Abhishek Pahuja
Bhopal
Summary
Dynamic Affluent Relationship Manager at Kotak Mahindra Bank, adept at driving client satisfaction and retention through strategic sales and tailored wealth management solutions. Proven track record in achieving revenue targets and enhancing portfolio performance, leveraging strong relationship-building skills and effective communication to deliver exceptional client experiences.
Overview
5
5
years of professional experience
7
7
years of post-secondary education
Work History
Affluent Relationship Manager
Kotak Mahindra Bank
Bhopal
05.2024 - Current
- Managed and grew a portfolio of affluent clients by offering tailored banking and investment solutions.
- Built strong client relationships to drive customer satisfaction, retention, and cross-selling of financial products.
- Achieved sales and revenue targets through strategic planning and customer engagement.
- Provided wealth management advisory, including investment planning and financial product recommendations.
- Collaborated with internal teams to deliver seamless banking services and resolve client queries efficiently.
Relationship Manager
ICICI Bank Ltd
Bhopal
03.2023 - 05.2024
- Built strong client relationships through regular communication and personalized service.
- Coordinated with internal teams to address customer inquiries and resolve issues.
- Provided product knowledge and financial advice to enhance client understanding.
- Assisted clients in navigating banking services and products effectively.
Senior Sales Manager
HDB Financial Services Ltd
Bhopal
09.2021 - 03.2023
- Led sales team to achieve strategic targets in financial services.
- Developed training programs for new sales representatives and ongoing staff development.
- Established relationships with key clients to enhance customer loyalty and retention.
- Implemented CRM systems to streamline client communication and data management.
Education
MBA -
Corporate Institute of Management
Bhopal 04.2018 - 09.2020
B.Com -
Saffia science college
Bhopal 06.2014 - 05.2017
Higher secondary -
Elite H S School
Bhopal 04.2013 - 03.2014
High school -
Elite H S School
Bhopal 04.2011 - 03.2012
Skills
- Wealth management
- Portfolio analysis
- Financial planning
- Investment strategies
- Risk assessment
- Customer relationship management
- Strategic sales
- Client retention
- Regulatory compliance
- Relationship building and management
- Effective customer communication
Certifications
- IRDA
Hobbies and Interests
Travel: Sharing experiences from traveling to different countries or exploring diverse cultures can showcase your curiosity, adaptability, and cultural awareness., Volunteer Work: Involvement in community service or volunteer activities highlights your commitment to giving back and making a positive impact.
Languages
- English
- Hindi, English
Timeline
Affluent Relationship Manager
Kotak Mahindra Bank
05.2024 - Current
Relationship Manager
ICICI Bank Ltd
03.2023 - 05.2024
Senior Sales Manager
HDB Financial Services Ltd
09.2021 - 03.2023
MBA -
Corporate Institute of Management
04.2018 - 09.2020
B.Com -
Saffia science college
06.2014 - 05.2017
Higher secondary -
Elite H S School
04.2013 - 03.2014
High school -
Elite H S School
04.2011 - 03.2012