Naveen D T
Team Handling & Portfolio Management
BANGALORE,Karnataka
Summary
Hardworking Relationship Manager proficient at devising personalized solutions to meet all types of customer demands. Positive and upbeat team player and clear communicator with demonstrated success over 15 years of Banking experience. Skilled Team Management inspired and motivated to help customers build financial independence. Innovative Relationship Manager focused on developing strategic business opportunities by delivering exemplary service to each client's individual needs. Respected professional with exceptional knowledge regarding risk management. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
17
17
years of professional experience
4
4
Languages
1
1
Degree
Work History
Relationship Manager - Insignia
RBL Bank Ltd
Bangalore
01.2023 - Current
- Identified customer needs, developed customized solutions, and provided knowledgeable advice.
- Conducted regular client meetings to assess progress, discuss opportunities for growth, and address any concerns.
- Provided ongoing support throughout the sales cycle by responding promptly to inquiries, resolving issues, and following up on requests in a timely manner.
- Assessed customer requirements on an ongoing basis in order to provide tailored solutions.
- Maintained accurate records of all client interactions within the company's CRM system.
- Resolved escalated customer issues efficiently and effectively within established timelines.
- Provided training sessions for colleagues on best practices related to relationship management.
- Achieved client loyalty through quality, productivity, service and proactive management.
Senior Sales Manager - CASA
YES BANK LTD
Bangalore
06.2022 - 12.2022
- Conducted weekly meetings with the sales team to review performance, goals and objectives.
- Developed and implemented sales strategies to increase profits and expand market share.
- Managed all aspects of the sales process from lead generation to closing deals.
- Oversaw daily operations of the sales department including budgeting, forecasting and staffing needs.
Branch Sales Manager - CASA
KOTAK MAHINDRA BANK LTD
Bangalore
03.2019 - 06.2022
- Provide regular inputs of CASA Products to sales team as (Branch Sales Manager - CASA)on competition benchmarking, opportunities and segmentation, Asst. Acquisition Managers & Premium Acquisition Managers about productivity, product features and quality for portfolio acquisition.
- Ensure Catchment Profiling to branch for CA potential with help of Marketing Team.
- Focusing on ‘Profile-based selling’ approach, for sell of value added products/services such as Insurance, Trade Finance, POS, Doorstep banking & Assets etc.
- Monitor and ensure the sourcing quality of CASA Products & Responsible for monitoring the portfolio health of all newly acquired non-managed retail current accounts in the branch, with respect to on-boarding, activation, value build-up of AMB &AQB maintenance
Asst. Branch Manager (Portfolio Manager - Current
HDFC BANK Ltd
Bangalore
04.2010 - 04.2018
- Understanding the customer business and prepare customer profile.
- Focusing on ‘Profile-based selling’ approach, for sell of value added products/services such as Trade Finance/Fx, POS / Doorstep banking, Assets, Insurance etc.
- Exploring potential for NTB liability customer acquisition – through referral from group customer companies / business associates from dealer/vendors of Existing Customers etc., and savings accounts from portfolio customers.
- Will monitor and ensure sourcing of quality current accounts Responsible for monitoring the portfolio health of all newly acquired non-managed retail current accounts in the branch, with respect to on-boarding, activation, value build-up & AQB maintenance.
Assistant Sales Manager
MetLife India Insurance Ltd
Bangalore
10.2008 - 03.2010
- Recruiting Finical Advisers.
- Planning for promotional events.
- Training & motivating the team & generate business.
- Maintaining the customer relationship.
- Developed strategies to increase sales volume and market share.
- Achieving set targets in Sales.
L.D.C (Off Roles, I Solutions Pay Roles)
ICICI Bank Ltd
Bangalore
05.2005 - 09.2008
- Achieving set targets in CASA Products & FD’s
- Maintaining the customer relationship
- Generating leads by references & cold calls
- Cross selling other products like GI & Current A/C Products
- Performed improvisational acting techniques to portray characters with an emphasis on realism.
Education
Bachelor of Commerce - Business Law & Accounting
Jubilee College
Bangalore, Karnataka 2003 - 2005
Pre-University College - Accounting And Business Management
Jubliee College
Bangalore, Karnataka03-2002
Skills
- Customer Portfolio Management
- Referral Screening
- Relationship review process
- Service assistance
- Customer Relationships
- Relationship building and management
- Effective customer communication
- Sales Reporting
- Customer Education and Consulting
- Qualifying Customers
- Product Recommendations
- New Business Development
- Policy Management
- Account Management
- Client Engagement
- Relationship Management
- Relationship Building
- Solution management
- Overcoming Objections
- Client acquisition
- Customer Service
- Wealth management portfolios
- Portfolio Growth
- Issue Resolution
- Value Selling
Languages
Kannada
First Language
Work Preference
Work Type
Full TimeLocation Preference
HybridOn-SiteRemoteImportant To Me
Company CultureWork-life balanceCareer advancementPaid sick leaveHealthcare benefitsPaid time offTeam Building / Company RetreatsFlexible work hoursPersonal development programsStock Options / Equity / Profit SharingWork from home optionWork Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
swipe to browse
Timeline
Relationship Manager - Insignia
RBL Bank Ltd
01.2023 - Current
Senior Sales Manager - CASA
YES BANK LTD
06.2022 - 12.2022
Branch Sales Manager - CASA
KOTAK MAHINDRA BANK LTD
03.2019 - 06.2022
Asst. Branch Manager (Portfolio Manager - Current
HDFC BANK Ltd
04.2010 - 04.2018
Assistant Sales Manager
MetLife India Insurance Ltd
10.2008 - 03.2010
L.D.C (Off Roles, I Solutions Pay Roles)
ICICI Bank Ltd
05.2005 - 09.2008
Bachelor of Commerce - Business Law & Accounting
Jubilee College
2003 - 2005
Pre-University College - Accounting And Business Management
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
Prathyusha ChivukulaPrathyusha Chivukula
IT Analyst - QA Lead at TCSIT Analyst - QA Lead at TCS