Arjun Singh
Equity cash & f&o segment
- Role
- Manager at HDFC Bank
- Location
- Pune, IN
- LinkedIn followers
- 500 followers
About Arjun Singh
Arjun Singh is currently working as a full time equity trader specializing in cash and…
Experience
Manager
Jul 2016 — Present · Pune, IN
Financial consultant at HDFC Bank1. Identify customer needs and provide them with right financial planning assistance and asset allocation and coordinate with product and research team for taking investment decision for the clients. Extensive knowledge about capital markets used for market trade stocks and bonds, foreign exchange, fixed deposits, mutual funds. Track the HNI/Ultra HNI segment in the market for new client acquisition to research, investigate and update them on available investment opportunities/financial market trend to determine whether they fit into model client- portfolios.3. Ensure banking requirement of client’s group is met by offering all retail products offered by bank like business loans, auto loans, savings\\current accounts, SME loans by liasioning with relevant vertical of the bank.4. Work with data team to pull out and analyze bank’s customer data by profiling them on specific parameters such as credit profile, existing accounts with the bank, type of accounts- salary, corporate, current accounts, zip code. Prepare reports based on parameters and approach such clients to enhance their value to the bank by offering them better financial products Achievements1. Evaluated and improved quality of portfolios, credited for consistently maintaining the highest quality portfolio, which included highly sensitive corporate relationships.2. Achieved revenue and customer retention goals while increasing client profitability through relationship building, outstanding service delivery, cross selling and referral development3. Basis customer profiling I was able to capitalize on dormant accounts.
Education
Symbiosis institute of Management Studies
Master of Business Administration (MBA)
2013 — 2015
Punjab Technical University
Bachelor of Technology (BTech)
2005 — 2009
Skills
- Microsoft Excel
- B2b Marketing
- Marketing Strategy
- Marketing
- Project Management
- Business Development
- Telecommunications
- Powerpoint
- Team Management
- Management
- Business Analysis
- Digital Marketing
- Crm
- Online Marketing
- Online Reputation Management
- Social Media Marketing
- Change Management
- Business Process Improvement
- Teamwork
- Search Engines
- Market Research
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