ADARSH S K
Somwarpet
Summary
Dynamic professional with extensive experience at HDFC Bank, excelling in customer service and KYC compliance. Proven track record in client retention and business development, having doubled my portfolio size. Skilled in CRM management and relationship building, I am committed to driving operational excellence and delivering exceptional results in fast-paced environments.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Manager(RBB Current Account Relationship Manager)
Hdfc Bank
BANGALRE
02.2023 - 02.2025
- Dedicated professional with valuable experience in customer service, grievance resolution, and EDD, KYC, and AML knowledge.
- Adept at managing and exceeding customer expectations through effective communication, problem-solving, and conflict-resolution skills.
- Proven ability to handle financial transactions with precision and integrity, ensuring compliance with company policies.
- Committed to delivering exceptional service, and resolving issues promptly.
- Seeking to leverage my expertise to contribute to a customer-focused team, and drive operational excellence.
- Handling HNW clients with a good relationship and trust resulted in maximizing the branch's business.
- Directed and coordinated products, services and sales activities.
- Ensured proper documentation of all client interactions and transactions.
- Developed and executed strategies for customer retention and acquisition.
- Collaborated with internal teams to create customized financial solutions for clients.
- Provided technical support and troubleshooting for customers' needs.
- Established strong relationships with clients through regular, personalized communication.
- Achieved client loyalty through quality, productivity, service and proactive management.
- Identified opportunities for cross-selling and upselling financial products to meet clients' objectives.
- Collaborated with cross-functional teams including marketing, sales, operations.
- Enhanced sales volume through skilled support to both new and inactive customers.
- Built long-term relationships with lucrative clients by utilizing active listening, effective communication and dynamic interpersonal skills.
- Identified needs of customers promptly and efficiently.
- Resolved client issues and complaints promptly, maintaining trust and loyalty.
- Maintained up-to-date records of customer information in CRM system.
- Worked as a one-point contact for all the banking needs of customers, including assets, liabilities, and investments.
Sales Team Leader
Think and Learn Pvt Ltd ( BYJUS)
BANGALORE
01.2021 - 07.2022
- Strong organizational and communication skills. Worked with various departments to ensure product promotions, sales, development, and effective marketing campaigns.
- Typically, a creative and detail-oriented team player is able to build and maintain productive relationships with fellow employees, clients, customers, and other professionals involved in the production, sales, and marketing of products.
- Adapt to working within time constraints and using strong problem-solving and analytical skills.
- Marketing and promoting products through the development of materials.
- Collaborating with various departments to create and implement strategies that will expand market share, increase brand awareness, and sales, and ensure customer satisfaction.
- Increased profitability and revenue by identifying customer needs and determining appropriate offerings.
- Analyzed sales data to identify trends and adjust strategies accordingly.
- Solved and quickly met customers' needs to maintain high satisfaction ratings.
- Met KPIs consistently by motivating exceptional team performance and enabling consistent sales with hands-on leadership.
- Maintained accurate records of all sales transactions.
- Developed and implemented strategies to increase sales performance.
- Made outbound sales calls to contact prospective leads, using effective communication skills.
- Analyzing the market to understand competition, and measure the need for a specific product.
- Assessing objectives and current sales trends to recognize new business opportunities and growth potential.
- As a team lead, I achieved the targets that were given by the company. Even though it was a new team, we made a remarkable achievement.
Asst Manager ( Sales)
Axis Bank
MYSORE
11.2017 - 01.2021
- Identify sales opportunities for both the Bank and third-party products by acquiring new customers and building new relationships.
- Manage business relations with existing customers to increase the depth of existing relationships.
- Achieve sales targets as assigned by the organization on a monthly basis.
- Record and track all engagement activities through the CRM system.
- Comply with KYC, SEBI rules, regulations, and legislation governing the financial services industry.
- Enforced customer service standards and resolved customer problems to uphold quality service.
- Ensured compliance with all applicable laws, regulations, industry standards.
- Negotiated contracts with vendors to secure favorable terms and pricing.
- Provided leadership during times of organizational change or crisis situations.
- Provided support and guidance to colleagues to maintain a collaborative work environment.
- Contributed innovative ideas and solutions to enhance team performance and outcomes.
- Worked effectively in team environments to make the workplace more productive.
- Achievements: Achieved the target more than given.
- I have given a process improvement idea that has helped in maximizing business development.
Education
BCA - Computer Science
University of Mysore
Mysore01.2017
PUC - Science
St Joseph PU College
Somwarpet01.2013
SSLC -
St Joseph High School
Somwarpet01.2011
Skills
- Microsoft Office
- Advanced Excel
- Customer service
- KYC compliance
- Grievance resolution
- AML compliance
- Multitasking capacity
- Rapport and relationship building
- Client engagement
- Sales operations
- Business development
- CRM management
- Sales strategies
- Cross-selling
- Client retention
Languages
English, Kannada, Hindi.
Personal Information
- Father's name: S. M. Krishnappa
- Mother's name: Girija S. K.
- Date of Birth: 03/19/1996
- Gender: MALE
- Nationality: Indian
- Marital Status: Married
Certification
- IRDAI CERTIFIED
Languages
KANNADA
First Language
English
Proficient (C2)
C2
Hindi
Upper Intermediate (B2)
B2
Timeline
Manager(RBB Current Account Relationship Manager)
Hdfc Bank
02.2023 - 02.2025
Sales Team Leader
Think and Learn Pvt Ltd ( BYJUS)
01.2021 - 07.2022
Asst Manager ( Sales)
Axis Bank
11.2017 - 01.2021
BCA - Computer Science
University of Mysore
PUC - Science
St Joseph PU College
SSLC -
St Joseph High School
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