Vijay Rawat
Bengaluru
Summary
Financial Management professional with proven expertise in accounting processes, systems oversight and compliance reporting.Talented team builder and supervisor with expertise to develop and maintain consistent, accurate, and legal accounting structures.
Skilled professional inspired and motivated to help customers build financial independence.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Burgundy Relationship Manager
Axis Bank Limited
Dehradun
07.2022 - 03.2025
- Drove portfolio growth to achieve revenue targets through strategic sales of liability and wealth management products.
- Analyzed client financial statements for tailored advice and product recommendations.
- Ensured compliance with regulatory standards during all client interactions.
- Evaluated customer feedback to enhance products and services offered.
- Provided comprehensive wealth and banking solutions across equities, debt, alternatives, and core banking services.
- Supported product innovation based on client insights and market trends.
- Collaborated with experts to deliver targeted investment ideas through efficient processes.
- Resolved escalated customer issues effectively within established timelines.
Preferred Relationship Manager
HDFC Bank Limited
Bengaluru
09.2020 - 04.2022
- Acquire and flag qualifying customers and corporates based on product criteria
- Maintain and update client data daily through the CRM for streamlined account management.
- Ensure optimal levels of Income Generating Product Group Holding (IPGH) is reached.
- Ensure quality customer service is delivered
- Ensure that benchmark sales is met.
- Promoting all direct banking channels and ensuring that clients is utilizing same.
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
- Provided expert financial advice to clients, enhancing their decision-making process.
- Provided guidance on investment decisions, such as stocks, bonds, mutual funds, insurance products and other investments.
- Monitored compliance regulations related to preferred relationship banking services.
- Established strong relationships with clients through regular, personalized communication.
- Achieve and maintain benchmark sales performance.
Select Relationship Manager
IndusInd Bank Limited
Bengaluru
07.2019 - 09.2020
- Developed new business opportunities by networking with prospects and high-value clients through banking and corporate-level marketing events.
- Conducted comprehensive risk profiling of mapped clients to deliver personalized and effective financial planning advisory.
- Boosted sales performance by providing skilled support to both new and existing clients, ensuring consistent growth in revenue.
- Designed and executed strategic outbound and inbound sales plans to acquire new High Net-Worth Individuals (HNIs), expanding the portfolio's customer base.
- Proactively monitored client issues, delivering prompt resolutions to maintain high levels of customer satisfaction and loyalty.
Sales Manager- Advantage Banking
Deutsche Bank
Bengaluru
02.2016 - 05.2019
- Handled sales of a wide range of banking products to individual and corporate clients, ensuring smooth delivery and follow-up through after-sales services.
- Managed customer needs related to investments, new account openings, and lending products across retail and corporate banking.
- Analyzed customer data to identify trends, preferences, and opportunities for growth.
- Acquired new individual and corporate clients through direct sales initiatives and telecalling efforts.
- Maintained and managed a CASA (Current Account Savings Account) book size of approximately ₹55 Crores.
- Strategically worked to grow CASA book volume by a targeted percentage, contributing to overall branch profitability.
Education
MBA - Marketing
Acharya Institute of Technology
Bengaluru, KA10.2015
Bachelor of Arts - Economics and English Literature
Bundelkhand College
Jhansi, Uttar Pradesh09.2009
Skills
- Financial analysis and data analysis
- Regulatory compliance
- Customer relationship management
- Wealth and asset management
- Sales strategy and client retention
- Risk assessment
- Investment advisory
- Market research and product knowledge
- Overcoming objections and time management
- Business development
Certification
Certified NISM - Series V-A: Mutual Fund Distributor
Accomplishments
Indusind Bank Ltd
- Zonal level recognition for achieving quarterly target in 2019-2020.
Deutsche Bank
- Won overseas contest in accounts and insurance category 2017-2018.
- Won Overseas contest in Client Acquisition in 2018-2019
- Hall of fame for the year 2017-2018
- Featured in Elite Advantage Club 2018
Languages
- English, Excellent
- Hindi, Excellent
Personal Information
Title: Retail Banking Professional
Languages
Hindi
Proficient
C2
English
Proficient
C2
Timeline
Burgundy Relationship Manager
Axis Bank Limited
07.2022 - 03.2025
Preferred Relationship Manager
HDFC Bank Limited
09.2020 - 04.2022
Select Relationship Manager
IndusInd Bank Limited
07.2019 - 09.2020
Sales Manager- Advantage Banking
Deutsche Bank
02.2016 - 05.2019
MBA - Marketing
Acharya Institute of Technology
Bachelor of Arts - Economics and English Literature
Bundelkhand College
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