Raja Shah
Mehsana
Summary
Adept Relationship Manager with a proven track record at HDFC SECURITIES, excelling in client engagement and portfolio growth. Leveraged expert product knowledge and exceptional communication skills to surpass quarterly sales goals and foster robust client relationships. Demonstrated ability to identify new business opportunities, ensuring a significant increase in revenue through strategic market analysis and personalized financial solutions.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Relationship Manager
HDFC SECURITIES
04.2015 - Current
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Consistently exceeded quarterly sales goals by cultivating a strong network of professional contacts and referrals.
- Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
- Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
- Strengthened client relationships by actively listening to their needs and providing tailored financial solutions.
- Identified new business opportunities through diligent market research and analysis, contributing to increased revenue growth.
- Maintained knowledge on banking products and distribution to provide optimal service support.
- Developed targeted presentations for prospective clients, effectively showcasing the value of our services and products.
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
Education
Master Of Computer Applications - Computer Engineering
DEPARTMENT OF COMPUTER SCIENCE
Patan04.2014
Bachelor Of Computer Applications - Computer Engineering
Ganpat University
Mehsana04.2011
12th - Commerce
SHREE J M CHAUDHARY SHARVAJANIK SCHOOL
Mehsana05.2008
Skills
- Relationship Building
- Client Relationships
- Relationship building and management
- Excellent Communication
- Service support
- Sales Reporting
- Client Engagement
- Portfolio Growth
- Product Knowledge
- Banking
Certification
NISM DERIVATIVE
NISM MUTUAL FUND
IRDA
Achivements
5 TIMES ACHIVED MDRT CONTEST IN LIFE INSURANCE
Languages
English
Advanced (C1)
Hindi
Advanced (C1)
Gujarati
Advanced (C1)
Timeline
Relationship Manager
HDFC SECURITIES
04.2015 - Current
Master Of Computer Applications - Computer Engineering
DEPARTMENT OF COMPUTER SCIENCE
Bachelor Of Computer Applications - Computer Engineering
Ganpat University
12th - Commerce
SHREE J M CHAUDHARY SHARVAJANIK SCHOOL
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