Tashi Sharma
Banker/HNI Portfolio Manager/Investment Advisor
Summary
Driven Relationship Manager focused on deepening client relationships by providing superior service and support. Outgoing and ambitious professional with Five year's experience in Banking Industry.
Overview
4
4
years of professional experience
Work History
Imperia/Preferred Relationship Manager
HDFC BANK LTD
09.2020 - 12.2022
- As an Imperia/ Preferred relationship manager my job was to handle high net worth customers.
- Was managing a portfolio of more than 100 Crores with a direct dealing with HNI clients, Main key decision makers like MD, CEO's & CFO's.
- Majority of my portfolio consisted of CASA and Deposits.
- My job was to build different strategies and promotional activities to engage more clients towards the financial investment markets.
- Monitor financial market trends and advise HNI clients with the best insurance and mutual fund plans in order to ensure higher market returns and achievements of their financial goals.
Preferred/Classic Relationship Manager
HDFC BANK LTD
07.2018 - 12.2020
- As a classic relationship manager, I was handling a portfolio of 25 crores within the industries of insurance, mutual funds, finance and various assets with a revenue generation of over 50 Lacs.
- Assisting HNI clients with different loan opportunities equivalent and providing them with best financial solutions in order to meet their financial requirements.
- Advise the clients with correct information of the RBI guidelines and guide them with the financial investment standards and practices.
- To evaluate the clients' profile and recommend financial investment products accordingly as well as to monitor their portfolio for further growth.
Education
Master of Arts - International Relations
University of Leeds
London, United Kingdom 04.2001 -
Bachelor of Arts - History (hons)
Kamala Nehru College
New Delhi, India 04.2001 -
Skills
Cross-selling proficiency
Compliance awareness
Leadership qualities
Goal-oriented mindset
Portfolio management
Strong interpersonal skills
Customer service
Relationship management
Attention to detail
New business development
Client acquisition
Sales proficiency
Career Highlights
- Got Three promotions in Three years
- Recognized as the Key Performer and Exceptional contributor for Financial Year 2020-2021.
- Awarded and certified by Business Banking Head of HDFC Bank Ltd for Personal Loan achievement in September 2019.
- Awarded as the highest performing resource in Personal Loan business with disbursement of 1Cr in a month in July 2020.
- Awarded as the best performer in Contest drive for personal loan- Lunch with Boss in November 2020.
- Awarded and certified for exceptional performance in cluster in Mutual Fund(SIP) Contest by UTI AMC.
- Best performers award in auto loans for disbursement of 50Lacs car loan in single ticket.
- Awarded and certified as the best Contributor for DR BBH Cluster in H-1 by Cluster Head.
- Certified for achieving the target Online General Insurance Drive in June 2019.
- Awarded and certified for the best performance in General Insurance both in Life +Non Life drive in December 2020.
- Awarded and certified by HDFC Bank Ltd Country Head for achieving AutoPay Bonanza Contest in 2021.
- Awarded and certified for achieving highest CASA numbers throughout the year.
- Recognized amongst best performer Pan India.
Timeline
Imperia/Preferred Relationship Manager
HDFC BANK LTD
09.2020 - 12.2022
Preferred/Classic Relationship Manager
HDFC BANK LTD
07.2018 - 12.2020
Master of Arts - International Relations
University of Leeds
04.2001 -
Bachelor of Arts - History (hons)
Kamala Nehru College
04.2001 -
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