Hi, I’m
Praveen Budarapu
Wealth Relationship Manager
Hyderabad
Summary
Conscientious Wealth Relationship Manager with 10+yrs of expertise in creating comprehensive financial plans tailored to meet individual needs. Knowledgeable on wide range of investment options and strategies to maximize financial security. Uses excellent understanding of markets, financial products and taxes to provide best advice and guidance to clients.
Overview
11
years of professional experience
5
Certificates
Work History
DBS BankHyderabad
Wealth Relationship Manager
04.2023 - Current
Job overview
- Helped clients make informed decisions about financial future
- Developed and maintained strong relationships with clients to maximize satisfaction
- Provided specialized financial planning support for clients with diverse portfolios and individual needs
- Educated clients on financial topics and best practices
- Presented financial plans and investment recommendations to clients
- Analyzed financial needs of clients and developed tailored strategies to meet goals.
Bank Of BarodaChennai
Wealth Cluster Head
10.2019 - 04.2023
Job overview
- Researched and evaluated potential investment products for clients
- Helped clients make informed decisions about financial future
- Informed clients of strategies for reducing debt and maximizing savings
- Developed and maintained strong relationships with clients to maximize satisfaction
- Educated clients on potential risks and rewards associated with various investments
- Devised comprehensive financial plans for clients to achieve short and long-term financial goals
- Provided specialized financial planning support for clients with diverse portfolios and individual needs
- Educated clients on financial topics and best practices.
- Built a culture of excellence within the team by setting clear expectations, providing regular feedback, and celebrating success.
State Bank Of IndiaHyderabad
Wealth Relationship Manager
10.2017 - 09.2019
Job overview
- Researched and evaluated potential investment products for clients
- Helped clients make informed decisions about financial future
- Informed clients of strategies for reducing debt and maximizing savings
- Developed and maintained strong relationships with clients to maximize satisfaction.
HDFC BankHyderabad
Preferred Relationship Manager
10.2016 - 10.2017
Job overview
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products
- Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills
- Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
ICICI BankMumbai
Deputy Branch Manager
02.2014 - 10.2016
Job overview
- Assessed employee performance and developed improvement plans
- Met deadlines by proactively managing individual and team tasks and streamlining processes
- Created strategies to develop and expand existing customer sales, resulting in increase in annual sales
- Maintained friendly and professional customer interactions.
Education
Manipal UniversityBangalore, Karnataka
PG Diploma from Banking And Finance
05.2013 - 2 2014
CVR College of Engineering & TechnologyHyderabad, Telangana
B.Tech(BE) from Electrical & Electronics Engineering
09.2007 - 8 2011
Skills
Mutual funds
Investment planning
Stock market understanding
Insurance decisions
Investment advice
Financial planning
Mutual funds and liabilities
Savings accounts
Retirement needs
Teamwork and Collaboration
Certification
IRDA Certification
Accomplishments
Consistently qualified for incentives at DBS. Achieved MDRT Australia status in 2021.
Promoted on the first attempt at BOB and excelled in nearly all investment campaigns there.
Received the highest rating at SBI Wealth. Promoted to DBM on my first evaluation while at ICICI.
Languages
English
Bilingual or Proficient (C2)
Hindi
Bilingual or Proficient (C2)
Telugu
Bilingual or Proficient (C2)
Marathi
Intermediate (B1)
Tamil
Elementary (A2)
Timeline
Wealth Relationship Manager
DBS Bank
04.2023 - Current
Wealth Cluster Head
Bank Of Baroda
10.2019 - 04.2023
Wealth Relationship Manager
State Bank Of India
10.2017 - 09.2019
Preferred Relationship Manager
HDFC Bank
10.2016 - 10.2017
Deputy Branch Manager
ICICI Bank
02.2014 - 10.2016
Manipal University
PG Diploma from Banking And Finance
05.2013 - 2 2014
CVR College of Engineering & Technology
B.Tech(BE) from Electrical & Electronics Engineering
09.2007 - 8 2011