C
Kush Bhagoliwal
Relationship Manager
New Delhi,Delhi
Summary
Business-driven Relationship Manager always finding successful ways to acquire new clients and foster lucrative relationships. A determined leader with over 2 PLUS years of assisting clients with financial planning processes and assessing financial data. Offering dynamic collaboration and decision making skills. Well-qualified financial systems leader offering demonstrated skill and success in managing internal accounting processes, improving controls and strengthening systems for optimal performance. Proficient in all aspects of accounting, including accounts payable and receivable, budget administration and payroll. Gifted in building and leading solid teams to handle high-volume operations with consistency, accuracy and full compliance with regulatory requirements.
Overview
3
3
years of professional experience
9
9
years of post-secondary education
Work History
Internship Student
HEG Mandideep
Bhopal, MADHYA PRADESH
06.2013 - 08.2013
- Where my project was on control units.
Research Intern
HPES
LUCKNOW, Uttar Pradesh
07.2010 - 08.2010
- Mini project on colour sensing.
- Channel estimation using ofdm.
Associate
TECH MAHINDRA
NOIDA, Uttar Pradesh
07.2021 - Current
- Working on the government project. ABDM , NHA project .
- working on tools like Tableau ,power bi.
- Full understanding of CRM tools .
- Working on data visualization and applying data analysis models .
Relationship Manager
HDFC BANK
new delhi, delhi
06.2018 - 04.2020
- To 7th of April ,2020.
- Develop strategies for maintaining and further penetrating existing accounts
- Develops focused strategies for acquiring, retaining and growing select clients
- Maintaining the existing client relationships and identify new business opportunities
- Supports the Bank's strong relationship banking culture through ongoing customer contact, quality customer service, and superior product knowledge
- Support the Bank's strong relationship banking culture through ongoing customer contact, quality customer service, and superior product knowledge (10%)
- Manage administrative tasks, including credit analysis and processing
- Studies industrial, commercial, economic and financial situations relating to new or existing business.
- Analyses and address HNI clients banking and investment requirements.
- In-depth financial analysis and investment expertise to analyses a clients personal data , align clients need through superior service ,seamlessly align service delivery for enchanted experience ;thereby strategizing the plan to help the client to reach his short and long term investment goals.
- Focus on the business development through the liabilities and assets to sustain and achieve growth in relationship value ,revenues and improved client stickiness.
- Achievements the product wise targets.
- Formulate the outbound as well as inbound sales plan to acquire the HNI customers for increasing the customer base.
- Conducting risk profiling of all the mapped clients for better advisory on investment needs.
- Analyzing all the databases and reviewing the customer’s portfolios to deliver the targets of the bank.
- Marketing analysis of the potential customers in Mandi Dabwali, Sirsa and near about places its lies in Bathinda cluster to get on board to the bank.
- Have also opened regular current accounts bundled with trade Forex,odd,current limits and bank guarantee.
- Generating new prospective leads of HNW customers via references and market visit.
- Engaging the key decisions makers of the group to cross sell the products to the group.
- Also doing the banking operations as well like DMS,FTS, welcome calling , Scheduling etc.
- Monitored issues carefully and reached out to customers to provide immediate resolution and maintain satisfaction.
- Utilized prospecting techniques to identify potential clients and create opportunities to sell financial services.
- Excellent in analysis ability for experimental design and methods. -Strong in project planning, research and development. Excellent in the conceptual terms like system analysis, regulatory and safety compliance, etc.
- Uplevel, develop, measure and apply key performance metrics, including sales pipeline, revenue, contract and product based analytic.
- Conduct analysis of existing business conditions and recommend strategic changes in sales and service models to improve business results.
- Ensure an effective handoff of responsibilities to Distribution / Dist Ops post implementation
- Design and implement the sales coverage model
- Analyze the health of the business and present recommendations to senior management for strategic decision making and investment.
- Worded on pricing strategies model of product which is in product development .
- Sales strategies implanted by me and in order to achieve the required targets.
- Increased team production by 10%.
- Led a team of 3 on a special project.Surpassed sales quota by over 15%.
- I raised a fund for the bank like working on liabilities target achieved year on year from the government firms like self governing bodies and BSNL and various MNCS companies for salary accounts , police salary accounts etc .
- Consistently outperformed sales targets by 10%.Supported over 4 functional areas with financial analysis.
- Increased customer satisfaction rating to 8.6/10"
Investment Banking Intern
INDITRADE CAPITAL LTD
Hyderabad, Telagana
04.2017 - 06.2017
- Study on commodity market and derivatives.
- Assist with comparable company analysis, precedent transaction analysis, company/M&A screening and sector newsletters, various updates and analyses the financial statements.
- Industry and sector research.
- Corporate and Investment Banking sub-teams that may include one or more sectors and products like DCM, ECM and M&A. Work would involve assisting the team across various structured and unstructured work streams that may form parts of pitch books, sector research, opportunity analysis, peer analysis, credit analysis, IPOs and other industry-related materials. There would with significant opportunities to learn, develop and work as an integral member of I&P CIB business.
- Develop basic understanding of a sector's key performance and valuation indicators Develop working knowledge of market database tools . etc. Interact with multiple internal stakeholders to achieve the desired goal .
- Key role played for engineering documentation, risk management and client customer communication.
Purchase Executive and Quality Analyst
SURYA INDUSTRIES
Bhopal, MADHYA PRADESH
06.2014 - 03.2015
- Posting of purchase invoices, including inter-company invoices, and matching invoices to purchase orders
- Supervising Purchase Ledger Clerk
- Ensuring correct VAT treatment of purchase invoices • Creation of domestic and overseas supplier runs .
- Liaising with purchasing department to resolve purchase ledger.
Education
MBA - Business Administration
Symbiosis Institute of Business Management
Hyderabad 06.2016 - 04.2018
B.TECH - Electronics And Communication
GLNAIT(UPTU)
Mathura 06.2009 - 06.2014
12th - Science With Computers
CMS (ISE)
LUCKNOW-UTTAR PRADESH 04.2008 - 01.2009
10th - Science
CMS (ICSE)
Lucknow 04.2006 - 05.2007
Certification done on the financial market from ISB HYDERABAD - undefined
Certification done on the fundamentals of quantitative modelling - undefined
WHARTON UNIVERSITY
Certification done in customer analytics - undefined
WHARTON UNIVERSITY
Certification done in E&Y financial analysts course. Bloomberg market concepts certification. - undefined
Skills
Strategic Business Relationships
undefinedAccomplishments
- In HDFC i have been promoted to Deputy Manager with a hike of 12 % in my salary and had many certificated for achieving the targets year on year.
- Helped in achieving 25 % of sales target in the organization year on year .
- I had been successful in adding most corporate known firm in order to raised the capital for the organization in order to achieved the targets in casa , liabilities ,assets from government institutes .
Software
C
EXCEL
MS OFFICE
CRMNEXT
FINNONE
TABLEAU
R
Interests
Wtching movies , listening music,reading novels
Sketching
NISM CERTIDICATIN FOR WEALTH MANAGEMENT AS MUTUAL FUNDS AND BONDS
HAVE CLEARED MUTUAL FUND CERTIFICATE FOR INVESTMENT IN MUTUAL FUND , INSURANCE , FDS ETC
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline
Associate
TECH MAHINDRA
07.2021 - Current
Relationship Manager
HDFC BANK
06.2018 - 04.2020
Investment Banking Intern
INDITRADE CAPITAL LTD
04.2017 - 06.2017
MBA - Business Administration
Symbiosis Institute of Business Management
06.2016 - 04.2018
Purchase Executive and Quality Analyst
SURYA INDUSTRIES
06.2014 - 03.2015
Internship Student
HEG Mandideep
06.2013 - 08.2013
Research Intern
HPES
07.2010 - 08.2010
B.TECH - Electronics And Communication
GLNAIT(UPTU)
06.2009 - 06.2014
12th - Science With Computers
CMS (ISE)
04.2008 - 01.2009
10th - Science
CMS (ICSE)
04.2006 - 05.2007
Certification done on the financial market from ISB HYDERABAD - undefined
Certification done on the fundamentals of quantitative modelling - undefined
WHARTON UNIVERSITY
Certification done in customer analytics - undefined
WHARTON UNIVERSITY
Certification done in E&Y financial analysts course. Bloomberg market concepts certification. - undefined
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