Keyur Prajapati
SENIOR RELATIONSHIP MANAGER
Ahmedabad
Summary
- Highly detail-oriented and professional successful at meeting and exceeding branch goals. Expertise in customer service relations and sales management.
- Self-directed with adaptability to meet changing operational needs. Energetic and resourceful professional proficient in program management and team leadership. Innate sales abilities and customer service skills.
- Proactive with strong background in financial analysis, budgeting and forecasting. Develops and implements financial plans and delivers strategic financial advice.
- Results-driven experienced in financial statement review, auditing and reporting. Well-versed in producing reports, evaluating department operations and handling month- and year-end closings. Meticulous, conscientious and methodical in approach.
Overview
16
16
years of professional experience
3
3
years of post-secondary education
Work History
Senior Relationship Manager
HDFC Securities
Gift City Gandhinagar
03.2025 - Current
- Built trust with clients by maintaining confidentiality and handling sensitive information professionally at all times.
- 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.
- Managed a diverse portfolio of high-net-worth clients, ensuring satisfaction and retention through personalized attention and strategic planning.
Branch Manager
BONANZA PORTFOLIO IFSC PRIVATE LIMITED
Gift City Gandhinagar
09.2023 - Current
- Improved customer satisfaction ratings by enhancing service quality and resolving client issues promptly.
- Continuously monitored branch performance against key performance indicators, taking corrective actions as needed to ensure objectives were met or exceeded.
- Engaged employees in business processes with positive motivational techniques.
- Enhanced staff competency with regular training sessions, boosting productivity levels across branch operations.
Deputy Manager
ANAND RATHI INTERNATIONAL VENTURES IFSC PRIVATE LTD
Gift City Gandhinagar
11.2020 - 08.2023
- Managed relationships with [Number] clients on a regular basis, identifying new business opportunities amounting to £[Number]
- Pitched in-house investment products and portfolios produced by the Investment Committee
- Maintained up-to-date knowledge of changing market conditions and [Industry] sector trends
Relationship Manager
EDELWEISS BROKING LIMITED
05.2017 - 10.2020
- Maintained a portfolio of [Number]+ clients annually, managing and advising on [Type] investment strategy
- Diversified client portfolios, investing in [Type] and [Type] to deliver low-risk investments for clients looking to plan for retirement
- Grew portfolio by [Number]%, exceeding department objectives
Relationship Manager
INDIA INFOLINE LIMITED
08.2009 - 05.2017
- Diversified client portfolios, investing in [Type] and [Type] to deliver low-risk investments for clients looking to plan for retirement
- Secured high tolerance clients to drive rapid growth strategy resulting in [Result].
Education
Bachelor of Arts - Sanskrit
GUJARAT UNIVERSITY
06.2005 - 06.2008
Skills
- Business Development
- Public relations
- Staff Training and Development
- Decision making
- Portfolio management
Personal Information
Volunteer Experience
[NCC]
Timeline
Senior Relationship Manager
HDFC Securities
03.2025 - Current
Branch Manager
BONANZA PORTFOLIO IFSC PRIVATE LIMITED
09.2023 - Current
Deputy Manager
ANAND RATHI INTERNATIONAL VENTURES IFSC PRIVATE LTD
11.2020 - 08.2023
Relationship Manager
EDELWEISS BROKING LIMITED
05.2017 - 10.2020
Relationship Manager
INDIA INFOLINE LIMITED
08.2009 - 05.2017
Bachelor of Arts - Sanskrit
GUJARAT UNIVERSITY
06.2005 - 06.2008
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