Rajendra Nishad

Generating insurance business from HDFC BANK cluster branches. Convincing relationships to encourage their customers to invest in Birla Sunlife Insurance Ensuring pre and post sales support and services to the relationship. Multiple Branch Heads of the Bank Mapping all the key decision makers and ensuring that the same information is shared with the RH/ZH Aggressively downloading all the RnR activities running by the organization. Handle Bank customers Equipped with insurance and Bank Products knowledge.

Team Handling Profile. Achieve business objectives and targets through customer acquisition & satisfaction Income Generation From Revenue Model Lead Generation And Conversation Selling Third Party Products (LI/GI/SIP/MF) Annual Revenue Selling Asset Products (Loans) Incrementing Portfolio NAV,CIB, Deal With HNI Client To Open High Value CASA/FD Team Handling (SSE, BSE, ME, Operations) Handling All Operational Work And Responsible For Audit & Compliances Maintain MIS Regularly For Business Monitoring

Portfolio Relationship Manager - Classic Generation And Conversation Selling Third Party Products (LI/GI/SIP/MF) Selling Asset Products (CC/OD/BG/Loan/Trade & Forex) Deal With HNI Client Team Handling (BSO, CSO, ME, Operation, Cards) Experience In Handling Branch For More Than 3 Months Taking Charge As A Branch Manager (4 Branches) When Manager Goes On Leave Or Bank Meeting/Training Authorize All Customer Instructions & Transactions Handling All Operational Work And Responsible For Audit & Compliances

Acquire high value new to bank customers Manage relationship with existing set of mapped clients Cross sell investment and insurance products Build liability book for the Bank Manage the relationships of clients provided by AU small finance bank in order to enhance wallet share Handle the service requirement of customers Revenue Selling Asset Products (CC/OD/BG/Loan/Trade & Forex) Incrementing Portfolio NAV,CIB, CTG Sourcing FD Numbers & Values As Per Target

Customer Onboarding (CASA) Handling HNI/NRE/NRO Customers Current Account (RERA/ESCROW) Opening Selling Third Party Products (LI/GI/SIP/MF) Lead Generation And Conversation Achieving Monthly Targets, Maintain DSR Selling Asset Products (CC/OD/BG/Loans/Trade & Forex) Form Scanning & Account Pasting Daily Visit Of My Mapped Areas For Sales & Marketing Conducting Activity For More Sales Providing Finance To Customer (Complete Process) Participating Meeting & Training When Scheduled

Customer Onboarding (CASA) Lead Generation And Conversation Selling Third Party Products (KLI/GI/SIP/MF) Achieving Monthly Targets, Maintain DSR Selling Asset Products (CC/OD/BG/Loans/Trade & Forex) Backup SO For Cash & Non Cash Transactions Daily Visit Of My Mapped Areas For Sales & Marketing Conducting Activity For More Sales Providing Finance To Customer (Complete Process) Participating Meeting & Training When Scheduled

Dual Specialisation MBA in HR & Marketing

Graduation in IT