Sudhir Kumar
Najafgarh
Summary
A dynamic individual determined to work in the Financial Sector, Drive to exceed expectations coupled with good comprehension of financial markets And Well versed with the concepts of Financial instruments(Equity, Debt, Mutual Fund) & Financial Management.
Overview
9
9
years of professional experience
5
5
years of post-secondary education
Work History
Preferred Relationship Manager
HDFC BANK LTD.
08.2024 - Current
- Helped clients plan for and fund retirements using mutual funds and other options to manage, customize and diversify portfolio.
- Handling 150cr Portfolio of HNI Clients.
- Achieving the Business targets assigned in terms of cross selling of different products CASA, LI, GI, MF, Loans etc by enhancing and upgrading the High Net Worth relationships.
- Retention of the customers by providing the best possible services and being the dedicated point of contact for high net worth customers.
- Established new accounts for high net worth individuals and serviced existing accounts to maximize revenue.
- Promoted financial products by maintaining excellent service offering with knowledge.
Personal Banker
HDFC BANK LTD.
08.2021 - 07.2024
- Helped clients plan for and fund retirements using mutual funds and other options to manage, customize and diversify portfolio.
- Handling 50cr Portfolio of HNI Clients.
- Achieving the Business targets assigned in terms of cross selling of different products CASA, LI, GI, MF, Loans etc by enhancing and upgrading the High Net Worth relationships.
- Retention of the customers by providing the best possible services and being the dedicated point of contact for high net worth customers.
- Established new accounts for high net worth individuals and serviced existing accounts to maximize revenue.
- Promoted financial products by maintaining excellent service offering with knowledge.
Corporate Salary as a Sales Officer
HDFC BANK LTD.
06.2018 - 07.2021
- Corporate account opening.
- Third party product like (Health Insurance, General insurance & Life Insurance).
- Fixed Deposit, Term Deposit and Mutual Fund.
Merchant acquisition officer
Axis securities ltd
Gurgaon
08.2017 - 12.2017
New acquisition of EDC machine and QR code and provide service of existing customer
Education
Bachelor of Commerce(Hons) -
DELHI UNIVERSITY
07.2012 - 06.2017
10TH -
BSEB PATNA
12TH -
BSEB PATNA
Skills
- Marketing
- Sales
- Retail Branch Banking
Accomplishments
- Qualifying Silver medal on Successful Achievement LI & SIP target Starwars - 07/23.
- Qualified contest BBH INNER CIRCLE in 03/23.
- Got a certificate for Drive General Insurance in 01/23.
- Qualified for MDRT BUDAPEST 02/24.
- Qualified for MDRT GREECE 05/24.
- Qualified for MDRT BALI 12/24.
- Qualified for MDGH 12/24.
- Qualified for BBH HALL OF FAME 12/24.
- Qualified for BBH INNER CIRCLE 03/25.
Languages
English
Beginner
A1
Hindi
Beginner
A1
Timeline
Preferred Relationship Manager
HDFC BANK LTD.
08.2024 - Current
Personal Banker
HDFC BANK LTD.
08.2021 - 07.2024
Corporate Salary as a Sales Officer
HDFC BANK LTD.
06.2018 - 07.2021
Merchant acquisition officer
Axis securities ltd
08.2017 - 12.2017
Bachelor of Commerce(Hons) -
DELHI UNIVERSITY
07.2012 - 06.2017
10TH -
BSEB PATNA
12TH -
BSEB PATNA