dnyaneshwar shivekar

finding the new clint for personal loan and new aquasition for company and deal with all kind of salaried person for all kind of finanacial services and requirement of as per clint need.

National Bank of Abu Dhabi From 10 Dec.2012 To Till Date
Senior Sales Officer Personal Loan Dept.

• Identify new customers for the bank which generates new business in form of Retail Assets Products.
• Managing customer centric banking operations forwarding customers instructions to the concerned department.
• Ensuring customers satisfaction by achieving delivery & services as per quality norms.
• Achieving the sales target through selling of core products and cross-selling.
• Coordinate with the bank official to generate and procure more business.
• Managing customer centric banking operations, forwarding customer instructions to the concerned department & ensuring customer satisfaction by achieving delivery & service quality norms.

Emirates National Bank of Dubai Abu Dhabi and Al -Ain Region UAE April 2011 To 31 Oct.2012

Sales Supervisor Direct Sales Force Credit Card Dept.
• Identify new customers for the bank which generates new business in form of Retail Assets, Casa Products, and Insurance Policy.
• Managing customer centric banking operations forwarding customers instructions to the concerned department.
• Ensuring customers satisfaction by achieving delivery & services as per quality norms.
• Achieving the sales target through selling of core products and cross-selling.
• Coordinate with the bank official to generate and procure more business.
• Managing customer centric banking operations, forwarding customer instructions to the concerned department & ensuring customer satisfaction by achieving delivery & service quality norms.

Development Credit Bank Ltd. Mumbai India January 2011 To 31 March. 2011

Commercial Business Executive
SME Liability Accounts & Term Deposits Cross Sells: • Identification of Business Development opportunities with existing clients and prospective clients. Assisting client in their financial planning
• Responsible to achieve a Monthly & Annual Targets.
• Achieving the sales target through cross-selling too.
• Co ordination with operations team for seamless account opening and customer complaints.
• Coordinate with the bank official to generate and procure more business.
• Responsible for account maintenance.

National Bank of Ras Al Khaimah, Dubai, UAE. Feb '2008 - 30 April 2010

Relationship Officer
SME Accounts & Cross Sells:
• Responsible to achieve a Monthly & Annual Targets.
• Achieving the sales target through cross-selling too.
• Coordination with operations team for seamless account opening and minimal customer complaints.
• Coordinate with the bank official to generate and procure more business.
• Identification of Business Development opportunities with existing clients and prospective clients. Assisting client in their financial planning.
• Responsible for account maintenance.
• Portfolio Management and Portfolio Rebalancing with Investment Management and Strategies.

Client Relationship: • Managing customer centric banking operations, forwarding customer instructions to the concerned department & ensuring customer satisfaction by achieving delivery & service quality norms.
• Maintaining healthy business relations with SME and HNI, s Clients. Manage their investment and Trade portfolios to maximize their wealth.

Sales Development Manager - Sales
HDFC Standard Life Insurance Company Ltd., Mumbai, India Feb '2007 to Jan '2008

Significant Highlights of the Job Responsibility;
• Identify potential Financial Consultants (Insurance Agents) based on agreed profiles and ensure recruitment in accordance with the business plan.
• To achieve targets of direct sales and recruit the minimum expected number of Financial Consultants.
• To identify more Financial Consultants and to complete recruitment of the financial consultants as expected and communicated by the management, within the given time frame. To also achieve minimum expected sales target on a consistent basis through own team of Financial Consultants.
• To continuously review performance of own team of Financial Consultants and to improve their productivity on an on going basis.
• Provide leadership and management to the team of Financial Consultants.
• To endeavor to have and to achieve a team of highly productive Financial Consultants.
• Provide training and monitor development needs of financial consultants in the team; provide feedback on financial consultant's performance, particularly those with less experience. (Mentor role)
• Set targets for consultants, review these & consistently raise them.

Sales Officer - Sales NRI Division,
ICICI Bank Ltd., Mumbai, India May 2005 to Feb 2007

Sales: • NRI Account Opening, Fixed Deposit,
• Insurance life & non life visiting to Mnc Company for tie-up with bank for foreign customer account opening.
• Handling team of FOS who are appointing for new sources of business and do the promotional activity.

Generating Reports: • The job profile included collation of data to present at various forums within the organization. Construction of documents to capture various client details.
• Keeping a record of performance of the team members.
Team Management: • Managing a team of tele-callers & sales officers with varying experience.
• Technical and soft skill mentoring for team members aimed at empowering members to achieve their targets.

Sales Officer - Sales House Hold Department,
ICICI Bank Ltd., Mumbai, India March 2003 - April 2005

Job Profile
• Account Opening, Fixed Deposit and Visiting to company for tie-up with bank for customer account opening. Handling team of FOS who are Appoint for new sources of business and do the promotional activity.