Summary
Overview
Work History
Education
Skills
Awards And Honours
Languages
Projects
Timeline
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SIDDHARTH GAUTAM

SIDDHARTH GAUTAM

Noida

Summary

Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.

Overview

4
4
years of professional experience

Work History

Branch Relationship Manager

IDFC FIRST BANK
03.2023 - Current
  • Developed and maintained relationships with high net worth clients to ensure satisfaction of their financial needs.
  • Conducted financial analysis of clients' portfolio to identify and recommend appropriate investment strategies.
  • Provided comprehensive wealth management services to high net worth individuals, including asset allocation, retirement planning, estate planning and tax management.
  • Developed long-term relationships with clients through regular meetings and reviews of their investments.
  • Analyzed client's risk tolerance level and offered customized investment advice accordingly.

Branch Relationship Manager

Kotak Mahindra Bank
11.2022 - 03.2023
  • Developed and maintained strong relationships with clients to ensure satisfaction and loyalty.
  • Identified customer needs, developed customized solutions, and provided knowledgeable advice.
  • Conducted regular client meetings to assess progress, discuss opportunities for growth, and address any concerns.
  • Developed strategies to attract new customers while retaining existing ones.
  • Maintained accurate records of all client interactions within the company's CRM system.

Senior Bank Officer

AU Small Finance Bank
03.2022 - 11.2022
  • Maintained relationships with existing clients while seeking out new business opportunities.
  • Developed strategies to increase customer satisfaction in banking services.
  • Resolved customer complaints promptly, efficiently, and professionally.

Bank Officer

AU Small Finance Bank
01.2021 - 03.2022
  • Used cold calling and networking to sell products and services.
  • Sourced new sales opportunities through inbound lead follow-up.
  • Developed and implemented sales strategies to meet customer needs and increase revenue.
  • Cultivated relationships with existing customers to encourage repeat business.

Sales Executive in Credit Cards Department

I PROCESS INDIA SERVICES PVT LTD
11.2019 - 12.2020
  • Assisted customers with applying for new credit cards, making payments, and updating personal information.
  • Verified accuracy of customer account information including address changes and contact information.
  • Explained the features, benefits, rewards programs, and other incentives associated with each type of credit card offered by the company.
  • Provided customer service to credit cardholders by answering their questions and resolving their complaints.

Education

Bachelor of Technology (Computer Science & Engineering) -

Lovely Professional University
01.2019

Up Board -

Shri Girand Inter College
01.2014

CBSE -

Agra Vansthali Vidhyalaya
01.2010

Skills

  • Portfolio Management
  • Relationship Building
  • Client Engagement
  • Customer Service
  • Relationship Management
  • Relationship Building and Management
  • De-Escalation Techniques

Awards And Honours

  • 2ndRunner Up CodeStorm LPU YouthVibe.
  • 2ndRunner Up Tye Hackathon,Jalandhar
  • Grabbed 2ndprize in an Inter-University Chess tournament in Youth Vibes (2015)at Lovely Professional University.

Languages

  • English
  • Hindi
  • Punjabi

Projects

Obstacle Avoiding Robot, The Project was to make a mobile operated smart vehicle(small scale) which could be controlled by any android smart phone but when it comes across any obstacle it would stop even if its controller orders otherwise. It was build using an Arduino Uno as a college expo show project. Music On Moods Player, This is a MATLAB based project which is basically a Music Player, but a smart one It can classify the songs based on its Genre and hence play the song based on the user’s mood, provided user has to select the first song of his/her choice.

Timeline

Branch Relationship Manager

IDFC FIRST BANK
03.2023 - Current

Branch Relationship Manager

Kotak Mahindra Bank
11.2022 - 03.2023

Senior Bank Officer

AU Small Finance Bank
03.2022 - 11.2022

Bank Officer

AU Small Finance Bank
01.2021 - 03.2022

Sales Executive in Credit Cards Department

I PROCESS INDIA SERVICES PVT LTD
11.2019 - 12.2020

Bachelor of Technology (Computer Science & Engineering) -

Lovely Professional University

Up Board -

Shri Girand Inter College

CBSE -

Agra Vansthali Vidhyalaya

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SIDDHARTH GAUTAM