SANJEEV SHARMA
Mobile: +91-9594242124/8983296296
Resi: 0251 - 2584969 Mail:
Career Objective
To associate with an organization which progress dynamically and gives me a chance to improve my knowledge, enhance my skills and be a part of the team that work towards the growth of organization and self.
Resume Summary
- BSC. With 10 years of Total experience of which 8 years in Banking Sector and possess experience in handling Retail Branch Banking.
Experience in marketing and cross selling various banking related products.
Excellent interpersonal and analytical skills.
Expertise in acquisition of new business and HNI customers.
Team leader with ability to bring out the best from team members
Possess below certification:
- AMFI Certified, (Association of Mutual Fund India) From NSE (National stock Exchange of India).
- IRDA Certified. (Insurance regulatory Development Authority).
- Good in investigative, creative, communication, managerial skills and problem solving abilities. Effective Team Player and an individual contributor. Ability to work effectively in high-pressure environment. Support and enhance the organizations mission statement as well as corporate culture. Aggressively committed to employer and employee satisfaction.
HDFC Bank Ltd.
Designation: Relationship Manager (Retail Branch Banking) Duration – April 2012 to Till Date
Roles & Responsibilities:
Acquisition of NTB HNI client relationship through referral generation.
Ensuring value build up in accounts of base customer’s.
To generate income by cross sell of various Asset/Liability/Trade/Investment & other products.
To monitor and drive productivity of current account executive’s on daily basis.
Activation and value build up in all saving and current account.
Ensuring penetration of DBC channels, Fixed - deposits, saving account’s of HNI clients.
Focus on Trade Finance business from portfolio customers.
To review Large transaction Report on daily basis.
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 etc.
One point contact for all requirements of High Net Worth customers of the Branch.
Acquisition & Servicing of High Net Worth customers.
HDFC Bank Ltd
Designation: Deputy Manager (Asst. Branch Mngr. - Retail Branch Banking) Duration – April 2009 – March 2012
Roles & Responsibilities:
Responsible for Current account and saving account sales.
Managing team of two sales resources dedicated for new current account opening.
Responsible for acquisition through sales to walk in as well as referrals from walk in customers.
To Coordinate with Direct sales team.
Supervise & Monitor personal Banker and Contract sales.
Deepening of relationship with existing customer through cross sell of all product and services.
To provide product support to ensure that Branch and direct sales targets are met.
Reduction in attrition and closures.
Handling of all High Net-worth Individual (HNI) relationships of the branch to garner more business.
HDFC Bank Ltd.
Designation: Deputy Manager (Personal Banker - Retail Branch Banking) Duration – Feb 2008 - March 2009
Roles & Responsibilities:
Complete responsibility of handling HNI customer’s portfolio. Also responsible for acquisition of new HNI customers to increase branch’s liability portfolio and value buildups.
Relationship management of HNI customer under portfolio.
Responsible for cross sell & enhancing HNI relationship from portfolio.
Selling of investment products like mutual fund, Insurance & current accounts & saving account.
Managing operations like A/c Opening, Fixed deposit, Lockers, Reports checking, Cheque transfer, Lobby management etc.
Branch Operation and Audit Compliance.
Generation of referrals from internal database.
ICICI Bank Ltd
Designation: Quality Analyst Duration – Nov 2005 – Jan 2008
Roles & Responsibilities
Prepared Customer Satisfaction analysis which helped to analyze customer dissatisfaction and suggest suitable action plans to improve the satisfaction level of customers.
To review existing process for any gaps/loopholes or scope of further development’s.
Analyzing customer’s feedback for enhancing quality services.
Preparing C-Sat analysis for customer’s satisfaction on Monthly data.
Worked on Projects like RCT (respecting Customer time) and Customer Delight.
Preparing dipstick for officer’s about the regular product and processes details.
Interacting with officers in the branch for case’s related to complaints closed from their end.
Suggesting process or system changes will which facilitates quicker resolution of customer request/complaint and improved customer convenience.
Reliance Info stream Pvt. Ltd
Designation: Technical Support Executive Duration – Feb 2004 – Oct 2005
Roles & Responsibilities
Training new agents for software installation of different CDMA set’s
Trouble shooting error’s while accessing internet services on Desktop and laptop’s.
Trouble shooting error’s for newly launched data card for accessing internet on laptop.
Updating agents for new products and change in processes after coordinating with NNOC department.
Reliance Info stream Pvt. Ltd
Designation: Customer care Executive Duration – Sep 2003 – Jan 2004
Roles & Responsibilities
Handling inbound customer queries related to CDMA technology and value added services provided by Reliance Infocomm.
Awards and Recognition with HDFC Bank
1. Awarded as a Silver star Award from HR and business head.
2. Awarded for Business loan contest ranked 1st in the cluster.
3. Awarded as Insurance Idol ranked 3rd in the cluster.
4. Awarded for working capital contest ranked 1st in the cluster.
5. Qualified for International trip to Istanbul only ABM in the cluster.
6. Promoted from personal Banker to Asst Branch Manager.
- Awarded for west – 1 Box office contest positioning at 4th rank.
- Qualified Current account inflow contest both season I and Season II.
9. Appreciation from Cluster Head for making one pager proposal for Current, Saving, Doctor and women’s Account’s.
Awards and Recognition with ICICI Bank
- Got Nominated as Internal Quality Auditor for Deposit Department.
Educational Qualification
- Bachelor of Science from Mumbai University in 2003
Personnel Details
- Date of Birth : 29 Sept. 1979
- Gender : Male
- Marital Status : Married
- Language known : English, Hindi, Marathi
- Permanent Address :Shiv Shankar Apt, Flat No.602,Ambika Nagar,unr-421004.
Page 1