Satyendra Singh
Mau
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. A determined leader with over 9 years of assisting clients with financial planning processes and assessing financial data.
Results-driven financial professional with extensive experience managing a diverse portfolio of High Net-Worth Individuals (HNI) and Ultra High Net-Worth Individuals (UHNI). Successfully oversee assets under management (AUM) totaling ₹20 crore, with a portfolio size of ₹65 crore. Demonstrated expertise in financial product sales, having sold 7 Portfolio Management Services (PMS) and 2 Alternative Investment Funds (AIF) over the past year. Consistently achieve monthly life insurance business volumes of ₹5-6 lakh. Adept at delivering tailored investment solutions and fostering strong client relationships to drive growth and satisfaction.
Overview
10
10
years of professional experience
1
1
Certification
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.
Relationship 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 analyzing 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
Baba Raghav Das Bhagwan Das PG College
Barhaj Deoria Uttar PradeshB.Com -
Baba Raghav Das Bhagwan Das PG College
DeoriaIntermediate: P.C.M -
Sri Ram Inter College Tella Kalan Deoria
DeoriaNominate and get reward and certificate for best personal banker for -
Sri Ram Inter College Tella Kalan Deoria
DeoriaNominate and get reward and certificate for best -
Nominate and get reward and certificate for best RM for the year -
Skills
- Retirement planning
- Financial Acumen
- Financial Planning
- Wealth Management
- Strong interpersonal skills
- Investment strategies
- Tax planning
- Portfolio Management
- Insurance Products
- Asset Allocation
- Loan Processing
- Estate Planning
- Product Recommendations
- Customer Relationships
- Client Engagement
- Referral Screening
- Customer Portfolio Management
- Relationship review process
Certification
- Mutual Fund distribution certificate module VA from NISM.
- AMFI (EUIN-E138022M)
- IRDA
- Perusing Certified Financial Planner
Languages
- English, Hindi
- Home Town
- DATE & SIGNATURE
Timeline
Preferred Relationship Manager
HDFC Bank Ltd
07.2022 - Current
Priority Relationship Manager
Axis Bank - Mau
08.2021 - 07.2022
Relationship Manager
HDFC BANK LTD, Mau
10.2017 - 07.2021
Personal Banker
HDFC BANK LTD
03.2015 - 10.2017
Sales officer
Axis Bank Ltd
05.2014 - 02.2015
M.Com - Financial Management
Baba Raghav Das Bhagwan Das PG College
B.Com -
Baba Raghav Das Bhagwan Das PG College
Intermediate: P.C.M -
Sri Ram Inter College Tella Kalan Deoria
Nominate and get reward and certificate for best personal banker for -
Sri Ram Inter College Tella Kalan Deoria
Nominate and get reward and certificate for best -
Nominate and get reward and certificate for best RM for the year -
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