Sunil Kumar Jha

Add:-JG-3/180B
First floor, Vikaspuri
Newdelhi :110018
Mob no: 9910560578
E-mail:sunil_jha84@rediffmail.com
.

Career Objective:

Intend to build a career with leading corporate of multi cultural environment with committed &
dedicated people, which will help me to explore myself fully and realize my potential. To gain an
in-depth technical understanding of financial instruments, trading and operations in a dynamic
work environment and reach a position of eminence in the financial operations sector.

Experience Summary :

 Currently working with “HDFC BANK LTD” as an Investment Officer from August
07,2008 till date.

Roles & Responsibilities:-

 Exploring business in terms of Insurance and Investment Products, etc.

 Generating business from exiting clients and advising them on their long term and short-term
investments.
 Responsible for building and maintaining relationships with the client.
 Deal with the walking clients.
 Looking after customer’s queries.
 To ensure that all the forms are filled correctly before submission to help minimize delays in
policy enforcements.

Responsibilities Handled

 Achieving the volume and value targets set in terms of Liabilities product mix.
 Customer service with the walking clients.
 Banking products handled including Cross selling of all products like Insurance, Savings &
Current a/c, Fd, Demat, online trading etc.
 Achieving sales targets and providing Customer service.
 Responsible for lead generation, follow up and presentation.
 Maintaining good relationships with customers and serve them to increase the share of wallet.
 Implementing various marketing and selling strategies.
Previous Employment:-

Working with ICICI BANK LTD from July 2007 to Aug 2008.

Designation: Business Banking Executive.

Job Responsibilities:-
 To Provide the Training of (Mutual Funds, life Insurance and ) to our team.
 Selling of Investment products like Mutual Fund, Insurance to walk in and personal client base.

Worked with IRIS FINANCIAL SOLUTIONS & SERVICES from April 2006 to June 2007.

Designation: Relationship Manager.

Job Responsibilities:-
 To develop or manage the team and time to time motivate them for doing better business
 Make a healthy relations with investors and generate business from them .
 Selling of Investment products like Mutual Fund, Insurance to walk in and personal client base.

Academic Qualification:-

 Bachelor of Arts (History) from Bhupendra Narayan Mandal University Madhapura

in2003.

 Intermediate in science (Math) from Bihar Intermediate Education Council, Patna in 2000.

 Matriculation from Bihar School Examination Board, Patna in 1998.

Professional Qualifications:-

 Pursuing MBA from Sikkim manipal university.

 Tally Graduate from Ideal InfoTech Purnea.
 Six month diploma in computer application.

Hobbies:-
Playing computer games, Net surfing and interacting people.

Personal Information:-
Father’s Name : Sri. Bishnu deo jha
DOB : 7th September 1982
Marital Status : Unmarried
Language known : Hindi and English
Nationality : Indian

Date :

Place : Sunil Kumar Jha