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
undefinedInterests
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
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