JYOTI MAHESH VERMA
Banking, Financial services, Insurance sector
PUNE
Summary
Objective:-
Look for the next Step of Professional Enrichment and Enhancement in the BFSI sector.
Experienced Professional (15 years) with outstanding achievements and accolades in the BFSI( Banking, Financial, Insurance) and other( Defense and Educational) sector.
Experienced with managing high-value client relationships and implementing personalized financial strategies. Utilizes strong communication and problem-solving abilities to meet client needs and drive satisfaction. Track record of fostering long-term client partnerships through effective relationship management.
Overview
10
10
years of professional experience
Work History
Preferred Relationship Manager
HDFC Bank Ltd
05.2022 - Current
Retail banking
- HNI Account and Portfolio management- Acquire, Enhance, Deepen, retain
- Increase Wallet share and relationship Value- Cross and Up sell, increase profitability
- Strengthened client relationships by providing personalized financial advice and comprehensive portfolio management.
- 100% achievement in Asset & TPP revenue target consistently.
- Enhance customer experience and Delight with Personal banking touch
- Move new and existing customers to Imperia level- Higher Brand value for HDFC Bank Ltd
- Assisted clients in setting realistic financial goals, developing detailed plans to achieve desired outcomes.
- Conducted in-depth financial analyses to help clients identify potential investment opportunities and risks.
Relationship Manager – Retail Banking
ICICI Bank Ltd
01.2022 - 05.2022
- HNI Account and Portfolio management
- CASA acquisition, Fixed deposit growth
- Cross sell of TPP Product
- Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
- Built and maintained relationships with new and existing clients while providing high level of expertise.
Office Cluster Co Ordinator Rest of Maharashtra Circle 2
HDFC Bank Ltd
08.2020 - 12.2021
- Ensure Regulatory adherence and compliance
- Responsible to monitor and meet branch targets
- Facilitated conflict resolution among team members, fostering a collaborative work environment conducive to success.
- Integrated technology milestones into overall project plan.
Centre Head
Jadhavar Smart Digital classes
08.2018 - 08.2020
- Centre manager and Operational head
- Recruit training and supervisor staff
- Promoted positive company image and established reputation as provider of choice for educational programs in greater community.
- Manage Budgets
- Kept facility in compliance with all applicable standards and laws.
- Promotions/Marketing for business
Administrator
Shamit School
01.2015 - 08.2017
- Handled sensitive information discreetly, maintaining strict confidentiality at all times as required by company policy or legal regulations.
- Managed office inventory levels, ensuring adequate supplies were available while minimizing waste and unnecessary spending.
- Maintained personnel records and updated internal databases to support document management.
Administrator
Army Welfare wives association ( AWWA)
01.2015 - 08.2017
- Handled sensitive information discreetly, maintaining strict confidentiality at all times as required by Organization AWWA policy or legal regulations.
- Maintained personnel records and updated internal databases to support document management.
- Training of family members of Army personnel's battle casualties, War widows.
- Conducting capsule courses of soft skill development for Jawans and their wives, mentoring of nursery classes at Agnibaaz Army pre- primary school
Education
MBA -
Marathwada University
Aurangabad 01.2013 - 1 2015
BBA -
Marathwada University
Aurangabad 07.2009 - 1 2012
Skills
- Client Relation
- Goal oriented mindset
- Cross selling proficiency
- Account management
- Leadership qualities
- Analytical Skills
Key Awards/Recognition
- 2024- HDFC Bank Ltd -Plaque of Honor for outstanding performance.
- 2023 and 2024- Consistently qualified and honored at the prestigious MDRT( Million Dollar Round Table conference for exceeding Insurance targets )- Budapest, Hongkong, Philippines, South Korea and Malaysia destinations.
- 2023 & 2024- Inner Circle Club Award of excellence from Branch Banking Head. Goa, Cordelia Cruise.
- 2023-MD and CEO Appreciation.
Timeline
Preferred Relationship Manager
HDFC Bank Ltd
05.2022 - Current
Relationship Manager – Retail Banking
ICICI Bank Ltd
01.2022 - 05.2022
Office Cluster Co Ordinator Rest of Maharashtra Circle 2
HDFC Bank Ltd
08.2020 - 12.2021
Centre Head
Jadhavar Smart Digital classes
08.2018 - 08.2020
Administrator
Shamit School
01.2015 - 08.2017
Administrator
Army Welfare wives association ( AWWA)
01.2015 - 08.2017
MBA -
Marathwada University
01.2013 - 1 2015
BBA -
Marathwada University
07.2009 - 1 2012
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