Ashish Tripathi

Business Development Executive

Lucknow, Uttar Pradesh, India5 yrs 7 mos experience

Key Highlights

Over 5 years of experience in banking operations.
Proven track record in portfolio management and customer relationship.
Skilled in driving digital payment adoption and compliance.

Stackforce AI infers this person is a Fintech professional with expertise in banking operations and customer relationship management.

Contact

Skills

Core Skills

Customer Relationship Management (crm)Portfolio ManagementSalesCustomer SatisfactionCustomer Service Operations

Other Skills

Trade FinanceCompliance Training on KYCRetailCross-sellingClient documentationAnalytical SkillsMarket mappingLead generationKey AccountsMedical DevicesCommunication SkillNegotiating SkillTrade Fund ManagementTradingGeneral Insurance

About

Multi-faceted, efficient, and reliable administrative professional with 5+ years of experience supporting executives, sales personel, and managers to improve internal operations for MSME businesses. Portfolio Management, CASA, High Value Bussiness Account,, NAV ,TD , Mutual Funds,Cross Sell , LI, GI & Third Party Products.

Experience

5 yrs 7 mos

Total Experience

1 yr 4 mos

Average Tenure

1 yr

Current Experience

Bandhan bank

Sales Manager

May 2025 – Present · 1 yr · Lucknow, Uttar Pradesh, India · On-site

Managing and mentoring branch teams to achieve merchant onboarding and activation targets
Driving digital payment adoption through POS, QR, UPI, and value-added services
Developing merchant networks across retail, SME, and MSME segments
Coordinating with branch managers and regional leadership to align business goals
Ensuring compliance, operational efficiency, and superior customer experience
Market analysis to identify growth opportunities and optimize coverage

Trade FinanceCustomer Relationship Management (CRM)Portfolio ManagementCompliance Training on KYCCustomer Service Operations

Au small finance bank

Assistant Manager

Nov 2023 – Apr 2025 · 1 yr 5 mos · Gorakhpur, Uttar Pradesh, India · On-site

Self-sourcing and onboarding of Current Accounts, Savings Accounts, and investment
products.
Portfolio Management across retail and business segments.
Cross-selling Life & General Insurance, SIPs, Mutual Funds, and term deposits.
Managing end-to-end client documentation, planning, and coordination.
Conducting daily DSR updates, cold calling, and lead generation via market visits and
references.
Deepening relationships and ensuring consistent revenue contribution to the branch.

RetailSalesPortfolio ManagementCross-sellingClient documentation

Axis bank

Sales Officer ( Merchant Acquring Business)

May 2022 – Nov 2023 · 1 yr 6 mos · Gorakhpur, Uttar Pradesh, India · On-site

Acquiring new customers for CASA and Salary Accounts through field sourcing
Building long-term relationships to deepen customer engagement and retention
Generating business through cross-sell of banking products such as Unsecured Business Loans
Identifying customer needs and offering relevant financial solutions
Driving revenue growth for the branch through consistent acquisition and service excellence
Market mapping, lead generation, and cold calling within the catchment area
By combining customer-centric sales with effective portfolio management, I contribute to Axis Bank’s growth and commitment to delivering seamless banking experiences.

Analytical SkillsCustomer SatisfactionMarket mappingLead generationSales

Srimay corporation

DSA

May 2022 – Apr 2023 · 11 mos · Surat, Gujarat, India · Remote

Home Loan, Mortgage Loan, Business Loan & Personal Loan.Client documentation,planning & coordination.Learned to manage the group of people and commanding the team.

Key AccountsCustomer Service Operations

Aeon remedies

Medical Representative

Jun 2020 – Feb 2022 · 1 yr 8 mos · Gorakhpur, Uttar Pradesh, India · Remote

Medical Representative
AptitudeCommunication Skill, Negotiating Skill and Adaptabilityas well situation andcircumstances management in pressure with endurance.

SalesMedical DevicesCommunication SkillNegotiating Skill