ANAND RAMAN
Relationship Manager
Perungalathur
Summary
To work with a company where I can grow professionally and personally and I can progress only by contributing to the growth of the organization for which I work. So, I look forward to working in a reputed organization where I can utilize my knowledge and discharge the responsibilities assigned to me in the best possible manner, resulting in a relationship of mutual development.
Overview
8
8
years of professional experience
Work History
Personal Banker
HDFC Bank Ltd
08.2025 - 12.2025
- Enhanced client onboarding experience to ensure effective use of primary accounts. to make them use this as their primary account. Make them build balance in the account.
- Providing all kinds of financial advice to clients starting from loans to investing in MF, Bonds and Equity by maintaining a high standard of operational excellence.
- Collaborated with channel partners to open demat accounts, guiding clients on trading and investment strategies.
- Collaborated with other channel partners by opening demat accounts for clients and guided them along with channel partners to Trade and Invest in markets.
Relationship Manager
IDFC First Bank Ltd
10.2022 - 08.2024
- Handled the portfolio of HNI clients. Grew my portfolio from 8Cr to 44 Cr during my time in the organisation.
- Provided personalized financial advice to clients. in all kinds of financial products starting from MF to Equity.
- Generated revenue by cross-selling financial products. to the branch by cross-selling products like Life Insurance, Mutual Funds, Demats.
- Evaluated customer requirements to provide tailored loan solutions. and provided solutions by giving loans like CV Loans to Working Capital Loans.
Personal Banker
HDFC Bank Ltd
08.2019 - 09.2022
- Client onboarding and make them to use this as their primary account. Made them to build balance in the account.
- Provided comprehensive financial advice covering loans, mutual funds, bonds, and equities while ensuring operational excellence.
- Collaborated with channel partners to open demat accounts and guided clients in trading and investing in markets.
- Contributed to revenue growth by identifying cross-selling opportunities and upselling products.
Sales Associate
Sundaram Finance Limited
07.2017 - 11.2018
- Job role is to generate leads for vehicle finance and then follow with existing leads and convert the same.
- Providing financial solutions to customers who are looking for General Insurance for their vehicles.
- Provided personalized savings options, including term deposits and mutual funds, to help clients achieve financial goals.
Education
B.E - Mechanical
Sri Ramanujar Engineering College
Vandalur01-2016
HSC - undefined
R K M Vid Matric Hr. Sec School
Chengalpattu01-2012
SSLC - undefined
Ramakrishna Mis. Vid. Matriculation school
Chengalpattu01-2010
Skills
Relationship building
Client management
Customer service
Banking Operations
Sales Strategies
Effective communication
Timeline
Personal Banker
HDFC Bank Ltd
08.2025 - 12.2025
Relationship Manager
IDFC First Bank Ltd
10.2022 - 08.2024
Personal Banker
HDFC Bank Ltd
08.2019 - 09.2022
Sales Associate
Sundaram Finance Limited
07.2017 - 11.2018
SSLC - undefined
Ramakrishna Mis. Vid. Matriculation school
HSC - undefined
R K M Vid Matric Hr. Sec School
B.E - Mechanical
Sri Ramanujar Engineering College
Disclaimer
I hereby declare that all the details furnished here are true to the best of my knowledge. Place: Chennai Date: July 2026