ROHIT KAPOOR
Banking Partner
Gurgaon,Haryana
Summary
Goal Oriented Relationship Manager with 9+ years of experience, eager to take on new professional challenges at Your Organization. Drove the sales of diverse credit lines, Loans and investment growing branch revenue.
Overview
2
2
Languages
9
9
years of professional experience
Work History
Exclusive banking partner
IndusInd Bank
Gurgaon, Haryana
03.2021 - Current
- Monitor client satisfaction data implementing portfolio level improvement.
- Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
- Responded to customer requests for products, services and company information.
- Boosted sales revenue by skillfully promoting diverse [Product or Service] options.
- Leveraged sales expertise to promote [Product or Service] and capitalize on upsell opportunities.
- Provided information to customers regarding [Company]'s charge card and loyalty program and helped to open and activate new accounts.
- Establish and maintain relationships with individual or business customers or provide assistance with problems these customers may encounter.
- Examine, evaluate, or process loan applications.
- Determine customers' financial services needs and prepare proposals to sell services that address these needs.
- Develop financial plans based on analysis of clients' financial status, and discuss financial options with clients.
- Fully utilize and input to Client Relationship Management data, ensuring all client information is complete and kept up to date.
Advance Relationship Manager
HSBC Bank
Gurgaon, Haryana
05.2019 - 01.2021
- Establish and maintain relationships with individual or business customers or provide assistance with problems these customers may encounter.
- Examine, evaluate, or process loan applications.
- Network within communities to find and attract new business.
- Determine customers' financial services needs and prepare proposals to sell services that address these needs.
- Develop financial plans based on analysis of clients' financial status, and discuss financial options with clients.
- Fully utilize and input to Client Relationship Management data, ensuring all client information is complete and kept up to date.
- Monitor client satisfaction data implementing portfolio level improvement.
Aquisation Sales Manager
Deutsche Bank
Gurgaon, Haryana
12.2015 - 04.2019
- Determine customers' financial services needs and prepare proposals to sell services that address these needs.
- Identify potential clients, using advertising campaigns, mailing lists, or personal contacts.
- Acquisition- Increase acquisition of target clientele across in Personal Banking segments.
- Acquire new accounts from group companies/family of existing customer.
- Retention- Assist in resolving service hurdles to create a delight situation for customers.
- Ensure top class services his share of wallet with the bank increases.
Asst. Sales Manager
Matrix Cellular International Services Ltd
New Delhi, Delhi
06.2012 - 12.2015
- To identify and create business opportunities in industry verticals and promote the entire range of products and services offerings.
- Attend to customer complaints immediately and try resolving them on priority basis.
- Assist in developing, communicating and driving the Sales Strategy down the line and thereby, ensuring that the whole team is aligned to sales strategy of the business.
- Handling corporate and individual clients, provide telecom solutions for International travelers, solving service related issues ,tie up new corporate.
- Relationship Building/ Deepening / cross sell / Transition- Ensure consistent growth of Revenue Generation.
Education
BBA - Sales and Marketing
HNB Gharwal University
12th - Commerce with Maths
Gandhi Nagar Public School
High School Diploma - undefined
Gandhi Nagar Public School
MBA - Sales and Marketing
International Institute of Business Studies
Skills
Problem solving skills
Ability to work in a team
Time management skills
Strong interpersonal communication skills
Excellent sales and people management skills
A strong sense of ownership, responsibility and accountability
Affiliations
AMFI and IRDA certified.
Timeline
Exclusive banking partner
IndusInd Bank
03.2021 - Current
Advance Relationship Manager
HSBC Bank
05.2019 - 01.2021
Aquisation Sales Manager
Deutsche Bank
12.2015 - 04.2019
Asst. Sales Manager
Matrix Cellular International Services Ltd
06.2012 - 12.2015
MBA - Sales and Marketing
International Institute of Business Studies
High School Diploma - undefined
Gandhi Nagar Public School
12th - Commerce with Maths
Gandhi Nagar Public School
BBA - Sales and Marketing
HNB Gharwal University