Summary
Overview
Work History
Education
Skills
Software
Timeline
Generic

Devansh Choudhary

Relationship Manager
U- 189, Anandam City, Haridwar,Uttarakhand, INDIA

Summary

Business-driven Relationship Manager always finding successful ways to acquire new clients and foster lucrative relationships. A determined leader with over 4 years of assisting clients with financial planning processes. Offering dynamic collaboration and decision making skills.

Accomplished Lending Manager offering more than 4 years of expertise in lending policies and procedures. Knowledgeable in problem analysis and resolution and considered an effective relationship building individual.

Overview

2
2
Languages
6
6
years of post-secondary education
5
5
years of professional experience

Work History

Relationship Manager

HDFC BANK LTD
HARIDWAR, UTTARAKHAND
03.2020 - Current
  • Generated new business and referral clients in partnership with financial advisors and branch team.
  • Worked with Rural Banking Group department to facilitate communication and deliver personalized solutions to customers.
  • Monitored issues carefully and reached out to customers to provide immediate resolution and maintain satisfaction.
  • Built and maintained relationships with new and existing clients while providing high level of expertise.
  • Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
  • Assisted customers with needs such as opening accounts, depositing or transferring funds, updating account details and signing up for new services.
  • Utilized prospecting techniques to identify potential clients and create opportunities to sell financial services.
  • Supported end-to-end credit management process, submitted complete loan documentation and supported credit originations for credit compliance.
  • Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
  • Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
  • Oversaw entire loan process to provide each client received exceptional service.
  • Recruited, interviewed and hired new employees bringing value to lending department.
  • Analyzed financial statements and tax returns to complete underwriting process.
  • Developed prospects for new loans by conducting cold calls weekly.
  • Monitored payments due from clients and promptly contacted clients with past due payments.

Relationship Manager

AXIS BANK LTD
YAMUNANAGAR, HARYANA
07.2018 - 03.2020
  • Generated new business and referral clients in partnership with financial advisors and branch team.
  • Worked with Rural Lending department to facilitate communication and deliver personalized solutions to customers.
  • Monitored issues carefully and reached out to customers to provide immediate resolution and maintain satisfaction.
  • Built and maintained relationships with new and existing clients while providing high level of expertise.
  • Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
  • Utilized prospecting techniques to identify potential clients and create opportunities to sell financial services.
  • Supported end-to-end credit management process, submitted complete loan documentation and supported credit originations for credit compliance.
  • Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
  • Oversaw entire loan process to provide each client received exceptional service.
  • Analyzed financial statements and tax returns to complete underwriting process.
  • Recruited, interviewed and hired new employees bringing value to lending department.

Relationship Manager

INDUSIND BANK LTD
SIRSA, HARYANA
04.2016 - 07.2018
  • Generated new business and referral clients in partnership with financial advisors and branch team.
  • Worked with Agribusiness department to facilitate communication and deliver personalized solutions to customers.
  • Built and maintained relationships with new and existing clients while providing high level of expertise.
  • Supported end-to-end credit management process, submitted complete loan documentation and supported credit originations for credit compliance.
  • Contacted clients with past-due payments and actively monitored all payments due from clients.

Education

MBA - Business Management

College of Agribusiness Management
Pantnagar
05.2014 - 04.2016

Bachelor of Technology - Mechanical Engineering

IIMT COLLEGE oF ENGINEERING
GREATER NOIDA
08.2008 - 08.2012

Skills

Customer portfolio management

Fluent in English

New business generation

Relationship building and management

Loans

Data Analytics

Written and verbal communication

Product knowledge

Sales expertise

Software

Microsoft Office

Timeline

Relationship Manager

HDFC BANK LTD
03.2020 - Current

Relationship Manager

AXIS BANK LTD
07.2018 - 03.2020

Relationship Manager

INDUSIND BANK LTD
04.2016 - 07.2018

MBA - Business Management

College of Agribusiness Management
05.2014 - 04.2016

Bachelor of Technology - Mechanical Engineering

IIMT COLLEGE oF ENGINEERING
08.2008 - 08.2012
Devansh ChoudharyRelationship Manager