KANWARJIT SINGH BRAR
Mohali
Summary
Accomplished Operations, Client Success, and Administration Professional with over 6 years of experience managing high-value corporate relationships and cross-functional business operations. Leveraging an MBA in HR and international training in Guest Relations (Canada) to drive service excellence, team alignment, and operational efficiency. Proven expertise in mitigating regulatory risks, executing complex account onboarding frameworks, and managing multi-crore asset portfolios. Adept at serving as the primary non-technical liaison between enterprise clients and internal product delivery teams.
Overview
3
3
Languages
7
7
years of professional experience
Work History
Relationship Manager Royale
AU Small Finance Bank
Chandigarh
06.2026 - Current
- Client Acquisition & Networking: Proactively hunt and onboard high-net-worth clients, business owners, and affluent individuals through cold outreach, referrals, and local networking events.
- Investment & Wealth Advisory: Offer tailored wealth solutions, analyzing financial goals to recommend Mutual Funds, Portfolio Management Services (PMS), Bonds, Fixed Deposits, and alternative investments.
- Portfolio & Customer Management: Deepen existing account relationships, ensuring high customer retention, low churn, and maximum share-of-wallet through ongoing portfolio reviews.
Senior Relationship Manager
IndusInd Bank
Chandigarh
03.2025 - Current
- Portfolio Management: Direct operational administration and relationship health for a portfolio of 120+ high-net-worth enterprise clients, maintaining a 90%+ retention rate.
- Strategic Planning: Formulated customized financial asset allocation and framework designs, driving ₹8+ crore in portfolio growth within the initial tenure.
- Risk & Review: Facilitated granular operational and risk assessments, executing structured financial reviews to ensure strict regulatory alignment.
- Cross-Functional Liaison: Coordinated with product and compliance teams to ensure seamless service delivery and resolve complex account roadblocks.
Priority Relationship Manager
Axis Bank
Chandigarh
12.2023 - 03.2025
- Client Onboarding: Engineered end-to-end onboarding journeys for 100+ priority corporate accounts, expanding the branch asset base through consultative engagement.
- CRM & Reporting: Leveraged enterprise CRM applications to monitor interaction lifecycles, improving account pipeline visibility and workflow tracking.
- Compliance Control: Maintained 100% adherence to internal audit standards and regulatory frameworks during high-value asset planning and execution.
- Performance Excellence: Recognized for top-tier operational performance and client satisfaction metrics under the bank's "Raise the Bar" framework.
Affluent Relationship Manager
Yes Bank
Chandigarh
02.2023 - 12.2023
- Change Management: Re-engineered account strategies during periods of high market volatility, successfully securing ₹10+ crore in asset retention.
- Competitor Analysis: Executed market data analysis and business mapping to identify operational service gaps and capture market share.
- Database Management: Administered comprehensive CRM documentation, standardizing customer tracking profiles to optimize long-term account lifecycles.
Preferred Relationship Manager
HDFC Bank
Chandigarh
01.2021 - 01.2023
- Account Governance: Governed operations for a high-value portfolio, successfully mobilizing ₹5 crore in specialized cross-border accounts (NRI asset inflows).
- Internal Collaboration: Partnered with backend support, legal, and operational desks to cut account processing turnaround times and elevate customer satisfaction.
Assistant Manager – Business Operations & Development
Mohawk Efficacy Services Pvt. Ltd.
01.2020 - 12.2020
- Contract Negotiation: Structured corporate SLAs and long-term service agreements, ensuring scalable operational frameworks.
- Executive Reporting: Compiled and presented data-driven operational performance reports directly to senior leadership to guide strategic decision-making.
- Escalation Management: Served as the primary tier-2 point of contact for complex service disputes, implementing conflict resolution practices to safeguard client trust.
Education
Post Graduate Certificate - Guest Relations Specialist
Fanshawe College
London, Canada01-2013
Master of Business Administration (MBA) - HR
Sikkim Manipal University
Chandigarh01-2012
Bachelor of Science (B.Sc.) - Airlines, Tourism & Hospitality Management
Institute of Technology & Future Management Trends
01-2007
Skills
- Operations & Admin: Process Optimization, Escalation Management, Resource Allocation, Vendor & Stakeholder Management
- Client Success: Account Management, Customer Lifecycle Management, Client Retention, Strategic Advisory
- Risk & Compliance: Regulatory Adherence, Quality Assurance, Financial Due Diligence, Risk Profiling
- Tools & Platforms: CRM Systems, Client Engagement Analytics, Advanced MS Office (Excel, PowerPoint)
- Stakeholder Escalation & Resolution
- Cross-Functional Team Collaboration
- Resource Prioritization & Work Allocation
Languages
English
Bilingual or Proficient (C2)
Hindi
Bilingual or Proficient (C2)
Punjabi
Advanced (C1)
Timeline
Relationship Manager Royale
AU Small Finance Bank
06.2026 - Current
Senior Relationship Manager
IndusInd Bank
03.2025 - Current
Priority Relationship Manager
Axis Bank
12.2023 - 03.2025
Affluent Relationship Manager
Yes Bank
02.2023 - 12.2023
Preferred Relationship Manager
HDFC Bank
01.2021 - 01.2023
Assistant Manager – Business Operations & Development
Mohawk Efficacy Services Pvt. Ltd.
01.2020 - 12.2020
Master of Business Administration (MBA) - HR
Sikkim Manipal University
Post Graduate Certificate - Guest Relations Specialist
Fanshawe College
Bachelor of Science (B.Sc.) - Airlines, Tourism & Hospitality Management
Institute of Technology & Future Management Trends