Danish Ali Khan
New Delhi
Summary
Experienced Relationship Manager with a proven track record in building and maintaining strong client relationships in the financial services sector. Demonstrates expertise in financial planning, wealth management, and customer service. Strong communicator with a keen ability to solve problems and adapt strategies to meet client needs and boost satisfaction.
Overview
10
10
years of professional experience
1
1
Certificate
Work History
Relationship Manager Affluent - Citi Bank
Max Life Insurance
New Delhi
10.2023 - Current
- Build and maintain relationships with HNIs: Regularly interact with clients to understand and meet their financial goals.
- Leverage in-depth knowledge of financial market products, including Mutual funds, PMS (Portfolio Management Services), Alternate investments, and other assets, to cross-sell and upsell offerings that align with client profiles, maximizing value for both the client and the bank
- Conduct portfolio reviews: Regularly assess financial performance and suggest strategic adjustments.
- Stay informed on market trends: Ensure advice remains relevant and valuable to clients.
Bancassurance Manager
HDFC Life Insurance - Yes Bank Affluent Channel
New Delhi
07.2022 - 10.2023
- Formulate and implement a sales plan for the partner to achieve the business targets of the sales unit.
- Enabled partner sales growth through efficient lead generation, tracking and closure.
- Help partners to upsell and cross-sell to customers based on needs analysis.
- Ensured productivity by assisting partner in training facilitation.
- Review the sales plan of the partner and support their growth.
Relationship Manager
Tata Aia Life
New Delhi
09.2021 - 06.2022
- Increased customer base through outbound calls to potential clients.
- Engage in discussions with prospective clients to acquire data regarding their monetary resources and evaluate existing coverage.
- Tailored insurance solutions to meet specific client needs.
- Help policyholders settle claims.
- To maintain a proper database of all the existing and new customers in the area for timely identification of new business opportunities.
Business Development Manager
Aric Services Pvt. Ltd
New Delhi
02.2016 - 07.2018
- Develop positive working relationships with clients
- Approach clients via calling and direct mail to inquire about their needs
- Explain the qualities of product and services so clients can make informed decisions about their purchases
- Respond to clients' questions and complaints
- Follow up with clients after initial meetings or conversations.
Customer Service Representative
Concentrix Daksh Services Pvt. Ltd
Gurgaon
09.2014 - 02.2016
- Resolve customer inquiries via phone and email, consistently exceeding targets
- Answered Calls from unsatisfied customers related to delays in shipment, order mistakes, and lost orders
- Diffuse intense customer situations to maintain high-level of satisfaction.
Education
Executive Post Graduate Certification in Capital Market -
Indian Institute of Management, Ranchi
M.A. (SE&IP) -
Jamia Millia Islamia University
New Delhi, DelhiB.A (Hons.) English -
Vinoba Bhave University
Hazaribagh, Jharkhand12th -
D.A.V Public School
10th -
D.A.V Public School
Skills
- Client Relationship Management
- Wealth Management Strategies
- Market Analysis
- Risk Management
- Strategic Sales Planning
- Portfolio Management
- Financial Modeling
- Financial Analysis
- Advance Excel
- Verbal and Written Communication
- Interpersonal
- Leadership
- Financial Statement Analysis
Certification
- NISM-Portfolio Management Service(PMS) Distributor Certified
- NISM-Series-VIII: Equity Derivatives Certified
- NISM-Series-V A: Mutual Fund Distributor Certified
- Customer Experience (CX) in Industry 4.0
- Sales Management
- Analytics in Insurance
Timeline
Relationship Manager Affluent - Citi Bank
Max Life Insurance
10.2023 - Current
Bancassurance Manager
HDFC Life Insurance - Yes Bank Affluent Channel
07.2022 - 10.2023
Relationship Manager
Tata Aia Life
09.2021 - 06.2022
Business Development Manager
Aric Services Pvt. Ltd
02.2016 - 07.2018
Customer Service Representative
Concentrix Daksh Services Pvt. Ltd
09.2014 - 02.2016
Executive Post Graduate Certification in Capital Market -
Indian Institute of Management, Ranchi
M.A. (SE&IP) -
Jamia Millia Islamia University
B.A (Hons.) English -
Vinoba Bhave University
12th -
D.A.V Public School
10th -
D.A.V Public School
Languages
- English
- Hindi
- Urdu
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