SIDDHARTH BHARDWAJ
Faridabad
Summary
Dynamic Relationship Manager with extensive experience at HDFC Bank, adept in wealth and debt management. Proven track record in expanding client portfolios and enhancing customer relationships. Skilled in financial analysis and risk assessment, leveraging proactive strategies to achieve significant growth in customer acquisition and retention.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Relationship Manager
HDFC BANK
GURGAON
07.2024 - Current
Handling Portfolio with the size 250 customers and 80 Cr of total size.
acquiring , penetration and bagging complete wallet share
complete wealth and debt management for the portfolio customer
Branch Sales Manager
DCB BANK
FARIDABAD
11.2023 - 07.2024
Branch Sales Manager
Bandhan Bank
Faridabad
11.2022 - 07.2023
- Team Reporting of 7 BSE
- Acquisition of accounts CASA and cross sale products
Deputy Manager (Relationship Manager)
Kotak Mahindra Bank
Faridabad
03.2021 - 10.2022
Privileage Banker
ICICI Bank
Faridabad
04.2020 - 02.2021
- Bank operations, products, and banking regulations.
- Good understanding of operational risks.
- Customer relations positions within progressive companies,
- Utilize proactive approaches in community involvement, networking, and customer relationship management in order to maintain.
- Expand and acquire a client base.
Assistant Manager
ICICI Bank
Faridabad
05.2019 - 04.2020
Senior Officer
ICICI Bank
Faridabad
05.2017 - 05.2019
Officer
ICICI Bank
Faridabad
04.2014 - 05.2017
Education
BA -
MDU University
12 - Ecommerce
Vidya Mandir School
Faridabad 10 -
Adarsh Vidhya Niketan
Faridabad Skills
- Customer relationship management
- Wealth management
- Debt management
- Portfolio management
- Financial analysis
- Risk assessment
Accomplishments
- Qualified regional and cluster level contest on products LI , Trinity and GI.
Certification
IRDA and AMFI Certified
Timeline
Relationship Manager
HDFC BANK
07.2024 - Current
Branch Sales Manager
DCB BANK
11.2023 - 07.2024
Branch Sales Manager
Bandhan Bank
11.2022 - 07.2023
Deputy Manager (Relationship Manager)
Kotak Mahindra Bank
03.2021 - 10.2022
Privileage Banker
ICICI Bank
04.2020 - 02.2021
Assistant Manager
ICICI Bank
05.2019 - 04.2020
Senior Officer
ICICI Bank
05.2017 - 05.2019
Officer
ICICI Bank
04.2014 - 05.2017
BA -
MDU University
12 - Ecommerce
Vidya Mandir School
10 -
Adarsh Vidhya Niketan
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