Satyendra Singh
Mau
Summary
Dynamic Preferred Relationship Manager with HDFC Bank, adept at client relationship management and investment analysis. Proven track record in enhancing customer satisfaction through tailored financial solutions and effective communication. Skilled in risk assessment and portfolio management, driving client loyalty and retention while empowering clients with financial education.
Overview
13
13
years of professional experience
1
1
Certification
Work History
Preferred Relationship Manager
HDFC Bank
Mau
07.2022 - Current
- Built strong relationships with clients to understand their financial needs.
- Provided tailored banking solutions to enhance customer satisfaction and loyalty.
- Delivered financial education sessions to empower clients in decision-making.
- Gathered data from various sources to assess current customer preferences and develop targeted marketing plans accordingly.
- Provided guidance on investment decisions, such as stocks, bonds, mutual funds, insurance products and other investments.
- Conducted regular meetings with clients to review their financial portfolios and discuss any changes or updates.
- Identified potential risks associated with certain investments or transactions.
Priority Relationship Manager
Axis Bank
Mau
08.2021 - 07.2022
- Developed and maintained strong relationships with high-value clients.
- Analyzed client portfolios to identify growth opportunities and risk factors.
- Collaborated with cross-functional teams to deliver tailored financial solutions.
- Provided expert guidance on investment products and services available.
- Facilitated regular communication to ensure client satisfaction and retention.
Preferred Relationship Manager
HDFC Bank
Mau
10.2017 - 07.2021
- Built strong relationships with clients to understand their financial needs.
- Provided tailored banking solutions to enhance customer satisfaction and loyalty.
- Coordinated with internal teams to ensure seamless service delivery for clients.
- Delivered financial education sessions to empower clients in decision-making.
- Resolved client inquiries promptly to maintain high service standards and trust.
Personal Banker
HDFC Bank
Mau
03.2015 - 10.2017
- Assisted clients in opening and managing various banking accounts.
- Provided expert guidance on loan products and credit options.
- Processed transactions accurately using banking software systems.
- Educated customers on digital banking tools and services offered.
- Resolved customer inquiries and issues with professionalism and care.
Business Development Executive
Axis Bank
Deoria
05.2014 - 02.2015
- Developed strategic partnerships to enhance market presence and brand visibility.
- Collaborated with sales teams to create tailored proposals for potential clients.
- Maintained detailed records of client interactions in CRM systems for follow-up actions.
Junior Officer
ICICI Bank
Prayagraj
05.2012 - 01.2014
- Assisted customers with account inquiries and transaction processes.
- Developed and maintained relationships with key clients and stakeholders.
Education
Master of Commerce - Financial Management
B R D B D P G College Ashram Barhaj Deoria
Barhaj Deoria Uttar Pradesh07-2012
Bachelor of Commerce - Banking And Finance
B R D B D P G College Ashram Barhaj Deoria
B R D B D P G College Ashram Barhaj Deoria07-2010
Skills
- Client relationship management
- Investment analysis
- Risk assessment
- Portfolio management
- Advanced problem solving
- Compliance adherence
- Effective communication
- Retirement planning
- Financial planning
- Goal-oriented mindset
- Wealth management
- Wealth management offerings
- Strategic selling
- Asset management
Certification
- NISM
- IRDA
Languages
Hindi
First Language
English
Proficient (C2)
C2
Timeline
Preferred Relationship Manager
HDFC Bank
07.2022 - Current
Priority Relationship Manager
Axis Bank
08.2021 - 07.2022
Preferred Relationship Manager
HDFC Bank
10.2017 - 07.2021
Personal Banker
HDFC Bank
03.2015 - 10.2017
Business Development Executive
Axis Bank
05.2014 - 02.2015
Junior Officer
ICICI Bank
05.2012 - 01.2014
Master of Commerce - Financial Management
B R D B D P G College Ashram Barhaj Deoria
Bachelor of Commerce - Banking And Finance
B R D B D P G College Ashram Barhaj Deoria
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