AMANDEEP KAUR
Bangalore
Summary
Seasoned Deputy Chief Manager with a strong background in successful business operations and staff management. Skilled in strategic planning, process improvement, and team leadership, consistently ensuring operational efficiency. Notable achievements include implementing innovative managerial strategies that drive productivity and performance to surpass corporate objectives. Demonstrated ability to manage diverse teams and enable effective communication across all organizational levels.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Deputy Chief Manager-Senior Cluster Manager
Aditya Birla Sunlife Insurance PVT Ltd.
07.2024 - Current
- Managing HDFC bank Ltd private banking group channel.
- Maintaining 25% Mindshare and achieving premium and revenue target in order to contribute to overall growth of the company.
- Continuous interaction with the channel partners (PBG RM’s and branch banking Heads)
- Executes smooth function of the sales and other processes to maximize business potential
- Communicating any process change or change in any rules and regulations by the help of different training modules.
- Conducted product presentations and training sessions for bank staff to enhance their understanding of insurance products resulting in a 20% increase in cross-selling.
- Ensure that actual sales and service aspects including sales calls, issuance and complaint handling are carried out without any blocks
- To be equipped with insurance and Bank Products knowledge to manage the relationship at all levels to have the desired outputs
- Resolve queries as and when required to ensure that renewal takes place on time.
- Deploy the BOLD system to own team and ensure that the system requirements are met to ensure that the relationship Is productive and mutually beneficial and compliant with all regulatory requirements.
Senior Manager-Senior Cluster Manager
Aditya Birla Sunlife Insurance PVT Ltd.
03.2022 - 07.2024
- Managing Hdfc bank Ltd private banking group channel.
- Maintaining 35% Mindshare and achieving premium and revenue target in order to contribute to overall growth of the company.
- Handling a team of FLS ,responsible for supervising ,manging and motivating team members daily to increase the productivity of the team.
- Continuous interaction with the channel partners (PBG RM’s and branch banking Heads)
- Executes smooth function of the sales and other processes to maximize business potential
- Communicating any process change or change in any rules and regulations by the help of different training modules.
- Ensure that actual sales and service aspects including sales calls, issuance and complaint handling are carried out without any blocks
- To be equipped with insurance and Bank Products knowledge to manage the relationship at all the levels to have the desired out-puts
- Resolve queries as and when required to ensure that renewal takes place on time.
- Deploy the BOLD system to own team and ensure that the system requirements are met to ensure that the relationship Is productive and mutually beneficial and compliant with all regulatory requirements.
Associate Vice President -Wealth Advisor
BUILD WEALTH TECHONOLOGIES PVT Ltd.
01.2021 - 02.2022
- Provided financial modeling, financial analysis, risk-tolerance assessments, and retirement illustrations to high net-worth clients for strategies today through retirement.
- Dealing with all the private and public sector banks and all retail investment companies with the financial products.
- Generating 2x revenue to the company every month on month from my Own HNI clients.
- Handled team of Relationship Managers,responsible for supervising ,manging and motivating the team to increase the productivity of the team.
- Maintained confidentiality of banks records and client information.
- Established new customer and convince them to sign up with wealthy and advise clients on investment portfolio and mutual funds and unlisted stocks.
- Researched and resolved client issues on investment portfolios.
- Delivered prompt, accurate and excellent client service.
- Monitored client requirements, identified prospective opportunities and assisted in increasing revenue of the company.
Preferred Relationship Manager
HDFC Bank
09.2017 - 01.2021
- Managing the banking relationship of 200+ ultra HNI Customers and corporates with total book size 280 cr which includes both Preferred and Imperia clients
- Driving higher product penetration to deepen the relationships which in turn increases the wallet share
- Enhancing, acquiring and retaining retails and current account customers
- Reviewing & advising rebalancing of portfolio according to client risk return appetite & product performance
- Building visibility of the Focus Products & driving sales by analyzing customer metrics across multiple levels
- Acquiring new Clients & Managing existing clients through constant interactions and client engagement
- Liaising with different verticals i.e. BBG, AL, BL, HL, PL, Forex to expedite the required solution at the given TAT.
Deputy Manager – Client Relationship Manager
IndusInd Bank
05.2017 - 09.2017
- Market designation as client engagement manager. -servicing 300 clients so exclusive banking-provided clients with timely status updates
- Maintained customer relationship management database
- To increase the family penetration of the respective exclusive clients and guide them on their digital banking
- To group the client’s family accounts with IndusInd bank
- To bring more funds his/her existing bank account to IndusInd Bank so that it becomes client primary bank
Digital Relationship Manager(on payroll of INTELLINET Global Services), Prestige Shantiniketan Bengaluru
Axis Bank
Bengaluru
02.2016 - 04.2017
- Worked as a digital relationship manager
- Knowledge of all banking products retail assets, life insurance, mutual funds, accounts
- I am well experienced and hold ample knowledge in sales including all the banking products
- Handling a prime customer of axis bank of 3000 portfolios
- Providing customer service and generating business from those 3000 customers
Education
Bachelor of Technology - Computers & Science
S.V.C.E., VTU
Bangalore01.2015
diploma - Computers & Science
B.S.F. Institute of Technology
Bangalore01.2011
Skills
- Confident and determined
- Team player, goal oriented and smart worker
- Excellent people manager
- People Management
- Leadership
- Client relationship management
- Sales strategy
- Financial analysis
- Cross-selling techniques
- Regulatory compliance
- Team building
- Employee training
- Process optimization
- Communication skills
- Presentation skills
- Leadership skills
- Organizational development
- Operations management
- Cross-functional team coordination
Certification
- INSURANCE REGULATORY AND DEVELOPMENT AUTHORITY – Life, Health and General Insurance Certified.
- MUTUAL FUNDS NISM 5 (A) Certified.
Languages
Known Language: English, Hindi, Punjabi.
Hobbies and Interests
Hobbies: Travelling, cooking.
Awards
HDFC bank, Top RM - PAN India in product penetration - HDFC Bank, Early Bird - First in the Branch to achieve the annual income targets- HDFC Bank, Qualified for MDRT for USA By doing insurance, Made a deal of working capital with value of 200cr, Earned incentive every quarter on quarter, Axis bank, Achieved memento every month on month to achieve monthly targets and certificates
Timeline
Deputy Chief Manager-Senior Cluster Manager
Aditya Birla Sunlife Insurance PVT Ltd.
07.2024 - Current
Senior Manager-Senior Cluster Manager
Aditya Birla Sunlife Insurance PVT Ltd.
03.2022 - 07.2024
Associate Vice President -Wealth Advisor
BUILD WEALTH TECHONOLOGIES PVT Ltd.
01.2021 - 02.2022
Preferred Relationship Manager
HDFC Bank
09.2017 - 01.2021
Deputy Manager – Client Relationship Manager
IndusInd Bank
05.2017 - 09.2017
Digital Relationship Manager(on payroll of INTELLINET Global Services), Prestige Shantiniketan Bengaluru
Axis Bank
02.2016 - 04.2017
Bachelor of Technology - Computers & Science
S.V.C.E., VTU
diploma - Computers & Science
B.S.F. Institute of Technology
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