NAVEEN G D

To create integrated strategies & develop my professional skills in the middle to senior level assignments, Inclusive Process & Operations Management with a leading reputed organization in Banking/NBFC, PAN India

Currently having experience in Senior NRI Relationship Manager role in IDFC First BANK LTD with Handling of 215 + Portfolio Accounts. Previously 2.6+years of experience in NRI Relationship Manager role in AXIS BANK LTD with Handling of 300 + Portfolio Accounts. Handling Inward & Outward remittances. Achieving the revenue targets and targets assigned in terms of acquiring, enhancing, and upgrading the HNW relationships. Deepen, Enhance, and manage the NR Preferred Customers. Cross sell of family accounts, PIS, E-Broking, Home Loans etc, Cross sell of Bank products like Insurance, Mutual Funds, Investment Services account. A competent professional with nearly 4+ years of experience in and HDFC BANK: NRI Business and PMS(PIS) Department for Karnataka Region. A competent professional with nearly 3-4. years of experience in: Operations Management-Process Management – Data Reconciliation Client Relationship Management-Attrition Management- Team Management An out-of-the-box thinker with proven track record of establishing Processes, SOPs, streamlining Workflow and creating team work environment to enhance productivity innovatively. Well versed with Trade Settlements and Confirmation through Online Platform FTP with our S/w LD (Lidha Didha), TechExcel, Cash flow Matching (CFM). Demonstrated experience in the practical implementation of detailed project plan for identification of reconciliation to be transitioned/migrated, creation of detailed process documentation including risk Mitigation documentation. Excellent interpersonal skills with problem solving, logical thinking and analytical abilities.

• MONITORING OF NRI AFFLUENT CUSTOMER: Incremental Cumulative Daily Average Balance - CDAB - existing NRI accounts
• New Acquisition of NRI accounts
• Non-Resident Term Deposits (TD) Budget
• Total Investment Products Group - IPG Points
• Other Cross Sell like Retail Loans Points
• Remittances - Fee Income
• Customer Activation - hooks (use of alternate channels of banking)
• Customer Feedback
• Training on modules like Mutual Funds Advisory, NRI, Product and Positioning, Anti Money Laundering - AML and Know Your Customer - KYC, etc.
• Key Relationships Relatives/ Point of Contact of NRI customers, Overseas branches.

• Date of Birth: 21 June 1985
• Marital Status: Married

I take pride in consistently delivering results and building strong relationships with clients. In my current role, one of my key accomplishments has been successfully onboarding new customers and helping them understand the value of the products and services offered. I have also been able to maintain a high level of customer satisfaction by providing timely support and personalized solutions.

Additionally, I have contributed to achieving business targets by identifying opportunities for cross-selling and improving client engagement. My ability to communicate effectively and build trust has helped me strengthen long-term relationships with customers.

I am also committed to continuous learning and improving my skills, which has enabled me to adapt quickly and perform efficiently in a competitive environment.

I am professionally affiliated with the banking sector, currently working with IDFC Bank, where I handle customer relationship management and account onboarding. My role involves interacting with clients, understanding their financial needs, and offering suitable banking solutions.

In addition to my professional affiliation, I actively engage in building strong networks with clients and colleagues, which helps in business development and customer retention. I also stay updated with industry trends and banking regulations to ensure I provide accurate and reliable service.

I am a highly motivated and result-oriented professional with strong communication and interpersonal skills. I adapt quickly to new environments and am committed to delivering excellent customer service. I have a keen interest in learning and continuously upgrading my knowledge, especially in the banking and financial sector.

I am proficient in handling client relationships, problem-solving, and managing tasks efficiently under pressure. I believe in maintaining professionalism, integrity, and a positive attitude in all my interactions.