Tejash Sachdev
Preferred Relationship Manager
Ahmedabad
Summary
Dynamic professional with extensive experience in Banking Industry in client management and cross-selling strategies. Proven track record of enhancing High Net Worth relationships and delivering tailored financial solutions. Skilled in compliance monitoring and effective customer communication, driving significant business growth and customer satisfaction.
Overview
1
1
Certification
15
15
years of professional experience
Work History
Preferred Relationship Manager
HDFC Bank Ltd.
09.2023 - Current
- Achieved business targets by cross-selling and enhancing High Net Worth relationships across liabilities, retail assets, mutual funds, business banking, forex, credit cards, and online trading.
- Managed High Net Worth customers through acquisition and servicing to foster long-term relationships.
- Analyzed client needs to provide tailored financial solutions such as stocks, bonds, mutual funds, insurance products, PMS and other investments.
- Acted as the primary contact for High-Net-Worth customers in the branch.
- Collaborated with internal teams to ensure all customer needs are met in a timely manner.
Branch Operations Head
Axis Bank Ltd.
06.2016 - 09.2023
- Oversaw branch operations, ensuring seamless functioning and timely service delivery.
- Led team by providing support and motivation to achieve key result areas.
- Managed compliance and risk management processes effectively.
- Monitored branch audit scores, ensuring compliance with standards and identifying areas for improvement.
- Ensured adherence to bank policies through thorough report checks and auditing.
- Resolved customer queries, minimizing complaints and enhancing overall satisfaction.
- Processed KYC for all CASA and NRI accounts to improve health score metrics.
- Acted as branch head, maintaining operational continuity across branches.
Branch Service Partner
Yes Bank Ltd.
10.2015 - 05.2016
- Processed KYC for CASA and NRI accounts, enhancing branch health scorecard.
- Conducted end-of-day checks on cash and clearing reports, ensuring accuracy and compliance.
- Ensured compliance with audit activities, adhering to bank policies and procedures.
- Educated clients on bank products and services to improve banking experiences.
- Performed cashier duties, handling cash transactions with precision and efficiency.
- Oversaw diverse banking functions for savings, current, NRI accounts, fixed, and recurring deposits.
- Executed compliance and risk management protocols, ensuring regulatory adherence and minimizing potential risks.
- Scrutinized forms submitted by sales team to minimize rejection rates.
Customer Service Officer
ICICI Bank Ltd.
10.2011 - 10.2015
- Managed front desk operations, addressing customer queries and processing requests to enhance customer satisfaction.
- Resolved customer complaints through effective communication and problem-solving, improving overall customer experience.
Education
Post Graduate Diploma - Banking Operations
Institute of Finance, Banking & Insurance (IFBI)
AhmedabadBachelor of Hotel & Tourism Management - undefined
Vivekanand Institute of Hotel & Tourism Management
RajkotH.S.C - undefined
Sheth R. J. J. High School
ValsadS.S.C - undefined
Sheth R. J. J. High School
ValsadSkills
Client management
Cross-selling strategies
Relationship building
Effective customer communication
Solutions management
Portfolio management
Wealth advisory
Branch operations management
Risk management
Compliance monitoring
Accomplishments
- Received a Trophy for Achieving top Income in Preferred Relationship Manager Category in Cluster in F.Y. 2025-26
- Qualified in various Insurance Activation Drives, as well as Credit Card and Personal Loans Drives, throughout F.Y. 2024-25 & 2025-26
- Awarded Momento for Achieving A Audit Rating for F.Y. 22-23.
- Qualified with the team in the Life Insurance Contest for Udaipur in 2021.
- Qualified in Let's Talk Forex in 2019 at Axis Bank Ltd., Vasna Branch.
- Qualified in many cluster-level contests throughout the term.
- Qualified in the Chalo Abu contest for SIP on 07/01/18.
- Qualified in Axis Bank's Chalo Udaipur UI Contest on 03/01/18.
- Became a Silver Star (a contest) consecutively for 2 months.
- In a contest, received a Certificate of Excellence for the Top Achievers for the month of 01/01/12.
- Received a Certificate for being a Star Value Banker in a Star Recognition Programme in the contest of ICICI Prudential Capital Protection Oriented Fund IV.
- Received a Certificate of Appreciation in the contest Best of West: Bond with the Best, held between 01/07/13 and 31/07/13
Certification
NISM & IRDA Certified
Timeline
Preferred Relationship Manager
HDFC Bank Ltd.
09.2023 - Current
Branch Operations Head
Axis Bank Ltd.
06.2016 - 09.2023
Branch Service Partner
Yes Bank Ltd.
10.2015 - 05.2016
Customer Service Officer
ICICI Bank Ltd.
10.2011 - 10.2015
S.S.C - undefined
Sheth R. J. J. High School
H.S.C - undefined
Sheth R. J. J. High School
Bachelor of Hotel & Tourism Management - undefined
Vivekanand Institute of Hotel & Tourism Management
Post Graduate Diploma - Banking Operations
Institute of Finance, Banking & Insurance (IFBI)