Summary
Overview
Work History
Education
Skills
Websites
Certification
Accomplishments
Timeline
Generic
SAHITYA CHAND THAKUR

SAHITYA CHAND THAKUR

Senior Manager, Relationship Management
Noida

Summary

Senior relationship management professional with 7 years experience in financial services, specializing in portfolio management, retail and B2B sales, team leadership, and business development. Managed portfolios exceeding ₹200 Crore, delivered loan solutions to MSMEs, and drove CASA and asset growth at HDFC Bank. Skilled in financial analysis, client relationship management, and investment advisory services for high-net-worth clients. Proficient in MIS management, revenue growth through strategic planning, seeking leadership opportunities in banking or financial services sector.

Overview

9
9
years of professional experience
7
7
years of post-secondary education
3
3
Certifications
2
2
Languages

Work History

Senior Manager, Relationship Management

HDFC Bank Limited
12.2024 - Current
  • Managing a portfolio size of 270 Crore, acquiring NTB and providing loan solutions to MSMEs, leading to increased Casa and Asset growth.
  • Developed and implemented strategies for Cash Credit, Business Loans, Personal Loans, Inventory Funding, and Project Funding.
  • Achieved significant growth in loan disbursements and casa incremental values, contributing to the overall success of HDFC Bank in Roorkee, Uttarakhand, India.

Preferred/Imperia Relationship Manager (Manager)

HDFC Bank Limited
04.2023 - 12.2024
  • Managed a portfolio size of 210 Crore, acquiring NTB and providing loan solutions to MSMEs and investment solutions to HNW clients.
  • Successfully handled 80 Crore in Casa and 130 Crore in Assets, ensuring optimal financial management.
  • Achieved significant growth in revenue through strategic loan and investment solutions for clients.
  • Developed strong skills in portfolio management, financial analysis, client relationship building along with providing investment solutions to HNW clients (including MF, Insurance, Gold and Government bonds).

Preferred Relationship Manager (Manager)

HDFC Bank Limited
08.2022 - 03.2023
  • Acquired New-To-Bank clients and provided tailored loan solutions to MSMEs, including Cash Credit, Business Loans, Personal Loans, Inventory Funding, and Project Funding.

Smart Banking Lobby RM IIT Roorkee

HDFC Bank Limited
04.2022 - 07.2022
  • Managed the newly built Smart Banking Lobby inside IIT Roorkee as a Preferred Relationship Manager, overseeing the entire lobby operations.
  • Successfully built a portfolio of 10 Crore in just 4 months, showcasing strong relationship-building and sales skills.
  • Implemented strategic customer engagement tactics to drive customer satisfaction and loyalty, resulting in increased revenue for HDFC Bank.

Classic Relationship Manager (Deputy Manager)

HDFC Bank Limited
06.2019 - 03.2022
  • Successfully grew a portfolio from zero to 50 Crore (25 Crore Casa and 25 crore asset) in just 2 years at HDFC Bank in Roorkee, Uttarakhand, India.
  • Acquired New-To-Bank clients and provided tailored loan solutions to MSMEs, including Cash Credit, Business Loans, Personal Loans, Inventory Funding, and Project Funding.

Executive Trainee

HDFC Bank Limited
06.2018 - 05.2019
  • Learned banking products and operations at HDFC Bank, focusing on CASA, TD, Insurance, MF, Asset, and customer services.
  • Developed a deep understanding of the newly assigned banking sector in Roorkee, Uttarakhand, India.
  • Assisted in various operational tasks to support the efficient functioning of the bank.

Intern

ACC Concrete Ltd
11.2015 - 05.2016
  • Identifying Clients
  • Target Clients
  • Identifying reasons for not supplying to that targeted locations and clients
  • Fixing meetings with the potential customers and giving them quotations.

Customer Care Executive

Ienergizer
11.2015 - 05.2016
  • To provide information about products and services, and obtain details of complaints.
  • Keep record of customer interaction and transaction.

Education

PGPM - Marketing

ICFAI Business School
01.2016 - 01.2018

BBA - undefined

Institute of Management Studies
01.2013 - 01.2016

HSC - undefined

Nosegay Public School
01.2012 - 01.2013

SSC - undefined

Shri Guru Nanak Academy
01.2010 - 01.2011

Skills

Portfolio Management

Time management

Relationship building

Business development

Business planning

Investment Advisory (MF, Insurance, Gold, Government Bonds)

Retail and B2B Sales

MIS Management

Financial Analysis

Certification

IRDA Certification

Accomplishments

  • Qualifying member of MDRT (Million Dollar Round Table) multiple times across various locations (Australia 2022, Malaysia 2023, Vancouver Canada 2024, Bali 2025) showcasing exceptional sales and service performance.
  • Exceptional Contributor + Key performer for the year 2019, 2020, 2021 and 2022.
  • Strong Contributor + Key Performer for the year 2023 and 2024.

Timeline

Senior Manager, Relationship Management

HDFC Bank Limited
12.2024 - Current

Preferred/Imperia Relationship Manager (Manager)

HDFC Bank Limited
04.2023 - 12.2024

Preferred Relationship Manager (Manager)

HDFC Bank Limited
08.2022 - 03.2023

Smart Banking Lobby RM IIT Roorkee

HDFC Bank Limited
04.2022 - 07.2022

Classic Relationship Manager (Deputy Manager)

HDFC Bank Limited
06.2019 - 03.2022

Executive Trainee

HDFC Bank Limited
06.2018 - 05.2019

PGPM - Marketing

ICFAI Business School
01.2016 - 01.2018

Intern

ACC Concrete Ltd
11.2015 - 05.2016

Customer Care Executive

Ienergizer
11.2015 - 05.2016

BBA - undefined

Institute of Management Studies
01.2013 - 01.2016

HSC - undefined

Nosegay Public School
01.2012 - 01.2013

SSC - undefined

Shri Guru Nanak Academy
01.2010 - 01.2011

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SAHITYA CHAND THAKURSenior Manager, Relationship Management