G Balaji
Channapatna
Summary
Accomplished Deputy Manager at HDFC Bank Ltd, adept in relationship building and negotiation, significantly enhanced customer financial security through tailored investment solutions. Expert in DMS and ORACLE FLEXCUBE, I led teams to surpass revenue targets, demonstrating exceptional leadership and data analysis skills and in-depth knowledge of sales strategies, scheduling, recruitment, money handling and employee relations. Gifted leader with strong communication skills and team player mentality. Consistently achieve high level of personal integrity with strong commitment to personal growth.
Overview
14
14
years of professional experience
1
1
Certification
Work History
Deputy Manager
HDFC Bank Ltd
Channapatna
01.2023 - 09.2024
- Handling customers queries and resolving them. Discussing about different requirements of customer and giving them the solutions to their problems.
- Giving financial advice to the customer.
- Giving ideas about different investment plans to secure their future financial security.
- Handling DMS Data Management System( handling of debit and credit cards, pins delivering them to customers in the bank) maintains the report fir that.
- Handling bulk cash deposits and withdrawal( teller counter).
- Maintaining a complete report on deliverables, day to day cash transactions,cross checking of cash transactions, daily reports, maintaining registers of deliverables, account opening process.
- Updating day to days interaction with customers in CRM ( customer relationship management)
- Welcome calling, calling all the newly account opened customer to crossverify their address contact number
- Handling LTR large transaction report ( enquiring reason for the large transaction in account on same day).
- Hadling with the Gold loan department including operations and sales.
Senior Business Associate
KBL Services
Channapatna
07.2021 - 11.2022
- Generating the revenues though selling various banking products like CASA and TPP
- Promoting the Loan products in different verticals like Home loan car loan gold loan and Od.
- Providing quick service to the customers in the bank
- Ensuring the targets are met within the specified timeline in the bank
- Adopting various promotional strategies to promote the banking products
Relationship Manager
Vardhaman Jain Nethralaya
07.2018 - 03.2020
- To arrange eye camps at different places based on the requirements.
- Co-ordinating and conducting free eye camps at schools and colleges.
- Adopting various promotional strategies to promote the hospital.
- Ensuring a wide reach of the hospital's facilities to the people in rural and urban areas.
Relationship Manager
PNB Metlife
12.2010 - 07.2017
- Monitoring Team for generating revenue to the company through various financial products like Insurance, Current Account, Savings Account, Loans through Karnataka Bank.
- Lead generation through Karnataka Bank from team.
- Conducting need analysis and suggesting the right financial solutions to the customers from the team members.
- Managing large customer base from team.
- Providing quick service to the customers from team.
- Ensuring the targets are met within the specified timeline from team
Education
MBA -
ICFAI
06.2010
Skills
- Leadership
- Communication
- Negotiation
- Data analysis
- Time management
- Relationship building
- DMS
- ORACLE FLEXCUBE
- STR
- FTS
Awards
- Red Carpet, Highest level of Achievement award by Rajesh Relan - Managing Director of PNB Met life held at - Germany.
- Highest level of insurance applications, Achieved 125 applications in entire PAN India for April 2013 to March 2014.
- Achievers league, Best performer - KBL Service.
- Best Performer, For December 2014.
Languages
- Kannada
- English
- Tamil
- Hindi
Personal Information
- Date of Birth: 02/01/85
- Nationality: Indian
- Marital Status: Single
Certification
- IRDA
- JAB
Timeline
Deputy Manager
HDFC Bank Ltd
01.2023 - 09.2024
Senior Business Associate
KBL Services
07.2021 - 11.2022
Relationship Manager
Vardhaman Jain Nethralaya
07.2018 - 03.2020
Relationship Manager
PNB Metlife
12.2010 - 07.2017
MBA -
ICFAI