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
undefinedAccomplishments
- 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
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