Lily Villa, 12th Road, Chembur, Mumbai – 400 071
Phone Nos: (R)
022- 25217372 (M) 98207 10041 Email : email@example.com
Currently persuing Masters in management from K J Somaiya Institute of management Batch – 2008-2011
Objective: To secure a challenging and rewarding position within a reputable company offering personal development opportunities based on performance.
HSBC Bank : Designation: Premier Service Manager Nov 2005 – Aug 2007
Portfolio management of Premier Customers. Growing and deepening customer relationships through effective relationship management, with special focus on the analysis and satisfaction of Customers’ financial as well as investment needs and objectives.
|Profile: | | | |• Sales - Going on sales calls to existing as well as new customers to deepen relationships and obtain referrals to source new | |business for purpose of achieving business targets. | | |
| |• Analytical Skills- Identification of opportunities and managing relationships with top bank customers for cross selling | | |to the client through sales of liability products (savings, current accounts and term deposits) as well as third party | | |products like Mutual Funds, Insurance (Life & General) | | |• Customer Service - Ensure excellent service delivery by maintaining TAT for Client queries, proactive service | | |interactions with Clients. | | |• Record keeping - Update the client details and map all client relationships to arrive at household / family relationship | | |value size at any point in time. | | |• Time management - Accurate and timely reporting of documentation and deliverables for all new client acquisitions on a | | |weekly basis. | | |• Co-ordination-Liaising with product and ops teams to ensure compliance of process flows and documentation. | | |• Provide research on investment patterns for clients and arrive at an opportunity sheet. | | |• Operations - Handling outward and inward remittances |
Aviva Life Insurance India Pvt Ltd. (March 2005 – Nov 2005) Designation: Manager Sales Private Banking & Assets Team (ABN AMRO BANK)
A very short stint wherein I was responsible for sales of life insurance plans to the Private banking clients and the credit card holders of ABN AMRO Bank through my sales team of 8 members. Expertise – CONVERTING LEADS, TEAM MANAGEMENT and CO-ORDINATION
Standard Chartered Bank. (15th May 2003 –31st October 2004)
Designation: Personal Financial Consultant - Retail Banking Division
▪ Achieving the Targets set in terms of product mix and the budgeted cross sell targets. ▪ Focus on revenue generating products for the bank mainly Insurance and Mutual Funds. ▪ Housing loan leads to be generated and forwarded to the Executives and ensuring constant follow ups with the loan team and the customers ensuring smooth flow and closure of deals. ▪ Being the Housing loan...
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