Summary
Overview
Work History
Education
Skills
Accomplishments
Languages
Training
Disclaimer
Personal Information
Personal Qualities
Certification
Languages
Timeline
Generic
Kaushal Naresh Mishra

Kaushal Naresh Mishra

New Delhi

Summary

Dynamic relationship manager with a proven track record in client relationship management, financial analysis, and business development. Leverages strong portfolio management skills to drive customer satisfaction and loyalty.

Overview

12
12
years of professional experience
2
2
Certification

Work History

YES FIRST Relationship Manager (Senior Manager Grade)

YES BANK LTD
08.2024 - Current
  • Identified customer needs, developed customized solutions, and provided knowledgeable advice.
  • Developed and maintained strong relationships with clients to ensure satisfaction and loyalty.
  • Managed daily scheduling appointments, coordinating meetings and preparing agendas to customer
  • Cultivated strong relationships with high-net-worth clients to understand their financial needs.
  • Analyzed client portfolios regularly to ensure alignment with changing financial objectives.

Relationship Manager (Manager Grade)

HDFC BANK LTD
06.2022 - 08.2024
  • Coordinated financial product offerings to meet client needs and preferences.
  • Provided expert guidance on banking services and product features to clients.
  • Handled customer inquiries and resolved issues effectively and promptly.
  • Facilitated onboarding process for new clients, ensuring smooth transitions.

Deputy Manager band 2 Role of Relationship Manager/Sales Manager Personal Loan

ICICI BANK LTD
02.2021 - 05.2022
  • Handling Personal and Business Loan Sales Manager in the Karol Bagh Cluster.
  • Handling is more than six branches and seven team members.

  • Supervised staff performance and provided training on customer service standards.
  • Coordinated loan processing activities to streamline workflow and improve efficiency.
  • Facilitated regular team meetings to communicate updates and align branch goals.
  • Prepared monthly progress reports detailing achievements against set targets.

Deputy Manager BAND 1 (Relationship Manager)

ICICI BANK LTD
12.2018 - 01.2021
  • Managed daily operations and ensured compliance with banking regulations.
  • Coordinated financial product promotions to drive customer engagement and awareness.
  • Analyzed customer feedback to identify service improvement opportunities.
  • Worked closely with customers to understand needs and resolve diverse issues.

Assistant Manager (Sales)

KOTAK MAHINDRA BANK LTD
09.2016 - 12.2018
  • Analyzed market trends to identify potential acquisition opportunities and inform strategic decisions.
  • Completed day-to-day duties accurately and efficiently.
  • Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
  • Identified needs of customers promptly and efficiently.
  • Provided excellent service and attention to customers when face-to-face or through phone conversations.

Senior Executive (Personal Loan)

HDFC BANK
04.2013 - 08.2016
  • Analyzed client financial situations to recommend suitable loan products.
  • Managed follow-ups on pending applications for timely completions.
  • Assisted customers in understanding their financial needs and objectives, and recommended appropriate loan products.

Education

B. Com -

Deen Dayal Upadhyay Gorakhpur University
Gorakhpur
06-2009

12 th Passed -

U.P.Board
Allahabad
06-2006

10 th Passed -

U.P.Board
Allahabad
06-2004

Skills

  • Client relationship management
  • Financial analysis and planning
  • Product expertise
  • Regulatory compliance
  • Business development strategies
  • Portfolio management
  • Market trend analysis
  • Customer onboarding processes
  • Effective communication skills
  • Time management techniques
  • New business acquisition
  • Relationship building
  • Microsoft Office proficiency

Accomplishments

  • Received the best POS champion award (trophy, medals) form product and retail liabilities head in Kerala
  • Received many times the best award (trophy, medals), regional head and Zonal head level context

Languages

  • English
  • Hindi

Training

Diploma in Computer Application, 6 Months

Disclaimer

I hereby declare that the information furnished above is true to the best of my knowledge.

Personal Information

  • Date of Birth: 05/07/89
  • Gender: Male
  • Nationality: Indian
  • Marital Status: Married

Personal Qualities

  • Exceptional motivational and leadership skills.
  • Excellent communication skills in written and verbal both.
  • Remarkable patience with reliability and responsibility for our work.
  • Ability to make a strong and healthy relation among the employees.
  • Good relationship maintained to our customer.

Certification

  • IRDA
  • NISM

Languages

Hindi
First Language
English
Beginner (A1)
A1

Timeline

YES FIRST Relationship Manager (Senior Manager Grade)

YES BANK LTD
08.2024 - Current

Relationship Manager (Manager Grade)

HDFC BANK LTD
06.2022 - 08.2024

Deputy Manager band 2 Role of Relationship Manager/Sales Manager Personal Loan

ICICI BANK LTD
02.2021 - 05.2022

Deputy Manager BAND 1 (Relationship Manager)

ICICI BANK LTD
12.2018 - 01.2021

Assistant Manager (Sales)

KOTAK MAHINDRA BANK LTD
09.2016 - 12.2018

Senior Executive (Personal Loan)

HDFC BANK
04.2013 - 08.2016

B. Com -

Deen Dayal Upadhyay Gorakhpur University

12 th Passed -

U.P.Board

10 th Passed -

U.P.Board

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