Sales Manager

RITWIKA PAUL

MASTERS IN BUSINESS ADMINISTRATION (INTERNATIONAL BUSINESS AND MARKETING)

PH: +91-976*******

*******@*****.***

Career Objective:

Seeking a position that will benefit from my past experience, interpersonal and technical skills,client interaction, problem

solving and operational competencies.

Profile Summary:

• Diligent and business savvy professional with 4 years of experience in banking.

• Currently working as Relationship manager at HDFC bank

• Previously worked as Banking Executive with Citibank, NA

• Identify, recruit and on-board new channel partners within assigned territory.

• Manage sales activities of partners to generate revenue

• Coordinate with partners to create and execute business plans to meet sales goals.

• Evaluate partner sales performance and recommend improvements.

• Educate partners about product portfolio and complimentary services offered.

• Address partner related issues, sales conflicts and pricing issues in a timely manner.

• Experienced in the complete gamut of products including Mutual funds, Equity and Debt

Market, Insurance, Real estate,Credit Cards, Loans, Accounts – both savings and current .

• Management of Customer portfolios.

• Handling complete cycle from leads generation to sales closure, documentation, aftersales

services and managing the portfolio, necessary churning, generating references

• Posses excellent Communication, Presentation, Perseverance, Analytical and Interpersonal

skills

• Habituated to Immense hardwork and working under pressure

• Proficient in all computer skills like MS excel, word, PPT, etc

• Handling management fee calculation as per fee structure agreed by client

• Handling client queries for all operational matters

• Managing complete post trade and day end process

• Ensuring compliance requirement

• Submission of trade at RTA on time,sending files to RTA/AMC/Banking Department,

Coordination with RTA/Fund House

• Maintanence of file upload in online system. Updating of all transaction from all RTA’s.

• Bidding of application at exchange & Updation of data in System

• Assisting in Back office operation,processing of financial and non financial transaction

Professional Experience

Organization Period Designation

HDFC Bank Jan 2014-Till Date Relationship manager

Specific Responsibilities

• Handling a set of more than 300 customers and their portfolios, servicing and advisory

• Products sold and managed include Savings and current accounts, loans, credit cards, forex cards,

foreign inward and outward remittances, mutual funds, demat accounts, fixed deposits and all

other products in the financial market, Insurace – medical, life, general, etc, and Real Estate

• New client acquisition via referencing and telecalling

• Manage the relationship with channel partners

• Support day to day operations and processing of applications

• Manage sourcing, processing and issuance, post issuance customer issues, if any

• Manage financials of relationship, including support meeting of financial targets, timely and

correct reconciliation

• Handling internal & statutory audit queries.

• Assisting in Back office operation,processing of financial and non financial transaction

• Coordinating with front office for transaction related queries across the country

• Attending customer queries over the phone and across the desk and solving them in specific time

frame.

• Monitoring and reporting of large transaction reports and keeping a constant check on possibly

fraudulent transactions

• Constant monitoring of customer accounts to keep unethical transactions at bay

Organization Period Designation

Citi Bank Dec 2010-May 2013 Senior Banking Executive

Specific Responsibilities

• Managing clients for insurance, credit cards,loans, mortgages, savings and current accounts

and all other banking products

• Handling of both individual retail customers as well as entire corporates

• Maintaining existing relationship via efficient servicing and quick resolution.

• Planning & Execution, Sales Reviews, Funnel Creation /Validation and Reporting.

• Coordination and follow-ups with internal and external stakeholders for sales closure.

• Responsible for process compliance, Reporting and Analysis.

• Develop positive working relationship with partners to build business.

• Develop positive working relationship with partners to build business.

• Develop process improvements to optimize partner management activities

• Work with partners to develop sale proposals, quotations, and pricings.

• Deliver customer presentations and attend sales meetings and partner conferences

• Assist in partner marketing activities such as tradeshows, campaigns and other promotional

activities

.

Academic Projects

Undergone Internship at Bank of Baroda, international business branch, Kolkata.

Learnt all about letter of credit, modes of payment in international business, Forex risks, various

international business documentation.

Academic Background:

Degree/Exam Board/University Percentage Year of Passing

PGDM BIIB, Pune 58.00 2011

B.B.M. Bangalore University 71.00 2009

H.S.C. CBSE 68.30 2006

S.S.C. CBSE 83.20 2004

Activities and Achievements:

• Certified to sell Mutual funds, scored 73.75% in AMFI exam, 02-

1. Certification

09-2013

• Received best student of the year award in 3rd yearof graduation.

2. Award

• Received Highest sales achiever of Citibank, Mumbai award in

March 2011.

• Received Best Banker Award Quarter 1, Mumbai in 2012

• Received Best Banker Award Quarter 2, Mumbai in 2012

• Awarded an All Expense paid 6 day New Zealand trip in 2013 for

best banker, Sales and Distribution,Mumbai

Personal details

English, Hindi, Bengali

Linguistic Proficiency:

MS Office, Open Office Org, Finacle

Technical skills

Single

Martial Status

24th September 1987

Date of birth

B 7, Divine Light Society, Andheri Kurla road, Andheri east,

Present Address

Mumbai, Pin 400059

Contact this candidate