TANU GUPTA
NRI Banking
Summary
Experienced Relationship Manager dedicated in handling investment portfolios for NRI Customers of the Bank and offering customized solutions to meet wide-ranging customer needs.
Dedicated to customer satisfaction with hands-on approach to implementing strategies to cultivate positive customer experiences.
Focused on deepening client relationships by providing superior service and support. Outgoing and ambitious professional with 5 years' experience in Banking.
Overview
5
5
years of professional experience
6
6
years of post-secondary education
3
3
Certificates
Work History
Imperia Relationship Manager- NRI Banking
HDFC Bank,
01.2017 - 12.2018
- Portfolio management for NRI customers of the Bank Servicing the clients and expanding the portfolio size of the customer relationship with the bank Cross selling of revenue generating products and TPP (third party products) to increase client wealth Managing investments of the customer and generating income for the client as well as the organization
Business Relationship manager
Standard Chartered Bank
05.2016 - 01.2017
- Acquisition of HNI and Ultra HNI customers Increase the revenue book size of the bank by cross selling and up selling of third party products
Customer Service Manager
Indusind Bank
11.2014 - 04.2016
- Responsible for Client relationship, Customer’s 1st point of contact
- Servicing the clients, solving their queries, responsible for operations and services Retaining the existing clients of the bank by cross-selling and up-selling the products of the bank and also getting new clients onboard to increase the client base book .
Sales Manager- Private Banking
Deutsche Bank
03.2014 - 10.2014
- Responsible for building Client Relationship with HNI and UHNI clients serving the clients to satisfy their banking needs and requirements.
Internship
State Bank of India
04.2013 - 06.2013
- Management of Stressed Assets
- Roject Synopsis : The Project discussed the analysis, assessment and Management of Non Performing assets (NPA), also termed as STRESSED ASSETS, and why accounts turn into NPAs
- It also discussed the characteristics of Special
- Ention Accounts (SMAs) and Corporate Debt Restructuring (CDR) schemes.
Team Member- Process Associate
AON Hewitt
12.2011 - 06.2012
- Worked for a project of 6 months Responsible for verification work of employees covered by Insurance for the client VERIZON
Education
PGDM -
New Delhi Institute of Management, AICTE
New Delhi 06.2012 - 05.2014
BA (Hons) - Economics
Kalindi College, University of Delhi
New Delhi 07.2008 - 06.2011
XII -
Dayawati Modi Academy
04.2006 - 03.2007
Skills
Banking
Customer portfolio management
Investment and Wealth Planning
Relationship building and management
Service support
New business generation
Financial services
Business Development
Wealth Management
Written and verbal communication
Client Relationships
Certification
Certificate of Merit from AMFI – Association of Mutual funds in India
Timeline
Imperia Relationship Manager- NRI Banking
HDFC Bank,
01.2017 - 12.2018
Business Relationship manager
Standard Chartered Bank
05.2016 - 01.2017
Customer Service Manager
Indusind Bank
11.2014 - 04.2016
Sales Manager- Private Banking
Deutsche Bank
03.2014 - 10.2014
Internship
State Bank of India
04.2013 - 06.2013
PGDM -
New Delhi Institute of Management, AICTE
06.2012 - 05.2014
Team Member- Process Associate
AON Hewitt
12.2011 - 06.2012
BA (Hons) - Economics
Kalindi College, University of Delhi
07.2008 - 06.2011
XII -
Dayawati Modi Academy
04.2006 - 03.2007