RAJESHKUMAR G
No 5/630 Bharatha Madha 2nd Street Ponni Ammn Koil Street S Kolathur Chennai
Summary
Handful of years’ experience in Retail Banking & Relationship Management. To be associated with an organization which can provide me with a dynamic work environment to extract my inherent skills as a Professional, use and develop my aptitude to further the organization’s objectives and also achieve my career objectives in the process.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Preferred Relationship Manager
HDFC Bank
08.2021 - Current
- Acquisition of new HNI customers and Manages relationships with clients and proactively helps ensure profitability of the portfolio: Generate high Income per Customer.
- Increase liabilities size of relationship via balances in accounts of existing customers
- Servicing the Existing clients of the branch & generating referral
- Deep in the relationship by Cross selling Banks Products and Services according to Customer need
- Utilizes knowledge, experience, and expertise to lead a comprehensive discovery analysis that enhancing the relationships value of sourced Account
- Acquire New Trade Finance and Forex clients
- Referrals generated from existing customers
- Premier Acquisition Channel
- Enhance trade relations and seek referrals
Deputy Manager
Yes Bank
04.2019 - 07.2021
- Acquire customers for Current Account, Savings Account Products of the bank, from a pool of potential individuals, small businesses, trusts associations, societies and corporates.
- Cross-sell TPP like Insurance, Locker, FD, Asset Products
Deputy Manager
Kotak Mahindra Bank Ltd
10.2015 - 10.2018
- Acquire customers for Current Account, Savings Account Products of the bank, from a pool of potential individuals, small businesses, trusts associations, societies and corporates.
- Achieve and deepen business volume and numbers.
- Cross-sell TPP like Insurance, Locker, FD, Asset Products
Relationship Officer
Ventura Securities
02.2015 - 09.2015
Education
MBA -
Dr. M.G.R University
Chennai, India03.2014
BBA -
Thiagarajar College
Madurai, India04.2012
Certification
- AMFI Certified
- IRDA Certified
Accomplishments
- MDRT Thailand Qualified (January 2024)
- MDRT Budapest-Hungary Qualified (March 2024)
- BBH Inner circle Goa Qualified (December 2023)
- BBH Inner circle Hyderabad Qualified (February 2024)
Additional Information
Date of Birth: 21-04-1992
Marital Status: Married
Timeline
Preferred Relationship Manager
HDFC Bank
08.2021 - Current
Deputy Manager
Yes Bank
04.2019 - 07.2021
Deputy Manager
Kotak Mahindra Bank Ltd
10.2015 - 10.2018
Relationship Officer
Ventura Securities
02.2015 - 09.2015
MBA -
Dr. M.G.R University
BBA -
Thiagarajar College
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