Summary
Overview
Work History
Education
Skills
Personal Information
Languages
Disclaimer
Software
Timeline
Volunteer
Rajan Bhalla

Rajan Bhalla

Wealth Manager
Jalandhar

Summary

To serve an esteemed organization holding a responsible position with a vertical Growth, ensuring credible performance.

Overview

11
11
years of professional experience
49
49
years of post-secondary education

Work History

Associate Director

Incred Premier
06.2024 - Current
  • Provide Wealth services to HNI clients and regularly analyze their portfolio for better growth
  • Maintain Relation with the clients & enhance product penetration
  • Derived Wealth Business from clients such as Mutual Funds, PMS, AIF, MLD's, Unlisted Shares, Life Insurance, Corporate FD's.
  • Established strong relationships with key industry partners, creating mutually beneficial opportunities for growth and collaboration.

Affluent Relationship Manager Wealth

Yes Bank Ltd.
11.2023 - 06.2024
  • Portfolio Handling of 50 Cr and Book Deepening
  • Maintain Relation with the mapped customer's base & enhance product penetration
  • Add New NTB's in Existing Portfolio
  • Derived Wealth Business from Existing Portfolio and New NTB's such as Mutual Funds, PMS, AIF, YSL, Life Insurance.

Select Relationship Manager

Indusind Bank Ltd.
01.2019 - 11.2023
  • Customer Handling and Book Deepening
  • Maintain Relation with the mapped customer's base & enhance product penetration
  • Sales & Promote Bank Products-: Debit Card, Credit Card, Life Insurance, Health Insurance, Mutual Fund, General Insurance, Loans like PL, LAP, Home Loan, Auto Loan, Gold Loan etc.

Branch Manager

The Krishna American Oil Co.
07.2015 - 12.2018
  • Customer Handling
  • Sales & Marketing
  • Billing & Required Operations
  • Visit Customer for Product Queries.
  • Improved customer satisfaction ratings by enhancing service quality and resolving client issues promptly.

Accounting

C.A. Firm M/s Tajinder Singh & Co.
09.2014 - 06.2015
  • Posting Accounts
  • Preparing Balance Sheet
  • Auditing.

Sales Executive

Connect Broadband
04.2013 - 09.2013
  • Network Expansion
  • Customer Orientation
  • Generating Leads.

Education

MBA - Finance & Marketing

Lovely Professional University, Lovely Professional University
Phagwara, India
04.2001 - 04.2019

B.Com Professional - Commerce

DAV College, Jalandhar, Guru Nanak Dev University, Amritsar
Jalandhar, India
04.2001 - 04.2014

10+2 - Commerce

D.S.S.D Sr. Sec. School, Jalandhar, P.S.E.B
Jalandhar, India
04.2001 - 04.2011

Matriculation - S.S.C

A.Pee.Ji Public School, Jalandhar, P.S.E.B
Jalandhar, India
04.2001 - 04.2009

Skills

A good knowledge of Microsoft Office, Finacle, CRM

Personal Information

  • Father's Name: Mr. Harvinder Kumar Bhalla
  • Date of Birth: 09/28/92
  • Gender: Male
  • Nationality: Indian
  • Marital Status: Married

Languages

English
Bilingual or Proficient (C2)
Hindi
Bilingual or Proficient (C2)
Punjabi
Bilingual or Proficient (C2)

Disclaimer

I confirm that the information provided by me is true to the best of my knowledge and belief.

Software

Catpro, Tally , MS Office, Finacle, CRM, Coral Draw, Photoshop

Timeline

Associate Director

Incred Premier
06.2024 - Current

Affluent Relationship Manager Wealth

Yes Bank Ltd.
11.2023 - 06.2024

Select Relationship Manager

Indusind Bank Ltd.
01.2019 - 11.2023

Branch Manager

The Krishna American Oil Co.
07.2015 - 12.2018

Accounting

C.A. Firm M/s Tajinder Singh & Co.
09.2014 - 06.2015

Sales Executive

Connect Broadband
04.2013 - 09.2013

MBA - Finance & Marketing

Lovely Professional University, Lovely Professional University
04.2001 - 04.2019

B.Com Professional - Commerce

DAV College, Jalandhar, Guru Nanak Dev University, Amritsar
04.2001 - 04.2014

10+2 - Commerce

D.S.S.D Sr. Sec. School, Jalandhar, P.S.E.B
04.2001 - 04.2011

Matriculation - S.S.C

A.Pee.Ji Public School, Jalandhar, P.S.E.B
04.2001 - 04.2009

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