Education

2012-2014 MBA MARKETING at GLS ICT MBA

2009-2012 BBA MARKETING at NORTH GUJARAT UNIVERSITY

Experience

20/01/2015-23/09/2018 RELATIONSHIP MANAGER/ ASSISTANT MANAGER at HDFC BANK LTD

Roles at HDFC Bank
Sales and marketing of banking products- acquire savings and current a/c with customer requirements, fixed deposits, recurring deposits, PPF and SSA a/c, dmet and trading ac,
HNI portfolio management- building size of portfolio, analysis, fund management, and savings management
Loans- sales of all types of loan like home, car, personal, securities, BBG, EEG
Investment banker- sales of life insurance, mutual funds, gold bonds, general insurance, and investment advisories.
Customer services- attend walk in customer, resolving quires, statements, fixed deposit, passbook issuing, welcome kit, debit card management and reconciliation
Cash handling- receive and withdraw cash, issuing of DD-MC, neft rtgs receipting and authorizing, cash tally, batch reports management
Locker management- locker operations, issue new locker, keys management.

24/09/2018- TILL DATE SALES MANAGER at JM FINANCIAL SERVICES LTD

Roles at JM Financial
Sales and marketing products- acquire dmet and trading ac, margin management, buy and sale of equity, PMS, hni ipo funding, book building, brockrage management
Sales of debt product- sales of government bond, corporate bond, ncd, nld, mld, corporate fd, mutual funds.
Corporate funding- taking care of ESOP loans of HDFC BANK, HDFC LTD, RBL BANK, Avenue Supar marts from Gujarat, Maharashtra, rajasthan, Madhya pradesh, delhi. Ultra hni portfolio management,
Security loans- loans against mutual fund, securities, bonds.
Investment advisories services in different products and as per customers investment and risk profile.