Summary
Dedicated and results-oriented professional with extensive experience managing corporate client portfolios and providing financial advice. Skilled in investment management, financial planning, sales strategy and relationship management.
Skills Snapshot
-
Infosys Finacle
-
ICICI Bank Service Request Portal (FCRM)
-
CRMnext
-
Microsoft Power BI Cloud
-
MS Office & Tally
-
Relationship & Sales Management
Experience
-
Kotak Mahindra Bank Ltd
Leading customer service and sales initiatives; developing strategies for business growth; managing corporate HNI client relationships.
-
HDFC Life
Spearheaded sales planning, team management and strategy implementation; generated new business and managed corporate relationships.
-
ICICI Bank Ltd
Managed corporate client portfolios, delivered high-quality customer service and implemented sales strategies to meet targets.
-
Rural Livelihood Planning Council
Contributed to recruitment and talent acquisition processes; supported workforce planning and livelihood initiatives.
-
PNB MetLife
Managed bancassurance operations; advised clients on insurance and investment products; achieved sales targets.
-
Freelance
Provided recorded announcements for North East Frontier Railway and voiceovers for election campaigns and publicity materials.
-
Jeevan Suraksha Kendra
Provided neuro technician services and managed accounting responsibilities, maintaining accurate financial records.
Education
-
Post Graduate Diploma in Sales and Relationship Banking (PGDSRB)
Times Pro
-
Bachelor of Arts
B N Mandal University
-
Senior Secondary (12th)
K.R.S.S.S.S Harpur Mirza Nagar Mahua