CRM Appliction
BHUPENDRA KUMAR PALLA
DEPUTY MANAGER
HYDERABAD
Summary
Innovative Relationship Manager focused on developing strategic business opportunities by delivering exemplary service to each client's individual needs. Respected professional with exceptional knowledge regarding risk management.
Overview
8
8
years of professional experience
4
4
years of post-secondary education
2
2
Certifications
Work History
PB Classic Relationship Manager,Banking Operations
HDFC BANK LTD
HYDERABAD
12.2020 - Current
- Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Worked with Teller and Authorizer departments to facilitate communication and deliver personalized solutions to customers.
- Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
- Participated in staff meetings to discuss innovative strategies to improve services.
- Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
- Monitored customer feedback and generated reports to identify areas of improvement.
Relationship Officer
KOTAK MAHINDRA BANK LTD
HYDERABAD
07.2019 - 12.2020
- Monitored, followed-up and escalated cases to meet customer response commitments.
- Retained and grew portfolio of relationships by performing proactive, mobile and value-adding partnership role.
- Utilized CRM applications for recording and tracking client interactions.
- Supported wealth team in implementing sales tactics and achieving growth objectives and sales targets.
- Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
- Maintained and built close relationships with customers through regular contact and visits.
- Maintained knowledge on banking products and distribution to provide optimal service support.
Sr Sales Executive
HDB Financial Limited
HYDERABAD
10.2015 - 07.2019
- Analyzed market trends in consumer industries to implement appropriate marketing and sales methods.
- Utilized multiple marketing strategies to improve profitability.
- Sold Credit Cards and Insurance products to new and established customers.
- Employed effective problem-solving techniques, increasing client satisfaction ratings.
- Managed digital marketing initiatives in accordance with consumer targets and needs.
- Created prospect rapport by approaching leads and cultivating strong business relationships through sales.
Education
Bachelor of Technology - EEE
AITS RAJAMPET
RAJAMPET 05.2011 - 03.2015
Skills
Relationship building and management
Financial planning processes
Service support
Fluent in ENGLISH
Banking
Loans
Customer portfolio management
New business generation
Risk management
Asset Management
Product knowledge
Client Relationships
Data Analytics
Solution development
Certification
Certified IRDA
Software
AML KYC Utility
MS OFFICE
ORACLE FLEXCUBE
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote
Fall seven times; stand up eight.
Japanese proverb
Timeline
Certified AMFI NISM V-A,
05-2022
PB Classic Relationship Manager,Banking Operations
HDFC BANK LTD
12.2020 - Current
Relationship Officer
KOTAK MAHINDRA BANK LTD
07.2019 - 12.2020
Certified IRDA
06-2016
Sr Sales Executive
HDB Financial Limited
10.2015 - 07.2019
Bachelor of Technology - EEE
AITS RAJAMPET
05.2011 - 03.2015