RAJANI AWACHAR

PROFESSIONAL EXPERIENCE

HDFC Bank Ltd Designation-Preferred Relationship Manager

Location: Sangli Duration: [22-JULY - 2024 To Present ]

Job Summary:

Responsible for managing and growing the portfolio of high net-worth individual (HNI) clients by providing personalized banking and investment solutions.  Acted as a single point of contact for all financial needs of preferred clients, ensuring high levels of customer satisfaction and retention.

• Key Responsibilities:  Managed and enhanced the relationship with a portfolio of HNI customers by offering tailored financial solutions and cross-selling banking products.  Achieved financial targets through sales of third-party products including life insurance, mutual funds, general insurance, and other investment options.  Provided comprehensive wealth management and financial advisory services based on clients’ financial goals, risk profiles, and market trends.  Ensured high levels of service quality through timely resolution of customer issues and proactive engagement.  Conducted regular client meetings to review portfolio performance, assess changing financial needs, and offer suitable products.  Worked in close coordination with product specialists, operations, and back-office teams to ensure seamless customer experience.  Ensured compliance with banking regulations, internal policies, and KYC/AML norms.  Identified new business opportunities and referrals through client networks and market intelligence.  Participated in local marketing initiatives and campaigns to acquire new preferred customers.
• Key Achievements:  Grew HNI portfolio by 15% within one month of portfolio takeover, contributing significantly to branch revenues.