Hi, I’m
SANDEEP KUMAR
BANKER
JALANDHAR
Summary
Innovative Relationship Manager focused on developing strategic business opportunities by delivering exemplary service to each client's individual needs. Respected professional with exceptional knowledge regarding risk management. Business-driven Relationship Manager always finding successful ways to acquire new clients and foster lucrative relationships. A determined leader with over [Number] years of assisting clients with financial planning processes and assessing financial data. Offering dynamic collaboration and decision making skills. Driven Relationship Manager focused on deepening client relationships by providing superior service and support. Outgoing and ambitious professional with [Number] years' experience in [Industry].
Overview
11
years of professional experience
4
years of post-secondary education
Work History
AXIS BANK LTDJALANDHAR
Relationship Manager
11.2022 - Current
Job overview
- Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
- Worked with [Name] and [Name] departments to facilitate communication and deliver personalized solutions to customers.
- Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Developed loyalty programs to reward and maintain customer retention.
- Analyzed customer data to identify areas of improvement and maximize customer satisfaction.
- Maintained knowledge on banking products and distribution to provide optimal service support.
HDFC BANK LTD.JALANDHAR
Relationship Manager
10.2018 - 11.2022
Job overview
- Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
- Worked with [Name] and [Name] departments to facilitate communication and deliver personalized solutions to customers.
- Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Analyzed customer data to identify areas of improvement and maximize customer satisfaction.
- Maintained knowledge on banking products and distribution to provide optimal service support.
HDFC BANK LTDJALANDHAR
Personal Banker
04.2016 - 10.2018
Job overview
- Established new accounts for high net worth individuals and serviced existing accounts to maximize revenue.
- Networked to increase client base and encourage existing clients to expand financial portfolios.
- Answered customer questions and explained available services such as deposit accounts, bonds, and securities.
- Worked closely with management to strategize sales techniques to increase branch production and customer service.
HDFC BANK LTDJALANDHAR
Branch Sales Officer
09.2012 - 03.2016
Job overview
- Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
- Worked with [Name] and [Name] departments to facilitate communication and deliver personalized solutions to customers.
- Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Developed loyalty programs to reward and maintain customer retention.
- Analyzed customer data to identify areas of improvement and maximize customer satisfaction.
- Connected with account representatives to promote bank products.
- Achieved individual and branch targets on consistent basis.
Education
ST. SOLDIER COLLEGE LIDHRANJALANDHAR
Bachelor of Arts from Fine Arts
04.2006 - 07.2010
Skills
Service support
Equity and Fixed Income Markets
Fluent in [Language]
Business relationship cultivation
Investment and Wealth Planning
Loans
New business generation
Financial planning processes
Customer portfolio management
Relationship building and management
Affiliations
MDRT HOLDER AUSTRALIA SEPTEMBER 2019
MDGH GOA AUGUST 2018
PERSONAL DETAIL
Father’s Name : Shri Ram Nath
Mother’s Name : Late Smt Rani Devi
Date of Birth : 27th March 1987
Sex : Male
Martial status : Married
Nationality : Indian
Domicile : Punjab
Language Proficiency : English, Hindi & Punjabi
Timeline
Relationship Manager
AXIS BANK LTD
11.2022 - Current
Relationship Manager
HDFC BANK LTD.
10.2018 - 11.2022
Personal Banker
HDFC BANK LTD
04.2016 - 10.2018
Branch Sales Officer
HDFC BANK LTD
09.2012 - 03.2016
ST. SOLDIER COLLEGE LIDHRAN
Bachelor of Arts from Fine Arts
04.2006 - 07.2010