BOBBY A PHILIPS
Banker
Gurgaon
Summary
Proven leader with direct and indirect reporting lines, ensuring all team members are aiming for common goals to drive the business forward. Finance Professional from Amity Business School with experience in the areas of Banking, Internal Audit Planning, Execution and Reporting, Risk Analysis, Identification and Mitigation planning, Remote Monitoring and Performance Management. Well skilled at Online Relationship Management(ORM) & Customer Relationship Management(CRM). Excellent analyst and ability to adapt quickly to dynamic business environments. Highly resourceful in interacting with clients to understanding their business requirements, study existing processes, identifying critical deficiencies and suggesting remedial measures.
Overview
13
13
years of professional experience
3
3
years of post-secondary education
4
4
Languages
Work History
Senior Branch Relationship Manager
Kotak Mahindra Bank Ltd
09.2022 - Current
- Acquired new business through prospecting via networking, marketing, group associations, and lead creation.
- Identified risk disclosure, time horizon, liquidity needs, and target values to advice a suitable structured investment approach for high net worth customers. Worked with clients to analyze their current financial situation while gaining an understanding of their short and long-term financial goals
- Maintaining relationship with the existing potential client through CMS services to generate income for the Bank.
- Responsible for acquisition and maintaining of healthy & quality portfolio of the asset products with adherence to the Compliance and KYC guidelines led down by the Bank.
- Responsible for Cross sell of third party products like Life Insurance, General Insurance & Mutual Funds to existing clients acquired by the team to generate revenue for the Bank.
Relationship Manager
HDFC Bank Ltd
07.2021 - 09.2022
- Managing Portfolio (HNW Clients), Maintaining the existing client relationships and identify new business opportunities
- Contributed to optimized investment returns for clients by establishing relationships of trust and ascertaining investment objectives including risk tolerance, asset allocation, and capital requirements
- Develops focused strategies for acquiring, retaining and growing select clients.
- Extensive knowledge of common financial products and packages to Assist & cross-sell various banking products to customers
- Activation of all channels and resources existing in the bank like Branch banking team to generate the leads and broaden the asset base
- Responsible for generating Fee Income through new business development by acquisition of high value working capital fund based asset products like Overdraft, Cash Credit, Term Loan etc
- And Non fund based Trade products like LC, BG, PCFC with good understanding of the credit processes.
Marketing Manager
National Safe Company
Gurgaon
10.2019 - 07.2021
- Commercial & Residential Steel Furniture Company
- Identifying new commercial customers & procurement of Purchase order
- Developed and initiated, multi-channel catalog, web and direct marketing campaigns that propelled sales.
Asst. Manager
Malik Real Estate
Dubai
01.2013 - 07.2019
- Preparing financial reports, including reports on relevant accounting standards, disclosures and risk factors, and cost and asset management
- Finalizing end-of-month accounts, including: balance sheet and bank reconciliations, maintenance of fixed-asset ledgers and cash flow statements
- Presenting annual budgets and forecasts to management and other stakeholders
- Internal Auditing of Property reports.
Senior Support Representative
NTT DATA India
03.2012 - 01.2013
- Responsible for Finance Operations (Shared Services) - Order To Cash for US & UK entities from India
- Preparation of financial billing reports
- Client interaction and coordinating with internal revenue team
- Billing and Revenue recognition.
Remote Auditor
Prometric Testing Pvt Ltd
03.2010 - 04.2011
- Plan, organize and carry out the remote and internal audit function starting from preparation of an audit plan through the reporting of the findings
- Performed external audits and secret shops at all major partner co
- Wherein direct control was required to ensure efficient and effective results
- Perform risk analysis of partner companies and identify and report critical risks and to ensure that these risks are addressed in a timely manner.
Education
Bachelor of Business Administration -
AMITY BUSINESS SCHOOL
Gurgaon, HR 05.2006 - 07.2009
Skills
Budgetingundefined
Accomplishments
The Analysis of Training and Development in Amtek India.
The objective of my study was to get a practical knowledge of the working scenario in an organization, where I analyzed various methods and ways to train and develop employees in a company.
- Achieved results by completing employee survey with accuracy and efficiency.
Timeline
Senior Branch Relationship Manager
Kotak Mahindra Bank Ltd
09.2022 - Current
Relationship Manager
HDFC Bank Ltd
07.2021 - 09.2022
Marketing Manager
National Safe Company
10.2019 - 07.2021
Asst. Manager
Malik Real Estate
01.2013 - 07.2019
Senior Support Representative
NTT DATA India
03.2012 - 01.2013
Remote Auditor
Prometric Testing Pvt Ltd
03.2010 - 04.2011
Bachelor of Business Administration -
AMITY BUSINESS SCHOOL
05.2006 - 07.2009
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