Sarfaraz Siddiqui
Senior Relationship Manager @DBS Bank
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WORK HISTORY
Senior Relationship Manager @DBS Bank
Mumbai, IN
Key Responsibilities: • Customer Acquisition (CASA & Salary): Proactively acquire new current and savings accounts from the branch catchment area and source quality salary accounts from corporates. • Portfolio Management & Activation: Activate newly opened accounts, ensure M0 balance maintenance, facilitate UPI linkages, and manage the portfolio to increase wallet share. • Cross-Selling: Promote and sell a range of banking products, including Insurance, Unsecured Loans (UL), Systematic Investment Plans (SIP), and Mutual Funds (DigiPortfolio). • Lead Generation & Marketing: Conduct low-cost micro-marketing activities in the catchment area to generate leads. • Relationship Building: Develop and nurture relationships with customers, including those from internal SME (Small and Medium Enterprise) channels. • Customer Service: Address customer inquiries, help them understand their money, and assist with account-related issues to ensure a joyful banking experience. • Performance Tracking: Meet or exceed monthly/quarterly sales targets and performance goals. • Compliance: Adhere strictly to all banking regulations and internal policies. Accomplishments: • On boarded corporate with DBS Bank with mandate salary relationship with more than 650 accounts with salary credit. • On boarded corporate with DBS Bank with mandate salary relationship with more than 350+ accounts with salary credit. • Highest 12 new Savings and 2 Current Accounts opened per month. • 5 Crore+ of funds maintained in the acquired accounts. • Compensation & reward for the year ended 2024 and Annual performance rating for Financial Year – 2024 is 2 (On Target) out of 3
EDUCATION
Rishi Dayaram National College of Arts and Commerce and Wassiamul Assomul Science College Linking Road Bandra West Mumbai 400 050
Bachelor of Arts - BA
Lokmanya Vidya Mandir High School & Jr College Mahim West
SSC
K.J. Khilnani High School & Junior College Mahim West
till 9th Standard
Fr. Agnel Technical High School & Junior College Bandra West
Junior KG to 3rd standard
Dr. D. Y. Patil Vidyapeeth
Master in Business Administration
ABOUT SARFARAZ SIDDIQUI
As a strategic business mindset, I bring a proven record of driving growth, building high-performing teams, and delivering operational excellence across diverse industries. With hands-on experience I have successfully navigated both corporate structures and entrepreneurial ventures—always with a focus on innovation, efficiency, and long-term value creation.
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