Prannov G
Chennai
Summary
Seasoned Relationship Manager with 9+ years of experience in fostering client relationships, promoting banking products and services, and guiding customers towards achieving financial goals. Strengths include strong communication skills, problem-solving abilities, and strategic planning. Past roles demonstrate significant impact on customer satisfaction and retention, improving business operations efficiency.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Preferred Relationship Manager
HDFC Bank Ltd
Chennai
02.2023 - Current
- Managed portfolio of client accounts, ensuring high levels of satisfaction and loyalty.
- Organized promotional events that showcased the bank's preferred relationship offerings.
- Identified potential risks associated with certain investments or transactions.
- Conducted regular meetings with clients to review their financial portfolios and discuss any changes or updates.
- Addressed customer questions and concerns regarding products and services.
- Actively sought out new leads through cold-calling techniques or referrals from existing customers.
- Maintained in-depth knowledge of market trends and competitor activities to advise clients effectively.
- Monitored client satisfaction through surveys and feedback forms, implementing improvements based on results.
Assistant Manager/Branch Development Manager
City Union Bank
Chennai
03.2022 - 02.2023
- Achievement of product-wise targets and cross-selling products as per the demographic, lifestyle, and risk profiling.
- Regular visits with mapped HNI/UHNI clients, establishing robust relationships, and creating new leads out of the existing HNI/UHNI clients.
- Augmenting sales value by upselling and cross-selling new products and services to existing customers.
- Adding new HNI clients on a weekly basis through generated leads.
- Managed relationship officers and guided them to achieve branch targets..
Senior Associate/Relationship Officer II
City Union Bank
Bangalore
08.2016 - 02.2022
- Responsible for managing the entire banking and financial needs of the customer as a single point of contact from the bank.
- Monitored and addressed HNI/UHNI client banking and investment requirements.
- Focused on business development across liabilities, assets, and fees to sustain and achieve growth in relationship value, revenues, and improved client stickiness.
- Resolution of queries for all the managed clients within the specified TAT.
Education
B.Tech - EEE
Sastra University
Tanjore05.2016
Skills
- Developing a sales-driven atmosphere
- Delivering customer service
- Lead Generation
- Relationship Development
- Query resolving
- Grievance redressal
- Market analysis
- Crisis Management
- Branch Operations Management
- One point Contact for Mapped Customers
- Risk Management
- Rhetoric and Convincing Skills
- Portfolio management
- Client relationship management
- Business development
- Cross-selling strategies
Certification
Completed IRDA examinations, authorized official for insurance companies
AMFI and IRDA certified.
Honor Awards
Team Awards for Cross Selling Products of LIC and Star Health Insurance, 2016, Name of the institution that issued/awarded it
Timeline
Preferred Relationship Manager
HDFC Bank Ltd
02.2023 - Current
Assistant Manager/Branch Development Manager
City Union Bank
03.2022 - 02.2023
Senior Associate/Relationship Officer II
City Union Bank
08.2016 - 02.2022
B.Tech - EEE
Sastra University
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