Summary
Overview
Work History
Education
Skills
Languages
Certification
Accomplishments
Timeline
Generic

SANDEEP KUMAR

JALANDHAR

Summary

To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills. Resourceful individual willing to provide the attention and education customers need to ensure a positive financial experience. Bilingual Relationship Manager knowledgeable in explaining tools clients need to build wealth management portfolios.

Overview

12
12
years of professional experience
1
1
Certification

Work History

Relationship Manager

YES BANK LTD.
JALANDHAR
02.2024 - Current
  • Developed and maintained strong relationships with clients to ensure satisfaction and loyalty.
  • Conducted regular client meetings to assess progress, discuss opportunities for growth, and address any concerns.
  • Identified customer needs, developed customized solutions, and provided knowledgeable advice.
  • Analyzed market trends and identified potential new customers through research activities.

Relationship Manager

AXIS BANK LTD.
JALANDHAR
11.2022 - 02.2024
  • Built and maintained relationships with new and existing clients while providing high level of expertise.
  • Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
  • Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
  • Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
  • Participated in staff meetings to discuss innovative strategies to improve services.
  • Maintained knowledge on banking products and distribution to provide optimal service support.
  • Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
  • Improved overall financial reporting by streamlining control processes and reporting structures.

Relationship Manager

HDFC BANK LTD.
JALANDHAR
10.2018 - 11.2022
  • Built and maintained relationships with new and existing clients while providing high level of expertise.
  • Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
  • 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.
  • Participated in staff meetings to discuss innovative strategies to improve services.
  • Analyzed customer data to identify areas of improvement and maximize customer satisfaction.
  • Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
  • Maintained knowledge on banking products and distribution to provide optimal service support.
  • Developed loyalty programs to reward and maintain customer retention.
  • Created and maintained databases to track customer discussions and preferences for accurate, updated records.

Personal Banker

HDFC BANK LTD.
JALANDHAR
04.2016 - 10.2018
  • Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
  • Networked to increase client base and encourage existing clients to expand financial portfolios.
  • Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
  • Promoted financial products by maintaining excellent service offering knowledge.

Branch Sales Officer

HDFC BANK LTD
JALANDHAR
09.2012 - 03.2016
  • Achieved individual and branch targets on consistent basis.

Education

Bachelor of Arts - Fine Arts

ST. SOLDIER COLLEGE
JALANDHAR

Skills

  • Issue Resolution
  • Product Recommendations
  • Relationship Building

Languages

English,Hindi,Punjabi

Certification

MDRT HOLDER AUSTRALIA

Accomplishments

  • MDRT HOLDER AUSTRALIA
  • MDGH GOA
  • REGULAR R&R

Timeline

Relationship Manager

YES BANK LTD.
02.2024 - Current

Relationship Manager

AXIS BANK LTD.
11.2022 - 02.2024

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

Bachelor of Arts - Fine Arts

ST. SOLDIER COLLEGE

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SANDEEP KUMAR