Summary
Overview
Work History
Education
Skills
Certification
Languages
Timeline
Generic
Savinay Bhandari

Savinay Bhandari

Gurgaon

Summary

Accomplished professional with expertise in customer service and relationship management, specialising in resolving customer complaints efficiently. Demonstrates strong communication and interpersonal skills, adept at advising on financial strategies for diverse client portfolios. Proficient in banking operations and portfolio management, with a proven track record of implementing innovative solutions to enhance service delivery. Skilled in managing complex tasks using advanced Excel and MS Office, aiming to leverage these competencies to drive exceptional client satisfaction and operational excellence.

Overview

1
1
Certification
10
10
years of professional experience

Work History

Business Relationship Manager

YES Bank Ltd
09.2025 - Current
  • Delivered exceptional customer service and maintained strong client relationships.
  • Resolved customer concerns and provided timely financial solutions.
  • Managed customer portfolios and enhanced product penetration through advisory support.
  • Achieved service and business targets while ensuring customer satisfaction.

Preferred Relationship Manager

HDFC Bank Ltd
06.2023 - 09.2025
  • Delivered exceptional customer service and maintained strong client relationships.
  • Resolved customer concerns and provided timely financial solutions.
  • Managed customer portfolios and enhanced product penetration through advisory support.
  • Achieved service and business targets while ensuring customer satisfaction.

Relationship Manager - Select

IndusInd Bank
04.2022 - 05.2023
  • Delivered exceptional customer service and maintained strong client relationships.
  • Resolved customer concerns and provided timely financial solutions.
  • Managed customer portfolios and enhanced product penetration through advisory support.
  • Achieved service and business targets while ensuring customer satisfaction.

Key Account Manager

IndusInd Bank
08.2021 - 03.2022
  • Delivered exceptional customer service and maintained strong client relationships.
  • Resolved customer concerns and provided timely financial solutions.
  • Managed customer portfolios and enhanced product penetration through advisory support.
  • Achieved service and business targets while ensuring customer satisfaction.

Wealth Manager / Area Manager / Assistant Manager

Finwizard Technology Pvt Ltd (Fisdom)
02.2019 - 07.2021
  • Delivered exceptional customer service and maintained strong client relationships.
  • Resolved customer concerns and provided timely financial solutions.
  • Managed customer portfolios and enhanced product penetration through advisory support.
  • Achieved service and business targets while ensuring customer satisfaction.

Assistant Manager

Motilal Oswal Securities
01.2018 - 03.2018
  • Delivered exceptional customer service and maintained strong client relationships.
  • Resolved customer concerns and provided timely financial solutions.
  • Managed customer portfolios and enhanced product penetration through advisory support.
  • Achieved service and business targets while ensuring customer satisfaction.

Associate

Kotak Securities
10.2016 - 11.2017
  • Delivered exceptional customer service and maintained strong client relationships.
  • Resolved customer concerns and provided timely financial solutions.
  • Managed customer portfolios and enhanced product penetration through advisory support.
  • Achieved service and business targets while ensuring customer satisfaction.

Education

Bachelor of Commerce (Hons.) -

Delhi University
NEW DELHI, INDIA

Intermediate -

CBSE

High School -

CBSE

Skills

  • Delivered exceptional customer service, ensuring satisfaction and resolving queries efficiently
  • Specialised in resolving customer complaints efficiently
  • Relationship Management
  • Banking Operations
  • Advised on financial strategies for diverse client portfolios
  • Portfolio Management
  • Communication Skills
  • Interpersonal & Influencing Skills
  • Proficiently managed complex tasks using advanced Excel and MS Office
  • Implemented innovative solutions to enhance service delivery

Certification

  • NISM Series V-A – Mutual Fund Distribution
  • IRDA – Corporate Agent

Languages

Hindi
Proficient
C2
English
Proficient
C2

Timeline

Business Relationship Manager

YES Bank Ltd
09.2025 - Current

Preferred Relationship Manager

HDFC Bank Ltd
06.2023 - 09.2025

Relationship Manager - Select

IndusInd Bank
04.2022 - 05.2023

Key Account Manager

IndusInd Bank
08.2021 - 03.2022

Wealth Manager / Area Manager / Assistant Manager

Finwizard Technology Pvt Ltd (Fisdom)
02.2019 - 07.2021

Assistant Manager

Motilal Oswal Securities
01.2018 - 03.2018

Associate

Kotak Securities
10.2016 - 11.2017

Bachelor of Commerce (Hons.) -

Delhi University

Intermediate -

CBSE

High School -

CBSE
Savinay Bhandari