Dhandeep Kumar
Winnipeg
Summary
Proven Relationship Manager with a track record of exceeding sales targets at IDFC Bank through exceptional relationship building and strategic sales data analysis. Skilled in cultivating client loyalty and managing a diverse portfolio, achieving a notable conversion rate. Demonstrates expertise in customer relationship management and decision-making, ensuring portfolio growth and client satisfaction.
Overview
5
5
years of professional experience
Work History
Relationship Manager
IDFC Bank
10.2022 - 10.2023
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Consistently exceeded quarterly sales goals by cultivating a strong network of professional contacts and referrals.
- Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
- Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
- Strengthened client relationships by actively listening to their needs and providing tailored financial solutions.
- Provided exceptional customer service, resolving issues promptly and maintaining client trust throughout the resolution process.
- Maintained knowledge on banking products and distribution to provide optimal service support.
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
Sales Officer
HDFC Bank
10.2021 - 10.2022
- Enhanced customer satisfaction with timely follow-ups and personalized service.
- Responded to customer needs by answering questions and providing detailed information about [Product or Service].
- Boosted sales performance by identifying and targeting high-potential leads.
- Cultivated strong relationships, establishing trust and loyalty among clients.
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
- Provided customer records, account statements and copies of checks.
Senior Sales Executive
HDB Financial Services
08.2018 - 09.2021
- Employed effective problem-solving techniques, increasing client satisfaction ratings.
- Developed customized proposals that addressed specific client needs, ultimately securing their commitment and loyalty.
- Exceeded sales targets by effectively managing a diverse portfolio of products and services.
- Consistently monitored sales performance metrics, adjusting tactics as necessary to achieve desired results.
- Sold [Product or Service] to new and established customers.
- Prospected leads, scheduled meetings and converted targets into customers at [Number]% rate.
- Achieved sales goals and service targets by cultivating and securing new customer relationships.
- Met with customers to discuss and ascertain needs, tailor solutions and close deals.
Education
MBA - Marketing
Lovely Professional University
Phagwara01-2023
BBA - Marketing
Chandigarh Business School of Administration
Landran11-2017
Skills
- Relationship building
- Customer Relationship Management
- Relationship building and management
- Excellent communication
- Service support
- Sales reporting
- Time management
- Portfolio growth
- Sales data analysis
- Loan processing
- Decision-making
- Data processing
Languages
English
Punjabi
Hindi
Timeline
Relationship Manager
IDFC Bank
10.2022 - 10.2023
Sales Officer
HDFC Bank
10.2021 - 10.2022
Senior Sales Executive
HDB Financial Services
08.2018 - 09.2021
MBA - Marketing
Lovely Professional University
BBA - Marketing
Chandigarh Business School of Administration
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