MOHAMMED NAVEED
Warangal
Summary
Dynamic Relationship Manager with Kotak Mahindra Bank, recognized for driving a 30% expansion in the HNI client base. Expert in sales strategies and relationship building, consistently achieving top-tier performance in client retention. Proficient in financial advisory and KYC compliance, delivering tailored banking solutions that enhance customer satisfaction.
Overview
3
3
years of professional experience
Work History
Relationship Manager
Kotak Mahindra Bank
Warangal
03.2022 - 04.2025
- Managed a portfolio of high-net-worth individual (HNI) clients, delivering personalized banking solutions.
- Built and nurtured long-term client relationships through regular engagement and financial advisory.
- Achieved and exceeded monthly sales and revenue targets through client acquisition and upselling.
- Recommended investment options (mutual funds, insurance, structured products) after needs analysis.
- Ensured high customer satisfaction and retention through prompt issue resolution.
- Consistently ranked in the top 10% of RMs regionally for sales performance and client retention.
- Recognized for securing major corporate salary accounts and expanding HNI client base by 30% over 3 years.
Education
Bachelors of Business Management -
Vagdevi Degree College
Warangal, Telangana, India11-2021
Intermediate College -
Govt. Jr College
Warangal, Telangana, India06-2017
School (SSC) -
Platinum Jubilee High School
Telangana, India06-2015
Skills
- Communication and relationship building
- Problem solving and critical thinking
- Sales and marketing strategies
- Team collaboration
- Product expertise
- Active listening and rapport building
- Time and organizational management
- Social media proficiency
Accomplishments
- Consistently ranked in the top 10% of RMs regionally for sales performance and client retention.
- Recognized for securing major corporate salary accounts and expanding HNI client base by 30% over 3 years.
Languages
- English
- Hindi
- Urdu
- Telugu
Timeline
Relationship Manager
Kotak Mahindra Bank
03.2022 - 04.2025
Bachelors of Business Management -
Vagdevi Degree College
Intermediate College -
Govt. Jr College
School (SSC) -
Platinum Jubilee High School
Similar Profiles
Sveta KakerlaSveta Kakerla
DEPUTY MANAGER - Product Manager: Risk Monitoring at KOTAK MAHINDRA BANK- Kotak 811DEPUTY MANAGER - Product Manager: Risk Monitoring at KOTAK MAHINDRA BANK- Kotak 811
Parth Kiran BorseParth Kiran Borse
Deputy Manager – Branch Operations Manager at Kotak Mahindra BankDeputy Manager – Branch Operations Manager at Kotak Mahindra Bank
Akhil BansalAkhil Bansal
Senior Manager at Kotak Mahindra Bank LimitedSenior Manager at Kotak Mahindra Bank Limited
Harsh FuletraHarsh Fuletra
Collection Executive at Kotak Mahindra BankCollection Executive at Kotak Mahindra Bank
Manohar DasariManohar Dasari
Professor in Kriya Sharir at Mangalayatan UniversityProfessor in Kriya Sharir at Mangalayatan University