Rishab Solanki
BANKER
Vadodara
Summary
Proven leader in wealth management with a track record of enhancing client satisfaction and consistently achieving sales targets at HDFC Bank Limited. Excelled in streamlining operations for efficiency and expanding client bases into new markets. Skilled in negotiating cost savings and delivering compelling presentations, demonstrating both keen analytical abilities and strong communication skills.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Preferred Relationship Manager
Hdfc Bank Limited
Vadodara
09.2019 - Current
- Enhanced client satisfaction with diligent attention to individual needs, proactive communication, and exceptional service.
- Achieved sales targets consistently by building strong referral networks within the bank''s customer base.
- Tracked changes in the regulatory environment affecting high-net-worth individuals; advised clients accordingly.
Branch Sales Officer
Yes Bank Limited
Vadodara
10.2018 - 08.2019
- Assisted in designing promotional materials for new product launches, creating awareness among customers and generating interest.
- Mentored junior sales staff, fostering a supportive team environment that led to improved performance and higher morale.
- Set personalized targets for individual team members based on their strengths leading to better focus on specific tasks resulting in improved performance.
Education
Bachelor Of Commerce - Accounts
Maharaja Sayajirao Gaekwad University
Vadodara05.2013
Skills
Implemented efficient processes for managing client accounts, streamlining operations and improving overall productivity
Spearheaded initiatives to expand client base, tapping into new markets and identifying growth potential in existing ones
Delivered informative presentations on wealth management topics at corporate events and seminars, showcasing firm''s expertise and services offered
Negotiated fees with third-party service providers on behalf of customers resulting in cost savings for them
Languages
English
Upper intermediate (B2)
Hindi
Advanced (C1)
Gujarati
Advanced (C1)
Certification
Qualified for the MDRT CANADA
Timeline
Qualified for the MDRT CANADA
12-2023
Preferred Relationship Manager
Hdfc Bank Limited
09.2019 - Current
Branch Sales Officer
Yes Bank Limited
10.2018 - 08.2019
Bachelor Of Commerce - Accounts
Maharaja Sayajirao Gaekwad University