Anuj Kumar
Relationship Manager
Delhi
Summary
Dynamic and personable professional with a proven track record in sales and customer relations, excelling in the management of high-profile client accounts. Expertise in cultivating strong business relationships that drive revenue growth and support corporate objectives. Committed to delivering exceptional service and fostering client loyalty through effective communication and strategic problem-solving. A results-oriented approach ensures alignment with organizational goals while enhancing overall customer satisfaction.
Overview
1
1
Certification
8
8
years of professional experience
Work History
Preferred Relationship Manager
HDFC BANK LIMITED
Delhi, Green Park
09.2021 - Current
- The role of a Preferred Relationship Manager at HDFC Bank involves providing personalized financial solutions, building trust with clients, and driving business growth through effective relationship management and strategic advisory services.
- Client Relationship Management: Build and maintain strong relationships with assigned clients, understanding their financial needs, goals, and preferences.
- Financial Advisory: Provide personalized financial advice and guidance to clients on investment opportunities, wealth management, insurance, and other banking products and services offered by the bank.
- Portfolio Management: Assist clients in managing their investment portfolios, ensuring alignment with their financial objectives and risk tolerance.
- Cross-Selling: Identify opportunities to cross-sell banking products and services to clients, such as loans, credit cards, and wealth management solutions, to enhance their financial well-being and maximize revenue for the bank.
Senior Sales Officer
IDFC First Bank
Delhi, Delhi
07.2020 - 09.2021
- Ensure sourcing quality customers in terms of products mix.
- Ensure proactive registration & activation of acquired customer to direct banking channels. Ensure quality sourcing in line with banks policy ,adhere to sales process & KYC norms of the bank.
Retail Sales Executive
HDFC BANK LIMITED
Delhi, Saket
06.2018 - 06.2020
- Being a sales executive in banks, there are many departments in banks, so I was in forex department and handle forex card and inward and outward remittance of branch as well as
Education
MBA - Marketing And Sales
IIBS Noida Campus
Noida, Uttar Pradesh 04.2001 -
BCA - undefined
ASM Degree College
Aligarh, Uttar Pradesh07.2015
Skills
Effective leadership skills
Results-driven approach
Knowledge of compliance standards
Accomplishments
- Consistently rated as a High Performer with 1 Rating since 2023, recognized for exceeding KPIs and delivering strong client outcomes.
- Achieved 1 Rating with KP this year, demonstrating excellence in portfolio management and customer relationship growth.
- Earned quarterly incentives every quarter since joining HDFC Bank, reflecting sustained top-tier performance and revenue contribution.
- Maintained a track record of surpassing sales and service benchmarks, contributing to branch recognition and overall business growth.
Certification
Received many Certificates for my outstanding Performance.
Awards
Gold Medals, Silver Medals, Trophy, Personalized Bottle, and Finally Five Years Trophy As Well
Knowledge of Products
- Possess in-depth knowledge of Bank Guarantee (BG) and Forex Transactions including Remittance and Forex Card services, ensuring smooth handling of all customer requirements and queries at the branch.
- Experienced in a wide range of branch operations, with proven ability to manage workflows and resolve issues efficiently.
- Successfully managed branch responsibilities in the absence of BOM and BM, demonstrating leadership, adaptability, and operational excellence.
- Recognized for balancing product expertise with operational management, contributing to seamless branch functioning and enhanced customer satisfaction.
Additional Information
- As a Relationship Manager, became the third person in the Zone to qualify for Talent Pool rating, by successfully achieving Income, Liability, and Asset targets in 2025/26.
- Earned maximum incentive last year, reflecting consistent top-tier performance and contribution to branch growth.
- Qualified for MDRT (Million Dollar Round Table) – Greece 2025, a prestigious recognition of excellence in client relationship management and wealth advisory.
- Honored with Hall of Fame – Srinagar 2026, acknowledging outstanding achievements and leadership in banking performance.
Timeline
Preferred Relationship Manager
HDFC BANK LIMITED
09.2021 - Current
Senior Sales Officer
IDFC First Bank
07.2020 - 09.2021
Retail Sales Executive
HDFC BANK LIMITED
06.2018 - 06.2020
MBA - Marketing And Sales
IIBS Noida Campus
04.2001 -
BCA - undefined
ASM Degree College