Client-focused Relationship Manager adept at increasing productivity and completing tasks efficiently. Skilled in client relationship management, financial planning, and strategic sales techniques. Excel in communication, problem-solving, and adaptability, ensuring successful client interactions and satisfaction.
Skilled professional inspired and motivated to help customers build financial independence.
Overview
19
19
years of professional experience
1
1
Certification
Work History
Relationship Manager
HDFC BANK LTD
CHENNAI
11.2016 - Current
Identified customer needs, developed customized solutions, and provided knowledgeable advice.
Resolved escalated customer issues efficiently and effectively within established timelines.
Conducted regular client meetings to assess progress, discuss opportunities for growth, and address any concerns.
Maintained accurate records of all client interactions within the company's CRM system.
Developed and maintained strong relationships with clients to ensure satisfaction and loyalty.
Achieved client loyalty through quality, productivity, service and proactive management.
Managed portfolio of client accounts, ensuring high levels of satisfaction and loyalty.
Relationship Officer
Kotak Mahindra Bank Ltd ,
CHENNAI
07.2013 - 10.2016
Provided excellent customer service through active listening and problem solving skills.
Identified opportunities to improve customer service processes and procedures.
Analyzed client data to identify opportunities for cross-selling products and services.
Provided financial advice to clients based on their needs and goals.
Associate Sales Manager
Indusind Bank ltd
CHENNAI
01.2012 - 07.2013
Identified opportunities for new business development by researching industry trends and customer needs.
Developed relationships with potential customers through cold-calling and other outreach efforts.
Sr Relationship Officer
Bajaj Alliannz Staffing solutions
CHENNAI
02.2011 - 01.2012
Identified opportunities to improve customer service processes and procedures.
Facilitated cross-selling opportunities between different departments within the organization.
Developed customized solutions to meet the diverse needs of individual customers.
Sr.Sales Officer
HDFC BANK LTD
CHENNAI
12.2007 - 02.2011
Advised customers on product selection based on their individual needs.
Creating presentations for prospective clients to explain product features and benefits.
Identified and targeted new business opportunities through market research and analysis.
Sr Sales Executive
ENLIST - SBI CARDS
CHENNAI
08.2005 - 12.2007
Generated leads through cold calling and networking activities.
Created reports detailing sales activities such as weekly, monthly, quarterly results, forecasts, territory analyses .
Presented products and features to customers, responded to concerns, and redirected objections.
Education
Bachelor of Science - Physics
MADRAS UNIVERSITY
Chennai
11-2004
Skills
Client acquisition
Customer Portfolio Management
Client Engagement
Wealth management portfolios
Banking
Product Recommendations
Portfolio Growth
Relationship building and management
Languages
Tamil
First Language
English
Upper Intermediate (B2)
B2
Affiliations
Planning
Time Management
Leadership
Accomplishments
MDRT Qualified FY 22-23,
Life Insurance Premium Achieved Rs 3Cr,.
Asset Disbursement Rs 150 cr - FY 23-24,
Significant Portfolio Growth ,
Some local & National level contest winner,
Certification
IRDA
AMFI
KEY COMPETENCIES:
15+ years of experience in the area of sales 11 years of experience in the HNW customer handling with Portfolio. , MDRT QUALIFIER (year 2022-2023) Proficient in handling difficult requirements and difficult customers. Currently associated with HDFC Bank Ltd, Chennai, since Nov 2016 to date.
JOB GROWTH
Joined as PB Sales with HDFC Bank Ltd (2016)within a year promoted as RM and elevated to Manager Grade
Now Graded As Sr. Manager.
PE R S O N A L D E T A I L S
Name: Singaravelu C
Contact: +91 9176555596
Email:csvelu82@gmail.com
DOB: 15/05/1982
Nationality: Indian
Languages Known: Tamil, English
Address: No 1/24, Jalal Street, Balambigai nagar 1st Main Road, Ramapuram, Chennai 600089.