Professional Summary

Dynamic & Proactive Banker with over 10 years experience in Portfolio Management, Generating Incremental Business from existing clients and managing HNI & UHNI clients across Banking / Financial Services. Excel in winning and cultivating client trust, ensuring high retention level and referral business. Work effectively in collaborative and individual contributor roles, providing excellent customer service, proactive communication and quick problem resolution.

You will find employment gap while screening my resume. There are some personal and convincing reasons for this gap that I can justify during the interview. I can assure you one thing that it won’t affect my forthcoming job responsibilities.

Key Skills
Investment Advisory Wealth Management Portfolio Management Sales Strategy Client Relationship Management
Technical Proficiency
MS Office - 12 Years

Expert

Lotus Notes - 10 Years

Expert

CRM - 10 Years

Experienced

Flexcube - 7 Years, 4 Months

Expert

Finacle - 2 Years

Very Good

Experience
  • Jun 2018 - Oct 2019
    Wealth Manager

    Yes Bank Ltd , Ghaziabad

  • Nov 2016 - Mar 2018
    Preferred Relationship Manager

    HDFC Bank Ltd , Gonda

  • Nov 2010 - Nov 2016
    Personal Banker

    HDFC Bank Ltd , Allahabad

  • Jun 2009 - Nov 2010
    Business Development Executive

    Axis Bank Ltd , Allahabad

Education
  • 2009
    Post Graduate Diploma in Business Management

    Marketing

    JK Business School

  • 2007
    Bachelor of Commerce

    VBS Purvanchal University

Certifications / Licenses
2018
Yes Masters Program

Manipal Global Education Services, Bengaluru

Honors & Awards
Best Relationship Manager Mar 2017

HDFC Bank Ltd

Best Employee Mar 2016

HDFC Bank Ltd

Received 03 times Best Employee from Mar'14 to Mar'16

Shaurya Reward & Recognition Mar 2011

HDFC Bank Ltd

Club Elite Mar 2010

Axis Bank Ltd

Received 07 times Club Elite Award from Aug'09 to Mar'10

Venture Reloaded Aug 2009

Axis Bank Ltd

Projects
Best Investment Option "Mutual Fund vs Stock Market" Apr 2008 - May 2008
Interest & Hobbies
  • Cooking
  • Cricket
  • Listening Music
  • Shopping
Strength
  • Detail Oriented
  • Effective Communication
  • Time Management
  • Work Ethic
  • Self Motivated
  • Disciplined
Additional Activity
1
The Banyan Tree

Jan 2009 - Jan 2009

Under gone Wildness Training Program "The Banyan Tree" is Sattal (Uttrakhand) under the guidance of Mr. Vikram Mall.

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