Summary

Dedicated and results-oriented banking professional with over 7 years of experience in sales and client management. Proven track record in driving business growth through personal loans, business loans, life and general insurance, and retail asset products. Adept at client relationship management, sales strategy execution, and team training.

Skills Snapshot

  • Client Relationship Management
  • Branch Coordination
  • Sales Analytics
  • MS Office (Word, Excel, PowerPoint)
  • Desktop Publication
  • CCC Diploma
  • Interpersonal & Communication
  • Target-driven Sales

Experience

  • iProcess Services (ICICI Bank Partner)

    Managing retail banking portfolio and sales for personal loans, business loans, credit cards, car loans, life and general insurance.

    Senior Executive 12/2017 – Present • New Delhi
    • Manage complete portfolio of Personal Loans, Business Loans, Credit Cards, New and Used Car Loans, Life Insurance, and General Insurance for retail and business clients
    • Consistently exceed sales targets and ensure optimal client satisfaction through personalized solutions
    • Lead sales initiatives and develop strategies for business growth to achieve branch objectives
    • Conduct training sessions across branches to onboard and upskill new hires on retail asset offerings
    • Collaborate with branch and regional leadership to optimize sales performance and ensure compliance with operational standards
    • Handle customers based on individual requirements to ensure high retention and repeat business
  • UX Designer

    Bright Labs · 2019 — 2021

    Senior Product Designer Fintech
    • Launched migration flows and reduced support dependency.
    • Improved handoff quality with reusable patterns.
  • Visual Designer

    Craft & Co · 2017 — 2019

    Product Designer Agency
    • Improved conversion through clearer activation journeys.
    • Ran usability studies to guide product priorities.

Education

  • MBA (Marketing)

    Shri Venkateshwara University

    2016 2016
  • B.C.A. (Bachelor of Computer Applications)

    TMU Moradabad

    2014 2014
  • Intermediate

    UP Board

    Intermediate
  • High School

    UP Board

    High School