Summary
Overview
Work History
Education
Timeline
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HEMANT JAIN

BHOPAL,MP

Summary

Dynamic and result oriented professional with over 12 years of rich experience in Retail and Wealth Banking. MBA in Finance & marketing with expertise in client-engagement, investment products. Currently handling a portfolio of affluent category clients of M.P..

Overview

12
12
years of professional experience

Work History

AVP

INDUSIND BANK LTD
05.2023 - Current
  • Managing a portfolio of affluent category clients.
  • Offering bouquet of financial products as Liability, Assets and Investment.
  • Building a Wealth Portfolio for client across different asset classes.
  • Building AUM of Mutual Funds and Alternate products.
  • Building a book of Trade Forex Clients / clients involved in Import-Export business.
  • Building fresh NRI portfolio offering GIFT, FCNR and Forward deposits.
  • Responsible for generating revenue from Banking products.
  • Acquisition and servicing of UHNI clients.

MANAGER

HDFC BANK LTD
Bhopal, MP
01.2019 - 05.2023
  • Oversaw the office and business operations activities to support business needs.
  • Utilized effective upselling techniques to increase sales of my team.
  • Managing investment portfolio of HNIs and UHNIs clients.
  • Risk Profiling and offering suite of investment products.
  • Portfolio diversification by offering different asset classes.To maintain the sales portfolio of 80cr.
  • Handling team from 2.5 years.
  • Cross selling of products like home loan, personal loan, Car loan, etc.
  • Manage portfolio for wealth customer. include ensuring a smooth branch operation acting as the Back Up Branch Manager of the branch.
  • Analysed individual team member personal data to pinpoint weaknesses, then schedule one-on-one training sessions to address possible factors and improve performance.
  • Prepares team performance evaluation report with assistance from performance analyst for submission to senior management during team meetings.

CLIENT RELATIONSHIP PARTNER

YES BANK LTD
Bhopal, MP
09.2016 - 12.2018
  • Check KYC of customer for account opening.
  • Addressing customer questions/concerns referring to appropriate internal resources for resolution.
  • Identifying fraudulent activity to prevent potential losses to the bank.
  • Developing new customer relationships and sourcing new account.
  • Answering any financial and banking query.
  • Responsible for Cross Selling of Banking Products like Savings Bank A/c, Current Bank A/c, FD/RD, building of CASA Relationship and third party product like Life Insurance, General Insurance, etc.

ASSISTANT MANAGER

KOTAK MAHINDRA BANK
ASHOK NAGAR, MP
08.2015 - 09.2016
  • Clearing, checking cash, processing deposits, withdrawals, transfers, NEFT, RTGS etc.
  • Responsible for Cross Selling of Banking Products like Savings Bank A/c, Current Bank A/c, FD/RD, building of CASA Relationship and third-party product like Life Insurance, General Insurance, etc.
  • Identifying and selling Kotak bank products and services beneficial to customer needs.
  • Cash checked and disbursed money after verifying signature endorsement and customer account balance.
  • Check KYC of customer for account opening.
  • Addressing customer questions/concerns referring to appropriate internal resources for resolution.

OFFICER

ICICI BANK LTD
Bhopal, MP
08.2013 - 07.2013
  • Ensure achievement the sales targets.
  • To Organizing sales promotional activities like card exchange, halla Bol.
  • To Fulfil Customer needs.
  • Selling of products like Home Loan, Mortgage Loan, CC, OD, and Business loan.

Education

MBA - undefined

Institute Of Management and Commerce
04.2013

BCOM - undefined

Jiwaji University
06.2009

Timeline

AVP

INDUSIND BANK LTD
05.2023 - Current

MANAGER

HDFC BANK LTD
01.2019 - 05.2023

CLIENT RELATIONSHIP PARTNER

YES BANK LTD
09.2016 - 12.2018

ASSISTANT MANAGER

KOTAK MAHINDRA BANK
08.2015 - 09.2016

OFFICER

ICICI BANK LTD
08.2013 - 07.2013

MBA - undefined

Institute Of Management and Commerce

BCOM - undefined

Jiwaji University

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HEMANT JAIN