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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