Rakesh Parmar
Pune
Summary
Results-driven Assistant Manager with expertise in Customer Relationship Management, Team Leadership, and Cross-Selling. Achieved consistent sales targets while enhancing customer satisfaction and compliance with banking standards.
Overview
3
3
years of professional experience
Work History
Assistant Manager
HDFC BANK
Pune
03.2023 - Current
- Managed a diversified customer portfolio, ensuring deposits growth, cross-sell penetration, and retention.
- Achieved monthly and quarterly sales targets across liability, insurance, investments, and lending products.
- Delivered high-quality service by resolving customer queries, improving satisfaction scores, and reducing escalations.
- Conducted periodic portfolio reviews to identify customer needs, and pitch suitable financial products.
- Ensured 100% adherence to RBI KYC norms, audit guidelines, and HDFC Bank compliance standards.
- Coordinated with Operations, Credit, and Backend teams for smooth account processing and service delivery.
- Handled high-value customers, providing personalized banking solutions, and deepening relationships.
- Trained and supported new team members, improving team performance and productivity.
- Analyses business performance data and forecasts business results for upper management.
- Coordinated with stakeholders to ensure alignment on project goals and timelines.
Education
B-Tech( Mechanical Engineering ) -
MIT- ADT UNIVERSITY
Pune03-2022
Graduate -
JES College
Jalna01-2018
Skills
- Customer Relationship Management
- Team Handling & Leadership
- Communication & Negotiation
- Cross-Selling & Portfolio Management
- Compliance & Audit Readiness
- Customer Service Excellence
- Sales Planning & Target Achievement
- Conflict Resolution
- Financial Product Knowledge (Liabilities, Loans, Insurance, Investments)
Languages
English
Upper Intermediate (B2)
B2
Hindi
Proficient (C2)
C2
Marathi
Proficient (C2)
C2
Matadi
Proficient (C2)
C2
Accomplishments
4-Time RH Club Qualifier, Exceptional Contributor Award (2023–2024), Consistently achieved monthly and quarterly sales targets, Known for strong customer retention, and zero escalations.
Affiliations
The team stood first in box cricket at Persona Fest 2020. They participated in Persona Fest 2020 as team management and stood second.
Timeline
Assistant Manager
HDFC BANK
03.2023 - Current
B-Tech( Mechanical Engineering ) -
MIT- ADT UNIVERSITY
Graduate -
JES College