Puneet Dawar
Financial Advisor
Adelaide,South Australia
Summary
Highly efficient and professional individual dedicated to adding value to organizations in a professional manner. Committed to achieving senior satisfaction by consistently delivering high-quality work. Possessing over 9 years of experience, I have a strong understanding of branch operations, focusing on responsibilities such as audit, service quality, KYC parameters, and relationship handling. Additionally, I excel in cross-selling various products including SB and CA accounts, time deposits, insurance, mutual funds, and asset relationships. My ability to build and maintain healthy client relationships has resulted in successful business generation and the accomplishment of operational, business, and corporate goals. Known for exceptional communication skills and strong interpersonal abilities, I am also highly analytical and adept at problem-solving and organization. Recognized with multiple Silver Star awards for excellence in operational work, customer service, and sales targets, as well as a gold star award for the NTC Forex contest. Furthermore, I have qualified for MDRT twice, once in 12/2020 (Singapore) and again in 08/2021 (Boston, USA). Consistently part of the Talent Pool/Key Performer Staff of the bank for the past 4 years.
Overview
10
10
years of professional experience
13
13
years of post-secondary education
Work History
Assistant Vice President II
Indusind Bank Ltd
10.2023 - 09.2024
- Managing Pioneer client portfolio of around 55 Cr liability base of the branch comprising 185 groups
- Cross selling being as part of my prime focus area, have achieved good scorecard in Third Party Products like MF and LI, FDRs as well as CASA Accounts
- Ensure meeting my month-on-month cross sell targets for various products like savings and current account numbers, credit cards as well
- Customer oriented approach with good relationship with customers and helping them to know about the bank policy as well as products and help them to choose the best for them.
Senior Manager
HDFC Bank Ltd
02.2021 - 09.2023
- Managing Imperia Client portfolio of around 225 Cr liability base of the branch comprising 170 imperia groups
- Cross selling being as part of my prime focus area, have achieved good scorecard in Third Party Products like MF, LI and GI, FDRs as well as CASA Accounts
- Ensure meeting my month-on-month cross sell targets for various products like insurance general and life both, Different loans, credit limits and overdraft facilities, credit cards, etc
- Customer oriented approach with good relationship with customers and helping them to know about the bank policy as well as products and help them to choose the best for them
- Appraising the subordinates from time to time with the newly laid down processes and guidelines of the bank
- Qualified for MDRT in August 2021 (USA)
Manager
HDFC Bank Ltd
07.2018 - 01.2021
- Managing Client portfolio of around 55 Cr liability base of the branch comprising 200 preferred and imperia HNI clients
- Cross selling being as part of my prime focus area, have achieved good scorecard in Third Party Products like MF, LI and GI, FDRs as well as CASA Accounts
- Ensure meeting my month-on-month cross sell targets for various products like insurance general and life both, Different loans, credit limits and overdraft facilities, credit cards, etc
- Qualified for MDRT in December 2020 (Singapore)
Deputy Manager
HDFC Bank Ltd
04.2017 - 06.2018
- Managing portfolio given by the bank and taking care of the branch annual target of NAV solely
- Had the NAV target of 1.2 Cr in that FY and over achieved the same by doing 2.3 Cr NAV for self sourced Current account in the FY 2017-2018
- Cross selling being as part of my prime focus area, have achieved good scorecard in Third Party Products, Gold Sales, and FDRs as well as CASA Accounts
- The major achievement is acquired relationship of 1crore in a single day compromising of 7 savings and 4 current accounts
- Ensure meeting my month-on-month cross sell targets for various products like insurance general and life both, Different loans, credit limits and overdraft facilities, credit cards, etc
- The Biggest account of renowned client of the town was shifted from CITI bank which has an average balance of around 1 Cr
Assistant Manager
HDFC Bank Ltd
05.2016 - 03.2017
- Cross selling being as part of my prime focus area, have achieved good scorecard in Third Party Products, Gold Sales, and FDRs as well as CASA Accounts
- The major achievement is acquired relationship of 1crore in a single day compromising of 7 savings and 4 current accounts
- Ensure meeting my month-on-month cross sell targets for various products like insurance general and life both, Different loans, credit limits and overdraft facilities, credit cards, etc.
Management Trainee
HDFC Bank Ltd
03.2015 - 05.2016
- Worked as Teller and being on such position, I was responsible for all managing the teller area and related bank process
- Plan daily operations to ensure effective implementation of the laid down processes and policies of the bank from time to time
- Met all my MOM cross sell targets
- Developed cordial relations with customer to help provide them excellent customer service and also cross sell different products of the bank.
Education
Bachelors of Commerce - Financial Accounting
Atam Valabh Jain College - Panjab University
Ludhiana, IN 04.2001 - 04.2014
10+2 - undefined
Commerce from DAV Public School, Kullu (CBSC)
10th - undefined
DAV Public School, Kullu (CBSE)
Skills
Operations Management
Personal Information
- Date of Birth: 03/09/93
- Marital Status: Married
Languages
English
Upper intermediate (B2)
Hindi
Bilingual or Proficient (C2)
Software
Microsoft office 365
Wealth management platforms
Database management
Book keeping
Basket ball and table tennis
fond of playing both the games on weekends
Timeline
Assistant Vice President II
Indusind Bank Ltd
10.2023 - 09.2024
Senior Manager
HDFC Bank Ltd
02.2021 - 09.2023
Manager
HDFC Bank Ltd
07.2018 - 01.2021
Deputy Manager
HDFC Bank Ltd
04.2017 - 06.2018
Assistant Manager
HDFC Bank Ltd
05.2016 - 03.2017
Management Trainee
HDFC Bank Ltd
03.2015 - 05.2016
Bachelors of Commerce - Financial Accounting
Atam Valabh Jain College - Panjab University
04.2001 - 04.2014
10+2 - undefined
Commerce from DAV Public School, Kullu (CBSC)
10th - undefined
DAV Public School, Kullu (CBSE)
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