Summary
Overview
Work History
Education
Skills
Additional Qualification
Project undertaken during MBA
Certifications
Awards and Recognition
Personal Information
Declaration
Timeline
Generic
Tarun Panwar

Tarun Panwar

Sirmaur

Summary

Client focused relationship manager with 7+ years of experience helping clients to make responsible and beneficial financial decisions while effectively working support at branch banking operations. skilled in client relationship management, financial planning and strategic sales techniques. ensuring successful client interactions and satisfaction.

Overview

8
8
years of professional experience

Work History

Wealth and Trade Relationship Manager

ICICI BANK LTD
Shimla
- Current
  • Developed and maintained strong relationships with clients to ensure satisfaction and loyalty.
  • Identified customer needs, developed customized solutions, and provided knowledgeable advice.
  • Conducted regular client meetings to assess progress, discuss opportunities for growth, and address any concerns.
  • Created marketing materials and presentations for prospective clients.

Deputy Manager Job Profile Personal Banker Authorizer

HDFC BANK LTD
Rajgarh Himachal Pradesh
01.2023 - 12.2023
  • CASA acquisition / cross sell / TPP ( Life insurance, mutual funds, DEMAT, TFX income.)
  • Work on business assets, working capital; CC limits, business loan, personal loan, auto loan, TWL, CV loan.
  • Ensured compliance with operational risk, security and audit procedures and policies.
  • Created processes for handling customer complaints effectively.

Deputy Manager Job Profile Classic Personal Banker Sales

HDFC BANK LTD
Paonta Sahib, Himachal Pradesh
03.2022 - 12.2022
  • Handling classic HNW Portfolio of around 800 plus customers; value around 30 cr.
  • Analyzed customer feedback data to identify areas of improvement in services offered by the organization.
  • Resolved customer inquiries and complaints requiring management-level escalation.

Client Relationship Officer

YES BANK LTD
CHANDIGARH
05.2018 - 01.2020
  • CASA acquisition (Current account, saving account).
  • Cross-selling through CASA.
  • Revenue generation through third-party products of the bank, i.e. Life insurance, mutual funds, TFX income, DEMAT.
  • Performed a variety of banking transactions, such as deposits, withdrawals, fund transfer, RTGS, and NEFT.

Financial Service Consultant

ICICI PRU LIFE INSURANCE
Shimla
02.2017 - 04.2018
  • Handling portfolio of 250 clients.
  • Responsible for switching funds invested in ULIPs according to market value.
  • Providing support to the operational team for acquiring business through the old database.
  • Doing various promotional activities.
  • Ensuring all compliances in relation to equity and debt funds invested as per the market scenario.
  • Financial need analysis of client to suggest a better investment plan with higher returns.

Education

Dr. Y.S.Parmar University of Horticulture and Forestry, Solan (H.P.) -

01.2014

M.B.A. (Finance/ marketing) -

01.2012

Skills

  • Need based selling
  • Marketing and sales
  • Policy Management
  • Relationship Management
  • Portfolio Growth
  • Customer service
  • Team spirit
  • Product Recommendations
  • Wealth management portfolios
  • Customer Portfolio Management
  • Team Leadership
  • Consultative Selling
  • Analytical Problem Solving
  • Asset Management

Additional Qualification

  • Tally. erp9

Project undertaken during MBA

  • 41 days industrial training at Bhagat Urban co - operative bank Solan.

Certifications

  • NISM Certified
  • IRDA Certified

Awards and Recognition

  • Awarded in various contests of assets/ TPP
  • Award of recognition from circle head for outstanding achievement in high value CASA business
  • Award of recognition on exceptional contribution towards Liabilities drive
  • Awarded in champions league contest at HDFC BANK
  • Awarded in HSL Bull run contest in HDFC BANK
  • Awarded in highest number of business assets in quarter at HDFC Bank
  • Awarded in Banker premier league of Life insurance at Yes bank
  • Awarded in qualifying the contest EVP Forum in ICICI PRU
  • Participated in AIMA (All India Management Association) conference organized at Ludhiana Management Association (LMA)

Personal Information

➢ Name- Tarun Panwar

➢ Gender- Male

➢ Date of birth- 10-10-1991

➢ Marital Status- Married

➢ Nationality- Indian

Declaration

  • I hereby declare that the information furnished above is true to the best of my knowledge and belief.

Timeline

Deputy Manager Job Profile Personal Banker Authorizer

HDFC BANK LTD
01.2023 - 12.2023

Deputy Manager Job Profile Classic Personal Banker Sales

HDFC BANK LTD
03.2022 - 12.2022

Client Relationship Officer

YES BANK LTD
05.2018 - 01.2020

Financial Service Consultant

ICICI PRU LIFE INSURANCE
02.2017 - 04.2018

Wealth and Trade Relationship Manager

ICICI BANK LTD
- Current

Dr. Y.S.Parmar University of Horticulture and Forestry, Solan (H.P.) -

M.B.A. (Finance/ marketing) -

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