Gurdeep Singh
Banker
Ludhiana
Summary
Innovative Relationship Manager focused on developing strategic business opportunities by delivering exemplary service to each client's individual needs. A respected professional with exceptional knowledge regarding risk management. Always focused on deepening client relationships by providing superior service and support. I am an outgoing and ambitious professional with 39 years' experience in banking & cross selling. Always Business-driven and believes in finding successful ways to acquire new clients and foster lucrative relationships.
A determined leader who always assisting clients with financial planning processes and assessing financial data. Offering dynamic collaboration and decision making skills.
Overview
39
39
years of professional experience
3
3
years of post-secondary education
3
3
Languages
Work History
Relationship Manager
State Bank Of India
Jalandhar
12.1984 - Current
- Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Worked with SBIL and SBI MF departments to facilitate communication and deliver personalized solutions to customers.
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
- Understand needs of the customers and sell need based investment products.
- Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
- Developed customer surveys to measure customer satisfaction and identify areas of improvement.
- Participated in industry events and trade shows to promote products and services.
- Created and maintained databases to track customer discussions and preferences for accurate, updated records.
- Participated in staff meetings to discuss innovative strategies to improve services.
- Maintained knowledge on banking products and distribution to provide optimal service support.
- Performed banking, business administration and financial tasks to guarantee five-star service for clients.
Education
Bachelor Of Arts - Arts
SCD Government College
Ludhiana 04.1980 - 03.1983
Skills
Relationship building and management
New business generation
Customer portfolio management
Investment and Wealth Planning
Banking
Business relationship cultivation
Equity and Fixed Income Markets
Financial planning processes
Product knowledge
Strategic selling
Wealth Management
Fluent in [Language]
Financial Advising
Accomplishments
- Awarded PEARL gem twice in year 2018-19, 2019-20, four times in year 2020-21 & thrice in year 22-23 by AGMs of various departments
- Awarded JADE gem in OCT 2023 for excellent business in cross selling.
- Qualified all the Cross selling contests launched by RBO & LHO.
- Qualified for prestigious Chairman Club five times ie in year 2017-18,2018-19, 2020-21, 2022-23 & in 2023-24.
- Qualified highest level of LOE & MDRT consecutively from last 9 years.
Timeline
Relationship Manager
State Bank Of India
12.1984 - Current
Bachelor Of Arts - Arts
SCD Government College
04.1980 - 03.1983