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TARUN CHOPRA
Assistant Vice President (Relationship Manager) YES BANK
Jalandhar Cantt
Summary
Dynamic and results-driven professional with extensive experience in retail banking operations, currently excelling as an Affluent Relationship Manager at YES BANK. Proven track record of consistently exceeding sales targets while cultivating strong client relationships, supported by a Diploma in Retail Banking. Recognized for exceptional customer service skills and a proactive approach to problem-solving, enhancing team performance and driving organizational success. Eager to leverage expertise within a reputable organization in the sales and marketing sector, contributing to sustained business growth and success.
Overview
12
12
years of professional experience
3
3
years of post-secondary education
4
4
Certifications
2
2
Languages
Work History
Assistant Vice President (Relationship Manager)
Yes Bank Ltd
09.2020 - Current
- Fostered strong relationships with key clients, leading to repeat business and a significant increase in customer satisfaction ratings.
- Strengthened client relationships by actively listening to their needs and providing tailored financial solutions.
- Cultivated and strengthened lasting client relationships using strong issue resolution and dynamic communication skills.
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Collaborated with clients to maintain relationships and provide customers with thorough support and guidance.
- Strengthened client relationships through regular, personalized communication, ensuring high levels of client satisfaction and retention.
Teller Officer, CSO, Priority Relationship Manager
Axis Bank LTD
05.2014 - 06.2020
- Assisted tellers in cashing checks by verifying signatures and amounts.
- Performed teller scheduling to achieve appropriate branch coverage for business needs.
- Recommended remedial action or initiated court action in response to non-compliance with terms of probation or parole.
- Managed branch vault by verifying accuracy of cash transactions.
Education
10th - undefined
SD MODEL SCHOOL ICSE BOARD
12th - undefined
ST.JOSEPH BOYS SCHOOL ICSE BOARD
B.COM (Prof) -
GURU NANAK DEV UNIVERSITY
Lyallpur Khalsa College 01.2010 - 01.2013
Skills
Investment management strategies
Strong relationship management
Sales performance analysis
Risk analysis expertise
Market research
Clear communication
Strategic decision-making
Sales growth strategies
Effective problem resolution
Customer engagement
Conducting performance evaluations
Strong verbal communication
Strategic goal setting
Effective relationship management
Accomplishments
Strategic Leadership & Revenue Growth
- Achieved Highest Revenue Performer YTD (FY24), outperforming national peers and demonstrating consistent excellence in top-line growth.
- Earned the "Country Head League of Extraordinaire" Trophy (Q2 FY24) for exceptional performance and strategic contribution at a national level.
- Inducted into the "One Million TPD Club" (Sept 2024), recognizing high-volume throughput and sustained excellence in liability business.
- Awarded the "League of Extraordinaire" Trophy (March 2023) for exemplary performance specifically within the Liability Business vertical.
- Multiple-time winner of the "Wealth Box Maestro" Award (Jan 2025, Q4 FY25), recognized as a "World of Winner" for top-tier performance in securities and wealth products.
- Secured the "Wealth Box Master" (May 2025) and "YSL Champion" (Sept 2025) trophies for consistent high-performance results in Yes Securities contests.
- Recognized for "Exemplary Performance" in the Kerala Contest (Q4 FY23), highlighting regional market penetration and client acquisition success.
- Qualified for prestigious international-themed performance leagues, including "Lords of London" (Q4 FY22) and "Marhaba Dubai" (Q2 FY22) for exceeding quarterly wealth management targets.
- Successfully drove New Fund Offerings (NFOs), receiving trophies for valuable contributions to the Motilal Oswal Consumption Fund and JM Large and Midcap Fund launches.
- Consistently led the Insurance Vertical, winning the "Grande Life" (May 2025) and "The Invincibles" (Nov 2022) trophies for exemplary performance in business development.
- Recognized for high-impact seasonal drives, earning trophies for the "Life Insurance New Year Bash" and "Dazzling December" campaigns (Jan 2025).
Certification
NISM AMFI Certified
Interests
Walking and Running
Travelling
Timeline
Assistant Vice President (Relationship Manager)
Yes Bank Ltd
09.2020 - Current
Teller Officer, CSO, Priority Relationship Manager
Axis Bank LTD
05.2014 - 06.2020
B.COM (Prof) -
GURU NANAK DEV UNIVERSITY
01.2010 - 01.2013
10th - undefined
SD MODEL SCHOOL ICSE BOARD
12th - undefined
ST.JOSEPH BOYS SCHOOL ICSE BOARD