Devansh Choudhary
Guelph,Ontario
Summary
Business-driven Relationship Manager always finding successful ways to acquire new clients and foster lucrative relationships. A determined leader with over 8 years of assisting clients with their financial needs through offering dynamic collaboration and decision making skills.
As a dedicated and reliable student with strong time management skills and a passion for learning, I am seeking a part-time position to contribute my enthusiasm and work ethic while gaining practical canadian experience.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Relationship Manager
Kotak Mahindra Bank
01.2024 - 04.2024
- Welcomed customers warmly and met their banking service and transactional needs with seamless execution.
- Offered advice and guidance on available digital and self-serve options to make banking easy, simple, and fast.
- Reviewed customer profiles and engaged in needs-based conversations to identify potential opportunities and address everyday banking plans and credit card needs.
- Probed to understand customer personal banking and credit card needs and integrated marketing promotions and programs into customer conversations to provide strategic advice.
- Protected the Bank’s assets in compliance with all regulatory, legal, and ethical requirements.
Relationship Manager
ICICI Bank
10.2022 - 12.2023
- Identified customer needs and initiated referrals to colleagues for specialized services.
- Supported customer requests for banking services, including handling transactions and assisting walk-in customers.
- Participated in staff meetings to discuss innovative strategies to improve services.
- Maintained knowledge on banking products and distribution to provide optimal service support.
- Conducted financial due diligence on potential investments and acquisitions.
- Complied with established internal controls and policies.
- Identified and reported suspicious patterns of activity.
- Contributed to meeting branch business results and enhancing the customer experience.
Relationship Manager
HDFC Bank
03.2020 - 10.2022
- Conducted financial due diligence on potential investments and acquisitions.
- Performed banking, business administration and financial tasks to guarantee five-star service for clients.
- Reviewed customers profiles and engaged in needs-based conversations to identify potential opportunities and address everyday banking plans and credit card needs.
- Maintained current knowledge of personal banking products, practices, and trends and integrated them into customer conversations.
Relationship Manager
Axis Bank
07.2018 - 03.2020
- Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Maintained knowledge on banking products and distribution to provide optimal service support.
- Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
Relationship Manager
IndusInd Bank
04.2016 - 07.2018
- Welcomed walk ins customers warmly and met their banking service and transactional needs with seamless execution.
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
- Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
- Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
Education
Post Graduate Certificate in Predictive Analytics -
Conestoga College
Milton, ON05.2025
MBA -
GB Pant University of Agriculture & Technology
India04.2016
Bachelor of Technology -
Uttar Pradesh Technical University
India07.2012
Skills
- Client acquisition
- Relationship building and management
- Product Recommendations
- Business relationship cultivation
- Customer Relationships
- New Business Development
- Customer Portfolio Management
- Communication skills
- Teamwork skills
- Digital literacy
- Attention to detail
- Adaptability
- Time management skills
- Work ethics
- Excellent written communication skills including reports, emails, and documentation
- Proficient in Microsoft Office
Certification
Valid class G driving license
Accomplishments
- Awarded by the best employee of the year in April 2022
- Awarded by SILVER STAR award for outstanding performance in business in June 2022
- Volunteered in New Delhi Society for Cultural Heritage, India (NGO) for restoration of shelters and livelihood for underprivileged people of New Delhi, India in August 2023
Languages
English
Full Professional
Hindi
Native or Bilingual
Punjabi
Professional Working
Additional Information
My unique strength lies in my adaptability and ability to quickly master new skills. No matter the task, I bring a can-do attitude and a commitment to learning, allowing me to excel in any role and take on diverse challenges with confidence.
Software
Python
R
Excel
Timeline
Relationship Manager
Kotak Mahindra Bank
01.2024 - 04.2024
Relationship Manager
ICICI Bank
10.2022 - 12.2023
Relationship Manager
HDFC Bank
03.2020 - 10.2022
Relationship Manager
Axis Bank
07.2018 - 03.2020
Relationship Manager
IndusInd Bank
04.2016 - 07.2018
Post Graduate Certificate in Predictive Analytics -
Conestoga College
MBA -
GB Pant University of Agriculture & Technology
Bachelor of Technology -
Uttar Pradesh Technical University
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