Varun Kaushik
Summary
Business-driven Relationship Manager always finding successful ways to acquire new clients and foster lucrative relationships. A determined leader with over 6years of assisting clients with financial planning.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Priority Banking Relationship Manager
Standard Chartered Bank
05.2023 - Current
- Researched and evaluated potential investment products for 170 clients with FUM INR132 cr.
- Collaborated with clients to develop customized investment portfolio AUM of 42cr.
- Advised clients on investments, retirement and estate planning.
- Provided specialized financial planning support for clients with diverse portfolios and individual needs.
- Educated clients on potential risks and rewards associated with various investments.
Senior Relationship Manager
Kotak Mahindra Bank
06.2019 - 04.2023
- Achieved goals for sale of bank products 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.
- Worked with assets and insurance departments to facilitate communication and deliver personalized solutions to customers.
- Discuss the need of client and provide the bank products as credit cards, Trading accounts and forex transactions.
Relationship Manager (VRM)
HDFC
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
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
Skills
- Leadership
- Decision making
- Investment and Wealth
- Flexible and Adaptable
Certification
- IRDA
- NISM 5A MUTUAL FUND
-
NISM XXI A Portfolio Manager Services
Timeline
Priority Banking Relationship Manager
Standard Chartered Bank
05.2023 - Current
Senior Relationship 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