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Banking,Portfolio Management

Location:
Allowal, PB, India
Posted:
September 27, 2017

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Resume:

Curriculum Vitae

Vivek sharma

House no-**,Street no-13

Krishna nagar

Hoshiarpur- 146001

Email: ac2hf0@r.postjobfree.com

Phone no : 987-***-****

Career objective:

Seeking a challenging position where my knowledge and skills can be shared and enriched, leading to achieve enterprise objective and personal development.

Work Experience:

Working with HDFC Bank Ltd as a Personal Banker(Deputy Manager) from Dec 2011 to till date.

Worked with SBI Mutual Fund as Senior sales officer from Jan 2010 to Nov 2011.

Worked with Hdfc Bank Ltd as insurance officer From Aug 2008 to April 2009.

Worked with Metlife insurance co. as a channel sales officer From 2007 to June 2008.

Key Responsibilities HDFC BANK –

Handling Portfolio of 145 HNI customers. To improve the book value of Portfolio clients. Revenue generation by selling Loan Products Home Loan, Personal Loan,LI,MF and other third party products. To follow processes in day to day routine work and to improve the CASA value of Branch.

Key Responsibilities SBI MUTUAL FUND –

Handling Retail Ifa, private and State bank group branches

Regularly updating channel partner about the significant changes,

Product, regularity changes.

Appointment of new channel partner.

Key Responsibilities HDFC LIFE INSURANCE–

Joint call with RM And PBS

Login business sourced

After sale service to the clients and RM,PBS

Achievement

Appreciation letter from Circle head for achieving insurance target.

Appreciation Certificate From Regional Head for achieving Loan target.

Achieving the Revenue target (17.40 Lacs pa) of every Financial Year .

Achieving Silver Award for the achievement of annual income in Jun’15 of last FY.

Education:

Master of commerce from Himachal Pradesh University in 2005.

Bachelor of commerce from Punjab University, Chandigarh in 2002

10+2 in commerce From Punjab school Education, Mohali in 1999.

Strengths

Punctuality

Result oriented approach

Hard working and ability to deliver results even under stressed conditions.

Self confidence

Personal Memoranda

Father’s name Sh.Parkash chand Sharma

Mother’s name Smt. Sukanya Sharma

Date of Birth May 01, 1981

Sex Male

Language Known English, Hindi & Punjabi

Martial status Married



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