DEEPAK PAHARIA
Summary
Hardworking relationship manager proficient at devising personalized solutions to meet all types of customer demands. Positive and upbeat team player and clear communicator with demonstrated success several years of experience. Resourceful individual willing to provide the attention and education customers need to ensure a positive financial experience. Bilingual Relationship Manager knowledgeable in explaining tools clients need to build wealth management portfolios.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Relationship Manager-First Wealth
IDFC FIRST BANK LTD
07.2023
- Managing the High Net Worth customers of the Bank
- Achieving the Business targets assigned in terms of cross selling, enhancing and upgrading the High Net Worth relationships
- Profiling Customers and provide financial products to meet customer needs
- Ensuring the highest levels of service to the High Net Worth customers
- Providing financial planning & Investment Advise
- Sales targets spread across Liabilities, Retail Assets, Business Banking, Forex, Credit Cards, Online trading etc
- One point contact for all requirements of High Net Worth customers in the Branch
- Acquisition & Servicing of High Net Worth customers
Select- Relationship Manager
INDUSIND BANK LTD
01.2023 - 06.2023
- Responsible for selling of wealth products
- Individually acquire and nurture relationships of the bank through wealth products
- Build the relation with clients &solving clients enquiries
- Generating new business for the branch or Bank
- Cross selling of Life Insurance, Mutual Funds, Health Insurance, General Insurance, Multi currency cards, CASA, Loans etc
- Managing banking and investments relationship with clients and responsible for overall growth of Liabilities & Investment business from Super HNI segment
PB-RM
HDFC Bank Limited
03.2021 - 12.2022
- Working in retail branch banking and responsible for monitoring the Portfolio health
- Meeting assigned targets for the for-CASA Numbers, NAV & Cross sell products
- Managing banking and investments relationship with clients and responsible for overall growth of Liabilities & Investment business from HNI segment
- Responsible for generation of revenues through the Third Party Products like Insurance, Mutual Funds, Online Trading, De-mat A/CS
- Cross selling of Life Insurance, Mutual Funds, Health Insurance, General Insurance, Multi currency cards, CASA, Loans etc
Relationship Officer
CANARA HSBC LIFE INSURANCE CO. LTD
NEW DELHI
06.2020 - 03.2024
- Provided financial advice to clients based on their needs and goals.
- Working with a bancassurance channel partner to achieve business goals
- Helping the channel partner be more productive and facilitate the submission-to-issuance process
Sales Development Manager
HDFC LIFE INSURANCE CO. LTD
NEW DELHI
02.2018 - 05.2019
- Building relationships: Developing strong relationships with the sales teams of channel partner (HDFC BANK)
- Selling insurance: Meeting with potential customers, along with channel sales teams, to sell insurance solutions.
- Ensuring quality: Ensuring the quality of business and persistency, such as premium renewals
Education
B.COM -
IGNOU UNIVERSITY
12th -
CBSE Board
10th -
CBSE Board
Skills
- Basic knowledge of Computer
- Ms-Word, Excel, Power-Point and Internet
- Tally -72, 92, ERP
- Excellent client services and communication skills
- Ability to manage more than one task simultaneously
- Good knowledge of bank policies and products
- Able to work as a team member and with minimum supervision
- Established ability to use tact and diplomacy when needed
Certification
- NISM( AMFI) Certified
- IRDA. Certified
Accomplishments
- Won the Retail assets contest for the highest conversion PL/BL in August 2021
- Qualified for GH's- Medal of Honour Health insurance TRP in Nov.2021 (slab 2)
- Qualified BBH-CEO-THRONE OF ROYALTY Health insurance TRP in March.2022
Timeline
Relationship Manager-First Wealth
IDFC FIRST BANK LTD
07.2023
Select- Relationship Manager
INDUSIND BANK LTD
01.2023 - 06.2023
PB-RM
HDFC Bank Limited
03.2021 - 12.2022
Relationship Officer
CANARA HSBC LIFE INSURANCE CO. LTD
06.2020 - 03.2024
Sales Development Manager
HDFC LIFE INSURANCE CO. LTD
02.2018 - 05.2019
B.COM -
IGNOU UNIVERSITY
12th -
CBSE Board
10th -
CBSE Board
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