Rajveer Bhagat
Business Development & Strategy Professional
Hyderabad
Summary
Analytical and performance-driven professional with an MBA in Information Systems & Operations Management (minor in E-Commerce & Retail Management) and 1+ years of experience in business development, client relationship management, and data-driven sales strategy. Proven ability to handle ambiguity, manage large-scale portfolios, and deliver measurable outcomes. Adept at leveraging tools like Power BI, SQL, Excel, and CRM platforms to drive client engagement and revenue growth. Now seeking to apply this expertise in a high-growth, tech-driven environment like Amazon.
Overview
3
3
years of professional experience
6
6
Certifications
2
2
Languages
Work History
Wealth Relationship Manager
IDFC First Bank
Hyderabad
06.2024 - Current
- Managing a portfolio of over 50 high-net-worth individual (HNI) and ultra-high-net-worth individual (UHNI) clients with assets under management (AUM) exceeding 29 crore, delivering consistent monthly book growth of 1.52 crore.
- Scaled savings account book value from 38 Cr to 64 Cr in 9 months through targeted campaigns and relationship-based selling.
- Cross-sold over 8 financial product lines, including credit cards, insurance, SIPs, and term deposits, with a Pan-India top rank.
- Leveraged Power BI, Excel, and SQL to create dashboards and reports for portfolio tracking, campaign performance, and client insights.
- Maintained 100% compliance with KYC, AML, and RBI regulations, ensuring a clean audit trail, and high service satisfaction.
Operations Intern
Steel Authority of India (SAIL)
Bokaro
06.2023 - 08.2023
- Conducted operational process audits and mapped workflows in the raw materials division, improving material handling efficiency by 5%.
- Documented SOPs and contributed to TQM (Total Quality Management) initiatives, with data-backed dashboards.
Business Development Associate
Think & Learn Pvt Ltd (BYJUS)
Ranchi
03.2022 - 07.2022
- Exceeded monthly sales targets by 120% through lead conversion strategies and tailored pitch techniques.
- Conducted market segmentation analysis to identify key geographies for product outreach.
Education
MBA - Information Systems & Operations Management (Minor: E-Commerce & Retail Management)
Alliance School of Business
Bengaluru, India06-2024
BBA - Management
NSHM College of Management And Technology
Kolkata06-2021
Skills
- Customer relationship management
- Agile project methodologies
- Analytical problem solving
- Portfolio management
- Power BI, Advanced Excel, Google Sheets ,MS Office Suite
- SQL
- GenAI Prompt Crafting (Learning), Excel Macros (Learning)
- Problem Solving
- Client Onboarding
- Sales Reporting
- Cross-selling
Certification
- Business Analytics (UpGrad)
Additional Info
- - Willing to relocate pan-India
- - Immediate joiner possible
- - Actively learning Excel Macros, GenAI for Business, and Amazon Category Trends to align with eCommerce and digital-first B2B/B2C roles
Timeline
Wealth Relationship Manager
IDFC First Bank
06.2024 - Current
Operations Intern
Steel Authority of India (SAIL)
06.2023 - 08.2023
Business Development Associate
Think & Learn Pvt Ltd (BYJUS)
03.2022 - 07.2022
MBA - Information Systems & Operations Management (Minor: E-Commerce & Retail Management)
Alliance School of Business
BBA - Management
NSHM College of Management And Technology
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