Open To Work
ROHIT CHAUHARY
Relationship Manager
Noida Extension,UP
Work Preference
Summary
Enterprising and dynamic banking professional with a proven track record in Priority Banking and Wealth Management. Expert in acquiring and maintaining high-value corporate and individual relationships by providing tailor-made financial solutions. Dedicated to driving revenue growth through strategic portfolio management and high-penetration sales techniques. Results-driven Priority Banking Relationship Manager recognized for high productivity and efficient task completion. Specialized in client relationship management, financial planning, and risk assessment. Excel in communication, problem-solving, and adaptability, ensuring success in fostering strong client relationships and driving business growth.
Overview
12
12
years of professional experience
2
2
Certifications
Work History
Priority Banking Relationship Manager
AXIS BANK LIMITED
04.2025 - 10.2025
- Relationship Management: Build and maintain strong relationships with priority banking customers to increase the bank's share of the customer's wallet.
- Financial Advisory: Provide tailored financial advice and solutions to meet diverse customer needs.
- Sales Performance: Consistently meet or exceed assigned sales targets for various banking products, including investment and insurance.
- Business Growth: Acquire new customers through referrals and personal networking while increasing engagement via strategic communication channels.
- Managed client portfolios, ensuring personalized service and attention.
- Provided expert advice on investment options and wealth management strategies.
- Facilitated client meetings to build relationships and trust.
- Resolved customer complaints in a timely manner, ensuring the highest level of satisfaction is achieved.
- Identified opportunities for cross-selling new banking products or services to existing clients.
- Monitored account activity regularly to identify potential fraud cases or suspicious transactions.
Relationship Manager – Yes Premial
YES BANK LIMITED
04.2024 - 04.2025
- Top Performer: Ranked as a Top 5 RM Pan India within Yes Bank.
- Portfolio Growth: Managed banking and investment relationships for "YES Premial" clients, focusing on the overall growth of Liabilities and Investment business.
- Revenue Generation: Identified potential relationships with additional revenue potential and grew business through incremental sales.
- Product Diversification: Managed sales targets across liabilities, retail assets, business banking, FOREX, cards, and investments.
- Portfolio Deepening: Increased CASA (Current Account Savings Account) balances through both portfolio deepening and new acquisitions.
- Managed client relationships to ensure satisfaction and retention.
- Developed tailored financial solutions based on client needs and objectives.
- Conducted regular reviews of client accounts to identify opportunities for growth.
- Organized client feedback sessions to gather insights for service improvement initiatives.
- Developed and maintained strong relationships with clients to ensure satisfaction and loyalty.
Freelance Financial Advisor
ADITYA BIRLA SUN LIFE INSURANCE
08.2013 - 01.2022
- Financial Planning: Advised clients on retirement planning, goal-based investments, and insurance coverage.
- Portfolio Analysis: Analyzed client financial portfolios and risk tolerance to recommend suitable products.
- Client Retention: Managed a portfolio of 200+ clients with a 90% retention rate by effectively managing policy transitions based on rate changes.
- Performance: Maintained a 90% persistency ratio throughout the tenure.
Education
Master of Business Administration - Raipur
Kalinga University
Raipur08-2020
Bachelor of Commerce - Darbhanga
L.N.M.U.
Darbhanga08-2013
Skills
- Relationship management
- Financial advisory
- Sales performance
- Portfolio management
- Cross-selling strategies
- Revenue generation
- Proactive problem solving
- Time management
- Strategic networking
- Analyzing client needs
- Customer due diligence
- Sales strategy development
- Know your customer
- Investment advisory
- Anti-money laundering
- CRM software
- Wealth management expertise
- Insurance solutions
- Cross-selling opportunities
Accomplishments
- Ranked as a Top 10 Advisor in the branch from 2013 to 2018.
- Won a Royal Enfield Bullet in 2019 for sales excellence.
- Qualified for 12 professional trips based on performance milestones.
- Recognized for achieving the highest customer satisfaction rating in the department.
Hobbies and Interests
Playing Cricket
Personal Information
- Date of Birth: 12/28/90
- Nationality: Indian
- Sex: Male
- Marital Status : Married
- Father's name: Prashanna Kumar Chaudhary
- Language Known : English/Hindi
Certifications And Technical Skills
NISM, IRDAI, CRM software, Financial Solutioning, Business Development Techniques
Certification
NISM
About Me
- I am an enterprising, energetic, and dynamic young man with a determination to touch the zenith of success
Date:
Place:
(Rohit Chaudhary)
Timeline
Priority Banking Relationship Manager
AXIS BANK LIMITED
04.2025 - 10.2025
Relationship Manager – Yes Premial
YES BANK LIMITED
04.2024 - 04.2025
Freelance Financial Advisor
ADITYA BIRLA SUN LIFE INSURANCE
08.2013 - 01.2022
Master of Business Administration - Raipur
Kalinga University
Bachelor of Commerce - Darbhanga
L.N.M.U.