ANOOP JAIN-,--
PROFILE
My educational qualifications and 16 years of professional experience with one of the leading private
sector bank and having experience of running a manufacturing unit (Business), have given me the
necessary foundation to handle higher level of responsibilities in the financial services sector. I am a
result oriented & hard working professional who believes in teamwork. I am currently working as Real
Estate and Investment Consultant. Rera registered
Currently Working as Real Estate and Investment Consultant : 2020
Property Mission
Anoop Jain
Working as channel partners with builders in tricity Chandigarh.
Main work is Sale , Purchase and Leasing (rental ) services to clients .
Maintaing cordial realtions with other consultants.
Lead closure, Generating leads from facebook , social media platforms.
Responding to customers needs promptly.
Arranging site vists , Keys and writing sales deeds, lease agreements etc.
Working As a Freelancer Since 2016
Project based like Amazon etc.
Ecommerce Marketing
Research projects
Sourcing Items from China
PROFESSIONAL EXPERIENCE
HDFC BANK LTD (January 2010 to April 2016)
Role: Deputy Manager (Chandigarh)
Personal banker – sales (customer acquisition)
Sales
Ensuring customer avail our direct banking channels as a primary channel
Registering them with various DBC’S
Giving them demonstration on the usage of the same
Migrate customer to opt for taking statement through net banking.
Ch 126 calling
Ensuring compliance of KYC, identification of customer and communication of product
eligibility.
Generating sales lead for PB sales, coex, asset coordinator.
To generate lead for all liability products including NRI accounts
Hotkey generation for third party products, old, credit cards and assets lead.
Selling of third party products like General Insurance, Life insurance, and Mutual funds etc.
Customer services
Operations
Custodian of deliverables i.e. welcome kit, cheque book, ATM/debit cards tatkal kit etc
Monitoring and timely indenting of branch stationery
Passbook printings as and when required
Locker operations for the customers
To handle balance enquires/ brief transaction details / statement or balance confirmation
certificate/stop payment / hot listing request immediately on receipt of the same.
Accepting transfer requests, RTGS, NEFT etc., from customers and ensuring the processing of
the same as per timeline
Accepting request for TD issuance, renewal, closure including deposit loans
Handling TD related queries, follow up with customers
Attending to any other customer queries.
Locker operations and following related process
Maintenance of undelivered items and ensuring the delivery of the same to respective
customers
ICICI Bank (Apr 07 – Dec. 09)
Role: Branch Banking Officer
I was managing the cash counter at the ICICI Bank branch catering to 10,000 SME customers in
Ludhiana. The branch handles cash transactions of more than Rs 1 Cr on a daily basis.
I have also handled responsibilities across the following key performance areas:
A. New Customer Acquisition:
Opening Current accounts & Saving accounts
Opening fixed deposits / recurring deposits
KYC guidelines compliance
B. Generating Fee Income:
Cross selling insurance products of ICICI Prudential and ICICI Lombard
Issue of demand drafts / pay orders/ accounts statements
Selling Gold products
Selling NFOs of Mutual fund companies
C. Managing existing customer relationships:
Enhancing customer relationship value by upgrading normal customer accounts to Silver
customer, Gold customer, Platinum customer etc.
High value cheque clearing / RTGS at the branch upto 5 lakhs
Lodging customer requests & solving queries through FCRM & E-search.
Tax Consultant (May 06 – Dec 06)
I worked with the leading Tax Consultant of Chandigarh: Mr. Daljeet Singh Sandhu in the area of Sales
tax & Income tax consulting.
ACADEMIC QUALIFICATION
MBA(Finance) – Sikkim Manipal University 2016
Post Graduate Diploma in Banking Operations (PGDBO) - Institute of Finance, Banking &
Insurance, 2007.
Bachelor of Law (LL.B) - Panjab University, Chandigarh, 2006.
Bachelor of Commerce (B.Com) – Panjab University, Chandigarh, 2002.
Central Board of Secondary Education (CBSE) – Moti ram Arya Senior Secondary School,
Chandigarh, 1999.
Additional Qualification
Foundation program in Computer Application (D.I.T) from Manipal University.
Well versed with banking software: Finacle, CTL & FCRM.
IRDA license through Max New York Life Insurance.
AMFI Certification
NISM Certification
Personal Details
Date of Birth
:
Nationality
:
Marital Status
:
Languages Known :
Address
:
17th May, 1981
Indian
Married
English, Hindi, and Punjabi
House No 1450, Sector 15, Panchkula, Haryana.
