Md Nisar Mahdi
BANGALORE
Summary
• Performance-driven professional offering around 11+ years of rich and qualitative experience in Banking operations, Business Development, Revenue Maximization,and Client Relationship Management in the Banking and Financial industries.
• Expertise in providing advisory services to clients about the insurance and loans thereby enhancing returns on investments.
• Comprehensive knowledge in cross selling of Banking/Financial products in Retail banking.
• Proactive in leading charge for organization's channels distribution to achieve zonal targets,while processing new business with focus on product mix ,customer service operations,training field personnel and recruitment.
• Proficiency in driving strong business performance through exemplary relationship management,developing agency management strategies,team engagement,and customer relationship endeavors
• Outstanding communication and leadership skills that have been put to use in effective resolving problems and promoting a positive work environment
• Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Priority Banking Relationship Manager
AXIS BANK LTD
BANGALORE
03.2023 - Current
- Currently handling HNI & ULTRA HNI clients and responsible for consistent revenue growth, and value enhancement, cross sell & productivity.
- Achievement of incremental numbers and value for CASA,TD, Assets (HL,PL,LAP,BL, GL,SME)and Fee products(PMS,AIF, LI,GI, MF,Demat and Trading and RTFX )
- Responded to customer inquiries and requests regarding banking products, services and procedures.
- Provided personalized advice on financial planning, investments and insurance solutions.
- Identified opportunities for cross-selling new banking products or services to existing clients.
- Developed and maintained strong relationships with customers through proactive communication and follow up.
- Resolved customer complaints in a timely manner, ensuring the highest level of satisfaction is achieved.
- Collaborated closely with other departments to ensure smooth operations of Priority Banking service delivery.
- Maintained accurate records of all client interactions and transactions in the bank's CRM system.
- Participated in internal meetings, trainings to stay abreast of changes in policies, procedures related to Priority Banking services.
Senior Branch Relationship Manager
Kotak Mahindra Bank Ltd
Bangalore
12.2021 - 03.2023
- Managed portfolio of 460 HNI clients and identified opportunities to expand relationship through cross selling.
- Advised and counseled customers on financing related matters courteously educating clients and responding to inquiries.
- Increasing customer engagement through other non - investment products like Forex Remittances, Loans, etc. to the new and existing customers.
- Deepen the existing relationship by cross selling the Banks’s products and services / third party investment products.
- Maintaining relationship across departments with the product knowledge to deliver the products and services faster than TAT to bring the WOW feeling in customers.
- Achieved a consistently high client satisfaction rating, resulting in increased client retention and referrals.
- Maintaining customers KYC compliance as per the regulatory norms.
- Demonstrate the ability to work independently while using departmental resources, policies and procedures.
Personal Banker
Hdfc Bank Ltd
Bangalore
09.2018 - 11.2021
Relationship Officer
Kotak Mahindra Bank Ltd
Bangalore
12.2016 - 09.2018
Sales Development Manager
Hdfc Life Insurance Co Ltd
Bangalore
09.2014 - 12.2016
Sales Tele Caller
Vibatel Solutions Pvt Ltd
Hyderabad
07.2012 - 05.2013
Education
Bachelor Of Computer Applications
B V Bhoomaraddi College
Bidar05-2012
Skills
- Wealth Management
- Portfolio Management
- Investment Strategies
- Financial Analysis
- Business Development
- Sales and Cross-Selling
- Risk Assessment
- Regulatory Compliance
- Time Management
- Team Handling
Accomplishments
- Award of Excellence
- The Incredibles season 1
- The Incredibles season 2
- Wall of fame
Languages
English
First Language
Hindi
Proficient (C2)
C2
KANNADA
Advanced (C1)
C1
Certification
- AMFI
- IRDA
Personal Details
Gender :- Male
DOB :- 1-07-1992
Marital Status :- Unmarried
Nationality :- Indian
Timeline
Priority Banking Relationship Manager
AXIS BANK LTD
03.2023 - Current
Senior Branch Relationship Manager
Kotak Mahindra Bank Ltd
12.2021 - 03.2023
Personal Banker
Hdfc Bank Ltd
09.2018 - 11.2021
Relationship Officer
Kotak Mahindra Bank Ltd
12.2016 - 09.2018
Sales Development Manager
Hdfc Life Insurance Co Ltd
09.2014 - 12.2016
Sales Tele Caller
Vibatel Solutions Pvt Ltd
07.2012 - 05.2013
Bachelor Of Computer Applications
B V Bhoomaraddi College
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