JYOTIPRAKASH DWIBEDI
SIRIAPUR, DEVIDWAR
JAJPUR 755007, ODISHA, INDIA
Email: jytiprakashdwibedi001@gmail.com
Contact Number 7008527464
Date of Birth: 13th junel 1996
Seeking assignments in SALES /MARKETING with a growth-oriented organization in the
Banking / NBFC/AMC Sector.
PROFESSIONAL SYNOPSIS
● A professional with 1years 2months of rich experience in equity sales, Asset & Liability Sales,
Banking Process, Client Relationship Management in the Banking and broking Sector and in IT
SECTOR.
● Proficient in planning and promotion of financial activities to improvise business.
● Track record of consistently achieving the projected/set targets at branches, identifying
high-yielding services and products during the career span.
● Demonstrated abilities in cementing healthy relationship with the clients for generating business
and leading workforce towards accomplishing business and corporate goals.
● Possess excellent interpersonal, communication and analytical skills with demonstrated abilities in
customer relationship management.
● Selling experience of Mutual funds, Structured products, NCD, AIF, Unlisted stocks, corporate
bonds, corporate FDs
● Managing 314HNI Clients with AUM of 62Cr.( Including Mutual Fund of 32 Cr, AIF of 8Cr, PMS of
11Cr) in IIFL SECURITIES Bhubaneswar Branch.
● Managing 64 HNI Clients With AUM of 18Cr.( Including Mutual Fund of 7Cr, AIF of 2Cr, PMS of 1Cr
and NCD of 3Cr) in Edelweiss wealth Management Bhubaneswar Branch.
● As a Preferred RM in HDFC Bank I was managing 390 Managed Customer and crosselling them all
the banking products and third party products like LI, GI, MF, SIP etc. to achieve my revenue
target.
ORGANISATIONAL EXPERIENCE
Tenure Company Name Designation Job Role
May 2022 to June 2023 IIFL Securities Ltd Manager(Sales
and Acquisition)
Feb 2018 to Jul 2019 HDFC Bank Preferred Relationship
Manager (Sales)
Rated EE (Exceeds Expectations) for annual appraisal 2014-15, 2015-16,
2016-17,2017-18,2018-19,2019-20,2020-21
CORE COMPETENCIES
Managing a team of 7 Relationship Managers to get their revenue
targets and branch targets in reliance smartmoney.
● Responsible for liability and asset lead generation and subsequent closure.
The detailed job responsibility include; scooping market, generating leads,
follow up for successful closure of leads.
● Detailed product knowledge on CASA & Asset products like LAP, HOME
LOAN, OD, BBWC, CC-OD, LAS.
● Responsible for sourcing FD & RD for branch.
● Responsible for managing the classic portfolio of branch which includes
seventy Groups and more than hundred and twenty HNW customers.
● Understanding customer profile, transaction pattern and their requirement
and offering suitable product to customer.
● Asset lead generation and documentation specifically for auto loan & Tw
loan and supporting branch in fee generation.
● Hands on experience in Third party product sales like, life insurance,
general insurance, mutual fund, gold, forex, bonds.
● Liaising with Different Govt department for relationship Building with
branch in terms of CASA, FD, Salary & Consumer assets
● Identifying new opportunities in catchment area and promotion of Finacial
products in structured manner.
● Selling experience of structured products, NCD, AIF, Unlisted stocks,
corporate bonds, corporate FDs.
● Experience in all equity customer acquisition having AUM of more than 70
Crores.
●
ORGANISATIONAL EXPERIENCE
Tenure Company Name Designation Job Role
Feb 2013 to March 2014 HDFC Bank Trainee Teller
Received the best Teller of the cluster award from senior management for extraordinary
Operational and sales performance in the teller area.
CORE COMPETENCIES
Cash checks after ensuring that signature are valid
Receive checks and post entries into correct accounts
Manage balancing duties akin to currency, coins and checks
Verify dates on incoming checks
Ensure that customers loan information is processed and maintained appropriately
Verify cashiers checks
Sort, file and record deposit slips
Manage bank vaults to ensure correct cash balances
Provide information to clients regarding bank services
Manage specialized services such as checking and savings accounts
Resolve discrepancies in accounts
Provide account balance information to clients
Accept and process loan payments
Transfer funds at the request of clients
Ensure that the cash drawer is balanced and maintained at all times
Cross sell banks products
Open and close checking and savings accounts
Perform end of the day recap of money and bank slips
Take advantage of sales opportunities to attract new customers
Post all cash and credit card entries into the database
Stamp receipts and verify that the customer is who he or she claims to be
Compare signatures, photos and ID to verify customers
Process Operational Transactions like cash deposit, cash withdrawal, Neft, Rtgs, issue
Demand drafts, Manager Cheques, Credit Card Deposits, Process Branch book FD and
RDs, ATM Cash Loading, Process Gold Loan Disbursals etc.
ACADEMIC QUALIFICATIONS
BPUT University Odisha.
2013-17 B.tech from Trident College Of Technology.BBSR
2011- 13 I.Sc from N.C (Junior) College,Jajpur,Odisha
2011 10th from HSE Odisha, Saraswati shishu/Vidya Mandir , Jajpur
IT Skills: Well versed with MS Word, Excel, Power Point, C, Internet, HTML
PERSONAL PARTICULARS
Date of Birth-13TH JUNE 1996
Languages Known- English, Hindi and Oriya
Marital Status - Single
