Naveen Kumar G
Hyderabad
Summary
Experienced and results-oriented banking professional with over 14 years of demonstrated success in managing NRI and HNI client portfolios, wealth management, and strategic financial solutions. Committed to leveraging deep industry knowledge, a client-centric approach, and innovative product strategies to drive sustainable business growth, enhance client relationships, and deliver exceptional value in a leadership role within a reputed financial institution.
Overview
14
14
years of professional experience
1
1
Certification
Work History
AVP - NR Department, NR Affluent Relationship Manager
IndusInd Bank
Hyderabad
05.2024 - Current
- Manage, retain, and grow a portfolio of high net worth NRI clients; tailor financial strategies based on personalized needs.
- Served as main contact for holistic wealth solutions; exceeded targets in cross-selling financial and investment products.
Senior Manager - NR Department, YES First RM
YES BANK LTD
Somajiguda
04.2023 - 05.2024
- Built robust relationships with NRIs and HNIs, leading to increased cross-sell ratios and high-value deposits.
- Provided bespoke banking and investment services, consistently surpassing targets.
Manager - NR Department, NR Personal Banker
HDFC Bank
Santosh Nagar
09.2021 - 04.2023
- Upgraded NRI clients to premium tiers, boosted engagement via alternate banking channels.
- Drove CDAB growth and cross-sold investment/non-investment products tailored to customer profiles.
NR Relationship Manager
Kotak Mahindra Bank
Dilsukhnagar
11.2019 - 08.2021
- Managed 300+ NRI/HNI clientele with portfolio RV of ₹100 crore.
- Grew wallet share and provided individualized investment solutions.
Ass Manager - Product Management, Online NRI Acquisition
Karvy Stock Broking Ltd
Financial District, Gachibowli
10.2017 - 11.2019
- Launched new acquisition schemes, managed client onboarding, and coordinated with leading banks for NRE/NRO/PIS accounts.
- Designed premium plans and marketing campaigns to drive business growth.
Senior Executive-NRI Division Relationship Manager
Intelenet Global Services (Axis Bank Process)
Pocharam
08.2016 - 10.2017
- Led account opening/verification for NRIs.
- Generated leads and improved process efficiency across CASA and home loan advisory.
Phone Banking Officer
ICICI Bank Ltd (I Direct Process)
Financial District Gachibowli
04.2012 - 08.2016
- Supported NRI clients with equity, derivatives, mutual fund, and bond queries.
- Trained new joiners and contributed to NRI process improvements.
Financial Planning Consultant
Aviva Life Insurance
Somajiguda
05.2011 - 03.2012
- Achieved monthly sales targets by delivering tailored insurance planning and client presentations.
- Maintained customer database and supported mergers/acquisitions.
Education
MBA -
Vijaya PG College
Hayathnagar04.2013
B.Sc - M.S.CA
Jagruti Degree & PG College
Ram Koti09.2010
BIE -
New Little Flower College
Dilsukhnagar04.2006
SSC -
Pragati Vidyanikethan High
Amberpet, HYD03.2003
Skills
- NRI and HNI client relations management
- Portfolio growth through cross-selling strategies
- Customer segmentation methods for targeting
- Comprehensive wealth management advisory services
- Leadership skills in team training
- Digital acquisition methods for client engagement
- KYC/eKYC compliance knowledge
- Adherence to regulatory standards
- CRM software expertise
- Strategies for client retention
- Operations in risk management
- Techniques in financial analysis
- Processes for client onboarding
- Development of investment strategies
- Methodologies for risk assessment
Certification
- NISM Series V-A certification
- NISM-Series-XXI-A: PMS Distributors Certification
Disclaimer
Confident to strive for success in any role undertaken and to deliver quality outcomes for all assignments entrusted.
Hobbies and Interests
- Gardening
- Listening to Music
- Watching Movies
- Surfing Internet
Languages
- English
- Telugu
- Hindi
Timeline
AVP - NR Department, NR Affluent Relationship Manager
IndusInd Bank
05.2024 - Current
Senior Manager - NR Department, YES First RM
YES BANK LTD
04.2023 - 05.2024
Manager - NR Department, NR Personal Banker
HDFC Bank
09.2021 - 04.2023
NR Relationship Manager
Kotak Mahindra Bank
11.2019 - 08.2021
Ass Manager - Product Management, Online NRI Acquisition
Karvy Stock Broking Ltd
10.2017 - 11.2019
Senior Executive-NRI Division Relationship Manager
Intelenet Global Services (Axis Bank Process)
08.2016 - 10.2017
Phone Banking Officer
ICICI Bank Ltd (I Direct Process)
04.2012 - 08.2016
Financial Planning Consultant
Aviva Life Insurance
05.2011 - 03.2012
MBA -
Vijaya PG College
B.Sc - M.S.CA
Jagruti Degree & PG College
BIE -
New Little Flower College
SSC -
Pragati Vidyanikethan High