Pankaj Belwal
Gurgaon
Summary
Results-driven professional with expertise in client onboarding and portfolio management. Proven ability to cultivate strong relationships and deliver tailored financial solutions, enhancing customer satisfaction and engagement.
Overview
9
9
years of professional experience
Work History
First Wealth Relationship Manager
IDFC FIRST BANK
Gurgaon
05.2022 - Current
- Cultivated strong client relationships through regular communication and personalized service.
- Analyzed client financial needs to provide tailored investment solutions and advice.
- Managed a portfolio of over 450 customers, ensuring personalized financial solutions and relationship growth.
- Leveraged comprehensive service offerings to effectively cross-sell to wealth clients, driving increased engagement.
Key Account Manager
INDUSIND BANK
Gurgaon
08.2018 - 04.2022
- Managed key client relationships to ensure satisfaction and retention.
- Developed account strategies to align with client needs and goals.
- Managed a portfolio of over 400 customers, ensuring personalized service and satisfaction.
- Cross-sold products and services to existing accounts, enhancing client satisfaction and increasing revenue.
Value Banker
ICICI BANK
Gurgaon
08.2016 - 07.2018
- Managed core responsibilities and daily tasks efficiently, ensuring seamless banking operations.
- Executed daily banking tasks with precision, maintaining high standards of service and reliability.
- Oversaw core responsibilities and daily activities, contributing to streamlined banking processes.
- Manage cross-sell in terms of both assets and liabilities.
Education
MBA -
Sikkim Manipal University
Open Schooling 08-2016
M.COM -
D.A.V PG COLLAGE DEHRADUN
Dehradun Uttarakhand 06-2015
Bachelor of Commerce -
S.S.J Campus Almora
Almora Uttarakhand 06-2013
12th -
Kendriya Vidyalaya
Leh Ladakh06-2010
High School Diploma -
MORAVIAN MISSION SCHOOL
Leh Ladakh07-2008
Skills
- Portfolio management
- Client onboarding
- Cross-selling techniques
- Customer relationship management
- Relationship building
- Due diligence
- Effective communication
- Problem solving
Timeline
First Wealth Relationship Manager
IDFC FIRST BANK
05.2022 - Current
Key Account Manager
INDUSIND BANK
08.2018 - 04.2022
Value Banker
ICICI BANK
08.2016 - 07.2018
MBA -
Sikkim Manipal University
M.COM -
D.A.V PG COLLAGE DEHRADUN
Bachelor of Commerce -
S.S.J Campus Almora
12th -
Kendriya Vidyalaya
High School Diploma -
MORAVIAN MISSION SCHOOL