MUNEER ALAM
NEW DELHI
Summary
Dynamic Senior Banking Partner with extensive experience at IndusInd Bank, excelling in client relationship management and business development. Proven track record in achieving product-wise targets and enhancing client stickiness. Adept at financial analysis and cross-selling techniques, driving portfolio growth and customer acquisition through innovative strategies.
Overview
13
13
years of professional experience
Work History
Senior Banking Partner (Wealth Management)
INDUSIND BANK LTD.
07.2024 - Current
- Addressing banking and financial needs of HNI clients.
- Focus on business development across liabilities assets and fee to sustain and achieve growth in relationship value, revenues and improved client stickiness.
- Achievements of product wise targets.
- Formulate inbound and outbound sales plans to acquire new HNI customers for increasing customer base of the portfolio.
Preferred Relationship Manager
HDFC BANK LTD.
04.2022 - 06.2024
- Addressing banking and financial needs of Preferred clients.
- Focus on business development across liabilities assets and fee to sustain and achieve growth in relationship value, revenues and improved client stickiness.
- Achievements of product wise targets.
- Formulate inbound and outbound sales plans to acquire new Priority customers for increasing customer base of the portfolio.
Priority Relationship Manager
AXIS BANK LIMITED.
09.2020 - 03.2022
- Addressing banking and financial needs of Priority clients.
- Focus on business development across liabilities assets and fee to sustain and achieve growth in relationship value, revenues and improved client stickiness.
- Achievements of product wise targets.
- Formulate inbound and outbound sales plans to acquire new Priority customers for increasing customer base of the portfolio.
Relationship Manager
ICICI BANK (WEALTH MANAGEMENT)
03.2018 - 09.2020
- Addressing banking and financial needs of HNI clients.
- Focus on business development across liabilities assets and fee to sustain and achieve growth in relationship value, revenues and improved client stickiness.
- Achievements of product wise targets.
- Formulate inbound and outbound sales plans to acquire new HNI customers for increasing customer base of the portfolio.
Sr. Relationship Manager in WSM (Worksite Marketing)
BAJAJ ALLIANZ
05.2014 - 06.2016
- While associated with WSM followed by present role in CPM: Sourcing of retail business through worksites into existing and new acquired corporate employees.
- Upselling New Investment Solution to the clients which suits their needs & requirements.
- Conducting corporates worksites in existing corporates.
- Acquisition of new corporate relationship for setting up new worksites.
- Interaction with corporate employees regarding different investments options and upsell/cross-sell of BALIC products.
- Managing and servicing the portfolio of existing and new HNI clients.
- Promoted as Sales Manager on 1st April 2016.
- Work in CPM Channel (Customer Portfolio Management) from (19 June 2016 - March 2018).
- Promoted from Sales Manager to Wealth Manager on 1st April 2017 in Banca assurance Vertical.
- Re-designated to Sr.BDM (Sr. Business Development Manager) on (22-June 2017-06 March 2018 in Agency Direct Vertical).
Corporate Agency Manager
HDFC LIFE
09.2012 - 04.2014
- Working with Corporate Agency Banka assurance (HDFC Securities).
- Handling 3 sales managers each having a team of more than 10 Coex's.
- Making sales of investment and insurance product through references, cold calls and data provided by the HDFC Securities employees.
- Analyzing financial capabilities of clients and suggesting them for long and short term investment solutions.
- Providing effective training to sales team for product and customer satisfaction.
- Maintaining good database to generate lead.
- Religiously work on follow-up to convert the Business.
Associate Financial Sales Manager
ICICI PRUDENTIAL
11.2011 - 09.2012
- Handling Punjabi Bagh branch for S2S Process.
- Selling advance brokerage plans.
- Generating references from the existing customers for investment.
- Cross selling other financial products like Insurance and Mediclaim.
Education
10th -
C.B.S.E.
12th -
U.P. Board
B.A. -
Rohilkhand University Bareilly
Bareilly, U.P.M.A. -
Rohilkhand University Bareilly
Bareilly, U.P.Skills
- Positive attitude
- Creative thinking
- Active listening
- Team collaboration
- Self-confidence
- Client relationship management
- Customer acquisition
- Portfolio management
- Cross-selling techniques
- Financial analysis
- Multitasking Abilities
- Problem-solving aptitude
Accomplishments
Qualified in 2 MDRT last financial year 2022-2023, in November 2022, Malaysia, and in February 2023, South Korea, respectively.
Hobbies and Interests
- Singing
- Playing Cricket
- Making good Friends
Languages
- Hindi
- English
- Arabic
Personal Information
- Father's Name: Late. Mr. Abrar Mohammad
- Date of Birth: 08/01/85
- Marital Status: Married
Timeline
Senior Banking Partner (Wealth Management)
INDUSIND BANK LTD.
07.2024 - Current
Preferred Relationship Manager
HDFC BANK LTD.
04.2022 - 06.2024
Priority Relationship Manager
AXIS BANK LIMITED.
09.2020 - 03.2022
Relationship Manager
ICICI BANK (WEALTH MANAGEMENT)
03.2018 - 09.2020
Sr. Relationship Manager in WSM (Worksite Marketing)
BAJAJ ALLIANZ
05.2014 - 06.2016
Corporate Agency Manager
HDFC LIFE
09.2012 - 04.2014
Associate Financial Sales Manager
ICICI PRUDENTIAL
11.2011 - 09.2012
10th -
C.B.S.E.
12th -
U.P. Board
B.A. -
Rohilkhand University Bareilly
M.A. -
Rohilkhand University Bareilly
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