Sameer Kumar
Noida
Summary
Enthusiastic and self-motivated banking professional with 7+ years of experience managing high-income client portfolios. Skilled in portfolio management, client acquisition, and financial product solutions. Adept at building and maintaining client relationships, delivering customer-centric solutions, and driving business growth. Seeking a challenging Relationship Manager role to contribute expertise and grow within a reputable financial institution.
Overview
7
7
years of professional experience
Work History
Preferred Relationship Manager
HDFC BANK PRIVATE Ltd
11.2024 - Current
- - Managing HNI portfolio for Household and Business Banking Clients.
- - Managing client portfolio for third party products, CASA, Term Deposit and lending segment.
- - Acquiring NTB Clients and providing solutions for enhancement of portfolio.
Branch Relationship Manager
KOTAK MAHINDRA BANK
03.2023 - 10.2024
- - Managing HNI portfolio for Household and Business Banking Clients.
- - Managing client portfolio for third party products, CASA, Term Deposit and lending segment.
- - Acquiring NTB Clients and providing them solutions for enhancement of portfolio.
Senior Business Development Executive
SBI LIFE INSURANCE Co.
09.2021 - 02.2023
- - Acted as a bridge between SBI Life and branches to generate income and new business.
- - Attending queries and providing services to existing clients and cross-selling bank products.
- - Generating leads through branch walk-ins and calling on provided data.
- - Analyzing clients and performing cold calls with Wealth Relationship Managers.
Senior Corporate Agency Manager
HDFC LIFE INSURANCE Co.
01.2020 - 09.2021
- - Building relationships with channel partners and maximizing business share.
- - Creating relationships with employees to motivate and support business maximization.
- - Resolving issues regarding products and service for branch staff and existing clients.
- - Driving renewals for assigned branches.
Relationship Manager
TATA AIA Life Insurance Co. Ltd.
08.2018 - 01.2020
- - Acting as a bridge between customers and the organization.
- - Effectively communicating, redressing, and serving existing clients.
- - Analyzing changing financial needs and closing deals.
Education
PGDLI -
Manipal Global Education
B.Sc. - Chemistry Hons.
Ranchi University
12th - C.B.S.E
D.A.V Public School
10th - C.B.S.E
D.A.V Public School
Skills
- MS Office
- Excel
- Word
- PowerPoint
- Business Modeling
- Company Business Valuation
- Corporate Banking Credit Analysis
- Client acquisition
- Customer relationship management
- Business development
- Sales strategy
- Effective communication
- Problem solving
- Conflict resolution
- Time management
- Negotiation skills
- Cross-selling proficiency
- Financial planning
- Insurance products
- Wealth management
- Strong interpersonal skills
- Investment strategies
Websites
Preferred Job Title
Preferred Relationship Manager
Achievements And Awards
- Top RM of Cluster for NTB Fund Acquisition in Jan 2024 & Feb 2024 at Kotak Bank
- Qualified Triumph GI Contest Mar 2024 - 5th Level
- Achieved SOP month-on-month and qualified for Incentive at Kotak Bank
- Qualified for Silver Cash in Oct 2021
- Rated 5-star employee for six consecutive months
- Successfully completed sales target for PGDLI (6.5 lakh) within stipulated time frame
- Qualified for DSF PREMIER Platinum Club for performance in JFM 2019
- Completed 300% EP target for Mar 2019
Languages
English
Advanced
C1
Hindi
Proficient
C2
Timeline
Preferred Relationship Manager
HDFC BANK PRIVATE Ltd
11.2024 - Current
Branch Relationship Manager
KOTAK MAHINDRA BANK
03.2023 - 10.2024
Senior Business Development Executive
SBI LIFE INSURANCE Co.
09.2021 - 02.2023
Senior Corporate Agency Manager
HDFC LIFE INSURANCE Co.
01.2020 - 09.2021
Relationship Manager
TATA AIA Life Insurance Co. Ltd.
08.2018 - 01.2020
PGDLI -
Manipal Global Education
B.Sc. - Chemistry Hons.
Ranchi University
12th - C.B.S.E
D.A.V Public School
10th - C.B.S.E
D.A.V Public School