Abhay Garg
Haridwar
Summary
Through my experience in HDFC Bank & Kotak Mahindra Bank, I've gained extensive experience in the Banking industry by proactively creating business opportunities, ensuring client satisfaction, nurturing customer relations, driving revenue growth, providing leadership, identifying strategic growth avenues, and imparting sales expertise. These experiences have enabled a deep understanding of the Banking sector and its unique demands. I am enthusiastic about expanding my sales experience across diverse industries.
Innovative Relationship Manager focused on developing strategic business opportunities by delivering exemplary service to each client's individual needs. Respected professional with exceptional knowledge.
Overview
4
4
years of professional experience
Work History
Relationship Manager
Kotak Mahindra Bank
01.2025 - Current
- Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
- Managing book size of 100 CR + with more than 500 + HNI clients.
- Responsible for sales, services and distribution of banking products across assets, Liabilities and Investment products for various customer segments which includes retail, institutional, commercial, government & NRI.
- Monitor and ensure smooth running of processes to maintain high customer service levels.
Deputy Manager
HDFC Bank
09.2023 - 12.2024
- Functioning several Banking applications including CRMNext, Flexcube, Probe42, and Deal-Pro.
- Create and preserve ties with certain business clients or offer support for any issues these clients might run into.
- To achieve NAV and book growth, acquire quality "New to Bank" customers in the exclusive and select segment Classic, Preferred or Imperia.
- Combine the values from several data sources, and then use tableau software to examine the data to identify gaps and chances for Portfolio expansion.
- Generating RAV business income which includes Assets products like Gold Loan, Home Loan, Personal Loan, LAP/LAS, Business Loans, Auto Loan, OD limits, Education loans.
- Focusing on Band V HNW clients and providing quality services.
- Providing Wealth Management services with products including Mutual Funds, SIPS, Insurances, Fixed and Recurring Deposits.
Business Development Manager
BYJU'S
08.2021 - 08.2023
- Creating opportunities through meetings, client segmentation, and strategic initiatives.
- Providing optimal solutions, counseling, and information on career opportunities.
- Maintaining and expanding relationships, converting leads into sales.
Education
MBA - Marketing And Human Resources
OP Jindal Global University
05-2021
BBA - Marketing and Finance
IMS Unison University
08.2018
Skills
- Stock Market Analysis/Commodities/Stock Exchange
- Wealth management offerings
- Performance analysis
- Risk management
- Portfolio growth
- Financial advising
- Sales expertise
- Effective Communication
- Relationship building and management
- Solution management
- Service assistance
Language
English
Hindi
Timeline
Relationship Manager
Kotak Mahindra Bank
01.2025 - Current
Deputy Manager
HDFC Bank
09.2023 - 12.2024
Business Development Manager
BYJU'S
08.2021 - 08.2023
MBA - Marketing And Human Resources
OP Jindal Global University
BBA - Marketing and Finance
IMS Unison University
Similar Profiles
Sveta KakerlaSveta Kakerla
DEPUTY MANAGER - Product Manager: Risk Monitoring at KOTAK MAHINDRA BANK- Kotak 811DEPUTY MANAGER - Product Manager: Risk Monitoring at KOTAK MAHINDRA BANK- Kotak 811
Parth Kiran BorseParth Kiran Borse
Deputy Manager – Branch Operations Manager at Kotak Mahindra BankDeputy Manager – Branch Operations Manager at Kotak Mahindra Bank
Akhil BansalAkhil Bansal
Senior Manager at Kotak Mahindra Bank LimitedSenior Manager at Kotak Mahindra Bank Limited
Harsh FuletraHarsh Fuletra
Collection Executive at Kotak Mahindra BankCollection Executive at Kotak Mahindra Bank
Taruna AroraTaruna Arora
Branch Operations Manager at KOTAK MAHINDRA BANK LTDBranch Operations Manager at KOTAK MAHINDRA BANK LTD