Sandeep Kumar
Gurgaon
Summary
Goal oriented Financial Professional well versed in motivating and overseeing personnel to enhance portfolio performance, increase client satisfaction and enable sustained growth by rendering best client service of Global as well as Indian clients. Proficient in leading sales and marketing strategy development with result driven mindset. Seek to bring expertise to a new role with room for advancement.
Overview
12
12
years of professional experience
Work History
Yes First RM-AVP
YES BANK
12.2024 - Current
- Responsible for managing the existing ultra HNI and HNI global as well Indian clients, corporates and bring in new to bank clients based upon net worth and financial history to build their portfolio in an organized manner keeping minimum risk with higher returns and output.
- Currently managing a portfolio size of 50 crore in the bank wherein 30 crores been self-acquired by identifying client's need and serving them with right products which suits their financial requirement with the best service.
- Advising the clients with the best methods and strategies to grow their money in the stipulated time frame and guiding them well about the market scenarios.
Signature RM- Sr. Manager
RBL BANK
10.2022 - 12.2024
- Managed the existing ultra HNI and HNI global as well Indian clients, corporates and bring in new to bank clients based upon net worth and financial history to build their portfolio in an organized manner keeping minimum risk with higher returns and output.
- With my constant hard work and with the clients support I have closed certain tremendous deals such as - LI closure - 1.2 crores, Qualified MDRT contest 2023, Closed a BG Deal -12crores, Qualified various regional and state level contests to Kerala, Jaisalmer, Goa Related to different products.
Personal Banker
HDFC BANK
09.2017 - 10.2022
- Managing a portfolio of more than 25 crore of HNW client by providing them personalised services corresponding to their needs and Identifying business opportunities from them to increase revenue.
- Managing existing clients, Deepening business relationship by cross selling various financial products.
- Identifying new business opportunities and setting up promotional campaigns to increase customer base of branch.
- Business networking to promote the CASA growth, deposits, loans, investment and other banking services to generate portfolio revenue.
- Providing on job training to new joiners in the branch through mentor and mentee program.
Account Acquisition Manager
KOTAK BANK
12.2015 - 09.2017
- Managing existing clients, Deepening business relationship by cross selling various financial products.
- Identifying new business opportunities and setting up promotional campaigns to increase customer base of branch.
- Business networking to promote the CASA sale, deposits, loans, investment and other banking services to generate portfolio revenue.
- Managing customer centric banking operation and compliance.
- Ensuring customer satisfaction by achieving service quality norms.
Branch sales officer
HDFC BANK
08.2014 - 10.2015
- New acquisition of current and saving account for resident/non-resident Indian from the market.
- Ensure quality sourcing of new customers.
- Generating leads through referrals, meeting branch walk in customers, emailing, ATM and cold calling.
Education
MBA -
BIMT College
01-2014
BBA -
IIMT College
01-2012
Intermediate -
RS College
01-2009
High School -
Hari Nagar High School
01-2007
Skills
- Portfolio management
- Investment strategies
- Financial analysis
- Risk assessment
- Client acquisition
- Customer relationship management
Personal Information
- Date of Birth: 05/28/92
- Gender: Male
- Nationality: Indian
- Marital Status: Married
Timeline
Yes First RM-AVP
YES BANK
12.2024 - Current
Signature RM- Sr. Manager
RBL BANK
10.2022 - 12.2024
Personal Banker
HDFC BANK
09.2017 - 10.2022
Account Acquisition Manager
KOTAK BANK
12.2015 - 09.2017
Branch sales officer
HDFC BANK
08.2014 - 10.2015
MBA -
BIMT College
BBA -
IIMT College
Intermediate -
RS College
High School -
Hari Nagar High School