Personal Banker Business Development
Resume:
VARUN GOYAL
**************@*****.***
CAREER OBJECTIVE
Seeking assignments in a challenging job environment that utilizes my skills and abilities opportunities to achieve organizational goals effectively and efficiently with the knowledge I have gained through my studies and experience.
RESUME SUMMARY
Committed, initiative taker, punctual, passionate, creative, team worker, quick & continuous learner, relationship building.
EDUCATION
2013- MBA in Marketing from Alliance University
1.8(69%)
2011 – BBM from GARDEN CITY COLLEGE Bangalore, BANGALORE University
66%
2008 - Class 12 from NIRMAL DEEP PAGARANI PUBLIC SCHOOL, CBSE
69.4%
2006 - Class 10 from NIRMAL DEEP PAGARANI PUBLIC SCHOOL, CBSE
59.8%
EXPERIENCE SUMMARY
Business Development Executive –Pace Securities(Mar2018- july2019)
Managing the High Net Worth customers and all walk in customers in the branch.
Handle and maintaining all walk in customers of branch.
Contribution in achieving business targets of branch of Mutual funds, Insurance of the branch.
Search and Recruit of agents. Who sale life Insurance, mutual funds and collect documents of customers.
Handle branch staff and all employees and problems.
Self-employed (Jan 2016-Feb2018)
Applied marketing for promoting the business.
Handle full finance, marketing and operations. It include purchasing & selling of product and maintaining the stock.
Personal Banker- HDFC Bank ltd. (Aug 14- jan2016)
Managing the High Net Worth customers of the Bank.
Achieving the Business targets assigned in terms of cross selling, enhancing and upgrading the High Net worth relationships. Profiling Customers and provide financial products to meet customer needs.
Ensuring the highest levels of service to the High Net Worth customers
providing financial planning & Investment Advice.
Sales targets spread across Liabilities, Retail Assets, Business Banking, Forex, Credit Cards, Online trading
One point contact for all requirements of High Net Worth customers in the Branch
Acquisition & Servicing of High Net Worth customers.
Supervised implementation of banking centre service and sales operations.
Met or exceeded annual sales goals on a regular basis.
Trained junior staff in sales management, sales productivity.
Oversaw branch audits.
Back up for banking operations in the absence of operations employees.
Sr. Relationship manager- Bajaj Allianz Life Insurance co. ltd( Aug 2013- July 2014)
Working in banc assurance channel (CITI bank) and sales only in IT corporates.
Managing and building client and intermediary relationship for new business development and retention of the existing business.
Arranging Client engagement programed to ensure customer retention.
Monitoring delivery of high-quality customer experience, elevating customer satisfaction.
Giving Presentation in induction for sales.
Work on Lapse cases and convince them to reactivate their policies.
Business Development Executive -Your kids ‘R’ our kids(Mar2013- July2013)
Sold company services to B2C & B2B and achieved a defined sales target.
Identified customer needs and developed value added proposition proposal and pricing.
Researched and identified market prospects and targets.
Assessed clients need for services.
Scheduled and arranged for new client appointments and calls for corporate tie-ups for employer-employee benefit program.
INTERESTS
Playing and watching Cricket, Table-tennis, Football, Badminton
Stock Market, listening & following current affairs and politics
Movies and listening to music
PERSONAL DETAILS
Address
Shop A-23,new sabji mandi,haridwar road, near koyal grand,rishikesh-249201
Date of Birth
3 January,1991
Languages
English, Hindi
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