Harish R
Bangalore
Summary
Dynamic NRI Relationship Manager with proven expertise at IDFC FIRST BANK in risk profiling and cross selling. Adept at fostering strong client relationships and achieving targets through strategic thinking and effective communication. Recognized for driving business growth and enhancing customer satisfaction in competitive markets.
Overview
4
4
years of professional experience
1
1
Certification
Work History
NRI RM
IDFC FIRST BANK
BANGALORE
02.2025 - Current
- Provided tailored financial solutions to NRI clients while upholding high service standards.
- Maintained comprehensive customer profiles, including risk assessments, demographics, and asset details.
- Engaged existing customers through regular communication, sharing insights on interest rate and exchange rate trends.
- Deepened relationships by cross-selling bank products and third-party investment solutions.
- Reviewed inflows and outflows for mapped NRI accounts to optimize account management.
- Acquired new clients by effectively converting referral leads from current customers.
- Achieved monthly targets set by the organization through strategic relationship management.
Deputy Manager
Axis bank
08.2023 - 01.2025
- Nurtured NRI client relationships through continuous engagement and effective risk profiling.
- Provided tailored financial solutions while ensuring adherence to high service standards.
- Maintained comprehensive customer profiles, including risk assessments, demographics, and bank assets.
- Strengthened existing relationships via regular communications on interest rate and product updates.
- Cross-sold Bank products and third-party investment solutions to deepen client engagement.
- Reviewed inflows and outflows for mapped NRI accounts to assess financial activity.
- Converted referral leads from existing clients to acquire new customers.
- Achieved monthly targets set by the organization, demonstrating commitment to performance.
Associate Key Relationship Manager, Level - 3 (B2B & B2C Sales)
ICICI Prudential life insurance company
12.2021 - 08.2023
- Managed five key accounts for major non-banking financial companies (NBFCs).
- Achieved targeted business metrics through strategic relationship management.
- Acquired new client relationships to expand business opportunities.
- Generated business from partner branches, enhancing overall revenue.
- Trained partner branches to minimize discrepancies in operations.
- Assisted partner branches during sales calls to promote products effectively.
- Conducted daily deliverables, branch visits, and market mapping for performance analysis.
Education
MBA - Marketing and Finance
St Aloysius College, AIMIT
Mangalore08.2021
B.COM - Accounting and Statistics
Akshara institute of Management studies
Shivamogga05.2019
Skills
- Risk profiling
- Cross selling
- Leadership Abilities
- Strategic thinking
- Target achievement
- Effective communication
- Negotiation skills
- Problem solving
- Customer relationship management
Certification
- Portfolio and Risk Management ISB 2020-09-24
- Investor Awareness Programme Xcelerating Minds in association with BSE-IPF, 2020-08-26
- Global Impact Business Ethics, Illinois, September 30, 2020
- IRDA
- AMFI
Languages
English, Hindi, Kannada, Telugu
Awards
Best Performer Award for Q3-Q4 in FY 23-24 Axis Bank, Participated in NCC (RD) Camp. and NSS Camp, JFM Start performer FY 22-23 ICICI Pru Life CO
Courses
Internship . More Retail Ltd, Tarikere Dec 2020
Timeline
NRI RM
IDFC FIRST BANK
02.2025 - Current
Deputy Manager
Axis bank
08.2023 - 01.2025
Associate Key Relationship Manager, Level - 3 (B2B & B2C Sales)
ICICI Prudential life insurance company
12.2021 - 08.2023
MBA - Marketing and Finance
St Aloysius College, AIMIT
B.COM - Accounting and Statistics
Akshara institute of Management studies
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