Vishnu Vardhan
Relationship Manager
Coimbatore
Summary
Relationship Manager with 12+ years of banking and financial sales experience in India & UAE, specializing in HNI portfolio management, wealth products, and AUM growth. Seeking opportunities in Wealth Management / Priority Banking to deliver client-focused investment solutions.
Overview
16
16
years of professional experience
Work History
Virtual Relationship Manager
HDFC Bank
11.2022 - Current
Manage and grow HNI & affluent client portfolios through virtual engagement.
Cross-sell retail products including credit cards, personal loans, home & car loans, and deposits.
Drive AUM growth by promoting mutual funds, insurance, and wealth solutions.
Partner with wealth managers to deliver customized financial strategies.
Achieved consistent revenue targets while ensuring compliance with KYC/AML norms.
Sales Officer
Emirates NBD (Finamart-Legacy Dubai)
11.2020 - 08.2022
- Responsible for increasing sales of credit cards and personal loan products through various corporate visits, tele-calling and cold calling.
- Handling the sales of Savings and Current Accounts.
- Generating leads of various customers through massive cold calling, tele-calling and various promotional activities.
Senior Relationship Officer
Abu Dhabi Commercial Bank (ADCB) - PACT Dubai
11.2019 - 08.2020
Senior Relationship Officer
Noor Bank - Dubai
07.2018 - 09.2019
Senior Relationship Officer
Commercial Bank International - Dubai
07.2017 - 06.2018
Relationship Officer
Noor Bank- Dubai
04.2014 - 05.2017
Relationship Officer
Commercial Bank International - Dubai
12.2012 - 03.2014
Analyst
Australian and New Zealand Banking Group Ltd Bangalore
03.2010 - 05.2011
Education
MBA/PGDM -
Acharya Institute of Management of Sciences
01.2010
B.Com - undefined
PSG College of Arts & Science
01.2008
Skills
HNI Relationship Management
Mutual Funds, Insurance & Wealth Products
AUM Growth & Portfolio Expansion
Client Acquisition & Retention
Cross-Selling & Revenue Maximization
Regulatory Compliance (KYC/AML)
Business Development & Consultative Selling
Timeline
Virtual Relationship Manager
HDFC Bank
11.2022 - Current
Sales Officer
Emirates NBD (Finamart-Legacy Dubai)
11.2020 - 08.2022
Senior Relationship Officer
Abu Dhabi Commercial Bank (ADCB) - PACT Dubai
11.2019 - 08.2020
Senior Relationship Officer
Noor Bank - Dubai
07.2018 - 09.2019
Senior Relationship Officer
Commercial Bank International - Dubai
07.2017 - 06.2018
Relationship Officer
Noor Bank- Dubai
04.2014 - 05.2017
Relationship Officer
Commercial Bank International - Dubai
12.2012 - 03.2014
Analyst
Australian and New Zealand Banking Group Ltd Bangalore
03.2010 - 05.2011
B.Com - undefined
PSG College of Arts & Science
MBA/PGDM -
Acharya Institute of Management of Sciences
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