Summary
Overview
Work History
Education
Skills
Hobbies and Interests
Personal Information
Timeline
Generic
Tulsi Das Alagari

Tulsi Das Alagari

Bangalore

Summary

Visionary Executive and seasoned thought leader with many years of proven expertise and unwavering dedication to operations excellence which drives organizational growth and cultivates key partnerships. Adept in all multidisciplinary business facets integral to new enterprise launch, financial sustainability, and profitability.

Overview

21
21
years of professional experience

Work History

Assist. Vice President

HDFC Bank LTD.
Bangalore
06.2024 - Current
  • Drove revenue by cultivating successful client relations.
  • Analyzed market trends to identify opportunities for growth within existing markets or new ones.
  • Established performance standards for staff members in order to drive productivity levels up.
  • Hired, trained, and mentored staff members to maximize productivity.
  • Created detailed presentations for prospective clients, outlining the benefits of Life Insurance, Health Insurance, General Insurance, Auto Insurance, and Employee Gratuity Insurance policies, Retail Loans - Business Loan, Home Loan, Personal Loan, Auto Loan, LAP, LAS, Gold Loan, TWL, Mortgage etc
  • Collaborated with financial advisors - TATA, HDFC Life, Aditya Birla etc. to optimize portfolio performance and asset allocation.
  • Developed and maintained relationships with clients, brokers and insurers.
  • Analyzed investment opportunities and market trends for high-net-worth clients.
  • Provided expert guidance on equity valuation and market performance to clients.
  • Analyzed foreign exchange market trends for effective trading strategies.
  • Analyzed borrower's financial data including income, assets, debts, expenses, and other liabilities prior to approving a loan application.
  • Maintained accurate records of portfolio performance and client interactions.
  • Assisted clients with planning for and funding retirements using mutual funds and other strategies.
  • Interacted regularly with clients to discuss investment opportunities, review progress towards goals, address questions or concerns about their portfolios, and provide updates on any changes made.
  • Acquisition of NTB Savings and Current Accounts for individuals and companies, as well as family accounts.
  • Worked closely with corporates for their financial requirements, such as employee benefits, market capital, employee gratuity insurance, Business Loans, ENET, etc.

Team Leader

Mashreq Bank
Bangalore
08.2010 - 05.2024
  • I have been handling a sales team of 20 to 25 members for one year.
  • Responsible for Talent Acquisition, Digital Onboarding, and Training.
  • Maintaining Lean Tools: Team Barometer, Skill Matrix, Huddle Board.
  • Expertise in handling teams both WFH and WFO.
  • Responsible for Rewards & Recognition (R & R)
  • Maintained a 100% MTD, and YTD.
  • Worked as Assist. TL from 2010 to 2014.
  • Team Leader from 2014 to 2024 and was handling various processes, i.e.
  • Collections, recovery, SME, credit card sales, auto loans, personal loans, EC/BT, revolving products, ALOP, etc.
  • Worked as a Sales Executive from 2010 to 2014 and was responsible for selling multiple products, such as credit card sales, auto loans, personal loans, EC/BT, revolving products, EMI, ALOP, etc.

Customer Service Executive

Emirates NBD
Dubai
01.2007 - 01.2010
  • Updated customer accounts and system database with latest details to support accuracy and efficiency in future interactions
  • Conferred with customers about concerns with products or services to resolve problems and drive sales
  • Educated clients on account services and resolved client inquiries regarding statement information and account balances
  • Eliminated inefficiencies by educating and training new employees on best practices and customer care procedures

Technical Support Executive

Reliance Communications
Mumbai
01.2006 - 01.2007
  • Processed over 100 support requests weekly for technical assistance on wide range of issues related to Call Drops & Avail Time in between calls
  • Configured hardware, devices and software to set up work stations for employees
  • Managed high levels of call flow and responded to their technical issues
  • Activated accounts for clients interested in new services
  • Identified and solved technical issues using variety of diagnostic tools and tactics

Customer Care Executive

Airtel Broadband & Telephone Services
Kolkata
01.2005 - 01.2006
  • Handled Inbound calls for Mobile general queries including postpaid & prepaid
  • Troubleshooting the various technical issues relating to Mobile phones data packages
  • Cross-selling few products such as Data bundles & Insurance T Going Places, Music, Cricket & Driving

Education

B.Com - Accounts, Economics, Mathematics, Business Management

Calcutta University
12.2005

12th - West Bengal, English

12.2002

10th - West Bengal, English

12.1999

Skills

  • Business development
  • Team leadership
  • Market research
  • Customer service
  • Portfolio management
  • Investment analysis
  • Risk assessment
  • Client relationship Management
  • Asset allocation
  • Equity valuation
  • Fixed income analysis

Hobbies and Interests

  • Going Places
  • Music
  • Cricket
  • Driving

Personal Information

  • Date of Birth: 05/28/82
  • Gender: Male
  • Marital Status: Married

Timeline

Assist. Vice President

HDFC Bank LTD.
06.2024 - Current

Team Leader

Mashreq Bank
08.2010 - 05.2024

Customer Service Executive

Emirates NBD
01.2007 - 01.2010

Technical Support Executive

Reliance Communications
01.2006 - 01.2007

Customer Care Executive

Airtel Broadband & Telephone Services
01.2005 - 01.2006

B.Com - Accounts, Economics, Mathematics, Business Management

Calcutta University

12th - West Bengal, English

10th - West Bengal, English

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