Rafi Uddin 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
1
1
Certification
Work History
Deputy Manager
HDFC BANK LTD
Mumbai
- 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 aving accountsRs base of 270 customers with a portfolio value of Rs.35 crore Crore
- Got Key Performer (KP) in the third and the fourth financial year
- Continuously in Talent pool (Group Head Initiative) for Two years.
Junior Officer
ICICI Bank Ltd
- Selling of Mutual Fund
- 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.
CSE ( Contract Basis)
HDFC BANK LTD
Mumbai
- Contract Sales Executive
- 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.
Senior Manager
AXIS BANK LTD
Mumbai
- Current
- 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.
Education
Graduation, 2nd Class -
Guwahati University
08.2007
HSC, 1st Class -
Assam Board
05.2004
SSC, 1st Class -
Assam Board
01.2003
Skills
- Corrective Actions
- Skilled in Mediation
- Conflict Resolution Expertise
- Operational Efficiency
Certification
- AMFI Certified
- IRDA Certified
- Banking and Financial Segment
- Relationship Management
Languages
- English
- Hindi
- Marathi
Declaration
I hereby declare that the information provided herein is fully accurate and true to the best of my knowledge and belief.
Communication Address
257/2046, Motilal Nagar No 1, Goregaon West, Mumbai 400104
Mobile No
+91-9819677591
Major Strengths
- Goal oriented
- Smart worker
- Positive outlook
- Good communication skills
- Excellent interpersonal skills
Hobbies And Interests
- Observing people
- Listening Music
- Playing Chess
Personal Information
- Date of Birth: 01/28/88
- Gender: Male
Timeline
Deputy Manager
HDFC BANK LTD
Junior Officer
ICICI Bank Ltd
CSE ( Contract Basis)
HDFC BANK LTD
Senior Manager
AXIS BANK LTD
- Current
Graduation, 2nd Class -
Guwahati University
HSC, 1st Class -
Assam Board
SSC, 1st Class -
Assam Board
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