SATINDER GODARA
Relationship Manager
H No. 59 VPO DHULSIRAS SEC 24 DWARKA NEW DELHI
Summary
Banking professional with over 10 years of experience in relationship management and retail banking operations. Proven track record in portfolio growth and driving cross-sales across diverse banking products. Recognized for strong interpersonal skills and strategic thinking, consistently exceeding performance targets in dynamic financial environments.
Overview
10
10
years of professional experience
1
1
Certification
1
1
Language
Work History
Platinum Relationship Manager (Sr. Manager)
Kotak Mahindra Bank Ltd.
07.2025 - Current
- Manage a hybrid portfolio of 200+ clients with assets exceeding ₹ 70 Crore.
- Drive business development through cross-selling of loans, insurance, and investment products.
- Strengthen client relationships by providing personalized financial advice and superior service.
- Ensure compliance with KYC and regulatory norms while maintaining service excellence.
- Increase CASA portfolio and enhance revenue through effective client engagement.
- Promote banking products including personal, home, and auto loans, mutual funds, and insurance solutions.
Preferred Relationship Manager (Manager)
HDFC Bank Ltd.
05.2017 - 05.2025
- Managed high-net-worth individual (HNI) portfolios with focus on wealth management and client retention.
- Promoted and sold investment, insurance, and loan products to achieve sales and revenue targets.
- Consistently recognized for exceeding performance metrics and maintaining customer satisfaction.
- Collaborated with cross-functional teams to ensure seamless client onboarding and service delivery.
Client Relationship Partner
Yes Bank Ltd.
07.2015 - 11.2016
- Managed client portfolios and provided tailored banking and investment solutions.
- Drove customer acquisition through relationship-based selling.
- Developed deep understanding of customer needs to ensure satisfaction and loyalty.
Education
BA (Hons.) - Business & Management Studies
Cardiff Metropolitan University
UKAdvanced Diploma - Business & Management Studies
London School of Commerce
Intermediate - undefined
New Era Public School
New DelhiSSC - undefined
Nav Uday Convent Public School
New DelhiSkills
Client Relationship Management
Portfolio Growth
Cross-Selling & Business Development
Banking Operations
Loan & Insurance Products
Wealth Management
Compliance & KYC
Sales Strategy & Execution
Communication & Leadership
MS Office Suite (Word, Excel, PowerPoint, Outlook)
Internet Applications
Windows OS
Certification
IRDA & AMFI Certified
Accomplishments
- Recognized with multiple performance awards, including “Certificate of Excellence” and “Superb Liability Performance”.
- Qualified for MD/GH LI and BBH Inner Circle LI training programs.
- Awarded for outstanding contributions in Auto Loan, Personal Loan, and Education Loan segments.
- Consistently praised by management and clients for dependability, integrity, and commitment.
PERSONAL DETAILS
- Date of Birth: 1988-11-08
- Location: Dwarka, New Delhi, India
Timeline
Platinum Relationship Manager (Sr. Manager)
Kotak Mahindra Bank Ltd.
07.2025 - Current
Preferred Relationship Manager (Manager)
HDFC Bank Ltd.
05.2017 - 05.2025
Client Relationship Partner
Yes Bank Ltd.
07.2015 - 11.2016
BA (Hons.) - Business & Management Studies
Cardiff Metropolitan University
Advanced Diploma - Business & Management Studies
London School of Commerce
Intermediate - undefined
New Era Public School
SSC - undefined
Nav Uday Convent Public School