergies for maximum penetration of Liability products,PP Products.Coordinated with Sales Managers of asset divisions forselling and promoting the asset products such as EEG, BBG,Auto Loan, LAP, LAS, PL, BL and other asset products.Major Contributor towards Liability Building and ForexRevenue Show less

  • Imperia Relationship Manager

    Jul 2022 - Jul 2023

  • Preferred Relationship Manager

    Dec 2019 - Jul 2022
• 

  Idfc first bank

  Jul 2023 - now

  Branch manager

  *Managing 23 Staff Including Sales and Opration.*Hiring new staff and schedule his product training.* Responsible for the administration and efficient daily operation of a full service branch office, including lending, product sales, customer service, and security and safety in accordance with the Bank objectives*Enhance and contribute in the growth of the Bank through Business Development.* Provision of a superior level of customer relations and promotion of the sales and service culture through coaching, guidance and staff motivation.*Achieve individual and branch sales goals through new business sales, referrals and retention of account relationship*Maintain AOP (Annual Operating Plan) for the financial year i.e. to prepare and track product (liability, assets and fees) wise*Weekly/monthly reviews for outbound and as well as for inbound sales.*Prepare and review monthly activity calendar of outbound activities for BSM/SOs on a weekly basis.Ensure proper on-boarding of all new customers acquired.*Cross-sell of products (i.e. sales of 3 products per customer within 90 days of account opening) with new and as well as with existing customers.*Conduct daily morning huddles to discuss daily plan and agenda for employees.*Track inflow and outflow of reports (like account closures, account opening, Fixed Deposit renewals/closures etc.) and thus, daily business generationMaintain customer relationship through sourcing and on-boarding process*Monitor DSR (Daily Sales report) on a regular basisManage leads through SFA (software used for entering the generated leads)*Segment the customer within the catchments of the branch to increase the Journal-Ledger base of the branch.*Capability building and manpower managementMentor/Guide new joinees as well as existing branch employees.*Brief employees on their role and expectations from them.*Provide timely feedback to employees on a regular basis (structured feedback).*Conduct workshops Show less