Summary
Overview
Work History
Education
Skills
Certification
Accomplishments
Languages
Timeline
Hi, I’m

Praveen Budarapu

Wealth Relationship Manager
Hyderabad
Praveen Budarapu

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 Bank
Hyderabad

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 Baroda
Chennai

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 India
Hyderabad

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 Bank
Hyderabad

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 Bank
Mumbai

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 University
Bangalore, Karnataka

PG Diploma from Banking And Finance
05.2013 - 2 2014

CVR College of Engineering & Technology
Hyderabad, Telangana

B.Tech(BE) from Electrical & Electronics Engineering
09.2007 - 8 2011

Skills

Mutual funds

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
Praveen BudarapuWealth Relationship Manager