Professional Documents
Culture Documents
Sunil SO
Sunil SO
Career Objective:
To work with an organization that provides a friendly environment with good career
opportunities where I could enhance my skills along with contributing my best efforts
for success of the organization.
Major Achievements:
Best performer award for 2019 in HDFC – Life Insurance, by achieving
highest slab for the year.
Work Experience:
Company Name: Aditya Birla Money Ltd.
Period of Employment: 17th January 2021 – Till date
Designation: Assistant Manager
Major Responsibilities:
Operating New Demat and Trading Account and Collect the Margins.
Managing Client Portfolios and Advising for Investments.
Suggesting Appropriate Market Trends for all Funds Investments to Investor.
Major Responsibilities:
Interacting with the Walk-in Customers in the branch and explain the CASA
Product detail and their benefits.
Generate CASA Leads and open the Accounts.
Knowing the Interest of the Customers in which Product, and Handover to
that concern Department.
Generate the Insurance leads and handover to that concern department.
Doing Branch Banking sales and Services.
Generating the retail assets like Personal loan, Auto loan, Home loan, Two
Wheelers loan etc….
Generating Leads for selling Third Party Products like Broking, Life Insurance
and General Insurance like Motor/Building/Shop Insurance etc.
Company Name: HDFC Bank Ltd
Period of Employment: 28th June 2017 – 6th June 2021
Designation: Sales Officer
Major Responsibilities:
Providing superior customer service while assisting and supporting all
aspects of service and sales related activities.
Dealing with walking customers, referral customers individually and having
direct discussion with them by explaining the productivity for getting the
business.
Evaluate customer’s investment needs and provide suggestions on all
parameters like Demat & Trading, Mutual funds and Insurance, CASA etc.
Getting business from customers by selling the products like Insurance,
Demat & Trading, other investments.
Educational Qualifications:
Skills:
Personal Details:
Father Name : Ballem Rangaiah
Date of Birth : 05/03/1991
Marital Status : Married
Languages Known : Telugu, English and Hindi
Hobbies : Cricket and Reading books
Reference :
Declaration
Place: Hyderabad
Date: (B. Shankar Kumar)