Naman Nagar
Mumbai
Summary
Dynamic professional with a proven track record at Citi Bank, excelling in customer relationship management and financial planning. Adept at driving business development strategies and enhancing client portfolios, I consistently surpassed cross-selling targets while fostering strong client connections. Passionate about delivering exceptional service and ensuring regulatory compliance.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Manager
Citi Bank
Mumbai
07.2021 - Current
- Reviewed financial needs and asset allocations of HNI clients to enhance portfolios.
- Provided tailored advice to promote fund mobilization and cross-sell fee-based products.
- Organized exclusive events to strengthen client relationships and expand the HNI client base.
- Enhanced client connections through strategic referrals and relationship-building initiatives.
- Ensured strict adherence to KYC/AML norms for compliance and risk management.
- Assessed risks in business decisions to protect the firm's reputation and client assets.
Relationship Manager
Homelane.com
Pune
07.2020 - 05.2021
- Build & promote strong, long-lasting customer relationships by partnering with them and understanding their needs
- Identify emerging markets and market shifts while being fully aware of new products and competition status
- Prospect new clients by networking, cold calling, utilizing the company's digital platform to generate interest from potential clients and ensure a robust line of opportunities
- Collaborate with the team of Interior designers in order to clear the blockers of the prospect clients and bring down the funnel to the closure.
Corporate Demand Manager
OYO
Pune
07.2019 - 06.2020
- Managing Large and SME accounts from acquisition to retention
- Responsible for managing operations ( quality of service and escalations) in market place and ensuring high quality of customer experience
- Driving the offline channel and close liaising with the online team to ensure meeting of URN targets
- Responsible for meeting the supply targets and identifying new supply avenues.
Relationship Manager
HDFC Bank
07.2018 - 06.2019
- Achieved and surpassed cross-selling targets across diverse financial products, including liabilities, assets, forex, and credit cards.
- Conducted comprehensive client profiling, and provided tailored financial planning and investment advice to meet individual customer needs.
- Served as the primary point of contact for all HNI client requirements within the branch, ensuring seamless service delivery.
- Acquired new HNI clients, and consistently delivered exceptional service to maintain high satisfaction and retention rates.
Education
PGDM (Marketing) -
ITM Business School
Mumbai2018
Bachelor's in Commerce -
Rajasthan University
Rajasthan07-2015
Skills
- Customer relationship management
- Financial analysis and planning
- Risk assessment and mitigation
- Regulatory compliance
- Market research and analysis
- Product expertise
- Sales strategy development
- Team leadership
- Cross-functional collaboration
- Business development strategies
Certification
- NISM Series XXI A: Portfolio Management Services (PMS) Distributors Certification Examination
- Association of mutual funds in India
- Insurance Regulatory and Development Association
Accomplishments
- Consistently ranked among top performers, earning six international and two domestic recognition trips, and qualified for the prestigious Million Dollar Round Table (MDRT) due to sustained high performance and client satisfaction
- Achieved 400% growth in assets under management (AUM), expanding the portfolio from ₹50 crore to ₹200 crore within a year, leading to a promotion to manager and setting new benchmarks in client acquisition and retention
- Secured a landmark deal contributing $2.2 million in inward remittances, marking one of the largest transactions in SKY Channel's history, and demonstrating exceptional negotiation and client relationship skills
- Logged the highest insurance premium of ₹1 crore and facilitated an investment of ₹35 crore from a single client within the same year, showcasing expertise in cross-selling financial products and deepening client trust
Languages
Hindi
First Language
English
Advanced (C1)
C1
Timeline
Manager
Citi Bank
07.2021 - Current
Relationship Manager
Homelane.com
07.2020 - 05.2021
Corporate Demand Manager
OYO
07.2019 - 06.2020
Relationship Manager
HDFC Bank
07.2018 - 06.2019
PGDM (Marketing) -
ITM Business School
Bachelor's in Commerce -
Rajasthan University
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