Ram Pratap Singh
Farrukhabad
Summary
Seeking challenging assignments in sales & marketing / business development with a high growth oriented organization, preferably in banking sector.
Approx - 13 years of experience in sales & operations both. Rich exposure to business development, sales management, strategic planning and Implementation and Manage the portfolio with corporate clients sourced by different branch channels. Instrumental in developing relationships with Trade forex clients for selling of products and Acquisition of working capital clients for CC,OD, Term loan, GECL, Enhancement limit, Forward Booking ,FCTL,BG etc. A keen customer – centric approach with proven abilities towards achievement of revenue targets, excellent communication and analytical skills.
Business & Team Development Assisting in sourcing business from existing and new customer and ensure achievement of revenue through other products. Responsible for achieving sales objective & Service Support for the allotted territory. Strategic Management Achieve business targets via the identifying new opportunities for, developing sales & service plans to existing clients. Relationship Management
Dedicated financial professional prepared for role. Background in creating and implementing comprehensive financial strategies that drive client success. Known for strong collaboration and achieving results. Proficient in financial analysis and client relationship management.
Wealth management professional with strong background in financial planning, investment strategies, and client relationship management. Adept at collaborating with teams to deliver tailored financial solutions, ensuring client satisfaction, and driving results. Known for adaptability, analytical skills, and client-focused approach in dynamic environments. Skilled in asset allocation, risk assessment, and portfolio management.
Overview
16
16
years of professional experience
Work History
Wealth Manager
HDFC Bank
Farrukhabad, India
10.2025 - Current
- Mentored junior staff on best practices in wealth management and client engagement techniques.
- Streamlined financial reporting processes, enhancing accuracy and timeliness of deliverables.
- Led initiatives to implement new financial planning software, improving overall operational efficiency.
- Delivered presentations on investment strategies and market insights to clients and stakeholders.
Wealth Manager
Axix Bank
Farrukhabad, India
01.2024 - 10.2025
- Developed comprehensive wealth management strategies tailored to client needs and objectives.
- Cultivated long-term client relationships through regular communication and personalized service.
- Analyzed market trends to inform investment decisions and optimize portfolio performance.
- Collaborated with financial analysts to assess risk profiles and recommend suitable investment options.
Branch Sales Manager
HDFC BANK LTD
Fatehgarh, U.P.
07.2022 - 01.2024
- Acquiring and activating high value Current A/c With trade forex relationship, Building and maintaining healthy business relations with corporate clients Trade forex and Working Capitals for SME, Generating revenue from existing customers through trade & maintaining maximum float in current accounts Responsible for achieving monthly target.
- Looking after existing customers’ requirement i.e. service the existing relationship of the bank to generate trade fee and cross sell revenue for the bank.
- Manage the portfolio and Acquiring and activating high value Trade Current A/c relationship, Building and maintaining healthy business relations with corporate clients sourced by different branch channels for mainly Trade forex and Asset services for SME, Generating revenue from existing customers through trade fee & maintaining maximum float in current accounts Responsible for achieving monthly target.
- Looking after existing customers’ requirement i.e. service the existing relationship of the bank to generate trade and cross sell revenue for the bank.
- Was responsible for branch sourced across the channels current accounts for end to end servicing like on boarding of current account along with penetration of channel activations like door step banking, digital activation, CMS and cross sell of wealth products.
- Acquiring and activating high value Trade Current A/c relationship, Handling Trade forex and Asset services for SME, Generating revenue from existing customers through trade fees & maintaining maximum float in current accounts Responsible for achieving monthly sales target.
- Ensure adherence to KYC norms and standard.
Wealth Manager
ICICI Bank
Farrukhabad, India
05.2019 - 07.2022
- Managed a diverse portfolio of high-net-worth clients, ensuring optimal asset allocation and risk management.
- Cultivated strong relationships with clients through regular communication and in-person meetings to review progress toward financial goals.
- Proactively identified new business opportunities through networking events, referrals from existing clients, and strategic partnerships with other professionals in the industry.
- Assisted clients with navigating complex financial situations such as divorce, career changes or business sales, and provided guidance on the appropriate strategies to protect their wealth.
Deputy Manager
ICICI Bank
Farrukhabad, India
05.2016 - 05.2019
- Led operational strategy to enhance workflow efficiency and reduce costs.
- Developed training programs for staff, improving team performance and service quality.
- Analyzed market trends to inform product development and promotional strategies.
- Implemented process improvements, increasing overall productivity by streamlining operations.
Assistant Manager
ICICI Bank
Farrukhabad, India
05.2014 - 05.2016
- Led team initiatives to enhance operational efficiency and improve customer service standards.
- Streamlined inventory management processes, resulting in reduced discrepancies and improved stock accuracy.
- Mentored junior staff, fostering professional development and promoting best practices within the team.
- Developed training materials to support onboarding and ensure consistent adherence to company policies.
Junior Office Assistant
ICICI BANK LTD
Kaimganj, U.P.
07.2010 - 07.2014
- Handling the all work of retail branch Banking.
- Led branch operations, ensuring compliance with banking regulations and internal policies.
- Developed and implemented strategies to enhance customer service and satisfaction levels.
- Mentored staff on best practices for sales techniques and product knowledge.
- Analyzed financial reports to identify trends, improving profitability through informed decision-making.
- Oversaw daily cash flow management, optimizing resource allocation within the branch.
Education
B. -
Kanpur University
01.2007
Skills
- Futures trading
- Securities analysis
- Options trading
- Cash flow management
Accomplishments
- Achieved [Result] through effectively helping with [Task].
- Used Microsoft Excel to develop inventory tracking spreadsheets.
- Achieved [Result] by completing [Task] with accuracy and efficiency.
- Collaborated with team of [Number] in the development of [Project name].
- Supervised team of [Number] staff members.
- Resolved product issue through consumer testing.
- Documented and resolved [Issue] which led to [Results].
- Achieved [Result] by introducing [Software] for [Type] tasks.
Personal Details
Father’s Name : Mr. Fateh Singh Date of Birth : 10.07.1984 Sex Male Marital status : Married Date Place: Signature Ram Pratap Singh
Languages
English
Timeline
Wealth Manager
HDFC Bank
10.2025 - Current
Wealth Manager
Axix Bank
01.2024 - 10.2025
Branch Sales Manager
HDFC BANK LTD
07.2022 - 01.2024
Wealth Manager
ICICI Bank
05.2019 - 07.2022
Deputy Manager
ICICI Bank
05.2016 - 05.2019
Assistant Manager
ICICI Bank
05.2014 - 05.2016
Junior Office Assistant
ICICI BANK LTD
07.2010 - 07.2014
B. -
Kanpur University