Kamlendra Kaushik
Dubai
Summary
Dynamic relationship management professional with a proven track record of understanding client needs and driving team success to elevate client satisfaction. Committed to leveraging skills to enhance client experiences and support organizational goals.
Overview
20
20
years of professional experience
1
1
Certification
Work History
Asst. Relationship Manager/Acq. Officer/Sr.Officer
Emirates NBD Bank- Business Banking
08.2015 - Current
- Acquiring new to bank Business Banking customers for liability acquisition and asset products which will enhance the revenue generation in terms of CASA liability, Trade Finance and Forex.
- Achieve targets for CASA, Fixed deposit and Cross Sell (Business Credit Card, Forex deal booking, Trade Finance, Wealth & Investment, Priority Banking Accounts) from existing and NTB customers on the base of assigned KPI.
- Ensure the customers /clients acquired comply with the policies and procedures issued in relation with AML policies of the bank.
- Collaborated with Relationship Managers to develop tailored financial strategies for each individual client, maximizing investment returns.
- Build strong networks and relationships so that new clients and customers are acquired and contribute actively to the business goals of unit and department by way of referrals.
Senior Relationship Officer
Abu Dhabi Commercial Bank (ADCB)
Dubai, UAE
04.2014 - 07.2015
- Sourcing New to Bank customer for Business Banking Relationship.
- Offering new Business Current Account – Elite, Priority, Free zone Platinum, Preferred, Premium and Standard.
- Focusing on liabilities acquisition target month on month basis.
- Cross - selling of Business Banking Products-Business Loan, ABF, HEF and WC Facility through joint calling with RM.
- Focusing on target segments and identifying new prudential clients and market through cold calling, tele calling, business activities, fixing appointments, follow-ups and field visits.
Senior Sales Executive
Citi Bank
Dubai, UAE
06.2013 - 05.2014
- Identify, qualify and pursue business opportunities through market surveys and mapping.
- Initiating contact with customers for developing leads, sales & cross selling of loans and credit cards.
- Listed target market companies and generated business.
Sales Executive
First Gulf Bank
Dubai, UAE
03.2011 - 05.2013
- Initiating contact with customers for developing leads, sales & cross selling of credit cards.
- Identify, qualify and pursue business opportunities through market surveys and mapping.
- Listed target market companies and generated business.
Sales Manager
Mpower Total Financial Solutions
Pune, India
04.2009 - 12.2010
- Utilize own network and market and built team of potential advisers.
- Managing team and motivate to achieve targets.
- Profitably selling financial products ULIP, Mutual Funds AND De-mat Ac
- Initiating contact with customers for developing leads, sales & cross selling of insurance products.
Senior Marketing Executive
Tek-Excel Electronics Pvt. Ltd.
Pune, India
08.2006 - 03.2009
- Sales and Marketing promotions of UPS, Inverter and Battery to IT industries, SME & Corporate clients.
- Presentations of company product and services and provide excellent solutions.
- Submission of quotations and price negotiations for final purchase order.
- Making business reports and handling all sales and marketing activities of Pune.
- Instrumental in Promotional Activities through Road Shows, Banners.
Education
Bachelor of Science -
Dr. B.R. Ambedkar University
Agra, India07-2004
Intermediate (10+2) - Science Stream
Allahabad Board
UP, India01.2001
Skills
- Cross-selling products
- Sales expertise
- Goal setting and achievement
- Relationship building and management
- Excellent communication
- Team leadership
- Client acquisition
- Groupware: MS Office 360-Excel, PP, Word
- Communication Software: MS Team, Internet Explorer, Outlook expresses
Certification
Emirates NBD Business Banking :
- Completed more than 55 online training and courses in several of titles- AML, Group Sanctions, Customer Due Diligence, Anti-Bribery, Fraud, and Group Security Etc.
- Operational Risk Management Basics.
- Advanced Anti-Money Laundering.
- Fraud Control.
Timeline
Asst. Relationship Manager/Acq. Officer/Sr.Officer
Emirates NBD Bank- Business Banking
08.2015 - Current
Senior Relationship Officer
Abu Dhabi Commercial Bank (ADCB)
04.2014 - 07.2015
Senior Sales Executive
Citi Bank
06.2013 - 05.2014
Sales Executive
First Gulf Bank
03.2011 - 05.2013
Sales Manager
Mpower Total Financial Solutions
04.2009 - 12.2010
Senior Marketing Executive
Tek-Excel Electronics Pvt. Ltd.
08.2006 - 03.2009
Intermediate (10+2) - Science Stream
Allahabad Board
Bachelor of Science -
Dr. B.R. Ambedkar University