Varun Kaushik
Delhi, Pitampura
Summary
Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Relationship Manager Affluent Banking
Yes Bank
Delhi
07.2024 - Current
- Collaborated with internal teams to develop strategies that would increase customer engagement levels.
- Participated in networking events and industry conferences to attract new clients.
- Conducted regular client meetings to assess progress, discuss opportunities for growth, and address any concerns.
- Analyzed client's risk tolerance level and offered customized investment advice accordingly.
- Performed due diligence research on potential investments before recommending them to clients.
- Counseled clients on financial matters and provided recommendations on investment opportunities, products, and services based on client needs and asset availability.
- Monitored performance of existing investments and recommended changes when necessary.
- Recommended strategies to clients to help achieve financial goals with help of instruments like PMS and AIF.
Priority Relationship Manager
Standard Chartered Bank
Delhi
05.2023 - 07.2024
- Researched and evaluated potential investment products for clients.
- Collaborated with clients to develop customized investment portfolios.
- Advised clients on investments, retirement planning by recommending them few instruments PMS and AIF.
- Provided specialized financial planning support for clients with diverse portfolios and individual needs.
- Educated clients on potential risks and rewards associated with various investments.
Manager
Kotak Mahindra Bank
Delhi
06.2019 - 04.2023
- Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
- Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Worked with assets and insurance departments to facilitate communication and deliver personalized solutions to customers.
Relationship Manager (VRM)
HDFC
Delhi
01.2018 - 01.2019
- Utilized CRM tool to generate leads. Located and pre-qualified customers for mortgages.
- Prospected for new business through networking, community outreach and customer referral generation.
- Understood and applied selling techniques to open, develop and close sales and created product interest by actively cross-selling products and services to pursue customers.
- Solved customer challenges by offering relevant products according to their needs
Junior Finance Associate
Reservation Data Maintainance
Gurugram
07.2017 - 01.2018
- Conducted reviews and evaluations for cost-reduction opportunities.
- Examined financial statements and records to collect important details and verify calculations.
- Developed and maintained database of records to facilitate smooth transactions for financial processes.
Education
BBA - General
Guru Gobind Singh Indraprastha University
DelhiSkills
- Leadership
- Decision making
- Investment and Wealth
- Flexible and Adaptable
Certification
- IRDA
- NISM 5A MUTUAL FUND
NISM XXI A Portfolio Manager Services
Personal Information
Title: Banker
Languages
English
Advanced
C1
Timeline
Relationship Manager Affluent Banking
Yes Bank
07.2024 - Current
Priority Relationship Manager
Standard Chartered Bank
05.2023 - 07.2024
Manager
Kotak Mahindra Bank
06.2019 - 04.2023
Relationship Manager (VRM)
HDFC
01.2018 - 01.2019
Junior Finance Associate
Reservation Data Maintainance
07.2017 - 01.2018
BBA - General
Guru Gobind Singh Indraprastha University