Rafi Ahmed
Mumbai
Summary
To make a niche for myself in the corporate world by working with a progressive organization and utilize my capabilities in the best possible way to achieve organizational and personal goals. Long term objective is to learn and grow in my area of expertise by making use of the opportunities and responsibilities entrusted on me.
Overview
14
14
years of professional experience
8
8
years of post-secondary education
5
5
Languages
Work History
Infinity Relationship Manager ,AVP
HDFC Bank
03.2024 - Current
- Handling Ultra HNI Clients of HDFC Bank .
- Managing Total TRV of Rs 850 crore Approximately.
- Managing around 130 families.
- Generating Business By giving servicing to portfolio clients.
- Generate revenue by selling of TPP Products.
Senior Manager
AXIS BANK Ltd
9 2015 - 02.2024
- Managing the High Net Worth customers of the Bank
- Achieving the Business targets assigned in terms of cross selling, enhancing and upgrading the High Net Worth relationships
- Ensuring the highest levels of service to the High Net Worth customers
- Sales targets spread across Liabilities, Retail Assets, Business Banking, Forex, Credit Cards, Online trading etc
- Relationship Management for a Portfolio of customers of 230 families
- Total portfolio size of Rs.195 Crores (SA Balances 42 Crore, MF Plus PMs 45 Crore, Term Deposit 97 Crore, Life Insurance 11 crore)
- Enhance the value of existing accounts of Saving account customers
- Retention of accounts
- Monitoring inward remittances, FCY cheque realizations etc for HNW transactions
- Managing all service requests for NRI HNW customers.
Deputy Manager
HDFC BANK LTD
01.2012 - 09.2015
- Monitor and address HNI client's banking and Investment requirements, use financial acumen to review a client's personal data & align client's need through superior service
- Analyze, understand client's 360 degree financial needs & fulfill with appropriate products
- Systematic and timely review of client Portfolios to track performance and strategize investments
- Manage customer base by regularly doing Risk Profiling, Asset Allocation Review & grow wealth
- Managing a saving accounts Rs base of 270 customers with a portfolio value of Rs.35 crore Crore.
Junior Officer
ICICI BANK LTD
02.2011 - 01.2012
- Handling 4 branches for Mutual Funds product, giving training & presentation to the staff for selling Mutual Funds
- Handling HNI call with Branch Manager & Relationship Manger
- Maintaining & preparing MIS on a daily basis branch wise
- Handling customer services & providing a solution.
Contract Sales Executive
HDFC BANK LTD
11.2010 - 06.2010
- Selling Insurance product
- Giving training & presentation to the staff for selling Insurance product
- Handling HNI call with Branch Manager & Relationship Manger
- Reporting to Branch Manager & to corporate agency manager
- Maintaining & preparing MIS on a daily basis staff wise.
Education
IRDA CERTIFIED
undefined
NISM CERTIFIED
Second Class - undefined
Darrang College, Tezpur, Guwahati University
03.2005 - 04.2008
First Class - undefined
HSC, Assam Board, Tezpur Govt Boys HS
01.2001 - 04.2003
First Class - undefined
SSC, Assam Board, Tezpur Govt Boys HS
03.2003 - 04.2005
Skills
Ability to Work in a Team
Interpersonal Skills
Critical thinking and problem solving
Decision Making
Time Management
Teamwork
Ability to Multitask
Effective Time Management
Fast Learner
Communication
Computer Skills
Ability to Work Under Pressure
Communication Skills
Customer Service
Relationship Management
Wealth Management
Profiling (Computer Programming)
Communications
Sales
Mutual Fund
Management
Goal Oriented
Asset Allocation
Microsoft Outlook
Personal Information
- Place of Birth: Dhekiajuli, Assam
- Date of Birth: 01/28/88
- Nationality: Indian
Timeline
Infinity Relationship Manager ,AVP
HDFC Bank
03.2024 - Current
Deputy Manager
HDFC BANK LTD
01.2012 - 09.2015
Junior Officer
ICICI BANK LTD
02.2011 - 01.2012
Contract Sales Executive
HDFC BANK LTD
11.2010 - 06.2010
Second Class - undefined
Darrang College, Tezpur, Guwahati University
03.2005 - 04.2008
First Class - undefined
SSC, Assam Board, Tezpur Govt Boys HS
03.2003 - 04.2005
First Class - undefined
HSC, Assam Board, Tezpur Govt Boys HS
01.2001 - 04.2003
Senior Manager
AXIS BANK Ltd
9 2015 - 02.2024
IRDA CERTIFIED
undefined
NISM CERTIFIED
Similar Profiles
KAMALA SUBRAMANIANKAMALA SUBRAMANIAN
Senior Vice President and Unit Head at HDFC Bank Limited, HDFC BankSenior Vice President and Unit Head at HDFC Bank Limited, HDFC Bank
Rajan GargRajan Garg
Assistant Manager at HDFC Bank LTD (HDFC Sales Pvt Ltd)Assistant Manager at HDFC Bank LTD (HDFC Sales Pvt Ltd)
Jignesh PatelJignesh Patel
Relationship Manager at HDFC Sales Pvt. Ltd. (Group Company Of HDFC Bank)Relationship Manager at HDFC Sales Pvt. Ltd. (Group Company Of HDFC Bank)
Prodip SahaProdip Saha
Collection Officer at HDFC Bank, Bajaj Finance, Axis Bank, IDFC BankCollection Officer at HDFC Bank, Bajaj Finance, Axis Bank, IDFC Bank
AAKASH SABALEAAKASH SABALE
Support Executive Service Engineer at Dak System IncSupport Executive Service Engineer at Dak System Inc