Open To Work
Hi, I’m
Lalit Gautam
Delhi
Summary
Dynamic NRI Relationship Manager with established success at HDFC Bank, specializing in client relationship management and wealth advisory.
Overview
5
years of professional experience
2
Certifications
Work History
HDFC BANK LTDNoida
NRI RELATIONSHIP MANAGER
01.2025 - Current
Job overview
- Managed client relationships to boost satisfaction and loyalty.
- Developed tailored financial solutions aligned with client objectives.
- Conducted regular follow-ups to sustain client engagement.
- Maintained accurate records of client interactions in CRM system.
- Resolved client inquiries promptly, fostering trust.
- Executed daily operations including scheduling appointments and coordinating meetings.
- Created strategies for customer acquisition and retention.
- Generated performance reports on client interactions and revenue goals.
- NRE/NRO accounts, FCNR deposits, Portfolio Investment Schemes (PIS), and foreign exchange services.
- NRI Portfolio Management, Wealth Management, Relationship Building, Cross-selling, KYC/AML Compliance, Financial Advisory, HNI Client Acquisition, and Foreign Exchange (Forex).
- NRI Relationship Manager with one year of experience in wealth management, handling a portfolio of more than 100 HNI clients across the GCC region.
- NRE/NRO accounts, FCNR deposits, Portfolio Investment Schemes (PIS), and foreign exchange services.
IndusInd Bank Ltd.Noida
Service Delivery Manager (SDM)
08.2022 - 12.2024
Job overview
- Oversaw business and general banking operations at Noida 18 Branch.
- Managed customer inquiries and resolved service-related issues effectively.
- Ensured client service excellence in branch lobby by verifying KYC documents.
- Facilitated onboarding of new clients through welcome calls and sales process audits.
- Managed turnaround time for all service and operational transactions.
- Activated clients on net banking and alternative non-branch channels.
- Generated business leads and directed them to appropriate sales channels.
- Monitored overall client services and performance scorecard for the branch.
- Provided backup support for Teller and DBM roles during deputation at Noida.
- Conducted regular meetings with customers to discuss their requirements and expectations.
- Recommended methods, technologies, process changes and training to clients to improve business opportunities and revenue potential.
HDB Financial Services Ltd.
Junior Phone Banker
02.2021 - 07.2022
Job overview
- Resolved customer queries and complaints via phone, ensuring timely responses.
- Handled customer complaints with professionalism and empathy.
- Provided accurate information about financial products and services.
- Provided detailed information about products and services to customers, including account balances, loan terms, payment options, and other inquiries.
- Followed up on customer inquiries via phone or email in order to provide additional assistance if needed.
- Provided information on various banking products and services to enhance customer understanding.
- Cross-sold banking products to customers over the phone, identifying key opportunities.
- Guided customers through banking applications and online services for seamless experiences.
- Maintained awareness of process updates to ensure compliance with regulations.
- Answered incoming calls from customers regarding their accounts, ensuring that all customer inquiries were handled in a professional and timely manner.
- Adhered to strict security protocols when handling confidential client information.
- Collaborated closely with team members in order to meet daily performance goals.
- Maintained confidentiality of banking records and client information to avoid possible data breaches.
Education
JANHIT COLLEGE OF LAWGREATER NOIDA
LLB from BANKING AND CORPORATE LAW
06-2024
NMIMS UniversityMUMBAI
MBA from Banking & Finance
10-2022
Maharishi Dayanand UniversityROHTAK
BBA from Business Administration And Management
12-2019
N.I.O.SDELHI
12th Passed from Arts
12-2015
APEX PUBLIC SCHOOLDELHI
10TH from 10TH
05-2012
Skills
- Effective communication
- KYC/AML compliance
- Problem-solving ability
- Pressure management
- Goal orientation
- Eagerness to learn
- Customer service expertise
- Wealth management
- Client relationship management
- Financial advisory
- Team collaboration
- Customer acquisition strategies
- Service excellence
- Problem solving
- Conflict resolution
- Time management
- New business generation
- Financial planning processes
- Performance analysis
- Customer portfolio management
Certification
IRDAI certified.
Accomplishments
• Qualified for the Grand Account Contest in July 2023.
• Health Insurance Contest qualified.
• Credit Cards Contest qualified.
• Life Insurance Contest qualified as an offsite, and last JFM also qualified as an offsite contest.
• ZH Insurance Contest qualified in 2025.
• Health Insurance Contest qualified.
• Credit Cards Contest qualified.
• Life Insurance Contest qualified as an offsite, and last JFM also qualified as an offsite contest.
• ZH Insurance Contest qualified in 2025.
Personal Information
- Date of Birth: 04/12/96
- Marital Status: Married
- Religion: Hindu
Languages
- Hindi
- English
Father's Name
Sh. Ishwar Chand Gautam
Work Preference
Job Search Status
Open to workWork Type
Full TimeLocation Preference
On-SiteSalary Range
₹60000/yr - ₹200000/yrTimeline
NRI RELATIONSHIP MANAGER
HDFC BANK LTD
01.2025 - Current
Service Delivery Manager (SDM)
IndusInd Bank Ltd.
08.2022 - 12.2024
Junior Phone Banker
HDB Financial Services Ltd.
02.2021 - 07.2022
JANHIT COLLEGE OF LAW
LLB from BANKING AND CORPORATE LAW
NMIMS University
MBA from Banking & Finance
Maharishi Dayanand University
BBA from Business Administration And Management
N.I.O.S
12th Passed from Arts
APEX PUBLIC SCHOOL
10TH from 10TH