Gursevak Singh Kakkar
Yes First Relationship Manager
New Delhi
Summary
Dedicated Account Manager versed in managing key accounts to promote client satisfaction and retention. Communicative and collaborative with proven history of liaising between personnel and clients to foster seamless communication.
Overview
3
3
Languages
9
9
years of professional experience
Work History
Yes First RM
Yes Bank
10.2024 - Current
- Manage a high-value client portfolio of ₹30 Crore+, delivering comprehensive wealth management and banking solutions.
- Successfully onboarded New-to-Bank (NTB) HNI and Ultra HNI clients, expanding the portfolio and strengthening the affluent customer base.
- Consistently qualified in multiple regional and local performance contests through strong liability mobilization and insurance business generation.
- Achieved PLP qualification quarter-on-quarter, demonstrating sustained business performance and target excellence.
- Enhanced client engagement and wallet share through tailored investment, insurance, and wealth advisory solutions.
Elite Relationship Manager
Kotak Mahindra bank
01.2024 - 09.2024
- Established strong client relationships to drive business development.
- Handling HNI Client Relationship of 30 cr.
Imperia Relationship Manager
Kotak Mahindra bank
06.2023 - 01.2024
- Handled HNI portfolio of Rs.150 crore
Preferred Relationship Manager
HDFC Bank Ltd
09.2022 - 05.2023
Handled HNI portfolio of Rs.90 crore
Personal Banker
HDFC Bank
12.2019 - 08.2022
Handled HNI portfolio of Rs.40 crore
ARF Associate Relationship Officer
Aditya Birla Sunlife Insurance Co. Ltd.
03.2018 - 10.2019
- Worked as ARF Associate Relationship Officer in ‘Bancassurance’
- Building a long term relationship with the Bank, Staff and Clients by responding Appropriately to all bank/ client queries either directly received or forwarded by the service company.
Telemarketing
Silaris info Pvt Ltd under Canara Hsbc Obc Life Insurance
08.2017 - 03.2018
- Worked as Telemarketing in life insurance products as a sales executive for 6 months
Education
Bachelor of Computer Applications -
Guru Nanak Dev University (DAV College Jalandhar)
04.2001 -
Skills
Detail-Oriented
Customer Service
Decision Making
Relationship Building
Verbal and Written Communication
Time Management
Problem Solving
Customer Complaint Resolution
Problem-Solving
Operations Management
Interests
Watching Web series and Movies, Listening to classical music and rap songs, Exploring market situations on a daily basis for investment purposes, Hanging out with friends and colleagues from time to time, Playing cricket and watching cricket
Timeline
Yes First RM
Yes Bank
10.2024 - Current
Elite Relationship Manager
Kotak Mahindra bank
01.2024 - 09.2024
Imperia Relationship Manager
Kotak Mahindra bank
06.2023 - 01.2024
Preferred Relationship Manager
HDFC Bank Ltd
09.2022 - 05.2023
Personal Banker
HDFC Bank
12.2019 - 08.2022
ARF Associate Relationship Officer
Aditya Birla Sunlife Insurance Co. Ltd.
03.2018 - 10.2019
Telemarketing
Silaris info Pvt Ltd under Canara Hsbc Obc Life Insurance
08.2017 - 03.2018
Bachelor of Computer Applications -
Guru Nanak Dev University (DAV College Jalandhar)
04.2001 -