Customer Service Sales

ASHISH SRIVASTAVA

Phone No.: 91-954*******/995-***-****

E-Mail: *******************@*****.***

Seeking assignments in Banking & Financial Services Operations with a

reputed organization.

Profile Snapshot

. MBA (Marketing & Finance) with 7 years of experience in Branch Banking,

Operations Management, Business Development, Cash Management, Forex

Transaction Processing, Lead Generation and Team Management

. Presently associated with HDFC Bank, Ajmer as Assistant Manager

(Operations).

. Expertise in monitoring various banking operations and maintaining long-

term customer relationships through the provision of high quality service

. Proficient in implementing strategies towards enhancing business volumes

and growth

. Experience in providing advisory services to clients in Investment

Solutions thereby enhancing ROI

. Distinction of cross selling various financial products (Mutual Funds,

General Insurance and Life Insurance)

. An effective communicator with analytical, problem solving, team building

and relationship management skills

Areas of Expertise

Sales & Marketing

. Managing the sales & marketing operations for increasing sales growth;

utilizing client feedback to develop marketing intelligence for

generating leads

. Analyzing & reviewing the market response/ requirements and communicating

the same to the sales teams for accomplishment of the business goals

Business Development

. Implementing strategies for acquiring business from clients and

effectively using the potential of existing accounts

. Interfacing with business leaders and customers to prepare business and

product requirements for new initiatives

Relationship Management

. Managing customer centric operations and ensuring customer satisfaction

by achieving delivery & service norms

. Monitoring clients' portfolio performance, conducting profitability

analysis, rendering sustained advisory services for securing high ROI and

increasing retention levels

Work Experience

Since Sep'11 HDFC Bank, Ajmer as Assistant Manager

(Operations)

Role

. Cementing good relationships with the HNI client, analyzing their

portfolios and customized products

. Overseeing branch operational activities like cash & non-cash

transactions, customer service, customer deliverable management, locker

handling & ATM cash management

. Account acquisition and retention, prospecting & exploring new business

opportunity, Revenue generation through cross-sell various financial

products.

. Preparing & Presenting Various Weekly/Monthly MIS Reports pertaining to

Process & Productivity, ensure branch Audit & compliance.

Feb'09 to Jul'11 AXIS Bank, Agra as Business Development Executive

Role

. Responsible for achieving monthly value base targets assigned by Branch

Manager

Accomplishments

. Pivotal in developing revenue by cross selling various financial products

viz. Mutual Funds, General Insurance and Life Insurance)

. Recipient of Certificate of Excellence from Zonal Head (Axis Bank-North

Zone) for qualifying Prestigious President Club Contest thrice in a row

Jul'07 to Feb'09 Tata AIG Life Insurance Co. Ltd., Delhi as Financial

Consultant

Role

. Managed the sales of products of Life Insurance and increased

organizational profitability

Education

. MBA (Marketing & Finance) from U.P. Technical University in 2007

. M.A. from Kanpur University in 2005

. B.A. from Allahabad University in 2003

Certification

. NCFM/AMFI Certification

Professional Enhancements

. IRDA/Customer Service and Excellence

. Identification of Forgery and Frauds in Banking Operations

Personal Details

Date of Birth : 31st October 1983

Address : 86/7, Mahabiran Lane, Mutthiganj, Allahabad-

211003

Languages Known : Hindi and English

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