Summary
Overview
Work History
Education
Skills
Languages
Accomplishments
Timeline
Generic

Yashpal Chaudhary

Faridabad

Summary

Dynamic banking professional with extensive experience at HDFC Bank, excelling in client relationship management and strategic marketing. Proven track record of enhancing customer satisfaction and retention through innovative solutions and effective team collaboration.improvements in service quality and operational efficiency.

Focused about senior management objectives and performance as per requirement

9 times MDRT qualifer and since 2014 all BBH and GH initiative achiever

Overview

18
18
years of professional experience
2003
2003
years of post-secondary education

Work History

Relationship Banking Head

HDFC Bank LTD
Faridabad
04.2023 - 07.2025
  • Completed day-to-day duties accurately and efficiently.
  • Contributed innovative ideas and solutions to enhance team performance and outcomes.
  • Worked successfully with diverse group of coworkers to accomplish goals and address issues related to our products and services.
  • Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
  • Collaborated closely with team members to achieve project objectives and meet deadlines.
  • Worked with cross-functional teams to achieve goals.

Relationship Manager

HDFC Bank Ltd
Faridabad
11.2014 - 03.2023
  • Managed client relationships to enhance customer satisfaction and retention.
  • Coordinated financial product offerings based on client needs and preferences.
  • Conducted regular client meetings to assess service quality and address concerns.

Relationship Manager

IndusInd Bank Ltd
Faridabad
05.2014 - 10.2014
  • Managed client relationships to enhance customer satisfaction and retention.
  • Coordinated financial product offerings based on client needs and preferences.
  • Conducted regular client meetings to assess service quality and address concerns.
  • Analyzed customer feedback to identify service improvement opportunities.

Sr Corporate Agency Manager ( Banca Insurance)

HDFC life insurance company Ltd
Faridabad
07.2010 - 05.2014
  • Managed daily operations of corporate agency, ensuring efficiency and compliance.
  • Developed strategic marketing plans to enhance brand visibility and client engagement.
  • Coordinated staff training programs to improve service delivery and operational knowledge.

Business Development Manager ( Banca Insurance)

Indian First life insurance company
Faridabad
12.2009 - 05.2010
  • Developed strategic partnerships to enhance market presence and drive growth.
  • Conducted market research to identify trends and business opportunities effectively.
  • Collaborated with cross-functional teams to align business strategies and objectives.
  • Maintained a database of existing customers and prospective leads.
  • Developed and implemented strategies to increase sales and market share.

Insurance Associate ( Banca Insurance)

HDFC life insurance company Ltd
Faridabad
11.2007 - 12.2009
  • Maintain relationships with branch manager and branch staff for exploring the business
  • Processed insurance applications and maintained accurate client records.
  • Assisted clients with policy inquiries and provided product information.
  • Educated clients on benefits of various insurance products and services.
  • Supported training programs for new associates on company procedures.

Education

B.COM - Accounting

Dharam Samaj Degree College
Aligarh
07.2004 - 04.2007

R V Inter College
Khair, Aligarh

Skills

  • Client relationship management
  • Financial product coordination
  • Market research
  • Strategic marketing
  • Customer service
  • Team collaboration
  • Problem solving
  • Service quality assessment
  • Innovation implementation
  • Multitasking Abilities

Languages

Hindi
First Language
English
Upper Intermediate (B2)
B2

Accomplishments

  • 9 times MDRT qualifer
  • Since 2014 to till date ,All BBH and GH initiative achiever
  • 2 Grade promotion and 3rd in the queue
  • Role elevation to handle the biggest portfolio of the Faridabad

Timeline

Relationship Banking Head

HDFC Bank LTD
04.2023 - 07.2025

Relationship Manager

HDFC Bank Ltd
11.2014 - 03.2023

Relationship Manager

IndusInd Bank Ltd
05.2014 - 10.2014

Sr Corporate Agency Manager ( Banca Insurance)

HDFC life insurance company Ltd
07.2010 - 05.2014

Business Development Manager ( Banca Insurance)

Indian First life insurance company
12.2009 - 05.2010

Insurance Associate ( Banca Insurance)

HDFC life insurance company Ltd
11.2007 - 12.2009

B.COM - Accounting

Dharam Samaj Degree College
07.2004 - 04.2007

R V Inter College
Yashpal Chaudhary