BHARANI CHINNASAMY
Erode
Summary
Results-driven Banking Professional with 8 years of experience in Relationship Management and Branch Operations. Expertise in managing high-net-worth clients, driving portfolio growth, and cross-selling banking and investment products. Proven ability to build long-term customer relationships and achieve revenue targets while enhancing customer satisfaction.
Overview
1
1
Language
1
1
Certification
10
10
years of professional experience
Work History
Preferred Relationship Manager
HDFC Bank Ltd
09.2025 - Current
- Managed and grew HNI client portfolios through proactive relationship management and tailored financial advisory.
- Drive revenue through cross-selling and client portfolio expansion.
- Managed CASA accounts, fixed deposits, loans, insurance policies, and investment products to assist clients in their financial needs.
- Handled complaint resolution, achieving high levels of customer satisfaction and loyalty.
- Promoted digital banking adoption, enhancing user experience and increasing engagement.
Manager, Priority Relationship Manager
Axis Bank Ltd
06.2024 - 09.2025
- Acquired and managed high-net-worth individual customers, enhancing customer relationships and loyalty.
- Developed family banking services through targeted referrals and relationship deepening, fostering long-term client engagement.
- Expanded portfolio across liabilities, assets, and third-party investment products, increasing client investment options.
- Cross-sold insurance, mutual funds, forex, credit cards, premium debit cards, and deposits.
- Ensured timely complaint resolution and service excellence.
Deputy Manager, Branch Relationship Officer
Axis Bank Ltd
11.2022 - 05.2024
- Facilitated investments, account openings, and resolved customer queries.
- Managed branch operations to deliver seamless customer service.
- Trained new employees and streamlined workflow processes within the branch.
Assistant Manager, Customer Service Officer
Axis Bank Ltd
02.2017 - 11.2020
- Resolved customer issues, enhancing service turnaround time and customer satisfaction.
- Processed cash transactions, fund transfers, cheque operations, and account services to ensure accurate financial management.
- Facilitated account openings and conducted office account reconciliations to maintain financial integrity.
Education
MBA -
K.S. Rangasamy College of Technology
TAMIL NADU,INDIA01-2016
Bachelor of Computer Technology -
Kongu Arts & Science College
TAMIL NADU,INDIA01-2014
Skills
- Banking sales and cross-selling
- Portfolio management
- Digital banking
- Customer complaint resolution
- Finacle and Banking Management Software
- MS Excel, Word, and PowerPoint
PERSONAL DETAILS
Languages Known: Tamil and English
Certification
- AMFI Certified
- IRDA Certified
Accomplishments
- Achieved the RH drive Life Insurance NFO league of extraordinary medal in September 2026.
- Achieved a Certificate of appreciation for exceptional Life Insurance performance and significant contribution in FY 2025-2026.
- Achieved the highest contribution in Mutual fund business and received recognition from the RH in FY 2025-2026.
- Achieved recognition for outstanding contribution to Mutual fund Lump sum of NFO business at the PAN India level in 2025.
- Achieved MDRT Experience – March 2025 Macau Contest in Axis Bank recognizing top performance in insurance and investment sales.
- Achieved LI RM Conclave – January 2025 Andaman Contest in Axis Bank for outstanding revenue generation and portfolio performance.
- Achieved MDRT Experience – December 2024 Cruise and Greece Contest in Axis Bank for exceptional insurance business performance.
- Achieved LI RM Conclave – August 2024 Kashmir Contest in Axis Bank recognizing sales excellence and consistent achievement of business targets.
- Achieved MDRT Experience – November 2023 Switzerland Contest in Axis Bank for outstanding financial product sales performance.
- Promoted to Priority Relationship Manager within one year (2023–2024) based on exceptional business growth and customer relationship management.
- Achieved LI Mysore Contest – August 2022 in Axis Bank for excellent life insurance business contribution.
- Achieved Axis Pride Star Night Contest – November 2021 recognizing top performers in business acquisition.
- Achieved Axis Pride Star Night Contest – November 2020 for consistent business performance and service excellence.
- Achieved Axis Pride Star Night Contest – November 2019 for outstanding contribution toward branch business growth.
- Recognized for achieving top regional rankings by consistently exceeding portfolio and revenue targets.
- Acknowledged for strong customer relationship management resulting in sustainable portfolio expansion and client retention.
DECLARATION
I hereby declare that the information provided above is true and correct to the best of my knowledge. Bharani Chinnasay
Timeline
Preferred Relationship Manager
HDFC Bank Ltd
09.2025 - Current
Manager, Priority Relationship Manager
Axis Bank Ltd
06.2024 - 09.2025
Deputy Manager, Branch Relationship Officer
Axis Bank Ltd
11.2022 - 05.2024
Assistant Manager, Customer Service Officer
Axis Bank Ltd
02.2017 - 11.2020
MBA -
K.S. Rangasamy College of Technology
Bachelor of Computer Technology -
Kongu Arts & Science College