Relationship Manager - Prefered Banking

DEBESH SAINANI

DB-***F, Hari Nagar,

New Delhi-**0064

+919********* Email Id- *************@*****.*** Date of Birth: 22nd Sept 1983

PROFESSIONAL EXPERIENCE

Organization: HDFC Bank

Position : Relationship Manager(Preferred Banking)

Department : Branch Banking

Period : 4th April 2012- till date

• To manage and enhance preferred relationships including individual, corporate customers mapped.

• Effective interpersonal relationships with HNI’s to derive maximum value

• Meet Income and number targets by offering various products from the Bank

• Excellent exposure to all asset, liability and trade products

• Closely liaison with internal teams to give maximum value to the mapped clients

• To be able to effectively understand client needs, give solutions through appropriate products and services

• Effectively follow all sales and operational processes laid by the Bank

Organization: Citibank NA

Position : Client Origination Manager

Department : Branch Banking

Period : 17th Jan 2011- 22nd March 2012

• To formulate and implement Business Development activities to acquire High Networth Clients for Personal Banking and Companies for Commercial Banking preposition through organizing events, market mapping and Client reference.

• Understanding of Wealth Management Products like: Structured Products, FMP’s,

Liquid Funds, Equity Funds etc and Commercial Banking Products like Buyers Credit,

PCFC, Cash Management Services etc offered by the Bank.

• To be able to effectively understand the Client’s requirements first and then present and

explain those products which add value to the Client’s Banking, Investment & Financial

needs.

• Regular and effective interaction with different departments of the Bank i.e: Service Team, Sales Team, Investment Councellor, Business Councellor to keep track of all new developments and offering superior advice to Clients.

Organization: ICICI Bank

Position : Lead Privilege Banker

Department : Branch Banking

Period : April 2009 – 10th Jan 2011

• To be a one stop financial shop for all financial needs of Privilege, HNI and NRI customers walking in the Branch along with mapped clients.

• Strong Client facing experience with the ability to build and maintain Client Relationships.

• Understanding of important processes of the branch in line with RBI guidelines to ensure proper compliance without sacrificing on service delivery.

• To work in line with the latest marketing initiative of “Khayaal Apka” and ensure service to sales.

• Serve Clients by resolving their queries and perform operational activities like booking FD, RTGS, DD printing, Locker Operations, Funds Transfer etc.

• Responsible for operational efficiency and value proposition of the Privilege Banking Team (comprising of total 3 members).

Position : Assistant Manager

Department : Investment & Services

Period : June 2007-March 2009

• To ensure solution based selling and marketing approach while dealing with customers for Investments.

• To strategize (along with Branch Manager and Sales Manager) the roadmap for achievement of figures and market products effectively to the target customers.

• To follow a consulting based approach keeping in mind the customer’s age, profile, family details, liabilities etc, so that investment solutions are in line with his present and future needs.

• Organized campaign to promote Smart Kid Plan (investment for kids) by placing Financial Consultants outside few schools, in order to spread awareness amongst parents.

• Organized health check up camp in the branch for middle aged and senior citizens so that retirement solutions along with importance of health insurance can be highlighted to them.

• Closely work with the Branch Banking and Team of Financial Consultants by guidance, training to align all of them to a common goal of creating awareness and maximizing sales.

• To ensure proper visibility and placement of marketing material within the premises of the branch.

ACHIEVEMENTS

• Awarded for Exemplary Customer service 2009-10 for successful implementation of “Khayaal Apka”.

• Conducted business presentations at Stryker India, Bhayana Builders, Thomas Cook resulting in immediate and recurring business among the salaried segment.

• Developing and maximizing relationship value with key customers and acquiring new customers by implementation of concepts like family banking etc. on continuous basis.

EDUCATIONAL QUALIFICATION

Degree Year Marks Institute/ University

PGDBM 2005-07 76% Apeejay School Of Management , Delhi

B.C.A 2001-2004 66% Birla Institute Of Technology(Mesra)

Std XII 2000-2001 69.6% C.B.S.E

SUMMER INTERNSHIP (P.G.D.B.M)

Havell’s India Ltd (Cable Division)

Project Title

Competitor Analysis

Deliverables Analyzed competitors (using primary research) and possible outcomes of Havell’s recent Research & Development in wires segment, gave inputs to the Company to improve its competitive position in wires market.

KEY ACADEMIC PROJECTS/PAPERS

Subjects Project/Paper Details

Product and Brand Management • Branding Strategies for “Fiat Palio”

• Conducted research (primary and secondary) using questionnaires, media and internet medium.

Consumer Behavior • Customer buying behavior for petrol

• Analysis through SPSS using mathematical tools like standard deviation, median etc

• Analysed most important variables that impact buying behaviour of customers

CO-CURRICULAR ACTIVITIES

• Won First Prize in a team of 7 for Role Play in the event “Marketing Consortium” held at Bharati Vidyapeeth’s Institute of Management and Research.

• Participated and Won a Quiz for “International Marketing” held in the Institute (Apeejay School Of Management)

• Won first prize in a team of 12 for one of the events of Synergy (held at Apeejay School of Management every year).

CERTIFICATIONS

IRDA and AMFI Certified

Declaration:

The above furnished information is true to the best of my knowledge and belief.

Signature: Debesh Sainani

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