Gaurav Verma
New Delhi
Summary
To seek challenging avenues where my knowledge and skills matches with the organization & obtain professional excellence through sincerity and hard work in a professional organization.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Elite Relationship Manager
Bandhan bank ltd
07.2022 - Current
- Stood Pan India Top 3 during the course of two years in bandhan bank.
- Qualify every contest at international , domestic , regional and cluster level.
- Did 20cr of RTD and 50 lacs of Life Insurance YTD
- AUM growth of 21cr YTD
- Collaborated with internal teams to develop strategies that would increase customer engagement levels.
- Analyzed market trends and identified potential new customers through research activities.
- Developed strategies to attract new customers while retaining existing ones.
- Identified customer needs, developed customized solutions, and provided knowledgeable advice.
- Managed daily operations including scheduling appointments, coordinating meetings and preparing agendas.
- Generated reports regarding customer interactions, performance metrics, and revenue goals.
- Resolved escalated customer issues efficiently and effectively within established timelines.
- Evaluated customer feedback to identify areas of improvement in products or services offered.
- Implemented strategies aimed at improving overall customer satisfaction levels.
- Provided training sessions for colleagues on best practices.
- Maintained accurate records of all client interactions within the company's CRM system.
- Conducted regular client meetings to assess progress, discuss opportunities for growth, and address any concerns.
- Provided exceptional customer service by responding promptly to inquiries and resolving issues in a timely manner.
- Invested funds and recommended appropriate dividend issuances based on historical dividend patterns and expected cash flows.
- Analyzed competitors and market trends to facilitate business growth.
- Facilitated financial planning seminars and workshops for clients.
- Collaborated with Amc teams to create customized financial solutions for clients.
- Maintained in-depth knowledge of market trends and competitor activities to advise clients effectively.
- Managed portfolio of client accounts, ensuring high levels of satisfaction and loyalty.
- Identified opportunities for cross-selling and upselling financial products to meet clients' objectives.
- Achieved client loyalty through quality, productivity, service and proactive management.
Signature Relationship Manager
RBL BANK LTD
06.2019 - 07.2022
- 100% achievement on all parameters Qualified for three international trips and all the contest with the span of one year.
- Ranked in top 3 Relationship Manager Pan India for consecutive 3years in the Bank
- Accountable for acquiring HNI clients for Investments and trading
- Managing existing portfolio mapped and ensuring revenue achieved by crossing selling and upselling
- Single point of contact for all customers for their investment needs
- Offering bouquet of products not limiting to Direct Equity, Mutual Funds, NCD's, IPO, NFO, Bonds, Corporate FD's, Life Insurance, General Insurance, Loan against Property and more
- Portfolio Management Services according to need of the customer for wealth creation
ICICI Securities – Premier Relationship Manager
ICICI Securities – Premier Relationship Manager
10.2018 - 06.2019
- Accountable for acquiring HNI clients for Investments and trading
- Managing existing portfolio mapped and ensuring revenue achieved by crossing selling and upselling
- Single point of contact for all customers for their investment needs
- Offering bouquet of products not limiting to Direct Equity, Mutual Funds, NCD’s, IPO, NFO, Bonds, Corporate FD’s, Life Insurance, General Insurance, Loan against Property and more
- Portfolio Management Services according to need of the customer for wealth creation.
- Managed client communication through regular meetings and phone calls.
Sales Manager
Kotak Mahindra Old Mutual Life Insurance Ltd - Sales Manager
06.2017 - 10.2018
- Working there as Sales Manager in banc-assurance channel
- Efficiently Managing 5 branches of Kotak Mahindra Bank in Gurgaon
- Achieving branch retail as well as sales team targets
- Working jointly with branch staff to identify prospects from existing book and further work on closing the leads
- Achieved organizational goals on a regular basis
- Achieved 100% of my Q2 Targets
- Achieved 90% of my Q3 Targets
- Achieved more than 100% of Q4 targets , two branches qualify for convention.
- Provided technical support for customers when needed, answering questions about product features and capabilities.
- Developed pricing strategies that would maximize profits while still remaining competitive in the market.
- Participated in negotiations with vendors regarding product purchases or contracts.
- Conducted regular meetings with staff members to review goals and objectives for the quarter and year.
Service Delivery Officer
Kotak Mahindra Bank Ltd Gurgaon - Service Delivery Officer
02.2014 - 08.2016
- Joined as an Assistant Manager and got promoted to Deputy Manager in Kotak Mahindra Bank Ltd, within 2 years
- Served as a service Delivery officer (Authorizer) with one of the largest branch for Kotak Mahindra bank Pan India in Gurgaon region
- Top performer in selling Forex Card Pan India for 2 consecutive years
- Fared well in selling third party products like Insurance, General insurance and SIP's
- Generated ample leads for CASA penetration and forwarded the same to relationship team
- Worked closely with premier banking RM's for their service issues for Privy clients
- Ensured zero escalations for the branch in terms of service requests
- Effectively handled all the salary processing of the branch for all the corporates mapped with Kotak Mahindra bank
- All the deliverables and Forex transactions were being managed.
- Ensured successful delivery of IT services to customers in a timely manner.
- Analyzed customer satisfaction surveys and developed strategies to address any issues raised.
- Assessed company operations for compliance with safety standards.
- Maintained positive working relationship with fellow staff and management.
- Evaluated needs of departments and delegated tasks to optimize overall production.
Education
Post-Graduation -
TIMESPRO, TIMES GROUP
Noida, UP01.2014
Graduation -
Shri Aurobindo college, Delhi university
Malviya Nagar01.2013
Class 12th [Commerce] -
Deep Public School (CBSE)
01.2010
Class 10th -
Deep Public School (CBSE)
01.2008
Skills
- Customer Service
- Relationship review process
- Product Recommendations
- Account Management
- Excellent Communication
- Portfolio Growth
- Client Engagement
- Wealth management portfolios
- Customer Education and Consulting
- Relationship Building
- Relationship Management
- Client acquisition
- Customer Portfolio Management
- Business Development
- Wealth Management
- Strategic Planning
- Client Relationships
- Time Management
- Product Knowledge
- Sales expertise
- Customer Relationship Management
- Financial Services
- Performance Analysis
- CRM proficiency
Certification
- NISM series V-A: Mutual Fund Distributors Certification Examination.
- Completed the Economic Times Fin Pro program delivered by experts from the Economic Times and ET Now.
- Honored with awards for getting highest marks in English discipline and Human rights for consecutively three years.
Performance Rating
2022-2023
☆☆☆☆☆
2023-2024
☆☆☆☆☆
Languages
Hindi
Advanced
C1
English
Upper Intermediate
B2
Personal Information
- Hobbies: Listening to Music, Gymming, Swimming, Playing Cricket, Reading Novels
- Father's Name: Mr. S.K Verma
- Date of Birth: 08/13/92
- Gender: Male
- Marital Status: Single
Timeline
Elite Relationship Manager
Bandhan bank ltd
07.2022 - Current
Signature Relationship Manager
RBL BANK LTD
06.2019 - 07.2022
ICICI Securities – Premier Relationship Manager
ICICI Securities – Premier Relationship Manager
10.2018 - 06.2019
Sales Manager
Kotak Mahindra Old Mutual Life Insurance Ltd - Sales Manager
06.2017 - 10.2018
Service Delivery Officer
Kotak Mahindra Bank Ltd Gurgaon - Service Delivery Officer
02.2014 - 08.2016
Post-Graduation -
TIMESPRO, TIMES GROUP
Graduation -
Shri Aurobindo college, Delhi university
Class 12th [Commerce] -
Deep Public School (CBSE)
Class 10th -
Deep Public School (CBSE)
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