AAMIR IQBAL
Pune
Summary
Results-driven banking operations professional with 8 years' experience in project management and NRI portfolio oversight. Skilled in data analytics and Tableau CRM, facilitating strategic decision-making. Committed to utilising business analyst certification and extensive expertise to drive growth in a senior financial operations role.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Assistant Manager
HDFC BANK
Pune
05.2022 - Current
- Utilise Tableau CRM to monitor portfolio performance and optimise service delivery for high-net-worth individuals. Achieved a 15% average enhancement in portfolio value through strategic financial solutioning and cross-selling.
- Managed end-to-end relationship lifecycle for high-profile NRI clients, ensuring compliance with international banking regulations to foster trust and loyalty.
- Consistently attained top-tier customer service scores by resolving complex financial queries in high-pressure environments.
- Executed regular satisfaction audits and developed process enhancements from client feedback, improving service quality and client satisfaction.
Operations & Team Coordinator
Ebro Engicon Pvt Ltd
06.2018 - 01.2022
- Coordinated cross-functional administrative tasks, streamlining documentation, meeting logistics, and regulatory reporting.
- Collaborated with sales and management teams to identify bottlenecks, enhancing operational efficiency and reducing process lag.
- Directed operational maintenance workflows, ensuring strict budget compliance and on-schedule task completion.
- Oversaw data entry operations, ensuring high accuracy and maintaining precise records for compliance and auditing purposes.
- Modernized back-office systems for storing and managing digital client profiles using specialized software.
Education
Bachelor of Technology -
Jaipur Institute of Technology
Jaipur, RJ01-2016
Intermediate - Science
PN Singh Inter College
Patna, BR01-2011
Skills
- CRM management
- KYC compliance
- Fintech analysis
- Data visualisation
- Financial solutioning
- Performance monitoring
- Market analysis
- Client management
- Cross-functional collaboration
- Team leadership
- Leadership proficiency
- Conflict resolution
- Communication skills
- Portfolio growth
Certification
- Business Analyst Assessment, LearnTube.ai, 2025
- Fintech Program, Switchtotech.in
Custom
linkedin.com/in/aamir-iqbal-072173141/
Languages
Hindi
Proficient
C2
English
Upper Intermediate
B2
Interests
- Table Tennis
- Songs
- Bike Riding
Timeline
Assistant Manager
HDFC BANK
05.2022 - Current
Operations & Team Coordinator
Ebro Engicon Pvt Ltd
06.2018 - 01.2022
Bachelor of Technology -
Jaipur Institute of Technology
Intermediate - Science
PN Singh Inter College