GURPREET SINGH
Winnipeg,MB
Summary
Offering more than 13years of experience in: - Sales Team Supervision - Sales Training - Branch Administration - Banking Operations - Client Servicing - Preparation of Reports - Audit & Compliance - Process Improvement - MIS Reporting - Team Management
Overview
9
9
years of professional experience
Work History
Senior Cluster Sales Manager
HDFC life insurance Ltd
India
11.2018 - 10.2023
- Implement and execute all sales objectives and action plans to reach and exceed targets set
- Establish parameters, quotes and negotiate proposals with customers
- Promote and produce sales leads within its respective areas
- Ensure that selling strategies are adhered to during negotiations and maximize up selling opportunities whenever possible
- Throughout the day, we are responsible for a variety of tasks
Relationship Manager – Branch Banking
Indusind bank
India
11.2017 - 01.2018
- Developing new and expanding existing High Net worth Customer relationships for Liabilities.
- Informs customers of new products or product enhancements to further expand the Banking relationship.
Personal Banker-Branch Banking
Kotak Mahindra Bank
India
01.2015 - 12.2017
- Steering a wide gamut of branch operational tasks; managing new acquisition value and ensuring the quality of acquired portfolio; maintaining deliverables at branch and handling branch vault keys as a custodian
- Authorising day to day cash/non cash transactions, resolving whole of front desk customer queries
- Acquisition of Saving & Current Accounts to create own portfolio
- Handling selling of products like Life Insurance, General Insurance and Mutual Fund
- Preparing as well as maintaining various MIS / reports; ensuring adherence to all audit parameters.
Education
MBA - Marketing Management
ICFAI Business School, Kolkata, ICFAI University
01.2011
B.COM - Accounting
MMCC, Pune University
01.2009
HSC -
Gulmohur High School, Jamshedpur, I.S.C
01.2006
Skills
- Adaptability
- Knowledge of Banking Software
- Marketing and Sales
- Customer Service
- Financial Management
Extra Curricular Activities Achievements
- Represented my school team in cricket
- Organized Blood Donation Camp for Spic Macay Foundation in 2004, Gulmohur high School.
- Won Inter –School Cricket tournament and was awarded as “Man of the Match”, January 2006
- Ranked 1st in Inter-College Badminton Championship, January 2008
- Ranked 2nd in Intra-College Carrom Tournament, August 2010
Hobbies and Interests
Sports and Adventure, Listening to Music, MS Office (Word, Excel, Power point), English, Hindi, Punjabi and Bengali, Good Communication and Convincing Skills, Team Player.
Timeline
Senior Cluster Sales Manager
HDFC life insurance Ltd
11.2018 - 10.2023
Relationship Manager – Branch Banking
Indusind bank
11.2017 - 01.2018
Personal Banker-Branch Banking
Kotak Mahindra Bank
01.2015 - 12.2017
MBA - Marketing Management
ICFAI Business School, Kolkata, ICFAI University
B.COM - Accounting
MMCC, Pune University
HSC -
Gulmohur High School, Jamshedpur, I.S.C
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