Sundaram Lal
Ranchi
Summary
Results-oriented Relationship Manager with robust experience in retail banking and a strong foundation in accounting principles. Proven ability to leverage detailed knowledge in bank reconciliations, balance sheet management, and journal entries to enhance client relationships and drive business growth. Committed to maintaining high-quality standards in all interactions and processes to ensure client satisfaction and operational excellence.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Relationship Manager
HDFC Bank
Ranchi
06.2022 - Current
- Promoted financial products by maintaining excellent service offering knowledge
- Worked closely with management to strategies sales techniques to increase branch production and customer service.
- Cross-sold bank products and services to meet customer needs and provide options
- Experience in analysing the balance sheet accounts for proper financial statements.
- Established strong relationships with clients through regular, personalized communication.
Education
MBA - Finance And Marketing
ICFAI IBS University
Pune, India02.2022
BBA - Finance
Bharti Vidyapeeth University
Pune, India09.2020
Skills
- Client relationship management
- Financial Analysis
- Financial Reporting
- Understanding of Accounting Principles
- Communication Skills
- Negotiation Skills
- Market and Economic Analysis
- Investment Analysis
Certification
- NISM VA
- Wealth Management
- IRDA
- PRACTICAL BUSINESS DEVELOPMENT SKILLS PROGRAM
Languages
- English, Bilingual or Proficient (C2)
- Hindi, Bilingual or Proficient (C2)
Personal Information
Title: Personal Banker
Languages
English
Proficient
C2
Timeline
Relationship Manager
HDFC Bank
06.2022 - Current
MBA - Finance And Marketing
ICFAI IBS University
BBA - Finance
Bharti Vidyapeeth University