Neelesh Kumar Sen

Experience

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  Aditya Birla Sun life Asset Management

  May 2016 - Jul 2016

  Summer Internship

  Organization: Birla Sun life Assets Management Company.Duration: 45 days.Project Topic: Comparative study of hybrid mutual fund.Project Brief: Had an insight of companies working. Was involved in sales & assisting relationship manager.

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  Reliance Mutual Fund

  Oct 2016 - Oct 2017

  Relationship Officer

  Organisation: Reliance Mutual Fund Designation: Relationship officer at RBD channel. (Retail Business Development)Duration: From 12th Oct 2016 to 4th Oct 2017.Project Brief: •Retail Business Development include all the PSU, Co-operative banks.(Except SBI and canara bank ).•My primary responsibility is to build, develop and enhance Relationship across PSU banks as well as with bankers. •Ensure timely coverage of all the relationships assigned which should result into effective communication about Reliance mutual fund, it’s scheme and all other aspects. •The role included variety of related activities like innovative sales, initiatives and ideas, coordination for sales meetings and keeping tab on mutual fund market. •Establishing annual, quarterly, monthly, or weekly sales plans and prioritising and scheduling own activities so these targets are met. Show less

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  Axis Bank

  Oct 2017 - Nov 2019

  Assistant Manager- Customer service officer

  •Customer Service officer includes all the sales and services within bank.•Responsible to deal with branch operations , build ,develop and enhance relationship with customers as well as provide them proper banking services.•Cash handeling , Remmitance, RTGS/NEFT, authorisation, audit management for the branch. •Cross sell of multiple banking products.

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  HDFC Bank

  Nov 2019 - Sept 2022

  Deputy Manager - Personal banker

  •Managing existing portfolio by analyzing all aspect and coordinating between bank and customer aspect. Cross selling of TPP products in portfolio and outside portfolio also.•Acquisition of new customers to bank.Adept in handling overall branch operations such as cash handling, RTGS &NEFT transactions. Awareness about documentation and processing of current accounts.•Onboarding customer by selling of assets like personal loan business loan auto loan to them. Customer interaction, helping them in making better investments and creating their overall portfolio and investment plan so that they can maximize their return.•Working with BBG and EEG team for acquiring asset CC Limit and OD limit case.•Working as remitter for inward and outward remittance of portfolio customer.•Acquiring Government accounts.•Analyzing all aspect of applicants business to determine credit worthiness and repayment capability to minimize default risk and maximize bank’s profitability.•Liaise with different department like WBO, credit team, product team for fast forwarding and smooth functioning. Show less

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  IndusInd Bank

  Sept 2022 - Jan 2024

  Chief Manager- Pioneer Affluent banking

  •Affluent banking•Proactive management of HNI client base to increase penetration of wealth management and business banking products, increase share wallet and improve profitability of customer base.•Effective Management of customer relationships and anticipation of customer’s financial needs on ongoing basis. Key Customer Relationship Management & supervision of High Net worth Customer Programs.•Achievement of Sales Targets and key performance indicators on activity, sales and persistence by developing, formulating and implementing specific sales plan to achieve targets.•Proactive learning and self development initiatives to understand the latest product offerings in the market. Show less

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  Axis Bank

  Jan 2024 - now

  Senior Manager - Priority Banking

  Relationship ManagerAXIS BANK LTD01/2024 – present | Bhopal, India•Priority Banking Relationship Manager is primarily responsible for providing financial solutionsto the Priority customers like HNIs & UHNIs ensuring value added services.•Responsible for increasing liabilities size of relationship via balances in accounts ofexisting customers and enhancing customer profitability by capturing larger share of wallet.•Responsible for deepening the existing relationships by cross selling of Bank's productsand Services/ third party investment products.Mutual funds, Life insurance, PMS, General Insurance.•Increasing customer engagement through other non-investment products like Forex,Remittances, SME , MSME etc. to the new and existing customers.•Ensuring that the customers are sufficiently educated/ leveraged on the best financial solutions. Show less