Summary
Overview
Work History
Education
Skills
Software
Timeline
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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

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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

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Devansh ChoudharyRelationship Manager