Himanshu Vinayak
Sales-Dealing
New Delhi
Summary
Seeking assignment in Business Development / Relationship Management / Channel Management with an organization of repute; preferably in Securities / Commodities / Currency
MDRT QUALIFIED IN 2023 BALI
MDRT QUALIFIED IN 2024 VIETNAM
MDRT QUALIFIED IN 2025 HONGKONG
Overview
14
14
years of professional experience
4
4
Certifications
1
1
Language
Work History
Senior Relationship Manager
HDFC SECURITIES LTD.
04.2017 - Current
- Built trust with clients by maintaining confidentiality and handling sensitive information professionally at all times.
- Requested customer feedback to drive client satisfaction and retention while quickly remedying issues.
- Worked with branch partners to maximize sales efforts to business customers and cross-sell other products and services.
- Collaborated with internal teams to deliver comprehensive wealth management services, maximizing client satisfaction and loyalty.
Relationship Manager
INDIA INFOLINE LTD
06.2012 - 08.2015
- Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Maintained knowledge on banking products and distribution to provide optimal service support.
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
- Identified new business opportunities through diligent market research and analysis, contributing to increased revenue growth.
- Implemented effective communication strategies to maintain ongoing dialogue with clients, fostering long-term partnerships.
Education
Graduation (BSC) IT -
Delhi University
Delhi01.2005
12th -
C.B.S.E.
Delhi01.2002
Skills
Diploma in Computer Programming and System Management from “Capital Computers” Seeta Puri New Delhi
MS Office, Excel, NEAT, ODIN, NEST
Punctuality
Confident
Quick Learner
Certification
NISM-Series-VIII: Qualify, Equity Derivatives Certification Examination.
Interests
Net Surfing,, Talking to people, Watching Movies, Discovery and News channels
Personal Details
Date of Birth : 26th Jan 1978 Gender : Male Marital Status : Married Father’s Name : Late Md. Ayub Ansari Nationality : Indian Religion : Muslim Place: New Delhi Date
KRA
- Handling Branch related activities.
- Manage team and suggest them which things required for the good business.
- Manage a relationship and portfolio of clients and Business associates.
- Help to the sales team for new acquisition for Demat MF, PMS, AIF, LI, GI etc.
Timeline
Senior Relationship Manager
HDFC SECURITIES LTD.
04.2017 - Current
Relationship Manager
INDIA INFOLINE LTD
06.2012 - 08.2015
Graduation (BSC) IT -
Delhi University
12th -
C.B.S.E.