Dec 2022 – Aug 2025 · 2 yrs 8 mos · On-site

Nov 2021 – Dec 2022 · 1 yr 1 mo · On-site

Oct 2018 – Nov 2021 · 3 yrs 1 mo

Jun 2014 – Oct 2018 · 4 yrs 4 mos · Mumbai, Maharashtra, India

• 🎯 Cross-selling and adding value to the client and stayed ahead of the competition by structuring and implementing innovative deals in various loans (Auto, Personal, Business, Mortgage Loan, Cash Credit / OD), Wealth Portfolio Management, Trade and Treasury Products, Bill Discounting, Bank Guarantee, Letter of Credit, Payment and Cash Management, Factoring.
• 🎯 Managed end-to-end sales lifecycle – tapping prospects, analyzing their requirements, rendering advice, negotiating commercially, and ensured timely disbursement of loan documents to the customer
• Generated business through DSAS/ Channel Partners/ Open Market
• 🎯 Managed key clients & high net worth customers & addition of these clients to the existing portfolio for book growth
• 🎯 Focused on business development across liabilities, assets & fee to sustain and achieve growth in relationship value, revenues & improved client stickiness
• 🎯 Ensured customer delight and consistent service experience, including timely resolution of customer queries/issues with an objective to engage with customers to enrich the relationships and garner a higher wallet share of the client.
• 🎯 Formulated outbound & inbound sales plan to acquire new HNI Clients for increasing the customer base of the portfolio & proactively selling the full range of consumer and commercial products
• 🎯 Increased CASA balance in allocated portfolio either through Deepening or Acquisition
• 🎯 Ensured portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values
• 🎯 Acquired new Wealth HNI clients, identified their needs and showcase offerings as per their asset allocation & requirements.
• 🎯 Through Research and Competition benchmarking evaluate and identify global best practices in digital technology enablement in the banking domain in all different areas of banking in customer lifecycle of Pay, Save, Invest and Insure and check the feasibility of launching it in HDFC Bank.

Apr 2012 – Mar 2014 · 1 yr 11 mos · Mumbai Area, India

• 🎯 Contacted clients with interest in procuring automobiles to offer them sales deals
• 🎯 Maintained a list of new/existing customers & occasionally discussed business opportunities
• 🎯 Identified current product prices, competing products, and new techniques of merchandising
• 🎯 Developed & implement strategies to enhance sales efficiency and increase generated revenue
• 🎯 Identified customer's requirements, assisting them in selecting a car that meets their specifications

Jul 2009 – Mar 2012 · 2 yrs 8 mos · Mumbai Area, India

• 🎯 Handled maintenance and procurement of cars
• 🎯 Maintained checks and services of about 40 Cars month-on-month
• 🎯 Assisted Sales, Procurement & Service Department to present best car models on the display