Microsoft Excel
Naveen Pugalia
Relationship Manager
205 Prime Appartment Lake Town Kolkata
Summary
Dedicated Banking professional with history of meeting company goals utilizing consistent and organized practices. Skilled in working under pressure and adapting to new situations and challenges to best enhance the organizational brand. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
7
7
years of professional experience
5
5
years of post-secondary education
2
2
Certifications
Work History
Manager - Imperia Premium Banking
HDFC Bank Limited
Kolkata
06.2023 - Current
- Managing HDFC Bank's Topline Ultra HNI Customers Under Imperia Banking Programme
- Increasing Portfolio size by onboarding new Relations including Assets & Liabilities
- Cross Selling Third Party Products like Insurance & Mutual Funds
- Providing Wealth & Portfolio Management Services (PMS) for Imperia Clients
- Met with customers to assess needs and propose customized solutions.
- Handled customer relations issues, enabling quick resolution, and client satisfaction.
- Grew sales and boosted profits, applying proactive management strategies and enhancing sales training.
- Resolved customer issues quickly to close deals and boost client satisfaction.
Imperia Relationship Manager
HDFC Bank Limited
Kolkata
02.2022 - 05.2023
- Servicing and advising High Value clients through effective relationship management & Achieving allocated revenue targets by selling Retail Assets, Foreign Exchange , Investment / Third Party Products like Life Insurance, General Insurance, and Mutual Funds through professional consultative financial analysis.
- Managing Imperia Clients and their Day to Day Banking Needs Efficiently.
- Increasing Existing Portfolio Size by increasing wallet size at Customer level & Onboarding New Customers to Achieve NTB targets.
Personal Banker
HDFC Bank Limited
Kolkata
03.2021 - 01.2022
- Involved In Sourcing Liability , Asset, Trade, & TPP Business for the Bank & Sourcing of Premium Business i.e. SME/SBB Credit, Corporate Trade & Forex
- Promoted financial products by maintaining excellent service offering knowledge.
- Networked to increase client base and encourage existing clients to expand financial portfolios.
- Identified and investigated variances to optimize financial plans and forecasts.
Deputy Manager Retail Liabilities & Sales
Axis Bank Limited
Kolkata
09.2016 - 03.2021
- Prepared variety of different written communications, reports and documents.
- Maintained excellent attendance record, consistently arriving to work on time.
- Used critical thinking to break down problems, evaluate solutions and make decisions.
- Exceeded goals through effective task prioritization and great work ethic.
Education
MBA - Business Administration, Management And Operations
Liverpool John Moores University
Liverpool, United Kingdom 07.2023 - Current
Advance General Management - Accounting And Finance
Institute of Management Technology
Ghaziabad 07.2023 - Current
PGD - COP - Financial Services & Accounting Operations
St Xaviers College
Kolkata 06.2016 - 05.2017
Bachelor of Science - Biotechnology
Manipal University, Jaipur
Jaipur 05.2013 - 04.2016
Skills
Business relationship cultivation
Software
Microsoft Word
Microsoft PowerPoint
Finacle
Flexcube
Certification
IRDAI Certification
Accomplishments
PROFESSIONAL ACHIEVEMENTS:-
● MDRT 2023 Malaysis (HDFC Bank Limited)
● TPP Giants Shanghai,China 2020 (Axis Bank Limited)
● Liability Champions Sri Lanka 2019 (Axis Bank Limited)
● TxB Premier League Mauritius 2018 (Axis bank Limited)
● Have Qualified for various International & Domestic Contests & RnR's.
● Have been awarded the top performer across various Business parameters.
● Appreciation by National Head Branch Banking for Outstanding Performance in Life Insurance Business
● Outstanding Performance in Retail Asset business, Corporate Credit SME,Corporate Forex & Retail Forex Business
● Appreciation By National Head for highest NTB value Across CASA in fy 2019-2020
EXTRACURRICULAR ACHIEVEMENTS :-
● Served as an Executive Member & President Of Manipal Food & Mess Monitoring Committee at Manipal University Jaipur
● Was a Member in 3rd Rajasthan Science Congress organized by National Council of Science and Technology Communication (NCSTC), Department of Science and Technology (DST) and Government of India ● Awarded Certificate Of Appreciation by TCO India for best Photography in TCO’15 at Jaipur
● Was the member of various College Events under the heads of Finance and Hospitality
Internships
1.DEVYANI INTERNATIONAL LIMITED Franchise of (PIZZA HUT/ KFC/Costa Coffee/Vaango) for entire North India
Duration - 1 Month
Project Title - ODC Outlets Management & Promotions
2.Chevron Pharma Private Limited
Duration - 2 Months
Project Title - Pharma Production & Quality Control
Timeline
MBA - Business Administration, Management And Operations
Liverpool John Moores University
07.2023 - Current
Advance General Management - Accounting And Finance
Institute of Management Technology
07.2023 - Current
Manager - Imperia Premium Banking
HDFC Bank Limited
06.2023 - Current
IRDAI Certification
05-2022
NISM Certification
05-2022
Imperia Relationship Manager
HDFC Bank Limited
02.2022 - 05.2023
Personal Banker
HDFC Bank Limited
03.2021 - 01.2022
Deputy Manager Retail Liabilities & Sales
Axis Bank Limited
09.2016 - 03.2021
PGD - COP - Financial Services & Accounting Operations
St Xaviers College
06.2016 - 05.2017
Bachelor of Science - Biotechnology
Manipal University, Jaipur
05.2013 - 04.2016
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