Ravi Shankar Singh
Bangalore
Summary
Customer-focused Banking Professional experienced in managing client relationships and delivering personalised financial solutions. Built strong client trust through effective communication and commitment to achieving financial goals. Contributed to business success by providing tailored advice and exceptional service.
Overview
2
2
Languages
1
1
Certification
5
5
years of professional experience
Work History
PERSONAL BANKER
HDFC BANK LTD
BENGALURU
01.2025 - Current
- Handled daily branch banking activities for premium and valued customers, ensuring efficient and high-quality customer service.
- Reviewed customers' financial needs and profiles to suggest suitable banking, loan, insurance, and investment solutions.
- Achieved sales goals by promoting relevant banking products through customer-focused discussions and relationship building.
- Developed strong and lasting relationships with customers, improving customer satisfaction, trust, and repeat business.
- Developed and maintained strong relationships with clients, offering personalised banking services to enhance customer satisfaction.
- Managed client portfolios, providing tailored financial advice to meet individual needs and objectives.
- Maintained up-to-date knowledge of financial regulations, products, and services to provide current and prospective clients with accurate information.
- Resolved client queries and complaints efficiently, maintaining high standards of customer service and retaining client loyalty.
- Verified clients' needs and financial resources to determine tailored investment strategy.
BRANCH SALES OFFICER
HDFC BANK LTD
BENGALURU
01.2022 - 12.2024
- Provided support in daily branch operations and assisted customers with routine banking services.
- Acquired practical knowledge of banking products, account documentation, and regulatory compliance procedures.
- Worked closely with relationship managers to assist in customer onboarding, account servicing, and maintaining customer records.
- Managed customer relationships through consultative sales techniques to attain individual sales goals.
- Achieved company targets by implementing successful sales strategies.
- Built exceptional customer satisfaction by delivering friendly service.
- Achieved and surpassed sales targets consistently, contributing significantly to the company's growth and profitability.
- Developed and executed strategic sales plans to penetrate new markets and achieve revenue targets.
Education
Bachelor of Science - Specialization in IT
MARWARI COLLEGE
Bhagalpur, Bihar01-2017
PUC - Higher Secondary with Physics, Chemistry & Math
D.N. SINGH COLLEGE
Bhagalpur, Bihar01-2014
SSLC - Secondary Education (Matriculation)
RAM SUNDAR HIGH SCHOOL
Godda, JH01-2012
Skills
- Financial Analysis
- Client Profiling
- Banking Operations
- Process Excellence
- Risk Management
- Compliance
- Customer Relationship Management
- Customer relationship management
- Financial product knowledge
- Regulatory compliance
- Sales strategy implementation
- Portfolio management
- Cross-selling proficiency
Languages
English
Advanced
C1
Hindi
Advanced
C1
Certification
- Cerrtified with IRDAI
Timeline
PERSONAL BANKER
HDFC BANK LTD
01.2025 - Current
BRANCH SALES OFFICER
HDFC BANK LTD
01.2022 - 12.2024
Bachelor of Science - Specialization in IT
MARWARI COLLEGE
PUC - Higher Secondary with Physics, Chemistry & Math
D.N. SINGH COLLEGE
SSLC - Secondary Education (Matriculation)
RAM SUNDAR HIGH SCHOOL