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
Also have knowledge of designing software's like Corel Draw, Photoshop etc
One year professional course of Software & Hardware
Team Collaboration and Leadership
Organizational Development
Relationship Building
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