Summary
Overview
Work History
Education
Skills
Hobbies and Interests
Languages
Accomplishments
Certification
Languages
Timeline
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RAJAT KANSRA

Delhi

Summary

Results-driven banking professional with a strong focus on building client relationships and ensuring consistent growth of investment AUM and CASA portfolio. Skilled in delivering top-class service, achieving high customer satisfaction and retention. Effective in executing successful acquisition strategies, expanding the client base through group companies, referrals, and existing customers.

Overview

4
4
years of professional experience
1
1
Certification

Work History

Key Account Manager

INDUSIND BANK LTD
NEW DELHI
05.2024 - Current
  • Results-driven banking professional with a strong focus on building client relationships and ensuring consistent growth of investment AUM and CASA portfolio.
  • Maintained a spotless compliance record, with no violations or issues.
  • Maintained full compliance with KYC, AML, mis-selling, and other policies.
  • Enhanced customer satisfaction and store operations through relationship building and daily problem-solving.
  • Managed client portfolios by assessing financial goals and risk tolerance.
  • Provided comprehensive wealth management services to high-net-worth individuals, including asset allocation, retirement planning, and tax management.
  • Analyzed client's risk tolerance level and offered customized investment advice accordingly.
  • Won the Heavy Metal Certificate of Excellence for being the top performer in the Pan India 'Heavy Metal' Dal of the Month contest for December 2024 from BBH DESK.
  • I won a certificate of appreciation for outstanding performance as the Hero of the Day winner for the December 2024 edition from the Zonal Head.
  • Won a Certificate of Excellence for overachievement of health insurance targets in the month of July 2025 from the Regional Head.
  • Won and received a trophy for qualifying for the BBH contest at the Pan India level from the Branch Banking Head himself.
  • Won multiple cash prizes for the achievement of weekly and monthly branch contests for CASA and Insurance.

PB Sales Relationship Manager

HDFC BANK LTD
11.2021 - 05.2024
  • Skilled in delivering top-class service, achieving high customer satisfaction, and retention.
  • Effective in executing successful acquisition strategies, expanding the client base through group companies, referrals, and existing customers.
  • Ensured all business operations strictly adhered to the bank's compliance guidelines.
  • Delivered top-class service, resulting in high client satisfaction ratings.
  • Successfully reactivated dormant accounts and resolved service hurdles to create delighted customers.
  • Proactively reported suspicious transactions, ensuring a secure environment.
  • Acquired new accounts from group companies, family referrals, and existing customers, expanding the client base significantly.
  • Utilized business customer service and relationship building skills to consistently increase referrals.
  • Increased sales through consultative sales approach and focused relationship building with new and existing policy holders.
  • Built strong relationships with clients by delivering exceptional service and support.
  • Monitored performance of existing investments and recommended changes when necessary.

Education

PGDM - Banking and Finance

Manipal University
Bangalore
01.2022

B.tech - Mechanical Engineering

Himalayan University
Arunachal Pradesh
04-2018

Skills

  • Communication skills
  • Financial planning
  • Investment analysis and management
  • Microsoft Office proficiency
  • Customer retention
  • Adaptability and flexibility
  • Client relationship management
  • Risk assessment
  • Compliance management
  • Lead generation
  • Revenue generation
  • Relationship selling
  • Client relationship building
  • Problem-solving

Hobbies and Interests

  • Look for inspiration
  • Learn new skills
  • Interact with clients
  • Listen to music
  • Stay home
  • Learn new language

Languages

  • English
  • Hindi
  • Punjabi

Accomplishments

  • Trophy for Casa acquisition from BBH.
  • Certificate of appreciation for bulk funding from BBH.
  • Certificate of appreciation for Casa acquisition from zonal head.
  • Certificate of appreciation for outstanding performance in health insurance from the regional head

Certification

  • NISM Series V-A (AMFI) certified
  • IRDAI certified

Languages

English
First Language
Hindi
Proficient (C2)
C2
Punjabi
Proficient (C2)
C2

Timeline

Key Account Manager

INDUSIND BANK LTD
05.2024 - Current

PB Sales Relationship Manager

HDFC BANK LTD
11.2021 - 05.2024

PGDM - Banking and Finance

Manipal University

B.tech - Mechanical Engineering

Himalayan University

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RAJAT KANSRA