Relationship Manager Sales

Sameer Chahal

Toronto-Canada

Mobile no:-+1-437-***-****

ACADEMIC QUALIFICATION

PGDBM in Finance and Marketing from IIPM (New Delhi) 2006 BCOM from University College Kurukshetra (Kurukshetra University) 2004 POSITIO N OF RESPONSIBILITY

Business Banking, AU Small Finance Bank. June23-July24

• Engaging with customers to secure meetings, establishing new lines of credit and offering banking products and services.

• Ensure ongoing client management by monitoring the client financial implementation plan.

• Advising Senior management and employees of the company on various investment products like mutual fund, Insurance and direct equity.

Portfolio Relationship manager SME, Kotak Mahindra Bank Feb22-May23

• Taking care of the funding requirement of existing as well as new to bank customer.

• Overseeing client acceptance and on- boarding procedures.

• Selling third party products to the customer like general insurance, Life insurance to the director as well as employees of the company.

Relationship manager MEG, Axis Bank July18-Jan22

• Sustaining and building client relationships by maintaining ongoing communication and negotiation.

• Advising customer for securing their loan liability through various insurance products. Relationship Manager Working Capital, Kotak Mahindra Bank Mar12-June18

• Taking care of corporate loan requirements for branch banking customers.

• Ensuring all the stock and good are adequately insured to cover bank risk in case of any issue. Sales Manager, HDFC Bank Limited Dec10-Oct11

• Offering and managing documentation and product services for loan against shares/mutual fund/Insurance for both individual and non-individual clients.

Associate Manager, ABN Amro Bank Mar08-Dec10

• Was part of corporate salary team responsible for onboarding new corporate and take care of the day-to-day banking requirements of the existing corporate employees.

• Engaging with the employees of the corporate for investment goals and wealth creations. Relationship Manager, India Bulls Securities limited Sep05-Mar08

• Managing customer investment portfolio and advising them regarding various opportunities for investment in stock market.

EXTRA-CURRICULAR ACTIVITIES AND CERTIFICATIONS

• Represented in Inter university cricket championships.

• Volunteered in organizing various cultural activity/seminar/workshops at university level. SKILLS / COMPETENCIES

● Proficient in customer engagement, meeting deadlines and coordinating tasks with cross-functional teams.

● Proven ability to achieve goals, through adaptability and cooperation.

● Basic knowledge in MS Excel, MS Word and MS PowerPoint.

● Ensuring accuracy and precision, through exceptional attention to detail.

● Fluent in English and Hindi.