Deepak Raj Anand
Financial Services Associate
- Role
- Financial Services Associate at HDFC Sales Private Limited
- Location
- Bengaluru, KA, IN
- LinkedIn followers
- 500 followers
About Deepak Raj Anand
Certified in the sap fico
Experience
Financial Services Associate
Apr 2023 — Present
Managed a portfolio of home loan clients, advising on mortgage products, investment-linked products, and financial planning solutions, contributing to monthly revenue growth of 15–20%. Conducted financial need analysis, credit assessment basics, and risk profiling to match clients with appropriate financial products. Collaborated with internal credit, operations, and underwriting teams to ensure smooth loan disbursement and compliance checks. Achieved 120% of quarterly sales targets consistently through strong client acquisition and relationship management strategies. Generated financial reports, tracked product performance, and presented insights to senior managers to support decision-making. Leveraged CRM tools to track leads, evaluate client conversion metrics, and optimize sales pipelines. Supported cross-functional teams with documentation, financial verification, and due-diligence activities for loan applications.
Education
Bangalore University
Bachelor of Business Administration
Brindavan College
12th
Brindavan College
Puc, Computer Science
2013 — 2015
Holy Mission Secondary School
10th
Holy mission high school
10th, Art/Art Studies, General
Sambhram Academy Of Management Studies
Master of Business Administration - MBA, finance & marketing
BangaloreCityhome
Master of Business Administration, Finance, General
Corporate Finance Institute® (CFI)
CERTIFICATION, Excel Crash Course
2020 — 2020
Sambhram Academy Of Management Studies
Bachelor of Business Administration - BBA, finance
2016 — 2019
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