Gopi Munsawamy A
Chennai
Summary
I am a solution-based professional with 9+ years of experience in the banking domain, seeking to take up challenging roles and thrive with the organization objectives.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Preferred Relationship Manager
HDFC BANK LTD
Chennai
03.2023 - Current
- Developed strong client relationships to understand financial needs.
- Advised clients on investment options and banking products.
- Coordinated with internal teams to facilitate client transactions.
- Monitored market trends to provide relevant advice to clients.
- Developed and implemented strategies to increase customer satisfaction and grow client base.
- Handling 150cr portfolio in that 60cr of deposits book and 70cr CA book,30cr SA book.
- While I am taking the portfolio is only at 78cr is the overall book.
- Built relationships with clients by providing them with personalized advice and support.
Relationship Manager (Deputy Manager Band-2)
ICICI Bank Limited
03.2021 - 07.2022
- Client queries and identify new business opportunities with them helps for easy performance.
- In this role, I have linked customer requirements with bank products for achieving targets.
- The simple way of working will be the primary point of contact and build long-term relationships with customer.
- I will reach the customers through email, phone, online presentations, screen-share and in person meetings.
- Develop a trusted advisor relationship with key accounts, customer stakeholders and executive sponsors.
- Ensure the timely and successful delivery of our solutions according to customer needs and objectives, and I am also handling for HNI NRI portfolio customer’s.
- Sourced 8 GBG Accounts, focused on new relationships i.e Corporate Account, Salary accounts, Deposits, Forex transactions, LC, BG, corporate loans and crossing selling of Third party products like MF’s and Insurance.
Relationship Manager
Bajaj Capital Ltd
09.2019 - 07.2020
- Responsible for handling customer queries across all functionalities of the Portfolio client and smooth resolution of customer requests.
- Build up and subsequently manage client relationships and to be the single point of contact for all the connected clients.
- Organize business meets with the clients.
Senior Relationship Partner
Yes Bank Limited
11.2016 - 11.2017
- I worked as Senior Relationship partner Maintaining Corporate salary portfolio, Service will be my key role.
- Monitor and analyze customer & service usage of our product.
- Servicing customers by answering client queries and identify new business opportunities with them helps for easy performance.
- In this role, I linked customer requirements with bank products for achieving targets.
- The simple way of working will Be the primary point of contact and build long-term relationships with customer.
- Help customers through email, phone, online presentations, screen-share and in person meetings.
- Develop a trusted advisor relationship with key accounts, customer stakeholders and executive sponsors.
- Ensure the timely and successful delivery of our solutions according to customer needs and objectives.
Branch Sales Officer
HDFC Bank Limited
03.2014 - 10.2016
- I worked as Sales Officer.
- Maintaining customer accounts, Service and Sales will be my key role.
- Monitor and analyze customer’s usage of our product.
- Servicing customers by answering client queries and identify new business opportunities with them helps for easy performance.
- The simple way of working will be the primary point of contact and build long-term relationships with customer.
- Help customers through email, phone, online presentations, screen-share and in person meetings.
- Develop a trusted advisor relationship with key accounts, customer stakeholders and executive sponsors.
- Ensure the timely and successful delivery of our solutions according to customer needs and objectives.
Education
B.sc -
Sri Venkateshwara University
TirupatiSkills
- Sales and operations
- Promotion of core banking products
- Customer relationship management
- Handling customer queries
- Resolution of customer requests
- NRI Banking
- Asset Products
- Investment advisory
- Customer service excellence
- Portfolio management
Certification
- NISM
- IRDAI
Languages
- Tamil
- Telugu
- English
Disclaimer
I hereby declare that the information furnished above is true to the best of my knowledge.
Rewards And Recognition
- Successful Co-ordination and Working as a branch sales officer and getting Champion in the branch for CASA Sourcing.
- Best - Employee Award in my tenure while working at HDFC Bank.
- Qualified for MDRT Bhali-2025
Personal Information
- Father's Name: A E Munaswamy
- Date of Birth: 10/07/1992
- Marital Status: Married
Languages
Tamil
Proficient
C2
English
Proficient
C2
Telugu
Proficient
C2
Timeline
Preferred Relationship Manager
HDFC BANK LTD
03.2023 - Current
Relationship Manager (Deputy Manager Band-2)
ICICI Bank Limited
03.2021 - 07.2022
Relationship Manager
Bajaj Capital Ltd
09.2019 - 07.2020
Senior Relationship Partner
Yes Bank Limited
11.2016 - 11.2017
Branch Sales Officer
HDFC Bank Limited
03.2014 - 10.2016
B.sc -
Sri Venkateshwara University