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SUNILKUMAR SHARMA

Mob: +91-883******* • Email: adjg2n@r.postjobfree.com

Synopsis

A competent professional with approx. 9.6 years of experience in the areas of Wealth Management, Investment Advisory, Portfolio Management, and Client Servicing. Seeking a challenging Managerial Assignment

Key Responsibilities - Achieving revenue targets ~ Acquisition of new customers to the bank. Cross selling of TPP.

Knowledge Preview Includes: Marketing Of Services ~ Marketing Management ~ Advertising, Sales and Promotion Management ~ Brand Management ~ Consumer Behavior ~ Marketing Research ~ Quantitative Methods for Management ~ Managerial Economics

Experience

Present working in. AXIS BANK LTD as Burgundy Relationship Manager 1. Wealth Management – Selling of Third Party Products like Life Insurance, Mutual Funds and FMPs. 2. Acquisition of NTBs

3. Deepening Relationships

• Manage the customers of the branch who are defined as customers with relationships

• Cross-sell investment products according to customer requirements.

• Working Capital

• Acquire more customers from the same household

• Service these customers

4. Branch Development

Conduct branch Insurance & Investment seminars to spread financial awareness such as Tax planning seminars

5. Branch operationsN

6. Asset Management :- acquiring various type of loan and limit to manage the asset book of the bank

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Language Known :- ENGLISH. FRENCH . HINDI.

8 year

Worked in HDFC BANK LTD as Preferred Relationship Manager May2011 to May 2018 Educational Qualifications

Degree/

Certificate

Specialization

Major/Minor

Institute/Board/ University

Year of

Passing

M.B.A FINANCE P.T.U 2012

B.COM( PROF)

COMMERCE GNDU 2010

XII COMMERCE C.B.S.E. 2007

Academic Accolades

• Office bearer for Discipline & Vice-Captain of volleyball team at School level. Personal Details

Date of Birth : 04.07.1989

Hobbies : Listening to music, Travelling

Sex : Male

Marital Status : Unmarried

Father’s Name : Mr. Inderpal sharma

Mother’s Name : Mrs. Premlata sharma

Address : H.no 16/22 kabir Vihar basti bawa khel, Jalandhar - 144021