NAVEEN D T
Senior Manager in Banking
D-115, North 1st Lane, ITI Colony BANGALORE,Karnataka
Summary
Highly-motivated employee with desire to take on new challenges. Strong worth ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills. Hardworking employee with customer service, multitasking and time management abilities. Devoted to giving every customer a positive and memorable experience. Experienced portfolio manager with excellent client and project management skills. Action-oriented to communicate effectively with technology, executive and business audiences.
Overview
19
19
years of professional experience
Work History
Portfolio Manager
RBL BANK LTD
BANGALORE
01.2023 - Current
- Developed and implemented portfolio strategies to meet clients' short-term and long-term financial goals.
- Conducted market research and analysis of macroeconomic factors affecting investment decisions.
- Monitored investments, identified risks, and managed portfolio performance through regular reviews.
- Produced reports on current trends in the markets, asset allocations, and capital flows.
- Established relationships with external fund managers to access new products for clients.
- Advised clients on risk management strategies to mitigate losses from volatile markets.
Senior Sales Manager
YES BANK LTD
BANGALORE
06.2022 - 12.2023
- Developed and implemented sales strategies to increase profits and expand market share.
- Conducted weekly meetings with the sales team to review performance, goals and objectives.
- Monitored customer feedback to identify areas of improvement in products and services.
- Created reports on customer satisfaction, sales forecasts and product launches.
- Met with sales and design departments to determine project road maps and create unique products to drive profitability and champion brand.
- Established ambitious goals for employees to promote achievement and surpass business targets.
Branch Sales Manager
KOTAK MAHINDRA BANK LTD
BANGALORE
03.2019 - 06.2022
- Coached staff on product knowledge, sales techniques, and customer service standards.
- Conducted regular performance reviews of the sales team to ensure goals were met.
- Created weekly reports detailing branch activities such as sales volume, budgeting, and inventory levels.
- Provided leadership in developing effective marketing plans for new products or services.
- Established relationships with key customers to foster loyalty and repeat business opportunities.
Retail Sales Manager
LAKSHMI VILAS BANK LTD (DBS)
BANGALORE
06.2014 - 04.2018
- Ensured customer satisfaction by handling inquiries, complaints, and returns professionally.
- Monitored employee performance and provided feedback to improve productivity.
- Planned promotional events & activity's such in apartments & corporate or special offers on Lockers, FD's etc...
- Maintained a clean work environment to promote safety standards.
- Researched current trends in the retail industry to stay competitive.
Assistant Branch Manager
HDFC BANK LTD
BANGALORE
04.2010 - 04.2014
- Provided leadership and direction to staff members in order to ensure efficient operations of the branch.
- Ensured compliance with internal policies and procedures as well as external regulations.
- Developed strategies for increasing customer satisfaction levels and improving service quality.
- Analyzed financial data and prepared reports on the branch's performance for senior management.
Assistant Sales Manager
METLIFE INDIA INSURANCE LTD
BANGALORE
08.2009 - 03.2010
- Negotiated customer contracts and maintained relationships with existing clients.
- Developed strategies to increase sales volume and market share.
- Monitored competitor activities, analyzed trends in the marketplace, and adjusted sales techniques accordingly.
- Conducted weekly and monthly meetings to review progress against goals and objectives.
Assistant Manager
KOTAK MAHINDRA BANK LTD
BANGALORE
11.2007 - 07.2008
- Managed customer service inquiries and complaints in a timely manner.
- Maintained up-to-date knowledge of company products and services.
- Collaborated with management on developing strategic plans for achieving business goals.
- Established processes for monitoring customer satisfaction levels.
- Communicated regularly with customers to gain insights into their needs.
Liability Desk Coordinator (Off Roles)
I-SOLUTIONS For ICICI Bank Ltd
BANGALORE
05.2005 - 11.2007
- Resolved customer inquiries by identifying problems, researching answers, and providing solutions in a timely manner.
- Identified opportunities for improvement in existing processes and procedures relating to support services.
- Managed daily operations of Help Desk Support Services ensuring quality standards were met consistently.
- Kept customers informed about issue resolution progress and provided updated estimated times of resolution on ongoing basis.
Education
Bachelor of Commerce - Business Law & Advance Accounts
JUBLIEE COLLEGE
BANGALORE03.2005
P U C - Ecommerce
JUBLIEE COLLEGE
BAGALORE03.2002
Skills
- Resource Allocation
- Database Management
- Contract Management
- Information Collection
- Business Administration
- Staff Supervision
- Document Management
- Administrative Leadership
- Business Planning
- Regulatory Compliance
Languages
KANNADA
First Language
English
Upper Intermediate (B2)
B2
Telugu
Intermediate (B1)
B1
Hindi
Intermediate (B1)
B1
Tamil
Beginner (A1)
A1
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
swipe to browse
Timeline
Portfolio Manager
RBL BANK LTD
01.2023 - Current
Senior Sales Manager
YES BANK LTD
06.2022 - 12.2023
Branch Sales Manager
KOTAK MAHINDRA BANK LTD
03.2019 - 06.2022
Retail Sales Manager
LAKSHMI VILAS BANK LTD (DBS)
06.2014 - 04.2018
Assistant Branch Manager
HDFC BANK LTD
04.2010 - 04.2014
Assistant Sales Manager
METLIFE INDIA INSURANCE LTD
08.2009 - 03.2010
Assistant Manager
KOTAK MAHINDRA BANK LTD
11.2007 - 07.2008
Liability Desk Coordinator (Off Roles)
I-SOLUTIONS For ICICI Bank Ltd
05.2005 - 11.2007
Bachelor of Commerce - Business Law & Advance Accounts
JUBLIEE COLLEGE
P U C - Ecommerce
JUBLIEE COLLEGE
Similar Profiles
FIROZ LATHEEFFIROZ LATHEEF
Branch Head at RBL BANK LTDBranch Head at RBL BANK LTD
Ashish JhaAshish Jha
AVP - Data Engineering and Insights at RBL Bank LtdAVP - Data Engineering and Insights at RBL Bank Ltd
Venkatesh palankarVenkatesh palankar
Senior Center Manager at RBL BANK LTDSenior Center Manager at RBL BANK LTD
Manish KadamManish Kadam
Deputy Manager – Relationship Manager NR Sales at RBL BANK LTDDeputy Manager – Relationship Manager NR Sales at RBL BANK LTD
SOURAB HIREMATHSOURAB HIREMATH
Assoc Prof/Consultant Physician Internal Medicine at USM- KLEAssoc Prof/Consultant Physician Internal Medicine at USM- KLE