TAHA HASAN
New Delhi
Summary
Experienced banking professional with 9+ years of experience in client servicing, operations ,relationship management, and investment products . Skilled in handling HNI and UHNI clients, ensuring seamless execution of financial products, and delivering superior customer experiences. Known for cross-functional coordination, business development, and driving service excellence in private banking.
Overview
10
10
years of professional experience
2
2
years of post-secondary education
1
1
Certification
Work History
Senior Manager
Kotak Mahindra Bank Ltd
12.2019 - Current
- Managed a portfolio of HNI clients, exceeding service expectations and fostering client loyalty.
- Cultivated and strengthened banking relationships for high-net-worth clients, ensuring personalized service and trust.
- Elevated customer satisfaction through high-quality service delivery while maintaining operational efficiency.
- Managed smooth operation of PMS, AIF, Mutual Funds, Corporate Deposits, and Structured Products.
- Coordinated operations by collaborating with internal and external stakeholders, streamlining processes for better client experiences.
- Acted as primary contact for all service and operations-related queries, responding with priority.
- Supported Relationship Managers with client investment activities.
Service Delivery Manager
Indusind Bank Ltd.
09.2018 - 12.2019
- Maintained high customer satisfaction scores by addressing inquiries, resolving complaints, and delivering exceptional service.
- Developed and implemented client retention strategies, fostering strong, long-lasting relationships.
- Managed and supervised all aspects of transaction processing, ensuring accuracy and efficiency
- Liaised with operations and product teams, group service providers, and dealers to streamline communication and service delivery.
- Directed cash flow activities, including processing deposits, withdrawals of INR and foreign currencies, and loan payments, while maintaining security standards.
- Prepared the branch for internal and external audits, ensuring compliance and operational effectiveness
Assistant Manager
Axis Bank Ltd.
08.2016 - 09.2018
- Relationship Management / Business Development: Identify and develop new streams for long-term revenue growth and maintaining relationships with customers to achieve business.
- Provide client service and corporate sales to premium and HNI clients.
- Provide services to enhance wallet share among customers.
- To generate leads and act as a productive resource by meeting targets thereby ensuring the fulfillment of budgetary expectations of the organization.
- Strategize and implement sales initiatives to achieve targets.
- Provide services to enhance wallet share among customers.
- Handled customer complaints and solved problems.
- Strategized and implemented sales initiatives to meet and exceed targets.
- Ensure workflow efficiencies, customer service excellence and quality assurance.
Education
Master of Business Administration (MBA) - Marketing
Sam Higginbottom University of Agriculture, Technology and Sciences
Allahabad India 07.2014 - 06.2016
Skills
- HNI customer service
- General Banking Operations
- Financial Analysis
- Portfolio Management
- Business Development
- Risk Management
- Investment operations
- Relationship Management
- Stakeholder managementt
- Branch Operations
Certification
- NISM-Series-V-A: Mutual Fund Distributors Certification Examination (June 2017)
- SP, IRDA Certified (June 2017)
Accomplishments
- Ranked among the top three in KRA performance.
- Recognized as the Heavy Lifter Champion for the North Region
- Qualified in Diwali Bonanza Contest and received appreciation from Business Head
- Appreciated by Regional Business Head for excellent performance in forex business.
- Recognized by the Area Manager for cross-selling achievements.
- Received a certificate of appreciation for qualifying in the Get Active, Get Recognized Contest.
Languages
- English
- Hindi
Timeline
Senior Manager
Kotak Mahindra Bank Ltd
12.2019 - Current
Service Delivery Manager
Indusind Bank Ltd.
09.2018 - 12.2019
Assistant Manager
Axis Bank Ltd.
08.2016 - 09.2018
Master of Business Administration (MBA) - Marketing
Sam Higginbottom University of Agriculture, Technology and Sciences
07.2014 - 06.2016