VIVEK SINGH
New Delhi
Summary
Meticulous Leader with expertise in financial management and client counseling. Evaluates client assets and risk tolerance to inform strategies and increase revenue. History of helping clients reach financial goals.
Overview
12
12
years of professional experience
Work History
Relationship Banking Head (RBH)
HDFC Bank Ltd
Gurgaon
07.2023 - Current
- Proper Financial Placing for client and ensuring right cross selling of the products .
- Ensuring the maximum revenue generation by the team via selling different Banking Product .
- Offered training and support to keep team members motivated and working toward objectives.
- Delegated daily tasks to team members to optimize group productivity.
- Motivated and empowered team members to build customer satisfaction and loyalty to support retention and growth.
- Promoted to leadership position in recognition of strong work ethic and provided exceptional customer service.
- Assigned projects and distributed tasks to team members as per area of expertise.
- Interviewed and selected potential new team members from list of candidates recommended by recruitment team.
- Identified needs of customers promptly and efficiently.
- Worked closely with human resources to support employee management and organizational planning.
Wealth Relationship Manager
IndusInd Bank Ltd.
NCR
08.2022 - 06.2023
- Counseled clients on financial matters and provided recommendations on investment opportunities, products and services based on client needs and asset availability.
- Followed-up with clients regularly and implemented consultative techniques to stay on top of financial means and objectives.
- Analyzed financial information obtained from clients to determine strategies for meeting clients' financial objectives.
- Recruited new clients through proactive marketing initiatives and word-of-mouth referrals.
- Interviewed clients to assess income, expenses, insurance coverage, tax status, financial and investment goals and risk tolerance.
- Coordinated and participated in group presentations on financial services to attract new clients.
- Expertly managed client portfolios to maximize returns and maintain risk tolerances.
- Answered clients' questions about purposes and details of financial plans and strategies.
Senior Cluster Head
Aditya Birla Sunlife Insurance Co. Ltd.
Gurgaon
08.2018 - 07.2022
- Recruited and hired high-producing managers, resulting in substantially increased revenue.
- Trained employees on additional job positions to maintain coverage of roles.
- Exercised good judgment and decision-making in escalating concerns and resolving issues.
- Assigned tasks to associates to fit skill levels and maximize team performance.
- Enhanced team member performance through use of strategic and tactical approaches, motivational coaching and training.
- Led team meetings and one-on-one coaching sessions to continuously improve performance.
- Leveraged leadership skills to identify deficiencies and opportunities to improve policies, procedures and controls.
- Created training modules and documentation to train staff.
- Accomplished financial objectives by forecasting requirements, scheduling expenditures and preparing annual budgets.
- Developed and implemented appropriate plans to resolve unfavorable trends and enhance sales.
- Established and managed yearly decided budgets .
Senior Financial Advisor
YES Bank Ltd
Gurgaon
09.2016 - 08.2018
- Assisted Ultra HNI clients and NRI clients worldwide, thus generating revenue from them via cross-selling products like Mutual Funds, Insurance, HL, LAP, Saving, Current, NR & Demat Accounts, TD, etc. in industrial units as well as referrals generated from those set of clients
- Consulted with clients to assess and meet short- and long-term financial goal.
- Developed and deepened relationships with new and existing clients to advance progress and improve business.
- Assisted clients with planning for and funding retirements using mutual funds and other strategies.
- Promoted business to increase customer base and grow revenue.
- Promoted business development and new opportunities by engaging and meeting with prospective clients.
Relationship Manager
Kotak Mahindra Bank Ltd
New Delhi
09.2015 - 09.2016
- Emerged to be the 3rd Highest revenue generator in Q4 (2015-16) and attained highest volume of Insurance in the region.
- Established strong client relationships to drive business development.
- Built long-term relationships with lucrative clients by utilizing active listening, effective communication and dynamic interpersonal skills.
- Achieved client loyalty through quality, productivity, service and proactive management.
Privilege Banker
ICICI Bank Ltd.
New Delhi
05.2012 - 05.2015
- Identified financial needs of customers and presented appropriate product and service options.
- Advised customers on bank products, services and financial planning options.
- Resolved discrepancies concerning customers' accounts, improving client satisfaction.
- Compiled new customer information to open accounts and loans, collecting and verifying necessary documentation.
Education
MBA - Banking And Finance
Manipal University
Bangalore03.2015
Post Graduate Diploma in Banking And Finance - Banking And Finance
Manipal University
Bangalore04.2012
Certificate in Entrepreneurship Management - Entrepreneurial Studies
IIT Delhi
New Delhi05.2011
Master of Science - Chemistry
DDU University
Gorakhpur06.2010
Skills
- Team Lead
- Wealth Management
- Presentation
- Public speaking
- Financial Advisory
- Making insurance decisions
- Planning for retirement
- Managing wealth
- Critical thinking
- Decision-making
- Active listening
- Developing financial plans
Languages
English, Hindi
First Language
Bengali
Intermediate
B1
Timeline
Relationship Banking Head (RBH)
HDFC Bank Ltd
07.2023 - Current
Wealth Relationship Manager
IndusInd Bank Ltd.
08.2022 - 06.2023
Senior Cluster Head
Aditya Birla Sunlife Insurance Co. Ltd.
08.2018 - 07.2022
Senior Financial Advisor
YES Bank Ltd
09.2016 - 08.2018
Relationship Manager
Kotak Mahindra Bank Ltd
09.2015 - 09.2016
Privilege Banker
ICICI Bank Ltd.
05.2012 - 05.2015
MBA - Banking And Finance
Manipal University
Post Graduate Diploma in Banking And Finance - Banking And Finance
Manipal University
Certificate in Entrepreneurship Management - Entrepreneurial Studies
IIT Delhi
Master of Science - Chemistry
DDU University
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