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Namita Aneja

adtmg9@r.postjobfree.com

+91-886*******

***-*, *** *****, **** City, Peer Muchalla, Zirakpur, Punjab-160104 https://www.linkedin.com/in/namita-aneja-2660a618

PROFILE

Experienced, enterprising, and skilled Banking professional known for great interpersonal, business acumen, Relationship management and selling skills. Quick learner who readily accepts a challenge and believes in deliverables. Proven track record of achieving/overachieving goals maintaining high level integrity and customer orientation.

KEY CAPABILITIES

Good sales & negotiation skills. Helping clients make the right decisions with their accounts and explain the financial services on offer to them.

Continually examine & refine customer acquisition process involves generating brand awareness with a holistic marketing strategy.

Adept in Peer-to-Peer Learning that led to more productivity and positivity.

Formulate strategies to monitor the competition to stay one step ahead of the game. CAREER SUMMARY

IndusInd Bank Ltd

Assistant Vice President (Senior NR Relationship Manager) Apr 2022 – Present Chief Manager (NR Relationship Manager) Feb 2021 – Mar 2022 Kotak Life Insurance Co Ltd

Deputy Manager (Bancassurance) Jan 2013 – Mar 2015 Manager (Bancassurance) Apr 2015 – Mar 2019

Senior Manager (Bancassurance) Apr 2019 – Feb 2021 Aviva Life Insurance Company India Ltd

Financial Planning Consultant (Promoter) Mar 2008 – Mar 2009 Senior Financial Planning Consultant Apr 2009 – Mar 2011 Sales Manager Apr 2011 – Dec 2012

IDBI Bank Ltd

Personal Financial Consultant Sep 2006 – Feb 2008

Ultimate Financial Services

Associate Oct 2005 – Aug 2006

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QUALIFICATIONS

Bachelor of Arts from Kurukshetra University, India. SYSTEMS KNOWLEDGE

MS Office Suite MS Teams

EXPERIENCE DETAILS

Assistant Vice President (Senior NR Relationship Manager) IndusInd Bank Ltd Feb 2021 – Present Responsibilities

Handling NRI Clients’ portfolio and revenue generation. Providing financial advice related to investments, insurance, simple banking transactions.

Reviewing the inflows and outflows in the mapped NRI accounts and also proactively tracking NRI visits to India.

Keeping close contacts with the existing customers through mailers and phone calls and share insights on the fluctuations in interest rates, exchange rates and product offerings.

Manage all processes with accuracy and ensure optimal level of customer satisfaction.

Creating opportunities for cross-sell on third party products such as Mutual Funds, Life Insurance, General Insurance, FCNR, Asset Products, Cards & others.

Assist & train the branches on NR product & processes.

Managing / Servicing existing client relationships through referrals / active solicitation.

Achieving the revenue targets and targets assigned in terms of acquiring, enhancing and upgrading the HNW relationships.

Participating in Monthly / Quarterly review meetings. Achievements

Overachieved monthly/quarterly targets.

Won a number of performance-based awards and accolades.

One level promotion (chief manager to AVP) post 1 year of tenure.

Several appreciation mailers from state/national level superiors. Senior Manager Kotak Life Insurance Company Ltd Jan 2013 – Feb 2021 Responsibilities

Promote the organisation’s products and services to new and current clients.

Customise insurance programs to suit individual clients.

Research and develop new sales opportunities or new markets.

Gain an understanding of clients’ insurance related needs and state offerings accordingly.

Review current and prospective clients accounts to identify business opportunities, analyse opportunities and promote sales growth.

Achievements

Numerous R&R (rewards & recognition) trophies.

Timely performance-based promotions.

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Sales Manager Aviva Life Insurance Company Ltd Mar 2008 – Dec 2012 Responsibilities

Handling bancassurance in association with Bank of Rajasthan, Punjab & Sind Bank, Royal Bank of Scotland.

Generating leads from banks and offer insurance related services.

Handling team of 3 members with the channel partner, Punjab & Sind Bank.

Responsible for monthly/quarterly targets.

Personal Financial Consultant IDBI Bank Ltd Sep 2006 – Feb 2008 Responsibilities

Assisting the senior consultant in day-to-day assigned tasks.

Making calls and persuading the prospective customers for one-on-one meetings with Senior financial consultants for product offerings.

Accompanying senior consultants in client visits.

Attending clients during their visit to the office. Associate Ultimate Financial Services Oct 2005 – Aug 2006 Responsibilities

Briefing the financial services to the prospective customers on call.

Achieving monthly sales targets

REFERENCES

References are available upon request.

Contact this candidate