Vinay Kumar M Yevoor
Bengaluru
Summary
Relationship Manager at HDFC BANK specializing in financial analysis and account management. Demonstrated success in strengthening client relationships and implementing effective sales strategies. Proficient in cash flow analysis and utilizing Power BI to provide impactful financial solutions. Focused on delivering results and surpassing client expectations.
Overview
6
6
years of professional experience
Work History
Relationship Manager
HDFC BANK
08.2021 - 12.2021
- Enhancement of the existing relationship with customers by analyzing his / her needs; and then cross-selling various products & services, such as Current/Saving accounts Loan products & third-party products like Insurance & Mutual funds.
- Established and maintained relationships with individual and business customers and provided assistance with problems these customers may encounter.
- Approved, rejected, and coordinated approval and rejection of lines of credit and commercial, real estate, and personal loans.
Junior Wealth Associate Intern
EMBCL4A
07.2020 - 09.2020
- Recommended financial products, such as stocks, bonds, mutual funds, and insurance.
- Managed client portfolios, and kept client plans up-to-date.
- Implemented financial planning recommendations or referred clients to someone who can assist with plan implementation.
- Investigated available investment opportunities to determine compatibility with client financial plans.
- Prepared and interpreted clients’ information, such as investment performance reports, financial document summaries, and income projections.
Accounting Intern
Shri Thirumala Computers
07.2020 - 09.2020
- Accounting and Tally Worked as Accounting Associate to keep track of the daily transaction of the company by journal entries, budget transfers, and managing cash.
- Coded documents according to company procedures.
- Classified, recorded, and summarized numerical and financial data to compile and keep financial records, using journals and ledgers, and computers.
Financial Operations Intern
Agendia E-Service Pvt Ltd.
05.2020 - 07.2020
- Accessed computerized financial information to answer general questions and give details on specific accounts.
- Prepared bank deposits by compiling data from cashiers verifying and balancing receipts and sending cash, checks, and other forms of payment to the bank.
- Compiled budget data and documents, based on estimated revenues and expenses and previous budgets.
- Transferred details from separate journals to general ledgers or data processing sheets.
Operations Manager
AANANGIKA ENTERPRISES
01.2016 - 01.2019
- Enterprise Resource planning, setting sales goals, and developing sales strategies.
- Helping to build a business by recognizing new business prospects and selling products.
- Building relationships with vendors, researching prospects and generating leads.
- Implemented financial planning recommendations or referred clients to someone who can assist with plan implementation.
- Maintained professional working relationships and promoted open line communication with staff.
Education
MBA - Core finance
CMS B-School/Jain (Deemed to be University)
07.2025
B.E. - Mechanical Engineering
Shri Pillappa College of Engineering
07.2025
Skills
- Financial liquidity assessment
- Investment performance evaluation
- Oversight of financial resources
- Understanding of financial markets
- Client account management
- Advanced accounting strategies
- Logistics information systems management
- Risk evaluation and categorization
- Market engagement tactics
- Strategic partnership development
- Power BI proficiency
- Proficient in Microsoft Office
Timeline
Relationship Manager
HDFC BANK
08.2021 - 12.2021
Junior Wealth Associate Intern
EMBCL4A
07.2020 - 09.2020
Accounting Intern
Shri Thirumala Computers
07.2020 - 09.2020
Financial Operations Intern
Agendia E-Service Pvt Ltd.
05.2020 - 07.2020
Operations Manager
AANANGIKA ENTERPRISES
01.2016 - 01.2019
B.E. - Mechanical Engineering
Shri Pillappa College of Engineering
MBA - Core finance
CMS B-School/Jain (Deemed to be University)
Similar Profiles
KAMALA SUBRAMANIANKAMALA SUBRAMANIAN
Senior Vice President and Unit Head at HDFC Bank Limited, HDFC BankSenior Vice President and Unit Head at HDFC Bank Limited, HDFC Bank
Jignesh PatelJignesh Patel
Relationship Manager at HDFC Sales Pvt. Ltd. (Group Company Of HDFC Bank)Relationship Manager at HDFC Sales Pvt. Ltd. (Group Company Of HDFC Bank)
Prodip SahaProdip Saha
Collection Officer at HDFC Bank, Bajaj Finance, Axis Bank, IDFC BankCollection Officer at HDFC Bank, Bajaj Finance, Axis Bank, IDFC Bank
Rajan GargRajan Garg
Assistant Manager at HDFC Bank LTD (HDFC Sales Pvt Ltd)Assistant Manager at HDFC Bank LTD (HDFC Sales Pvt Ltd)
SHARMILA SSHARMILA S
IT Audit Consultant at SeimensIT Audit Consultant at Seimens