MANAS PATHAK
INDORE
Summary
Dynamic Personal Banker with a proven track record at HDFC Bank, excelling in financial analysis and customer relationship management. Recognized for surpassing sales targets and enhancing client satisfaction through tailored investment guidance. Adept at portfolio management and problem-solving, driving growth and loyalty in competitive markets.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Personal Banker
HDFC BANK
INDORE
04.2024 - Current
- Met with customers to analyse financial needs and maximize sales opportunities.
- Conducted account openings and closings for clients.
- Advised customers on various financial products available from the bank.
Personal Banker
HDFC Bank
INDORE
05.2022 - 01.2023
- Managed portfolio of client accounts, ensuring high levels of satisfaction and loyalty.
- Outperformed sales targets.
- Conducted daily sales analysis to adjust sales strategies and meet targets.
Relationship Manager
Max Life Insurance Co. Ltd.
07.2021 - 04.2022
- Managed client relationships by providing prompt service and responding to inquiries in a timely manner.
- Collaborated with renewal and servicing teams to deliver consistent, personalized sales and customer service to clients.
Chief Relationship Manager
Reliance Nippon Life Insurance Co. Ltd.
05.2018 - 07.2021
- Take 5 promotions at Reliance Nippon life insurance
- Qualify international trip pataya, Dubai
- Qualify Goa 2 times
- 8 times top performer of the month
- 3 times top performer for Quarter
Sales Manager
Sandhya Traders
02.2017 - 02.2018
- Company Overview: Building Material Suppliers
- Building Material Suppliers
BDE
Venture Capital Advisory
11.2015 - 01.2017
Education
MASTER OF BUSINESS ADMINISTRATION - FINANCE AND MARKETING
CHAMELI DEVI GROUP OF INSTITUTE DAVV
INDORE01.2015
BACHELOR OF COMMERCE -
CH INSTITUTE OF MANAGEMEN AND COMMERCE
INDORE01.2013
SENIOR SECONDARY SCHOOL -
MP BOARD
01.2010
HIGHER SECONDARY SCHOOL -
MP BOARD
01.2008
Skills
- Investment guidance
- Customer service
- Risk assessment
- Financial analysis
- Sales strategies
- Portfolio management
- Client onboarding
- Customer relationship management
Accomplishments
- Take 5 promotions at Reliance Nippon life insurance
- Qualify international trip Pataya, Dubai
- Qualify Goa 2 times
- 8 times top performer of the month
Languages
- English
- Hindi
Personal Information
- Father's Name: Mr. Sharat Chandra Pathak
- Date of Birth: 02/18/93
- Gender: Male
- Nationality: Indian
Certification
- AMFI
- IRDA
Disclaimer
I hereby declare that all the Information here is true to the best of my knowledge.
21/04/2025
Timeline
Personal Banker
HDFC BANK
04.2024 - Current
Personal Banker
HDFC Bank
05.2022 - 01.2023
Relationship Manager
Max Life Insurance Co. Ltd.
07.2021 - 04.2022
Chief Relationship Manager
Reliance Nippon Life Insurance Co. Ltd.
05.2018 - 07.2021
Sales Manager
Sandhya Traders
02.2017 - 02.2018
BDE
Venture Capital Advisory
11.2015 - 01.2017
MASTER OF BUSINESS ADMINISTRATION - FINANCE AND MARKETING
CHAMELI DEVI GROUP OF INSTITUTE DAVV
BACHELOR OF COMMERCE -
CH INSTITUTE OF MANAGEMEN AND COMMERCE
SENIOR SECONDARY SCHOOL -
MP BOARD
HIGHER SECONDARY SCHOOL -
MP BOARD
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