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HemalKumar Barot , Sales Executive / Relationship Manager

HemalKumar Barot

Sales Executive / Relationship Manager·SBI Mutual Fund

United Arab Emirates

Master's degree, Accounting

Work experience

Total years of experience: 8 years, 8 months

Sales Executive / Relationship Manager

March 2024 - May 2026

SBI Mutual Fund

Vadodara, India

March 2024 - May 2026

• Managed retail and corporate client relationships for mutual fund investment products.
• Generated new business through lead generation, referrals, and customer engagement.
• Assisted investors with SIP registrations, lump-sum investments, redemptions, and portfolio servicing.
• Processed investment transactions while ensuring accuracy and regulatory compliance.
• Ensured adherence to KYC, AML, and SEBI guidelines during customer onboarding.
• Prepared daily, weekly, and monthly MIS reports.
• Conducted investor awareness programs and provided financial product guidance.
• Coordinated with banking partners and distributors to achieve business targets.
• Resolved customer concerns while maintaining high client satisfaction.
• Successfully achieved assigned sales and investment targets.
Company industry:
Financial Services
Job role:
Sales

Sales Executive, Relationship Manager

January 2024 - January 2026

SBI MUTUAL FUND

Vadodara, India

January 2024 - January 2026

• Managed client relationships, processed mutual fund
transactions, ensured compliance, and achieved business
targets.
Company industry:
Financial Services
Job role:
Sales

Assistant Manager

December 2023 - March 2024

Utkarsh Small Finance Bank

Vadodara, India

December 2023 - March 2024

• Managed day-to-day branch banking operations and customer service.
• Acquired Current and Savings Accounts (CASA) through business development initiatives.
• Supervised account opening, KYC verification, and documentation processes.
• Processed deposits, withdrawals, fund transfers, and account maintenance transactions.
• Promoted banking products including savings accounts, fixed deposits, loans, and digital banking
services.
• Prepared operational MIS reports and monitored branch performance.
• Ensured compliance with RBI regulations, AML guidelines, and audit requirements.
• Coordinated with internal departments to resolve customer and operational issues.
• Supported branch business growth through relationship management and cross-selling.
Company industry:
Banking
Job role:
Accounting and Auditing

Assistant Manager

January 2023 - January 2024

Utkarsh Small Finance Bank|

Vadodara, India

January 2023 - January 2024

• Managed Current and Savings Account (CASA) acquisition, customer relationship management, account opening, KYC compliance, branch operations, cross-selling of banking
products, and achievement of business targets while ensuring
excellent customer service.
Company industry:
Banking
Job role:
Accounting and Auditing

Branch Relationship Executive

August 2021 - October 2023

ICICI Prudential Asset Management Company

Ahmedabad, India

August 2021 - October 2023

• Managed relationships with distributors, financial advisors, and retail investors.
• Assisted clients with SIP registrations, investments, redemptions, and portfolio servicing.
• Generated business through client acquisition and distributor engagement.
• Verified KYC documentation and ensured compliance with SEBI and AMFI regulations.
• Processed mutual fund transactions while maintaining accurate client records.
• Prepared sales reports, portfolio reports, and MIS documentation.
• Resolved investor queries and supported customer retention initiatives.
• Conducted investor awareness programs to increase product adoption.
Company industry:
Investment, Securities & Funds
Job role:
Sales

Branch Relationship Executive

January 2021 - January 2023

ICICI Prudential Mutual FUND

Ahmedabad, India

January 2021 - January 2023

• Processed mutual fund all financial or nonfinancial transactions.
• Handled customer queries related to transactions and accounts.
Coordinated with branch teams and internal departments for smooth operations
Company industry:
Financial Services
Job role:
Sales

Customer Service Officer

January 2020 - April 2021

Axis Bank Ltd.

Ahmedabad, India

January 2020 - April 2021

• Managed customer transactions, cash handling, and banking operations.
• Assisted customers with account opening, KYC updates, debit cards, internet banking, and mobile
banking services.
• Processed deposits, withdrawals, and account servicing activities.
• Maintained banking documentation and customer records.
• Resolved customer queries while ensuring high-quality service standards.
• Promoted banking products including savings accounts, deposits, loans, and insurance.
• Assisted with account reconciliation and operational reporting.
• Ensured compliance with banking regulations and internal control procedures.
Company industry:
Banking
Job role:
Customer Service and Call Center

Customer Service Officer

January 2020 - January 2021

Axis Bank Ltd

Ahmedabad, India

January 2020 - January 2021

• Handled banking operations, customer transactions, account
a proactive approach, committed to servicing, documentation, and compliance..
delivering results
Company industry:
Banking
Job role:
Customer Service and Call Center

MFS Trainee

June 2018 - January 2021

Karvy Computer share Pvt. Ltd

Ahmedabad, India

June 2018 - January 2021

• Processed mutual fund all financial or nonfinancial transactions
ce.
Company industry:
Financial Services
Job role:
Marketing and PR

MFS Trainee

April 2018 - January 2020

Karvy Computershare Pvt. Ltd.

Ahmedabad, India

April 2018 - January 2020

• Processed mutual fund transactions including SIP registrations, purchases, redemptions, and switches.
• Verified investor documentation and KYC compliance.
• Maintained accurate investor records and transaction details.
• Assisted customers with account-related queries.
• Coordinated with Asset Management Companies (AMCs) for transaction processing.
• Supported branch operations through reporting and database management.
Company industry:
Financial Services
Job role:
Marketing and PR

Accounts Assistant / Store Assistant

September 2017 - February 2018

Kuma Engineering

Ahmedabad, India

September 2017 - February 2018

• Maintained accounting records including journals, ledgers, vouchers, and cash books.
• Managed accounts payable and accounts receivable activities.
• Performed bank reconciliation and monitored cash flow.
• Assisted with inventory records and stock documentation.
• Prepared financial reports and expense statements.
• Processed vendor payments and maintained supplier records.
• Supported GST documentation and statutory compliance.
• Assisted payroll administration and audit documentation.
• Utilized accounting software for reporting and reconciliation.
Company industry:
Electric Power Production & Transmission
Job role:
Support Services

Education

Hemchandracharya North Gujarat University

December 2017

December 2017

Master's degree, Accounting

India

Hemchandracharya north Gujarat university

January 2017

January 2017

Master's degree, Accounting

India

Hemchandracharya North Gujarat University

December 2015

December 2015

Bachelor's degree, Accounting

India

Hemchandracharya north Gujarat university,India(2015)

May 2015

May 2015

Bachelor's degree, Accounting

India

Skills

BANKING
Intermediate
BANKING
Intermediate
CLIENT SERVICES
Intermediate
CLIENT SERVICES
Intermediate
COST ACCOUNTING
Intermediate
COST ACCOUNTING
Intermediate
CROSS SELLING
Intermediate
CROSS SELLING
Intermediate
CUSTOMER RELATIONSHIP MANAGEMENT
Intermediate
CUSTOMER RELATIONSHIP MANAGEMENT
Intermediate
FINANCE
Intermediate
FINANCE
Intermediate
MANAGEMENT
Intermediate
MANAGEMENT
Intermediate
MUTUAL FUNDS
Intermediate
MUTUAL FUNDS
Intermediate
OPERATIONS
Intermediate
OPERATIONS
Intermediate
SALES
Intermediate
SALES
Intermediate
Microsoft Office
Intermediate
Microsoft Office
Intermediate
Microsoft Excel
Intermediate
Microsoft Excel
Intermediate
Accounting
Intermediate
Accounting
Intermediate
Auditing
Intermediate
Auditing
Intermediate
Customer Service
Intermediate
Customer Service
Intermediate
ACCOUNT MANAGEMENT
Intermediate
ACCOUNT MANAGEMENT
Intermediate
CASH HANDLING
Intermediate
CASH HANDLING
Intermediate
WAREHOUSE INVENTORY MANAGEMENT
Intermediate
WAREHOUSE INVENTORY MANAGEMENT
Intermediate

Languages

English

Beginner

Hindi

Beginner

Gujarati

Beginner

Hobbies and interests

Driving and learning new skills in excel and Make more easy computer work