Aman Upadhyay
Personal Banker - Corporate/Regional Banking
Bengaluru
Summary
Experienced banking professional with a proven track record in managing high-value corporate accounts and building relationships with top-tier clients. Skilled in identifying growth opportunities and implementing effective strategies to achieve corporate objectives. Dynamic and results-driven individual committed to delivering exceptional service and driving business success.
Overview
6
6
years of professional experience
5
5
years of post-secondary education
3
3
Languages
Work History
Senior Officer
DBS Bank India Ltd
10.2024 - Current
- Cultivated strategic alliances with prominent corporate clients including KPMG, Accenture, and Tech Mahindra to drive business growth.
- Directed cross-selling efforts for diverse banking products to boost revenue streams.
- Enhanced security protocols through effective KYC and AML practices.
- Excelled in onboarding by sourcing and securing new corporate accounts.
- Ensured high levels of customer satisfaction and loyalty through effective resolution of issues.
- Strengthened brand visibility and client assurance through targeted activities.
- Addressed complaints efficiently, leading to higher retention rates.
- Boosted engagement and brand awareness through organized seminars on banking solutions.
- Cultivated long-term business relationships through successful client portfolio expansion.
- Provided customized banking solutions for prominent corporate clients.
Deputy manager
Kotak Mahindra Bank ltd
04.2023 - 09.2024
- Directed management of salary accounts for corporate clients.
- Identified and recruited salaried employees from corporate sectors.
- Strengthened connections with corporate organizations to support business objectives.
- Provided solutions to customer queries and concerns.
- Delivered comprehensive banking and financial services.
- Facilitated cross-selling of various banking products including insurance and mutual funds.
- Expanded client base by onboarding new corporate companies.
- Overseeing corporate account management efficiency and performance
- Formulated strategies to secure new corporate partnerships.
- Developed sustainable connections with corporate stakeholders.
- Executing corporate engagement activities and initiatives
- Handled acquisition of salaried clients from corporate entities.
- Providing comprehensive banking and financial services, including handling customer queries
- Leading cross-functional teams to optimize banking product sales
- Conducting seminars and activities within corporate companies to enhance engagement and product awareness
- Enhancing customer satisfaction through query resolution and complaint management
- Cultivated strong partnerships with corporations such as KPMG, Accenture, and Tech Mahindra.
- Executed cross-sales strategies for banking products like salary accounts and life insurance.
- Streamlined onboarding to grow corporate client connections.
- Developed and preserved professional relationships with corporate executives to maintain service satisfaction.
- Coordinated corporate workshops to enhance understanding of banking solutions.
- Maintained strict adherence to KYC and AML protocols.
- Performed KYC checks to ensure compliance with regulations.
- Conducted AML monitoring to ensure compliance with regulations.
Assistant manager
HDFC Bank ltd
11.2021 - 04.2023
- Oversaw client onboarding to optimize customer satisfaction.
- Implemented strategies for better transaction reporting.
- Participated in creating improved verification processes for AML.
- Aligned customer service efforts with company standards to boost satisfaction.
- Facilitated development of team skills in customer service and KYC.
- Ensured compliance and accuracy by monitoring and reporting large cash transactions.
- Enhanced onboarding experience with effective welcome call execution.
- Conducted document verifications to maintain compliance standards.
- Managed customer inquiries, resulting in improved satisfaction with banking services.
- Created MIS and transaction reports to aid strategic decision-making.
- Optimized KYC procedures to increase operational efficiency and meet compliance standards.
- Enhanced customer service by effectively handling queries and complaints, resulting in increased customer satisfaction
- Executed thorough monitoring of transactions to uncover potential areas for improvement.
- Streamlined AML compliance procedures.
- Coordinated efforts to maintain top-tier customer service while adhering to banking standards.
Process Associate
Arthur J Gallagher
06.2019 - 04.2020
- Managed multiple tasks simultaneously, ensuring timely completion of all assignments.
- Communicated effectively with colleagues and supervisors to resolve issues promptly and accurately.
- Participated in regular team meetings, contributing valuable insights toward process enhancements.
- Handled high volumes of incoming work requests professionally while maintaining excellent organization.
- Collaborated with team members for enhanced process efficiency and productivity.
- Adhered to all deadlines, managing time effectively to complete tasks within designated timeframes.
- Maintained high levels of data confidentiality through adherence to company policies and procedures.
- Developed strong working relationships with cross-functional teams for seamless collaboration on projects.
Education
Bachelor's - Business Administration
Bangalore University
Bengaluru 06.2015 - 05.2018
12th - undefined
Sri Vidya Mandir higher secondary school
Salem 06.2014 - 05.2015
10th - undefined
Sri Vidya Mandir higher secondary school
Salem 06.2013 - 05.2014
Skills
Customer service
Customer relationship management
Corporate relationship management
Cross sales
Cold calling
Field Sales
Kyc verification
AML verification
Transaction Monitoring
MIS reporting
Data Interpretation
Document processing
Conducting Seminars
Compliance and Regulatory Practices
Account Management
Corporate Engagement
Customer query handling
Transaction Compliance Monitoring
Interests
Playing cricket
Bike Riding
Novel Reading
Cooking
Traveling
Personal Information
- Date of Birth: 12/25/96
- Gender: Male
- Nationality: Indian
- Place of Birth: Gorakhpur
Timeline
Senior Officer
DBS Bank India Ltd
10.2024 - Current
Deputy manager
Kotak Mahindra Bank ltd
04.2023 - 09.2024
Assistant manager
HDFC Bank ltd
11.2021 - 04.2023
Process Associate
Arthur J Gallagher
06.2019 - 04.2020
Bachelor's - Business Administration
Bangalore University
06.2015 - 05.2018
12th - undefined
Sri Vidya Mandir higher secondary school
06.2014 - 05.2015
10th - undefined
Sri Vidya Mandir higher secondary school
06.2013 - 05.2014