ADITYA PARMAR
Gurgaon
Summary
Dynamic Relationship Manager with a proven track record at HDFC Bank, adept at managing HNI portfolios and driving cross-selling initiatives. Expert in portfolio management and client engagement, achieving significant growth in assets under management. Skilled in problem-solving and fostering long-term client relationships, ensuring exceptional service delivery and satisfaction.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Relationship Manager – HNI Clients
HDFC BANK
Gurgaon
06.2022 - Current
- Manage a portfolio of over 160 HNI clients with an AUM of ₹245 Cr, ensuring consistent relationship engagement, and client satisfaction.
- Attained a YoY portfolio growth through cross-selling of wealth products (mutual funds, insurance, and asset products).
- Conduct regular financial reviews and recommend customized investment solutions in line with risk appetite and financial goals.
- Collaborate with internal teams (wealth, lending, and operations) to deliver a seamless client experience.
- Handled client life-cycle service requests, resolved escalations, and ensured timely execution of financial transactions.
Relationship Manager – ROYALE
AU SMALL FINANCE BANK
Behror
01.2020 - 06.2022
- Handled a portfolio of 150 family groups with a book size of 50 crores.
- Involved in onboarding of new clients, ensuring a smooth transition and full service adoption.
- Organized, facilitated, and attended meetings with customers to maintain trust and long-lasting relationships.
- Used client feedback to drive client interaction, improving the accuracy of client engagement strategies.
- Coordinated with resolved customer complaints in efficient, effective and timely manner.
- Worked with operations, lending, and credit teams to ensure a smooth flow of service delivery.
- Developed and executed a strategy to meet monthly, quarterly, and yearly targets.
Business Development Manager
Oxigen Services Pvt Ltd
Jaipur
09.2017 - 01.2020
- Developed business plans to stabilize revenue and growth.
- Supervised a 20-person key accounts field team, bringing existing kiosks.
- Responsible for appointing new kiosks with 600 credit points and 120 SB kiosk points across Rajasthan.
- Led end-to-end planning of all the projects and campaigns within an approved budget and resource limits.
- Managed territory visits and maintaining standard discipline at retail points.
- Taking monthly review meetings and motivating team members to achieve high volumes targets.
Education
MBA - Marketing & HR
IMSAR – Maharishi Dayanand University
01.2016
B COM -
Maharishi Dayanand University
Rohtak, IN-HR01.2014
Skills
- HNI relationship management
- Cross-selling banking and insurance products
- Portfolio management
- Problem isolation and solution identification
Certification
- NISM Mutual Fund Distributor Certification
- IRDA Life Insurance Certification
Timeline
Relationship Manager – HNI Clients
HDFC BANK
06.2022 - Current
Relationship Manager – ROYALE
AU SMALL FINANCE BANK
01.2020 - 06.2022
Business Development Manager
Oxigen Services Pvt Ltd
09.2017 - 01.2020
MBA - Marketing & HR
IMSAR – Maharishi Dayanand University
B COM -
Maharishi Dayanand University
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