Monika Gautam
Pune
Summary
Experienced Business Relationship Manager with a talent for acquiring new clients and nurturing profitable relationships. Skilled leader with a proven track record in assisting clients with financial planning and analyzing financial data for over 4 years. Recognized for strong collaboration and effective decision-making abilities in fast-paced environments.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Deputy Manager
HDFC Bank
04.2024 - Current
- Managed high-value customer portfolios
- Client acquisition and onboarding
- TPP product sales
- Government business solutions
Sr. Corporate Agency Manager
HDFC Life
08.2021 - 02.2024
- Upselling through bank channels
- Achieved persistency targets
- Team training and performance
- Recognized for territory leadership
Freelance HR Recruiter
PG Proficiencies
09.2020 - 11.2020
- Sourced candidates via Naukri/social media
- Closed multiple roles through independent recruitment
Education
MBA - Finance & HR
SIRT
01.2021
PGDCA - 1-Year Diploma in Computer Applications
BBA - undefined
IPER
01.2017
Skills
- Client Relationship
- TPP & Asset Sales
- Retail Banking
- Customer Retention
- Liability Enhancement
- Team Coordination
- Need-Based Selling
- Business Development
- Wealth management portfolios
- Financial planning processes
- Relationship building and management
- Investment and wealth planning
Certification
- AMFI IRDA Certified - Customer Service - E-Learning College
- Corporate Finance - Great Learning - Management Essentials - UpGrad
- Financial Markets - SHINE Projects
Accomplishments
- Top Performer - HVV & Auto Loan (01/01/25) - Elite Achiever (2022)
- BBH Liability Leader - Territory Upsell Leader (FY21-22)
Disclaimer
I hereby declare that all information stated above is true to the best of my knowledge and belief.
Career Interests
- Retail Banking RM
- Customer Success Officer
- Financial Product Sales
- Portfolio Advisor
Timeline
Deputy Manager
HDFC Bank
04.2024 - Current
Sr. Corporate Agency Manager
HDFC Life
08.2021 - 02.2024
Freelance HR Recruiter
PG Proficiencies
09.2020 - 11.2020
PGDCA - 1-Year Diploma in Computer Applications
BBA - undefined
IPER
MBA - Finance & HR
SIRT
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