Summary
Overview
Work History
Education
Skills
Timeline
Generic

DEEPAK PAHARIA

BANKER
Delhi

Summary

Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.

Overview

4
4
years of professional experience
2
2
Languages

Work History

RELATIONSHIP MANAGER-FIRST WEALTH

IDFC FIRST WEALTH LTD
07.2023 - 10.2024
  • Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
  • Coordinated efforts between various departments such as sales, credit assessment, operations teams for smooth delivery of services to clients.
  • Consistently exceeded quarterly sales goals by cultivating a strong network of professional contacts and referrals.
  • Boosted client portfolio growth, identified cross-selling and upselling opportunities through detailed needs analysis.

RELATIONSHIP MANAGER-SELECT

IndusInd Bank Ltd
01.2023 - 06.2024
  • Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
  • Provided exceptional customer service, resolving issues promptly and maintaining client trust throughout the resolution process.
  • Strengthened client relationships by actively listening to their needs and providing tailored financial solutions.
  • Identified new business opportunities through diligent market research and analysis, contributing to increased revenue growth.

Relationship Manager

HDFC BANK Ltd.
03.2021 - 12.2022
  • Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
  • Built and maintained relationships with new and existing clients while providing high level of expertise.
  • Maintained knowledge on banking products and distribution to provide optimal service support.
  • Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.

Relationship Officer

CANARA HSBC LIFE INSURANCE COMPANY LTD
06.2020 - 03.2021
  • Maintained and built close relationships with customers through regular contact and visits.
  • Boosted customer satisfaction levels with timely and effective resolution of concerns and inquiries.
  • Led successful marketing campaigns to drive new business acquisition and deepen existing client relationships.
  • Monitored, followed-up and escalated cases to meet customer response commitments.

Education

Bachelor of Commerce -

INDIRA GANDHI NATIONAL OPEN UNIVERSITY
04.2001 -

Skills

Client portfolio management

Relationship management

Effective time management

Strategic value selling

Timeline

RELATIONSHIP MANAGER-FIRST WEALTH

IDFC FIRST WEALTH LTD
07.2023 - 10.2024

RELATIONSHIP MANAGER-SELECT

IndusInd Bank Ltd
01.2023 - 06.2024

Relationship Manager

HDFC BANK Ltd.
03.2021 - 12.2022

Relationship Officer

CANARA HSBC LIFE INSURANCE COMPANY LTD
06.2020 - 03.2021

Bachelor of Commerce -

INDIRA GANDHI NATIONAL OPEN UNIVERSITY
04.2001 -
DEEPAK PAHARIABANKER