Sales executive at HDFC Bank Ltd (2021-09 – 2024-04)
- Customer Acquisition: Approach new customers and explain HDFC Bank products like savings accounts, credit cards, loans, and insurance.
- Cross-Selling & Up-Selling: Promote additional financial products to existing customers (like personal loans, fixed deposits, etc.) and encourage premium upgrades.
- Lead Generation: Identify potential customers through field visits, calls, and references; maintain records of leads and follow-ups.
- Sales Target Achievement: Work towards monthly and quarterly sales targets assigned by the branch or manager.
- Customer Relationship Management: Build and maintain good relationships with clients to ensure long-term engagement and customer satisfaction.
- KYC & Documentation: Collect and verify required customer documents (ID proof, address proof, income proof, etc.) as per RBI and HDFC policies.
- Market Research: Understand local market trends, competitor offers, and customer needs to improve sales strategies.
Team Leader at Seeds Fincap pvt ltd (2024-08 – 2025-02)
- Team Management: Supervise, guide, and motivate team members to achieve daily, weekly, and monthly sales targets.
- Target Achievement: Ensure the team meets assigned goals related to customer acquisition, loan disbursement, or account opening.
- Training & Development: Train new team members on product knowledge, sales techniques, documentation, and customer service.
- Performance Monitoring: Track each team member's performance, maintain sales reports, and provide feedback for improvement.
- Customer Relationship Management: Help the team build strong relationships with customers and resolve any issues or complaints promptly.
- Business Loan: Secured and Unsecured loan
Sr Relationship Manager at Swara fincare Ltd (2025-04 – 2025-10)
- Client Relationship Management: Build and maintain long-term relationships with existing and high-value customers to ensure customer satisfaction and retention.
- New Customer Acquisition: Identify potential clients and acquire new customers for various banking products such as savings accounts, loans, insurance, and investment plans.
- Cross-Selling & Up-Selling: Promote additional financial products (credit cards, mutual funds, insurance, fixed deposits) to increase customer portfolio value.
- Portfolio Management: Handle and monitor customer portfolios, ensuring profitability, risk management, and product performance.
- Sales Target Achievement: Meet and exceed monthly and quarterly business targets set by the bank for loans, and other financial products.
- Business loan: Secured loan and Unsecured loan
Assistant Manager at Axis Bank Ltd (2025-11 – Present)
- Account Opening & Onboarding: Open Savings Accounts (SA) and Current Accounts (CA), Verify KYC documents (PAN, Aadhaar, etc.), Ensure error-free forms and smooth onboarding, Coordinate with backend/scrutiny team
- Sales & Business Development: Acquire new customers (individuals & businesses), Increase CASA deposits (core objective), Cross-sell banking products: Debit/Credit Cards, Insurance, Fixed Deposits / Recurring Deposits, Loan leads
- Relationship Management: Maintain relationships with existing customers, Handle high-value clients, Resolve customer queries and complaints, Focus on customer retention
- Compliance & Operations: Follow RBI guidelines (KYC, AML), Monitor suspicious transactions, Maintain proper documentation, Ensure accurate system entries
- Targets & Reporting: Achieve monthly targets: New account openings, CASA balance growth, Cross-selling numbers, Submit daily/weekly reports to manager
- Branch & Field Coordination: Work closely with branch staff, Coordinate with operations team, Conduct field visits for business clients
