Customer Service Direct Sales

V DEEPAK KUMAR DASS

No ***/***, Chathurbhuj Das Road, P.H Road, Kilpauk, Chennai 60010, Tamil Nadu, India. Mobile: +91-842*******. Email: **********@*****.*** SYNOPSIS

Over 10 years of professional experience in Direct Sales & Marketing, Customer Service & Relationship Management.

6 years of experience in India’s Single largest Public Sector Bank (Worked as Associate in STATE BANK OF INDIA) in Branch Operations and Functioning in various roles and verticals.

Strong knowledge in Indian Banking system and Operations Software.

Topped at State and Circle level for Successful Implementation of Digital Banking initiatives like POS and GCC Machines & Digital Banking through Mobile Applications and Implementation of Pension and Social Security Schemes of Government of India, initiated new marketing strategy and activities to increase walk-in of the Branch.

Consistently increased Sales and Revenue Generation for Designated roles in Deutsche Bank as Financial consultant and Indiabulls Securities Limited as Relationship Manager.

SAP (Sales and Distribution) Certified Consultant, IRDA certified (2006 – 2013) and CIF

(Certified Insurance Facilitator from State Bank of India, since 2013 to 2020).

Took a break from professional career to increase career prospects and growth, obtained Post Graduation in M.A Public Administration (Batch 2020- 2022) through Regular Mode and PG Diploma in Personnel Management and Industrial Relation (Batch 2021-2022) through Distance mode. Good Experience in Teaching and preparing students for Competitive Examinations.

Strong Knowledge in Constitution of India, USA and UK, Labor Law and Social Security Acts and Schemes.

ORGANIZATIONAL EXPERIENCE

ASSOCIATE JUN’13-Feb’2020

STATE BANK OF INDIA (Govt of India),

Chennai, India.

Responsibilities:

Client On boarding: Managed HNI and wealth management clients, overseeing savings, current and corporate salary accounts using Core Banking Solution (CBS).

Customer Service: Provided counter service for a minimum of 150 clients daily, handling multiple transactions.

Banking Operations: Extensive experience with CBS and Cheque Truncation System (CTS) for cheque clearing.

Fixed Income Products: Opened fixed deposits, term deposits, recurring deposits, PPF accounts, Sukanya Samriddhi accounts and senior citizen savings schemes. Implemented government pension and social security schemes such as APY, NPS, PMJBY and PMSBY.

Revenue Generation: Cross-sold life insurance, general insurance and mutual funds. Provided financial planning to minimize investment risk.

Advances/Loans: Documented and processed term loans, home loans, car loans, gold loans, agricultural gold loans, Mudra loans and overdrafts against fixed deposits.

Cash Management: Served as cash officer in charge, managed ATM and CDM cash loading and reconciliation and maintained branch cash balance to ensure efficient transactions and promote digital transactions.

Payments: Verified signatures and initiated transactions including SWIFT, NEFT, RTGS, FOREX and outward remittance.

Custodian Duties: Managed the strong room, handled cash deposits and payments, verified signatures and identities, maintained the vault register and processed daily cash indenting.

Risk Management: Conducted periodic reviews of KYC, CDD, EDD, AML, FATCA, CFT, CISLA and CIBIL verifications to mitigate risks.

Data Management: Performed Aadhar and PAN seeding, authorized CTS data entry, mapped internet banking kits and issued prepaid and debit cards.

Reporting: Managed income tax TDS deductions, filed IT returns, and generated Traces Form 26AS.

Customer Relationship Management: Developed and maintained strong client relationships to enhance walk-ins and referrals.

Complaint Resolution: Addressed and resolved customer grievances effectively.

Monitoring: Supervised branch suspense accounts, reversals and recoveries.

Skills: Proficient in banking products, computer typing and presentations. Strong persuasive communication skills.

Special Assignment: Played a crucial role during the 2016 demonetization of Rs.500 and Rs.1000 currency notes in India.

RELATIONSHIP MANAGER FEB’07-FEB’09

INIDIABULLS SECURITIES LIMITED (EQUITY DIVISION),

Chennai, India.

Responsibilities:

Acquisition: Managed demat and trading accounts, and cross-sold products including insurance and mutual funds.

Marketing: Conducted direct marketing activities to promote products and increase branch walk- ins.

Trading Software Platforms: Proficient with ODIN Diet (Open Dealer Integrated Network), NEAT

(National Exchange Automated Trading) and web-based trading software.

Revenue Generation: Generated brokerage by advising clients on their equity portfolios for long- term investments and providing positional trading ideas for short, medium, and long-term investments in NSE and BSE cash and derivatives segments.

Regulatory Compliance: Ensured all activities adhered to SEBI regulatory compliance and risk management protocols. Periodically reviewed KYC to minimize risks.

Customer Relationship Management: Developed and maintained long-term relationships with customers to retain existing clients and generate new business.

Team Management: Effectively managed the direct sales team, tele callers, equity dealers and back-office executives to ensure smooth and profitable branch operations.

Administration and Operations: Led and monitored the performance of sales, service and account activation teams to ensure operational efficiency and zero discrepancies.

Performance Management: Conducted daily and weekly team meetings to update team members on performance metrics and areas needing immediate attention.

Branch Handling: Managed branch operations at Parrys, Chennai, Tamil Nadu.

Reporting: Reported daily sales and revenue generation directly to the Senior Vice President. FINANCIAL CONSULTANT Oct’05-Feb’07

DEUTSCHE BANK AG (Wealth Management),

Chennai, India.

Responsibilities:

Sales: Acquired HNI and wealth management customers, platinum savings accounts, current accounts, corporate salary accounts and fixed deposits.

Risk Management: Periodically reviewed and updated KYC information for investors.

Cross-Selling: Promoted and sold insurance, mutual funds, fixed deposits and other liability products.

Coordination: Worked closely with corporate, HNI, and individual clients to maximize business and revenue generation.

Marketing Strategy: Developed and implemented business promotion plans.

Customer Retention: Built long-lasting relationships with customers by regularly meeting with clients and resolving their queries.

Promotional Activities: Designed and executed marketing activities for the successful launch of new products.

Client Service: Processed customer investment applications, including subscriptions, redemptions, transfers, and switches and generated portfolio statements.

Reporting: Reported daily sales to the Sales Manager. Notable Contributions

State Bank of Mysore (Associate of State Bank of India – Merged in April 2017)

Promoted POS machines and sourced the highest volume of applications for social security schemes in the South Region (South India).

Consistently topped in sales and revenue generation for third-party products. Indiabulls Securities Limited

Set a benchmark by consistently activating the highest number of demat accounts monthly.

Consistently topped in sales and revenue generation.

Recognized as one of the best performers in revenue generation for the year 2007-2008. Deutsche Bank

Acquired the highest number of platinum accounts.

Achieved the highest number of dB Family Savings accounts and platinum accounts opened in January 2006.

Awarded Best Customer Acquisition Person (CAP) in July 2006.

Selected for a Deutsche Bank tour trip in July 2006, among Twenty four candidates from the region.

EDUCATION

M.A. Public Administration

University of Madras, Chennai, India (2020-2022)

Grade: 65% / A+

PG Diploma in Personnel Management and Industrial Relations Annamalai University, Tamil Nadu, India (2021-2022) B.E. Automobile Engineering

Sri Ram Engineering College, Veppampattu, Tiruvallur District, India (2001-2005) Grade: 60%

Higher Secondary Certificate (HSC)

SMDPV Higher Secondary School, Chennai, India (2000-2001) Grade: 64%

Matriculation

Railway Colony Matriculation School, Chennai, India (1999) Grade: 50%

Typing Certification (Lower)

Sri Jayalakshmi Institute, Chennai, India (2000)

Certifications:

Danish Agency for Higher Education and Science:

Case no: 2023 – 63935 & Document no – 409771- Date 5th Feb 2024, Assessment of Qualification of Bachelor of Engineering and Master of Arts SAP - Sales and Distribution (SD)

SNS India Consultant Pvt. Ltd. (2009)

IRDA certified (2006 – 2013)

CIF (Certified Insurance Facilitator from State Bank of India, since 2013 to 2020) PROJECT WORK

Fuel Injection Control Valve

Part of B.E Automobile Engineering, Sri Ram Engineering College TRAINING UNDERGONE

Nagappa Motors Pvt. Ltd (Hero Honda). and KGK Auto Pvt. Ltd (Bajaj Motors).

Role: Trainee in Service and Administration Departments

Duration: 1-month internship at each company (2 months total)

Focus: General Service for 2-wheelers and commercial vehicles

Additional: 6 months of work experience in general service for 2-wheelers

License: Holder of a Commercial Vehicle License (LMV) Extra-Curricular Activities

Bodybuilding Competitions

Bronze Medal: Overall Championship, Tamil Nadu Inter Engineering Students (TIES), 2004, Anna University

Silver Medal: Inter-Zonal Tournaments, 2003-2004, Anna University

Gold Medal: Zonal Tournaments, 2003-2004, Anna University

Gold Medal: Overall Championship, Tamil Nadu Inter Engineering Students (TIES), 2005, Anna University

Winner in Volleyball and Kabaddi, Zonal Competitions, Anna University Fitness Instructor:

Student Fitness Instructor assisting Physical Training Teacher, Sri Ram Engineering College (2001-2005)

PERSONAL DETAILS

Name: V Deepak Kumar Dass, B.E (Automobile Engg.), M.A (Public Admin.), PG Dip (PM&IR).

Date of Birth: 15th July 1984

Age: 40

Gender: Male

Marital Status: Married

Father’s Name: V. Dasu, Retired Additional Commissioner (ESIC)

Languages Known: English, Tamil, and Telugu (Fluent), Kannada and Hindi (Beginner) Declaration

I hereby declare that the information furnished above is true to the best of my Knowledge. PLACE : Chennai Yours Faithfully,

DATE : __/__/

(DEEPAK KUMAR DASS. V)

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