Sai Kumar
HDFC Bank - Deputy Manager | Ex- BDN | SBIMF Intern
- Role
- Deputy Manager at HDFC Bank
- Location
- Hyderabad, IN
- LinkedIn followers
- 500 followers
About Sai Kumar
To pursue a challenging position where I can expand my knowledge and skills to develop my…
Experience
Deputy Manager
Mar 2024 — Present · Hyderabad, IN
Client Relationship and Portfolio Management of 25+ Cr.*Provide personalized banking solutions and financial advice to clients, ensuring high levels of customer satisfaction and retention.*Manage and grow a portfolio of high-net-worth individuals (HNWIs), offering tailored products such as savings accounts, loans, investments, and insurance.*Assist clients in achieving financial goals througheffective planning, wealth management, and cross-selling of banking products.*Conduct KYC (Know Your Customer) procedures, ensuring compliance with regulatory standards.*Build long-term relationships with customers, proactively managing their banking needs, addressing queries, and resolving issues.*Collaborate with other departments (e.g, wealth management, loan department) to offer comprehensive financial solutions.*Achieve and exceed sales targets for banking products, contributing to overall branch performance.
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