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Customer Service Sales

October 05, 2016

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Mobile: +91-977******* Email Id:

C/O – Kamadev Behera. At – Baseli Sahi, Khurda Post/Dist – Khurda. State - Odisha, Pin - 752055

Career Objective: Seeking a challenging career in a dynamic and leading financial organization that would help me cultivate and nurture my skills to the fullest with an opportunity to display my talent and become an asset to the organization.

Core Competencies: Branch Banking, Liability and Asset sales, Compliance, Customer Service, Strategy Formulation, Revenue Generation, Profit Maximization, CASA mobilization, Third party selling, Relationship Management, Quality Assurance, Analytical Skills, Anti Money Laundering.

Career Highlights:

Exposure to asset and liability sells and customer service.

Complete knowledge of KYC guidelines.

Expertise in CASA value mobilization.

Hands on customer service over the counter.

Experience of Rural Banking.

Experience in asset sales like term loans, secured and unsecured loans.

Knowledge on sourcing SHG accounts and providing loans to such groups.

Sourcing of Govt. TASC accounts and maintaining high CASA value by providing excellent service.


(I) January, 2016 to June, 2016: IndusInd Bank Limited

Role: Associate Relationship Manager

Internal Grade: Assistant Manager

Experience: 6 Months

(II) October, 2011 to December 2015: ICICI Bank Limited

Role: Sales Officer- CASA

Internal Grade: Officer

Experience: 4 Years 2 Months

Total Banking Experience: 4 Years 8 Months

The Accountabilities as Associate Relationship Manager in IndusInd Bank:

Accountable for Aggregate budget of Lead generation for Current Accounts.

Sourcing of high value Current Accounts including Traders, Importers and Exporters.

Sourcing of Trade and Forex accounts.

Sourcing of Working Capital and Term Loans of high value Current account customers.

Sourcing of Mortgage loans, LAP and Home loans to maximize revenue generation.

Achievement of Aggregate Cross Sell points target.

Cross selling of fee products like Life Insurance, Health Insurance and Mutual Funds.

Ensuring the maintenance of required average balance of the New to bank customer accounts.

Ensuring account activation to happen within specified TAT.

Relationship building and getting referral from existing customers and new customers as well.

Update sales report and lead generation on daily basis.

The Accountabilities as Sales Officer in ICICI Bank:

Accountable for lead generation and conversion for new clients acquisition in CASA.

Ensuring the proper maintenance of the existing customers of the bank.

Ensuring the maintenance of required MAB in new accounts and existing accounts.

Maintaining the TAT for account activation and first transaction in the account.

Digital channel, e-channel and Card activation for each accounts sourced.

Ensuring family banking activation for each new and old customer IDs.

Sourcing account mix to have the required Privilege Banking account share.

Maximizing the fee income by cross selling of GI, LI, Loan against gold, MF,etc.

Balance bucketing of all the old and new accounts by phone banking and customer visit as well.

Relationship building with the key customers and resolving their queries and grievances with utmost priority.

Maintaining relationships with all NCA clients for onboarding and referrals.


Ability to work under pressure and meeting deadlines.

Good communication and interpersonal skills.

Skill of taking environmental advantage.

Flexible to work at anywhere.



Institution / Board



Indira Gandhi National Open University


B.Com (Management Hons.)

Utkal University, Orissa



Council of Higher Secondary Education, Orissa



Board of Secondary Education, Orissa






MS word, MS excel, Power point, Windows, Internet, Tally, C, Java


Tally 9.0


Listening to music, watching TV and net surfing.

Personal Details

Date of Birth : May 15, 1987

Father’s Name : Mr. Nilamani Champati

Mother’s Name : Mrs. Harshamani Champati

Nationality : Indian

Marital Status : Married

Gender : Male

Languages Known : English, Hindi and Odia


I hereby declare that the informations provided above are true to the best of my knowledge and belief.

Sunil Kumar Champati

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