Aryan Rastogi
Summary
Dynamic Preferred Relationship Manager at HDFC Limited, adept at portfolio management and customer relationship management. Successfully enhanced client engagement and operational efficiency through strategic use of CRM tools, driving significant portfolio growth. Proven ability to lead teams and collaborate across cultures, delivering tailored financial solutions that elevate client value.
Overview
1
1
years of professional experience
1
1
Certification
Work History
Preferred Relationship Manager
HDFC Limited
07.2025 - Current
- Built and managed premium client portfolios, delivering personalized financial solutions across FDs, SIPs, mutual funds, and insurance, while driving cross-selling, portfolio growth, and long-term client value.
- Strengthened client relationships and operational efficiency by leveraging CRM and Oracle Flexcube, ensuring proactive engagement, seamless service, and compliance with KYC/AML standards.
Operations and Finance Intern
DLF Malls
04.2024 - 06.2024
- Boosted revenue and engagement at DLF Mall by leasing premium kiosks, curating pop-ups, and launching community events aligned with financial goals.
- Utilized financial insights and CRM analytics to refine promotions and memberships, enhancing profitability and footfall.
Operations Intern
Now Delivery
05.2022 - 08.2022
- Created brochures using Canva to enhance visibility of the NGO's offerings, Utilized digital marketing strategies to improve social media engagement and fundraising awareness.
Education
MBA - MARKETING, ANALYTICS
Great Lakes
Gurgaon03-2025
B.com Hons -
JIMS KALKAJI
01.2023
XII - Commerce with Mathematics
Bharti Public School
01.2019
X -
Bharti Public School
01.2017
Skills
- Microsoft Excel
- Portfolio management
- Customer relationship management
- PowerPoint
- Power BI
- Lingo
- Oracle Flex
- Financial Statement Analysis
- CRM
- Stakeholder Management
- Team Leadership
- Cross-cultural Collaboration
Certification
- NISM-Series-V-A: Mutual Fund Distributors - NISM
- LEAN SIX SIGMA - KPMG (Green Belt)
- IRDA - Certification
- DATA visualization with POWER BI - Great Learning
- Certification in Project Management - Great Learning
Extracurricular Activities
Volunteered at CREST and SAPIENCE festivals at Great Lakes Institute of Management, contributing to event planning. Managed content and engagement for the Instagram page D'claire, enhancing its online visibility and audience interaction.
Hobbies and Interests
- Driving
- Cooking
- Gaming
- Travelling
- Music
Projects
AU Small Finance Bank Pvt Ltd, Researched and evaluated M&A opportunities for a U.S. beverage company's Asian expansion, identifying three strategic targets through detailed market, financial, and valuation analyses. Developed investment proposals optimizing deal structure and integration plans., Executed a live marketing project with AU Small Finance Bank Ltd., refining their STP strategy through market research and data analysis. Collaborated cross-functionally to streamline reporting, create insight-driven decks, and identify best practices for business process improvement.
Positions Of Responsibility
- Vice President, Opus- Operation club @ Great Lakes, 08/25, 12/25
- Placement Committee Member, JIMS Kalkaji, 03/24, 02/25
- Volunteer, Model United Nations (MUN), 06/19, 06/20
Timeline
Preferred Relationship Manager
HDFC Limited
07.2025 - Current
Operations and Finance Intern
DLF Malls
04.2024 - 06.2024
Operations Intern
Now Delivery
05.2022 - 08.2022
MBA - MARKETING, ANALYTICS
Great Lakes
B.com Hons -
JIMS KALKAJI
XII - Commerce with Mathematics
Bharti Public School
X -
Bharti Public School