Satyendra Singh
Relationship Manager
Mau,Uttar Pradesh
Summary
Bilingual individual with a background advising educating and engaging clients on various tools that can help them improve their financial health. A confident Relationship Manager with a hands-on approach to implementing strategies that ensure customers have a positive experience with the company. Motivated banking professional possessing a strong commitment to quality customer service coupled with superb communication skills. Builds customer loyalty by effectively resolving problems and quickly processing transactions Business-driven Relationship Manager always finding successful ways to acquire new clients and foster lucrative relationships. A determined leader with over 8 years of assisting clients with financial planning processes and assessing financial data. Offering dynamic collaboration and decision making skills.
Overview
9
9
years of professional experience
4
4
years of post-secondary education
10
10
Certificates
2
2
Languages
Work History
Preferred Relationship Manager
HDFC Bank Ltd
Mau
07.2022 - Current
- 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.
- Analyzed customer data to identify areas of improvement and maximize customer satisfaction.
- Participated in staff meetings to discuss innovative strategies to improve services.
- Built and strengthened industry partnerships to improve product placements, amplify coverage and maximize effectiveness of marketing strategies.
Priority Relationship Manager
Axis Bank - Mau
Mau
08.2021 - 07.2022
- Managing And taking care of HNI EUHNI Relationship and managing Portfolio
- Activated new accounts and issued customer identification numbers.
- Contacted customers as soon as issues arose to immediately find resolution before problem escalated.
- Explained account terms and conditions to customers.
- Tracked and processed customer account requests and applications.
- Maintained customer records and updated account information.
- Interviewed customers to obtain information needed for opening new accounts or renting safe-deposit boxes.
Realtionship Manager
HDFC BANK LTD, Mau
10.2017 - 07.2021
- Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills
- Operated in a self-directed environment with minimal input to solve problems and implement resolutions Planned portfolio solutions after carefully analysing clients financial health and future requirements
- Utilized prospecting techniques to identify potential clients and create opportunities to sell financial services.
Personal Banker
HDFC BANK LTD
03.2015 - 10.2017
- Created innovative financial solutions to meet customer needs and provide Expanded client base by promoting new Financial Products Achieved consistent recognition as a top sales promoter
Sales officer
Axis Bank Ltd
Deoria
05.2014 - 02.2015
Education
M.Com - Financial Management
01.2010 - 04.2012
B.Com - undefined
Intermediate: P.C.M - undefined
Nominate and get reward and certificate for best personal banker for - undefined
Nominate and get reward and certificate for best - undefined
01.2015 - 04.2016
personal banker for the year
2016-17
Nominate and get reward and certificate for best RM for the year - undefined
2017-18
Skills
Financial planning processesWealth management offeringsProduct knowledge @ Sales understandingCustomer portfolio managementNew business generationSolution developmentPractices due diligenceCompliance, banking laws and regulationsInvestor relationsPositiveSatyendra SinghState: Uttar PradeshHobbiesPlaying Cricket, Reading Books, Making Friends Strength: DedicationAssertiveness, Team Spirit
Investment and Wealth Planning
Relationship building and management
Business relationship cultivation
Product knowledge
Financial Advising
Risk management
Asset Management
Wealth Management
Client Relationships
Financial services
Strategic selling
Certification
Mutual Fund distribution certificate module VA from NISM.
Timeline
Preferred Relationship Manager - HDFC Bank Ltd
07.2022 - Current
Priority Relationship Manager - Axis Bank - Mau
08.2021 - 07.2022
Realtionship Manager - HDFC BANK LTD, Mau
10.2017 - 07.2021
Personal Banker - HDFC BANK LTD
03.2015 - 10.2017
- Nominate and get reward and certificate for best,
01.2015 - 04.2016
Sales officer - Axis Bank Ltd
05.2014 - 02.2015
Baba Raghav Das Bhagwan Das PG College - M.Com, Financial Management
01.2010 - 04.2012
Baba Raghav Das Bhagwan Das PG College - B.Com,
Sri Ram Inter College Tella Kalan Deoria - Intermediate: P.C.M,
Sri Ram Inter College Tella Kalan Deoria - Nominate and get reward and certificate for best personal banker for,
- Nominate and get reward and certificate for best RM for the year,