Summary
Overview
Work History
Education
Skills
Career Experience
Timeline
Generic

Saroj Yadav

Pune

Summary

Burgundy Relationship Manager with more than 3 years of experience. Caters to a segment of customers who are High Net worth Individuals with a range of customization offerings in wealth management, personal banking and business & lending solutions.

Overview

7
7
years of professional experience

Work History

Burgundy Private Service Relationship Manager

Axis Bank
08.2024 - Current
  • Experience in wealth management, portfolio management and HNI acquisition.
  • Experience in relationship management, client acquisition, and client servicing.
  • Experience in investment services, including investment counseling and distribution.

Burgundy Service Relationship Manager

Axis Bank
01.2022 - 07.2024
  • Currently I am working as Burgundy Service Relationship Manager with designation of manager
  • Managing high net worth individual customers with a wide range of customization into wealth management, personal banking and business & lending solutions
  • Handling the operational task for customer deposits and cross selling engagement

Assistant Manager

ICICI Bank Ltd
10.2019 - 12.2021
  • I worked as a Assistance Manager at ICICI Bank Ltd, where I prioritize the development of long-term customer relationships and the enhancement of customer service
  • Managed Branch Cash operations and Front desk
  • Providing solution to the customer's queries
  • Account opening and managing services for the individual and corporate clients to provide services as per satisfactory level like CASA, Family accounts, Corporate salary accounts banking solutions to the rising needs of the customers
  • Responsible for directing the use of latest technology and its procedures to increasing the client services at higher rating

Sales Executive

Arancia Kutchen
07.2018 - 10.2018
  • Served as a Sales Executive at Arancia Kutchen, Surat, where I effectively promoted and sold products to customers
  • Responsible for generating leads
  • Follow up of the leads to drive higher sales and achieve targets

Customer Relationship Manager

IndoAsian Buildcon
06.2018 - 07.2018
  • Understanding customer needs and addressing them
  • Resolving Customer complaints quickly and efficiently

Education

MBA - HR & Finance

SRIMCA
03.2018

B. Com - Humanities

Pacific Institute of Business Studies
04.2015

HSC -

GSEB - St. Mark's Higher Secondary School
04.2012

SSC -

GSEB - Logos Mission High School
04.2010

Skills

  • Communication Skills
  • Customer Service
  • Problem Solving Skills
  • Teamwork

Career Experience

  • Burgundy Service Relationship Manager, Axis Bank, Strategic Branch Ghod Dod Road, Surat, Gujarat, 01/22, Present, Managing high net worth individual customers with a wide range of customization into wealth management, personal banking and business & lending solutions., Handling the operational task for customer deposits and cross selling engagement.
  • Assistant Manager, ICICI Bank Ltd, Strategic Branch Athwalines, Surat, Gujarat, 10/19, 12/21, Managed Branch Cash operations and Front desk., Providing solution to the customer's queries., Account opening and managing services for the individual and corporate clients to provide services as per satisfactory level like CASA, Family accounts, Corporate salary accounts banking solutions to the rising needs of the customers., Responsible for directing the use of latest technology and its procedures to increasing the client services at higher rating.
  • Sales Executive, Arancia Kutchen, Surat, Gujarat, 07/18, 10/18, Responsible for generating leads, Follow up of the leads to drive higher sales and achieve targets.
  • Customer Relationship Manager, IndoAsian Buildcon, Surat, Gujarat, 06/18, 07/18, Understanding customer needs and addressing them, Resolving Customer complaints quickly and efficiently

Timeline

Burgundy Private Service Relationship Manager

Axis Bank
08.2024 - Current

Burgundy Service Relationship Manager

Axis Bank
01.2022 - 07.2024

Assistant Manager

ICICI Bank Ltd
10.2019 - 12.2021

Sales Executive

Arancia Kutchen
07.2018 - 10.2018

Customer Relationship Manager

IndoAsian Buildcon
06.2018 - 07.2018

B. Com - Humanities

Pacific Institute of Business Studies

HSC -

GSEB - St. Mark's Higher Secondary School

SSC -

GSEB - Logos Mission High School

MBA - HR & Finance

SRIMCA
Saroj Yadav