Cbse Engagement Manager

Yashodhara Choudhary

Email: **********.********@*****.*** Tel: +1-984-***-****

****, ****** ***** ****, ******** at Harrison Pointe, Cary North Carolina, 27513. USA.

CAREER OBJECTIVE

Highly motivated sales professional with 7+ years of experience in providing expertise in strategic lead generation, sales presentation, effective listening, sales strategy. Offer an in-depth understanding of the sales cycle process and remain focused on customer satisfaction throughout all stages. I am a salesperson with a consistent record of converting sales prospects into loyal, satisfied clients and building a network of referrals to increase sales. Skills and Competencies

•

Client

Engagement

•

Client

Retention

•

Client

Acquisition

•

Customer

Relationship

Management

•Networking

• Relationship Building •Forecasting • Lead generation • Business Development • Sales Farming • Time Management WORK EXPERIENCE 7+ Years

Manager - HDFC BANK (May 2018 - Feb 2022)

• Business Achievement and Development for Relationship Managers and Team.

• Ensuring targets on portfolios assigned to team is met.

• Completing supervisory reviews as per defined frequency to assess effectiveness of customer interactions by the RM.

• Ensuring timely and accurate updates of Imperia performance parameters.

• Maintaining and tracking the Assets and Insurance numbers for the Unit.

• Engaged in maintaining the Unit Level EOD and several other reports which is shared with the higher management.

Rewards & Recognitions-

• Winner of Million Dollar Round Table (MDRT) Malaysia 2019 HDFC Bank.

• Various

other

awards

and

certificates

for

best

performer

in

Sales.

• Overachieved Asset target with maximum units of term products in a single month.

• Topped the Bull Run contest in region level initiated by the HSL Team of HDFC Bank.

• Received the Silver Star certificate and appreciation for the overall performance.

• Won several awards for TPP products with maximum contribution. Client Relationship - Dun & Bradstreet (March 2017-July 2017)

• Worked as a client engagement executive wherein I was interacting with clients to address their issues and grievances by coordinating with other departments & to update the proper feedback to ensure renewals.

• Presales- was also taking care of the data wherein I was responsible for shortlisting the companies according to our product fitment so that the sales team can target them Client Engagement Manager- IndusInd Bank (May 2016 – October 2016)

• Visited clients when required for Bank products majorly credit cards and Insurance (Select and Exclusive HNI clients)

• Deepening current client portfolios & bringing in a new customer base by providing the best services.

• Recognizing the needs of the customer and forwarding the lead to the concerned department.

• Majorly worked on CASA, CREDIT CARDS & INSURANCE (LI & GI). Client Relationship officer- Citibank NA (November 2014-December 2015)

• Accountable for meeting of service and productivity indicators by working in a team to ensure achievement of the service targets and standards.

• Ensure that problems / complaints are resolved timely and satisfactorily.

• Building customer relationship through identifying customer needs and effective cross-sell process.

• Provide feedback on problem incidence / service issue to Citi phone Supervisor. Rewards & Recognitions-

• Topped the ranking in CE Scores evaluated by Call Quality Team & had hit the floor with excellent NPS in Citibank.

EDUCATIONAL QUALIFICATION & CERTIFICATIONS

• MBA from Amity University

• B Com (Hons) from Delhi University

• High School from CBSE BOARD

• Intermediate from CBSE BOARD

• NISM: Business requirement for associated persons including distributors, agents, brokers, sub-brokers engaged in the sale and/or distribution of mutual fund products in India.

• IRDA: Business requirement to become an insurance intermediary, a corporate agency, or an insurance company.

PERSONAL DETAILS

Mother’s Name: Mrs. Neeta Sharma

Date of Birth: 12th August 1991

Marital Status: Married

Language Known: English & Hindi

Place: Cary, North Carolina

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