Summary
Overview
Work History
Education
Skills
Timeline
AdministrativeAssistant
Harmanpreet Singh

Harmanpreet Singh

Customer Service Manager
Mohali,PB

Summary

Outstanding customer care cum sales professional with extensive experience in developing high net worth client relationships and referral networks. Deliver exceptional results through branch business development, client management, and strategic planning. Expertise in cultivating and maintaining key relationships. Leverage core strengths and connections to develop new business, establish lasting client relationships, and secure strategic alliances. Areas of Excellence Referral Networks Business Development Sales Strategies/ Tactics Strategic Planning Competitor Intelligence Account/Client Management Vendor Relations Personnel Oversight Product Presentations Key Responsibilities: _ Opening of corporate salary accounts. _ The area covered- Chandigarh, Mohali, Panchkula, and Baddi. _ Handling other products like credit cards, personal loan & Dmat account. _ To deal with corporate clients. _ Cross selling third party products like insurance and mutual funds.

  • Strong leader and problem-solver dedicated to streamlining operations to decrease costs and promote organizational efficiency. Uses independent decision-making skills and sound judgment to positively impact company success.

Overview

15
15
years of professional experience
9
9
years of post-secondary education

Work History

District Manager

Digiqal Solution Services Pvt Ltd (Punjab Sewa Kendra Rupnagar
Rupnagar
02.2017 - 10.2021
  • Handling overall working of 25 sewa kendars in the district Rupnagar (Ropar)
  • Ensure adherence to Standard Operating Procedures and overall coordination in Sewa Kendra
  • Organize trainings and workshops
  • Coordination with all stakeholders
  • Liaison with Center Supervisors and ensure that all issues and requirements are either resolved or forwarded to concerned authorities
  • Submission of MIS reports/any other information to PSeGS (Punjab State E Governance Society)
  • Handling the team of 125 people working at 25 different locations within the district
  • Coordinating with all Govt officials for smooth functioning of sewa kendars
  • Report to hon’ ble Deputy Commissioner and work with deputy commissioner’s office for providing 327 govt services of different govt departments like Health, Revenue, Police Deptt, Deptt of social security of women and child, Agriculture Deptt, Social welfare Deptt, Treasury office, Deptt of Home Affairs
  • Ensure that each citizen coming to sewa kendar for availing services of different govt deptts must get excellent quality services and timely delivery of the services applied
  • Primarily, provide an transparent medium to citizens of Punjab where they can apply and avail the services offered by Govt of Punjab under single roof
  • Ensure daily collections done in the sewa kendars to be deposited in bank on T+1 day
  • Key responsibilities: _ Ensure the proper functioning of sewa kendars on time
  • Ensure 100 % staff availability
  • Surprise visits to sewa kendars in order to check the service standards as per the RFP
  • Attend meetings with all district heads of various deptt to ensure timely processing of the applications and delivery of services applied within the allotted time
  • Internal audits of the center to maintain transparency in the process of collection and deposit of Govt fees in the treasury office
  • Attend the monthly meeting with Deputy commissioner and other administration heads accessing the performance of the sewa kendars in the month
  • Surprise visits to sewa kendars to check the availability of the required stocks of stationery and cleanliness
  • Liasoning with different vendors appointed for maintenance of the sewa kendars as the RFP – for both IT/Non
  • IT assets like computer hardware, CCTv, Gensets
  • Track the rpductivity of the sewa kendars in terms of income generated and net profitability.

Emterpreneur

FastWay Networks
Mohali
06.2015 - 12.2016
  • Real Events & Advertisers
  • JOB ROLE _ Handling advertising business on FastWay Networks (FW movies, FW music, FW dharmik) for tricity and advertising business of tricity on FW News and FW Cinema covering whole Punjab
  • Handling marketing of special show named “Kinj Jawan Pardes” for immigration consultants of Punjab on
  • FW news & FW cinema
  • Key Responsibilities _ Handling team of 4-5 sales executives, 5-6 telecallers and 2-3 collection executives and channel partners
  • Tracking sales executives on regular basis and achieve designated business targets & collection figures
  • Visiting channel partners on regular basis and offering new business offers.

Manager- Corp. Lending

Ovington Finance Pvt Ltd
Ropar
09.2013 - 03.2015
  • Generate new business to achieve the defined sales targets
  • Analyzing, understanding 360 degree financial needs of the customers and fulfill with appropriate products
  • Building and deepening relationships with existing clients to increase the book size and generating revenue
  • To achieve high percentage of customer satisfaction and retention in order to maintain the stability of the book
  • Updation of customer contact management on daily basis as to keep track of the NR-clients visiting India
  • Generating references /leads from existing customers and maintaining the records with feedback in GIB lead tracker
  • Achievements _ Latest- Sourced an FCNR of 1 lakh Singapore Dollars with forward rate booking generating the revenue of app
  • 75000 INR and also contributes to branch NR book
  • Only relationship manager from the region to win exclusive trip to Goa with RBL/CBL/RRL – Won the contest by contributing 30 lakh of insurance in single month
  • Sourced a Resi SA account with value of 3.5 cr and 1.76 cr and is retained till date
  • Sourced a TASC a/c of society with initial payin of 6 cr
  • Is one of the India’s leading NBFC.

Manager GIB-NRI

Yes Bank
Mohali
02.2012 - 09.2013
  • Branch Banking
  • JOB ROLE _ Present the face of the bank to Non Res
  • High net worth clients of the bank
  • Handling the NR-Portfolio of 115 NR a/c’s with book value of app
  • 10 r
  • Handling the Resident portfolio of 35 + HNI clients with book value of app
  • 5-8 cr
  • Acquiring New to bank (NTB) Non Resi / Resi a/c’s of HNI clients and growing and deepening of
  • NRI and HNI customer relationships through effective relationship management
  • Tracking the inward remittances and finalizing the conversion rate generating Fx income
  • Provide traditional banking and cross-selling of the third party wealth management products to
  • NR/HNI clients.

Business Unit Manager

Fullerton India Pvt Ltd
07.2010 - 05.2011
  • Leading the team of 10 on-roll employees and handling overall activities of the branch including sales, operations and customer care
  • To get the branch profitable
  • Developing sales plan and strategy by identifying the key areas for business development, Allocation of resources in different areas, tie-ups with local institutions/corporate for generation of prospect list of customers
  • Tracking the sales performance of sales executives on regular periodicity (Daily/Weekly/Monthly) and mentoring them for achievement of business targets by accompanying them on sales calls
  • Brand promotion activities in key areas, corporates in the city; organizing activities like canopy, leaflet distribution, presentations in govt
  • Private departments and private organizations to publicize the brand and generate pipeline for business
  • Disseminating complete knowledge of the product suits and services to all prospective clients by visits, presentations and tie-ups with the various corporate/institutions in the city
  • Ensure quality service experience to customers by providing on the spot solutions and proactively approaching clients for service delivery
  • Retention and recruitment of new sales officers, credit executives
  • Daily tracking of files login, disbursals, rejections, Daily tracking of collection done in all the bucket size and
  • NCL cases
  • Meeting the NCL customers personally to resolve the issues if any and get the payment from the customer
  • Attainments: _ Played a key role in business growth through efficient and effective penetration strategies
  • Attain income for the branch by initiating cross selling of third party products i.e
  • By selling GI policies which covers claim for loan outstanding and medical insurance
  • Attain good business growth by tracking and communicating with PD (parivaar dost) and DSA’s on regular basis.

Deputy Manager, Relationship Manager

HDFC BANK LTD
09.2007 - 11.2009
  • Is country’s largest private sector bank providing services in banking sector
  • Fully conversant with retail branch banking procedures and all other aspects of branch operations and capable of extending excellent customer service and heading decision making position with business development as prime focus or as operations of the branch with working knowledge of credit and foreign exchange
  • Key Responsibilities: Managed Key relationships for the Branch to ensure Client-engagement & Client-retention
  • Handled preferred portfolio of the branch; 8-10 cr
  • Book; 450 preferred clients
  • Responsible for overall CASA, Revenue & Profitability targets of the Branch
  • Managed Client relationship across various customer segments; Business Account, Govt Relationship, Salary and Individual Client segment (Resident & Non-Resident)
  • Identify, research and evaluate new business opportunities, establish contacts with clients to understand their business needs
  • Handling NRI clients and related forex deals like remittance, foreign chqs and money exchange & transfer
  • Providing extra ordinary quality services to existing NRI clients to maintain trust and convince them to increase deposit in accounts or FDR’s and also to get references for new NRE/NRO accounts and investments
  • Conducted Business Strategy Planning & Analysis for assessment of revenue potential & opportunities so as to tap new businesses
  • Develop and maintain an ongoing relationship with customers to facilitate future selling opportunities & recognition of deteriorating risk
  • Managing customer centric banking operations and ensuring customer satisfaction by achieving delivery & service quality norms
  • Supervision of KYC norms and Anti Money Laundering norms
  • Engaged in multifarious activities of retail-banking for serving the premium business accounts of corporate,
  • Individual & other liability products
  • Attainments: _ Opened new accounts for Govt
  • Departments with total deposit of 10 cr
  • And successfully achieved the value targets of CASA
  • Declared as best RM for selling 25 lacs of insurance within the portfolio
  • Recognition by ZH and Product head with trophy & certificate
  • Secured excellent audit rating for the branch in the last Internal Audit conducted
  • Sold 800 gms
  • Of gold to preferred clients on Dhantrass festival
  • Maintained good relations with DC, ADC, SDM, BDO, DDBO and other high class govt
  • Officials with regular visit and providing them services whenever required so as to get the CASA deposit
  • Some major accounts opened: Markfed, Punjab Food and Supplies, Food Crop
  • Of India, SDM Office, DC Office, Block development, District Development and Planning, Forest Officer, PWD (B& R), Water supplies with approximate deposit of 10 crores.

Deputy Manager

HDFC Bank Ltd
09.2006 - 08.2007
  • Welcome desk, Teller, authorizer)
  • Key Responsibilities: _ Processing of customer request
  • Handling the cash counter
  • Keep track of major deposits and withdrawal done during the day
  • Assist in downloading tables and printing morning Reports
  • Handling Branch Deliverables like Debit card, I-pin and cheque book etc
  • Complete knowledge of Welcome Desk Queries and their solutions
  • Participating in sales by generating leads for new accounts, deposits, assets and liabilities from the existing
  • Customers and also getting references from them for new customers
  • Responsible for creating awareness about new product and policies
  • Tracking and maintaining LTR register with justification from the customer for transactions equal to 10 lacs and above and also for transaction equal to 1 lakh and above and was vault custodian and ATM custodian
  • Generating leads for insurance and TPP.

Town Manager

TaTa Indicom
01.2005 - 08.2006
  • Key Responsibilities: _ Handling direct sales team of 15 sale executives
  • Handling channel sales for post paid connections with big DSA’s and dealers
  • The area allocated is Ropar, Kurali, Kharar, Morinda, and Nangal
  • Handling CPV, Bill collection, post paid activations for Ropar district
  • Maintain healthy relations with E2E locations and DSA’s linked with organization for business promotion
  • Appointing new DSA’s in smaller places
  • Motivating dealers and staff for achieving business targets by offering new schemes and benefits
  • Organizing road shows and activities to promote the brand and product awareness.

Corporate Sales Executive

HDFC bank Liabilities, HBL
09.2003 - 12.2004

Education

MCA - Computer Applications And Management

Punjab College of I.T, Patiala Punjabi Univ
04.2000 - 08.2003

BCA - Computer Appication And Management

APJ Institute of Mgt, Punjab Tech. Univ
Jalandhar
04.1997 - 07.2000

XII - Non-Medical

Guru Nanak Public School Chandigarh CBSE
Chandigarh
03.1996 - 04.1997

Shiwalik Public School Ropar CBSE
03.1994 - 04.1995

Skills

IT-skillsundefined

Timeline

District Manager

Digiqal Solution Services Pvt Ltd (Punjab Sewa Kendra Rupnagar
02.2017 - 10.2021

Emterpreneur

FastWay Networks
06.2015 - 12.2016

Manager- Corp. Lending

Ovington Finance Pvt Ltd
09.2013 - 03.2015

Manager GIB-NRI

Yes Bank
02.2012 - 09.2013

Business Unit Manager

Fullerton India Pvt Ltd
07.2010 - 05.2011

Deputy Manager, Relationship Manager

HDFC BANK LTD
09.2007 - 11.2009

Deputy Manager

HDFC Bank Ltd
09.2006 - 08.2007

Town Manager

TaTa Indicom
01.2005 - 08.2006

Corporate Sales Executive

HDFC bank Liabilities, HBL
09.2003 - 12.2004

MCA - Computer Applications And Management

Punjab College of I.T, Patiala Punjabi Univ
04.2000 - 08.2003

BCA - Computer Appication And Management

APJ Institute of Mgt, Punjab Tech. Univ
04.1997 - 07.2000

XII - Non-Medical

Guru Nanak Public School Chandigarh CBSE
03.1996 - 04.1997

Shiwalik Public School Ropar CBSE
03.1994 - 04.1995

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