Sunil Kumar Jha is seeking a career opportunity with a leading corporate in a multicultural environment. He has over 10 years of experience in the financial services sector, currently working as an Investment Officer at HDFC Bank. Prior to this, he worked at ICICI Bank as a Business Banking Executive and at IRIS Financial Solutions as a Relationship Manager. He holds a Bachelor's degree in History and is pursuing an MBA. His responsibilities have included generating business, advising clients, achieving sales targets, and maintaining good customer relationships.
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Sunil Kumar Jha is seeking a career opportunity with a leading corporate in a multicultural environment. He has over 10 years of experience in the financial services sector, currently working as an Investment Officer at HDFC Bank. Prior to this, he worked at ICICI Bank as a Business Banking Executive and at IRIS Financial Solutions as a Relationship Manager. He holds a Bachelor's degree in History and is pursuing an MBA. His responsibilities have included generating business, advising clients, achieving sales targets, and maintaining good customer relationships.
Sunil Kumar Jha is seeking a career opportunity with a leading corporate in a multicultural environment. He has over 10 years of experience in the financial services sector, currently working as an Investment Officer at HDFC Bank. Prior to this, he worked at ICICI Bank as a Business Banking Executive and at IRIS Financial Solutions as a Relationship Manager. He holds a Bachelor's degree in History and is pursuing an MBA. His responsibilities have included generating business, advising clients, achieving sales targets, and maintaining good customer relationships.
Copyright:
Attribution Non-Commercial (BY-NC)
Available Formats
Download as DOC, PDF, TXT or read online from Scribd
Sunil Kumar Jha is seeking a career opportunity with a leading corporate in a multicultural environment. He has over 10 years of experience in the financial services sector, currently working as an Investment Officer at HDFC Bank. Prior to this, he worked at ICICI Bank as a Business Banking Executive and at IRIS Financial Solutions as a Relationship Manager. He holds a Bachelor's degree in History and is pursuing an MBA. His responsibilities have included generating business, advising clients, achieving sales targets, and maintaining good customer relationships.
Copyright:
Attribution Non-Commercial (BY-NC)
Available Formats
Download as DOC, PDF, TXT or read online from Scribd
Intend to build a career with leading corporate of multi cultural environment with committed & dedicated people, which will help me to explore myself fully and realize my potential. To gain an in-depth technical understanding of financial instruments, trading and operations in a dynamic work environment and reach a position of eminence in the financial operations sector.
Experience Summary :
Currently working with “HDFC BANK LTD” as an Investment Officer from August 07,2008 till date.
Roles & Responsibilities:-
Exploring business in terms of Insurance and Investment Products, etc.
Generating business from exiting clients and advising them on their long term and short-term investments. Responsible for building and maintaining relationships with the client. Deal with the walking clients. Looking after customer’s queries. To ensure that all the forms are filled correctly before submission to help minimize delays in policy enforcements.
Responsibilities Handled
Achieving the volume and value targets set in terms of Liabilities product mix. Customer service with the walking clients. Banking products handled including Cross selling of all products like Insurance, Savings & Current a/c, Fd, Demat, online trading etc. Achieving sales targets and providing Customer service. Responsible for lead generation, follow up and presentation. Maintaining good relationships with customers and serve them to increase the share of wallet. Implementing various marketing and selling strategies. Previous Employment:-
Working with ICICI BANK LTD from July 2007 to Aug 2008.
Designation: Business Banking Executive.
Job Responsibilities:- To Provide the Training of (Mutual Funds, life Insurance and ) to our team. Selling of Investment products like Mutual Fund, Insurance to walk in and personal client base.
Worked with IRIS FINANCIAL SOLUTIONS & SERVICES from April 2006 to June 2007.
Designation: Relationship Manager.
Job Responsibilities:- To develop or manage the team and time to time motivate them for doing better business Make a healthy relations with investors and generate business from them . Selling of Investment products like Mutual Fund, Insurance to walk in and personal client base.
Academic Qualification:-
Bachelor of Arts (History) from Bhupendra Narayan Mandal University Madhapura
in2003.
Intermediate in science (Math) from Bihar Intermediate Education Council, Patna in 2000.
Matriculation from Bihar School Examination Board, Patna in 1998.
Professional Qualifications:-
Pursuing MBA from Sikkim manipal university.
Tally Graduate from Ideal InfoTech Purnea. Six month diploma in computer application.
Hobbies:- Playing computer games, Net surfing and interacting people.
Personal Information:- Father’s Name : Sri. Bishnu deo jha DOB : 7th September 1982 Marital Status : Unmarried Language known : Hindi and English Nationality : Indian
