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 -
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