Utkarsh Pandey
Banker
Gorakhpur
Summary
Innovative Relationship Manager focused on developing strategic business opportunities by delivering exemplary service to each client's individual needs. Respected professional with exceptional knowledge regarding risk management. To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.
Overview
12
12
years of professional experience
4
4
years of post-secondary education
Work History
Relationship Manager
Hdfc Bank
Gorakhpur
08.2016 - Current
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
- Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
- Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
- Maintained knowledge on banking products and distribution to provide optimal service support.
Customer Service Manager
IndusInd Bank
Gorakhpur
06.2015 - 08.2016
- Resolved customer complaints while prioritizing customer satisfaction and loyalty.
- Followed through with client requests to resolve problems.
- Took ownership of customer issues and followed problems through to resolution.
Sales Development Manager
Hdfc Life (Bancaassurance)
Gorakhpur
04.2013 - 03.2015
- Developed and maintained relationships with key clients to increase sales and customer retention.
- Analyzed sales data to identify opportunities for improvement and created action plans to capitalize on those opportunities.
- Qualified leads by scheduling introductory discovery meetings and calls.
- Created customer loyalty programs to increase repeat business.
Personal Financial Planner
Bajaj Capital Insurance Broking Ltd
Gorakhpur
10.2011 - 05.2012
- Advised clients on portfolio allocation and various investment types.
- Analyzed clients' financial situations to offer products to improve standard of living.
- Performed quantitative analysis of financial investments to minimize risks.
Education
Bachelor Of Commerce - Business Management
DDU Gorakhpur University
Gorakhpur 07.2008 - 06.2010
Senior Secondary - Science
Government Jubilee Inter College
Gorakhpur 07.2006 - 05.2007
Secondary - Science
Government Jubilee Inter College
Gorakhpur 05.2004 - 07.2005
Skills
Customer portfolio management
undefinedTimeline
Relationship Manager
Hdfc Bank
08.2016 - Current
Customer Service Manager
IndusInd Bank
06.2015 - 08.2016
Sales Development Manager
Hdfc Life (Bancaassurance)
04.2013 - 03.2015
Personal Financial Planner
Bajaj Capital Insurance Broking Ltd
10.2011 - 05.2012
Bachelor Of Commerce - Business Management
DDU Gorakhpur University
07.2008 - 06.2010
Senior Secondary - Science
Government Jubilee Inter College
07.2006 - 05.2007
Secondary - Science
Government Jubilee Inter College
05.2004 - 07.2005
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