Extreme Sports
Saurabh Bhople
Relationship Manager
M502 Rohan Mithila Vimannagar Pune,Maharashtra
Summary
I am a functional expert in Acquisitions and Financial advisory.
I have helped in acquiring new client and generate revenues through different gamut of financial services. Results-focused Banker offering resourcefulness, work ethic and expertise in all areas of banking. Highly polished and driven individual with advanced understanding of sales, customer relations and goal planning. Successful at serving the needs of high net worth individuals with specific requirements and preferences. With an experience of 8 years across different positions and different roles in Wealth Management and Secured Assets with Citibank, I have attained the mix of business development & client management experience. Proven skills in building long-lasting relationships by applying strong communication, critical thinking and planning abilities.
Enterprising Personal Financial Advisor driving client satisfaction through in-depth portfolio analysis and comprehensive investment tracking. Eagerly collaborates with like-minded colleagues to deliver detailed financial planning presentations and webinars for maximum client reach and service promotion.
Overview
10
10
years of professional experience
10
10
years of post-secondary education
2
2
Certifications
4
4
Languages
Work History
Relationship Manager
Kotak Mahindra Bank
Pune, Maharashtra
05.2022 - Current
- Established new accounts for high net worth individuals and serviced existing accounts to maximize revenue.
- Developed tailored solutions to meet individual banking needs.
- Worked with clients to address and respond to client and partnership management issues.
- Processed customer requests for statements, ordering additional checks and updating customer personal information in database.
- Helped clients protect assets through variety of strategies.
- Developed summaries to assess each client's participation level and determine targets for follow-up plans.
- Expanded customer base through community outreach and strategic business partnerships.
Relationship Manager
CITIBANK NA
Chennai & Pune, Tamil Nadu & Maharashtra
07.2014 - 05.2022
- Handled secured assets with a book size of 250 Crores with an acquisition of 20 Crores on a monthly basis through DSA and self-sourced
- Getting HNI’s on-boarded for the wealth advisory for Citibank and maintaining a revenue generating rapport with them
- Extending the relationship with investments, insurance, Forex and other financial services
- Key Engagement includes:
- Financial Advisory through onboarding HNI’s and build a financial networking with them
- Structuring loans under secured assets including PP PSL
- Credit Rationing
- Onboard Corporate with turnover ranging from 10-100 Crores for lending, financial transactions, forex
- Revenue generations through Investment, wealth advisory, Insurance, corporate banking and services
- Generated new business and referral clients in partnership with financial advisors and branch team.
- Achievements:
- Growth in terms of revenue for the new on-boarded clients by 60%
- Corporate on boarded with Forex transactions, business lending, International personal and corporate banking
- Fully certified in terms of Investments advisory along with internal certifications and mortgage certifications
- Managed teams in order to generate revenues through cross domains
- Won different awards under S&D including the “Beat the Best”, Best Performer, Superheroes.
Assistant Area Manager
Hettich India Private Ltd
04.2013 - 06.2014
- Interaction with CEOs of various architectural and infrastructure firms to understand their business needs and requirements, new business development in the region and Client Management
- Key engagement includes:
- Business Unit and profitability of the branch
- Recruit, train and develop the Client Network
- Compete against well entrenched competition
- New business development in the Up country
- Financial analysis and accounting of the Clients
- Achievements: o Developed new clients and increased the growth of the existing clients by 40%
- O Institutionalized financial planning tool to plan customers’ investment plans in line with their financial goals
- O Managed different teams and people in an objective manner and functioned as a solution provider
- O Looked after the complete operational activity and support
- Internship and Trainings
Management Trainee
Tata Motors Ltd
Pune, Maharashtra
03.2012 - 06.2012
- Worked on Report “Development and Understanding of elements of cost rating for the re-engineered Vendor Rating System”
- Handled two live project during the internship which were later incorporated in the Tata Motors System with their technical changes
- Vendor Rating System
- Idea mapping System.
Education
High School Diploma -
Fergusson College
Pune, Maharashtra 04.2003 - 06.2005
Bachelor of Engineering - Computer Engineering
SKNCOE, Pune University
Pune, Maharashtra 07.2005 - 05.2010
MBA - Finance
IBS Hyderbad
Hyderabad 08.2011 - 03.2013
Post Graduation Program - Financial Technology
IIM Nagpur
Nagpur, Maharashtra 08.2021 - 07.2022
Skills
Portfolio Construction Ability
undefinedCertification
AMFI Certified
Interests
Swimming
Cricket
Squash
Photography
Timeline
Relationship Manager
Kotak Mahindra Bank
05.2022 - Current
AMFI Certified
03-2022
IRDA Certified professional
03-2022
Post Graduation Program - Financial Technology
IIM Nagpur
08.2021 - 07.2022
Relationship Manager
CITIBANK NA
07.2014 - 05.2022
Assistant Area Manager
Hettich India Private Ltd
04.2013 - 06.2014
Management Trainee
Tata Motors Ltd
03.2012 - 06.2012
MBA - Finance
IBS Hyderbad
08.2011 - 03.2013
Bachelor of Engineering - Computer Engineering
SKNCOE, Pune University
07.2005 - 05.2010
High School Diploma -
Fergusson College
04.2003 - 06.2005
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