Dipeeka Hiraman Chouksey

Mobile: +91-703******* E-Mail:ac8ghg@r.postjobfree.com

Career Objective :-

To achieve professional excellence with diversified responsibilities and to use all technical as well as social skills that would permit rapid advancements as well as personal growth and to attain the top position in an esteemed reputed organization.

Key Skills :-

Relationship Management, Portfolio Management, Corporate sales, Client acquisition, Business development, Retail sales, Financial planning, Customer Engagement.

Professional Experience :-

Yes Bank Ltd.

Relationship Manager –Financial Partner April 2017-April 20218

Financial planning and investment advisory to HNI client.

To drive Revenue business to generate fee income through product like MF, investment and insurance.

To increase casa balance in allocated portfolio either through deepening or acquisition.

To ensure portfolio by regularly engaging with mapped relationship and to maintain desired relationship value.

To act as a first person responsible for service and sales satisfaction.

IndiaMart Intermesh Ltd. (Indiamart.com- India’s Largest Online B2B Marketplace)

Assistant Manager – Client Acquisition Nov 2016 – April 2017

Roles and Responsibilities:

Generating new clients for business development and achieve objectives within budget, time and policy parameters.

Handling high value clients, giving them the best solutions to explore on internet.

Actively driving and ensuring sale target achievement, management of sales support function and timely work completion of customers.

Achievement of monthly, quarterly and annual sales targets by close monitoring of key numbers including new sales, up-selling, calling, fresh meetings, follow up meetings, cold calls, reference generation and prepare regularly sales MIS reports.

ICICI Securities Ltd.

Key Relationship Manager June 2015-September2016

Roles and Responsibilities :

Cross Selling to the existing customers.

To generate leads and act as a productive resource by meeting targets thereby ensuring the fulfillment of budgetary expectations of the organization.

To manage customers in the branch or through client visits & provide Financial/ Investment Advisory.

Acquisition of new customer

To recommend and sell various financial products of ICICI securities Ltd., like equities, mutual fund, life insurance etc.

Acted as a financial planner of the prospective clients.

Summer Internship Program :-

Tajashree Autowheeles Pvt. Ltd. Nagpur 20th June-22nd July 2014

Key Responsibilities :

Customer care service.

Business development.

Back end operations, involving various customers touch points.

Educational Qualification :-

Degree/University

Institution

Year

Score

MBA (Marketing & Operations)

RCOEM College, Nagpur

2013-15

75%

B.Pharma (RTMNU, Nagpur)

Nagpur College of Pharmacy.

2013

59.40%

Class XII (Mah. State Board)

Prerna Junior College of Science, Nagpur

2008

62.17%

Class X (Mah. State Board)

Pandit Bacharaj Vays Vidaylaya

2006

64.53%

Other Activities and Achievements :-

Projects

Received grade ‘A’ in final semester MBA project ‘PATIENT SATISFACTION SURVEY’, 2015

Certification

and

Achievement

Certified from NISM-series-V-A Mutual Fund Distributor exam

Certified from IRDA

Award of excellence in Shikhar LI contest (Nov-Dec 2015), Final Frontier LI contest ( Feb 2016)

Award of Consistent Performer- Yes Bank

Personal Strengths:-

•Ability to priorities a broad range of responsibilities efficiently and effectively.

•Strong interpersonal skills and to face new challenges.

Personal Details:-

Date of Birth : 05-01-1991

Marital Status : Single

Languages Known : English, Marathi & Hindi (Reading, Writing, and Speaking)

Hobbies : Being a part of cultural events, Reading Books

Permanent Address : 21, Zingabai takli, Ingole layout, Nagpur-440031

Declaration:-

I hereby declare that the particulars furnished above are true to the best of my knowledge and I bear the responsibility of correctness of the same.

Date :

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