Open to opportunities

sanjeev tiwari

@sanjeevtiwari

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Experienced financial professional excelling in client acquisition and sales.

India

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What I'm looking for

I am looking for a role that offers opportunities for growth, teamwork, and the ability to make a significant impact in client acquisition and financial product sales.

I am a seasoned financial professional with over six years of experience in the banking sector, specializing in salary account opening and third-party product sales. My career has been marked by a proven track record in promoting financial products and driving revenue growth. I excel at identifying client needs and delivering tailored financial solutions that maximize client satisfaction.

Throughout my career, I have developed strong communication skills that enable me to nurture long-term client relationships and achieve sales targets consistently. My expertise in retail banking financial products, customer relationship management, and cross-selling strategies has allowed me to stay ahead of market trends and contribute significantly to my organizations' success.

I am committed to continuous learning and professional development, as evidenced by my certifications and accolades, including the excellent service award from Jana Small Finance Bank and multiple appreciation certificates from IDFC FIRST Bank. I thrive in dynamic environments and am eager to leverage my skills to drive further success in the financial sector.

Experience

Work history, roles, and key accomplishments

Current

Senior Manager Acquisition (Corp Sal)

Current

IDFC FIRST Bank

Jul 2022 - Present (3 years)

Managed the acquisition of corporate salary accounts, credit cards, personal loans, and insurance products. Drove revenue growth through strategic cross-selling and customer relationship management.

Corporate Sales Salary Accounts Credit Cards Insurance Cross Selling Customer Relationship Management Team Management Cold Calling Financial Products

Assistant Manager (Corp Salary)

Axis Bank Limited

Apr 2021 - Jul 2022 (1 year 3 months)

Responsible for sales of life insurance and general insurance products within the corporate salary segment. Contributed to achieving sales targets and enhancing client satisfaction.

Life Insurance Products Corporate Sales Financial Products Customer Service Sales Targets Client Relationship Management

Business Development Executive

Jana Small Finance Bank Limited

Jul 2020 - Apr 2021 (9 months)

Executed business development activities in both field and office settings for financial products. Focused on building strong client relationships and expanding market reach.

Business Development Field Sales Relationship Building Financial Products Sales Strategies

Sales Executive

HDFC Bank Limited

Dec 2018 - Feb 2020 (1 year 2 months)

Managed sales of CASA (Current Account Savings Account) products, driving retail liabilities growth. Focused on cross-selling and providing excellent customer service.

Retail Liabilities Sales Customer Service Cross Selling Financial Products Relationship Management Sales Targets

Education

Degrees, certifications, and relevant coursework

Dr Ram Manohar Lohia Avadh University

B.Com, Commerce

Completed a Bachelor of Commerce degree, focusing on foundational business and financial principles. Gained comprehensive knowledge in accounting, economics, and business management.