Summary
Overview
Work History
Education
Skills
Personal Information
Timeline
Barista
Sunil Kumawat

Sunil Kumawat

Whitianga,WKO

Summary

Dependable Desired Position with solid background in timely deliveries and route optimization. Proven track record of maintaining accurate records and ensuring customer satisfaction. Demonstrated effective time management and excellent problem-solving skills in high-pressure environments.

Overview

22
22
years of professional experience

Work History

Delivery Driver

Heny Distributor
07.2023 - Current
  • Delivered packages to customer doorsteps and business offices.
  • Completed on-time deliveries by choosing best and most efficient routes.
  • Improved customer satisfaction by ensuring timely and accurate deliveries of products.
  • Read maps, followed oral, and written instructions and used GPS technology to make deliveries.
  • Operated vehicle safely in highly congested areas with no traffic violations.
  • Completed rush deliveries on tight timetables to satisfy customer needs.

Manager

IIFL Wealth Management Ltd.
08.2019 - 06.2023
  • Piloted efforts to assess clients' financial situations and create comprehensive plans to offer innovative financial solutions.
  • Played a stellar role to develop tailored investment strategies and monitored portfolios to drive sales growth.
  • Championed efforts to implement risk mitigation strategies in collaboration with tax professionals for stockbroking.
  • Essayed a success story by implementing cost-saving measures to enhance efficiency and boost branch profitability.
  • Cultivated a culture of process excellence by adhering to value based ethical standards and acting in clients' best interest.
  • Made noteworthy contribution by assisting clients in financial advisory service, retirement planning and wealth transfer.
  • Instrumental in maintaining regular client communication and adjusting strategies as needed to improve service quality, thereby helping enhance customer satisfaction ratings.
  • Deftly designed framework to analyse financial data and market trends to take judicious & informed decisions.

Branch Manager

HDFC Securities Ltd.
04.2011 - 08.2019
  • Dexterously oversaw daily operations, trade execution, and account management as per the set key performance indices.
  • Pioneered efforts to frame new systems to strengthen due-diligence to ensure compliance with company policies.
  • Acted as catalyst of change to supervise and mentor a team of stockbrokers and advisors.
  • Initiated steps to develop breakthrough customer sales strategies to attract new clients and propel growth of customer base.
  • Orchestrated efforts to monitor risk exposure and manage stockbroking sales to augment financial performance of branch.
  • Made significant contribution to increase profitability through cost-saving measures and process improvements.
  • Identified talent through targeted recruitment & provided adequate training and mentorship to build capacity to develop high performing teams.
  • Demonstrated talent to build and maintain strong client relationship as well as promptly resolved client issues to facilitate improved customer satisfaction.

Branch Manager

Asit C Mehta
05.2010 - 04.2011
  • Showcased expertise and commitment to develop client relationships and efficiently resolve issues.
  • Successfully managed daily branch operations and implemented strategies for growth in client base to meet revenue targets.
  • Exhibited dynamic leadership style to guide a team of financial professionals and provided mentorship to upgrade skills.
  • Engaged in steps to monitor risk exposure and ensured regulatory compliance.

Branch Manager

Geojit Financial
08.2006 - 08.2007
  • Steered branch operations, trade execution, and customer service with focus on enhancing customer experience.
  • Demonstrated excellence in developing new strategies to attract clients and increase market share.
  • Credited for building strong client relationship and addressing financial needs through stock & portfolio reviews.

Relationship Manager

Karvy Stock Broking
07.2003 - 07.2006
  • Displayed acumen to build and maintain client relationships by understanding financial goals.
  • Exhibited stewardship to skilfully adjust and manage investment portfolios, assess financial situations, and offer tailored investment advice as needed while ensuring compliance with industry regulatory requirements.
  • Acted as the main contact point for clients, providing timely assistance and expanding client base through referrals and new acquisitions to accomplish targeted growth.

Education

Bachelor's Degree - Commerce- Accounting

Madhav College
Ujjain, MP
01.2004

Skills

  • Positive attitude
  • Customer service
  • Valid Driver's license
  • Teamwork and collaboration
  • Time management
  • Attention to detail
  • Punctual and reliable

Personal Information

  • Date of Birth: 12/12/79
  • Nationality: Indian

Timeline

Delivery Driver

Heny Distributor
07.2023 - Current

Manager

IIFL Wealth Management Ltd.
08.2019 - 06.2023

Branch Manager

HDFC Securities Ltd.
04.2011 - 08.2019

Branch Manager

Asit C Mehta
05.2010 - 04.2011

Branch Manager

Geojit Financial
08.2006 - 08.2007

Relationship Manager

Karvy Stock Broking
07.2003 - 07.2006

Bachelor's Degree - Commerce- Accounting

Madhav College

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Sunil Kumawat