MISSION STATEMENT :
To give dedicated services to the organization where I work, make meaningful contribution and grow professionally.PROFESSIONAL OBJECTIVE :
To be part of a highly competitive team with stimulating work environment, these contribute to personal and professional growth &utilize my experience & skills for the successful completion of each job task.WORK EXPERIENCE :
IDBI BANK LTD (Idbi Intech Ltd)
(It provides solutions to finance and marketing functions for all types clients located in MumbaiDesignation : assistant sales managerPeriod : Presently working since Nov 2009 to till dateJOB RESPONSIBILITY :
Assisting Marketing Team in Dombivali Branch
Maintaining various database of various companies.
Follow-up with clients
Solving client queries Related with sales & Banking Product.
Preparing Sales’ Report on weekly basis & forward it to Sales Manager
Putting in to effect new procedures & policies passed down from head office.
Sending greetings to all clients on their birthdays & festival occasions.
Maintaining attendance log and sending staff updates to all seniors in Dombivali Branch
Handling Sales functions like Saving & Current Account Opening, Fixed deposit opening & giving information about Home loan etc.
Maintaining sales register, attending phone calls & other administration work.
Opening of Savings, Current Account as well as Fixed Deposits of Clients. Cold Calling Customers In a Systematic manner And Converting The Leads
Doing Promotional Activities like Stalling Activities, Corporate Activities.
Responsible for achieving number of SB, CB& FD revenue targets as assigned by the ORGANIZATION ON A MONTHLY BASIS.
Answering any banking financial marketing queried
Providing advice on investment.
Building relationship with high net worth individuals.
Handing customer queries face to face, over the phone or via correspondence.
Verifying customer data to detect and identify financial document fraud
Representing information clearly to customer, colleagues & third partiesWORK EXPERIENCE :
ICICI securities.Designation : sales executivePeriod : (From April 2007 to Oct 2008)JOB RESPONSIBILITY :
Opening Of Bank Demat As Well As Trading Accounts of Clients
Cold Calling Customers In a Systematic Manner And Converting The Leads
Doing promotional Activities For Company. Sponsored links :
Activity like stalling activities And Corporate Activities.
Showing Demonstration of the Company’s Site to the Clients.
Making new clients through stall activities
Preparing daily sales report
Attending phone calls
Responsible for identifying customer needs and assessing their risk appet.
Keeping them updated on own calls and the research calls being made by the organization and advising them on the asset allocation within their portfolio.
Responsible for achieving revenue targets as assigned by the organization on a monthly basis.
Selling online Demat a/c with Advance brokerage plan and demonstrationWORK EXPERIENCE :
Shripad Kulkarni & CoDesignation : Account ExecutivePeriod : 12th Nov 2008 to Oct 2009JOB RESPONSIBILITY :
Appearing before Income tax authorities and preparing submissions for scrutiny cases
Handling all CST & Vat related assignment of many client
Prepared bank summary sheet on excel
Prepared bank statement on tally 9.2
Conducting inward & outward entries in tally 9.2
Attending phone calls & maintaining clients records
Preparing invoices & Vouchers.
Maintaining Petty Cash accountACADEMIC & OTHER QUALIFICATIONS :
Passed T.Y.B.Com in 2008 with Pass Class from Mumbai University
Passed H.S.C in 2004 with Second Class from Mumbai Board
Passed S.S.C .In 2002 With Second Class from Mumbai BoardPERSONAL DETAILS :Gender : maleNationality : IndianMarital Status : UnmarriedLanguages Known : English, Hindi & MarathiPERSONAL SKIILLS :
Having a good knowledge of D.T.P.
Having good knowledge of customer relation
Having knowledge of tally 9.2
Capability to supervise the work of others.DECLARATION :
I do hereby state that all the information mentioned above are true to best of my knowledge and nothing whatever has been concealed intentionally.DATE :-PLACE : - Dombivali
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