Nitish Kumar
Pune
Summary
Experienced and knowledgeable Masters in Marketing Management professional with 10 years of expertise in sales and marketing within the financial products and services industry. Adept in banking and insurance, with a strong track record in cross-selling products and services to clients, resulting in portfolio growth. Skilled in developing relationships with key decision-makers in target organizations to drive revenue. Known for innovative thinking and a results-oriented approach, complemented by excellent planning, communication, interpersonal, and negotiation skills.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Burgundy Relationship Manager
Axis Bank
09.2017 - Current
- Sales and marketing of financial products and services involving insurance,mutual funds,equity portfolio,portfolio management,assets,cash and others to HNI and retails clients.
- Managing cross - selling and up selling of the product to clients in order to achieve revenue targets.
- Interviewed customers to obtain about their financial resources and needs , the physical condition of the person or property to be insure and to discuss any exiting life insurance coverage.
- Ensure the insurance policy requirements are fulfilled including any necessary medical examination and the completion of appropriate forms.
- Handling the Clients base of 500 holding portfolio values of 30 crores .
- Presented new and additional products and services to existing customers.
- Actively listened to customers' requests, confirming full understanding before addressing concerns.
Personal Banker
HDFC bank
10.2015 - 09.2017
- Direct Sales of Financial Products like Life insurance,General Insurance,Mutual funds, Assets ,CASA and others.
- Networked to increase client base and encourage existing clients to expand financial portfolios.
- Helped clients plan for and fund retirements using pensions plans (life insurance products), mutual funds and other options to manage, customize and diversify portfolio.
- Informed customers of procedures for applying for services such as ATM cards, direct deposit of checks and certificates of deposit.
- Approached prospective clients through cold calling and emails to meet sales targets.
Relationship Manager
ICICI Securities
08.2014 - 10.2015
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Sales and marketing of financial products and services involving mutual fund ,equity portfolio,insurance and others to retail clients.
- Acquiring D - mat and trading accounts
- Planned portfolio solutions after carefully analyzing clients' financial health and future requirements.
- Ensuring towards revenue targets.
Education
MBA - Marketing
Indira Institute of Management
PuneBBA - Marketing
Magadh University
Patna12th
DAV Public School
Bokaro10th
DAV Public School
RanchiSkills
- Ul >
- Sales and marketing
- Knowledge of Banking Processes
- Expertise in Negotiation Strategies
- Effective Interpersonal Communication
- Service Excellence
- Skilled in Microsoft Office Applications
Certification
IRDA SP Certification for Life Insurance
NISM Series V-A Mutual Fund Distributors Certification Examination
Languages
English
Hindi
Accomplishments
- Received Appreciation letter by Group Executive Head & Circle Head of Axis Bank for achieving insurance target .
Software
MS Office
Personal Information
Title: Banking & Finance
Education
Ranchi,Bokaro,Patna,Pune
Languages
English
Hindi
Timeline
Burgundy Relationship Manager
Axis Bank
09.2017 - Current
Personal Banker
HDFC bank
10.2015 - 09.2017
Relationship Manager
ICICI Securities
08.2014 - 10.2015
MBA - Marketing
Indira Institute of Management
BBA - Marketing
Magadh University
12th
DAV Public School
10th
DAV Public School
IRDA SP Certification for Life Insurance
NISM Series V-A Mutual Fund Distributors Certification Examination
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