Jyoti Goyal
DM - Deputy Manager | Banking & Finance Professional | NISM Certified - Equities & Mutual Funds | IRDAI Certified - Insurance Solutions | International Developmemt | UPSC, MBA, M.COM, B.COM.
- Role
- Deputy Manager at Axis Bank
- Location
- New Delhi, DL, IN
- LinkedIn followers
- 500 followers
About Jyoti Goyal
Currently, I am working at Kaluwala Construction Pvt. Ltd. as the Head of Procurement…
Experience
Deputy Manager
Jun 2025 — Present · New Delhi, IN
Sales & Cross-Selling of Bank Products (RB / BB / RL): Drive sales of core retail banking products such as savings accounts, current accounts, term deposits, insurance, and investment products. Actively promote Bharat Banking offerings including PMJDY accounts, APY, PMJJBY, PMSBY, agri-loans, and government-linked schemes. Handle retail lending products like personal loans, home loans, auto loans, LAP, and credit cards. Ensure cross-selling of multiple products to the same customer to maximize wallet share.2. Customer Acquisition & Portfolio Management: Identify and onboard new individual and business customers through cold calling, references, and local campaigns. Manage and grow the portfolio of existing customers by providing regular financial advisory and updates on new products. Ensure high customer retention and service satisfaction. Credit Assessment & Loan Processing (RL focus): Collect financial documents and perform initial checks on eligibility for loan products. Coordinate with credit and operations teams for smooth loan disbursement. Ensure TAT (turnaround time) compliance and proper documentation for audit readiness. Branch Banking Operations (RB): Support daily branch operations related to CASA accounts, cash management, clearing activities, and regulatory compliance. Ensure timely resolution of customer service requests, grievances, and documentation-related issues. Coordinate with internal teams (credit, legal, backend) for smooth functioning.5. Financial Inclusion & Rural Penetration (BB): Promote Axis Bank’s services in rural and semi-urban areas under Bharat Banking initiatives. Conduct financial literacy camps, customer meetings, and community engagement to expand reach. Work with local influencers and institutions to drive rural product penetration.6. Compliance & Risk Management7. Target Achievement & Business Development8. Digital Banking Promotion
Education
Chaudhary Bansilal university
Master of Business Administration - MBA
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.