Manmeet Singh Chauhan
Brampton,ON
Summary
Dynamic Financial Services Representative with HDFC Bank, adept at enhancing client satisfaction through tailored financial advice and strategic relationship building. Proven track record in managing high-net-worth portfolios and reducing operational costs. Skilled in records management and project management, with a strong focus on achieving organizational objectives and improving overall service delivery.
Overview
15
15
years of professional experience
Work History
Financial Services Representative
HDFC Bank
03.2022 - 02.2025
- Maintained accurate records, ensuring timely processing of invoices, payments, and financial reports.
- Managed files and records for clients and adhered to safety procedures to prevent breaches and data misuse.
- Updated reports, managed accounts, and generated reports for company database.
- Enhanced overall office productivity through effective staff management and coordination of daily tasks.
- Improved communication within the organization through regular updates on policies, procedures, and key events.
- Supervised and guided new employees and responded quickly to questions to improve understanding of job responsibilities.
- Assisted in achieving company objectives through active participation in strategic planning sessions and goal setting initiatives.
- Reduced expenses by negotiating with vendors for cost-effective supply contracts and services.
- Increased customer service success rates by quickly resolving issues.
- Maintained up-to-date knowledge of industry regulations, trends, and best practices to provide informed advice to clients.
- Increased client satisfaction by providing tailored financial advice and investment recommendations.
- Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
- Assessed credit applications accurately by analyzing applicants'' financial history, income stability, and repayment capability.
- Assisted clients in navigating complex financial situations, offering solutions that met their unique needs.
- Conducted regular reviews of client portfolios to ensure alignment with risk tolerance and investment objectives.
- Negotiated with product providers to secure exclusive deals, offering clients competitive investment options.
- Conducted financial planning workshops, empowering clients with knowledge to make informed investment decisions.
- Assisted clients in navigating life-changing financial decisions, such as retirement planning and estate management.
- Managed portfolio of high-net-worth clients, consistently meeting and exceeding financial service expectations.
- Organized community financial literacy programs, boosting company's brand presence and attracting new clients.
- Developed and maintained strong client relationships to understand financial goals and provide tailored advice.
- Negotiated and managed financial contracts with vendors and suppliers.
Personal Banker
HDFC Bank
03.2015 - 02.2022
- Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
- Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
- Improved customer satisfaction by providing personalized banking solutions and exceptional service.
- Managed deposits, withdrawals and wire transfers to process smooth banking transactions for clients.
- Promoted financial products by maintaining excellent service offering knowledge.
- Boosted sales of bank products through effective cross-selling and up-selling techniques.
- Cross-sold bank products and services to meet customer needs and provide options.
- Enhanced client retention with proactive follow-ups and timely resolution of account issues.
- Processed customer requests for statements, ordering additional checks, and updating customer personal information in database.
- Leveraged advanced knowledge of banking products/services to deliver custom presentations that effectively addressed unique client needs.
- Worked closely with management to strategize sales techniques to increase branch production and customer service.
- Expanded client base by promoting new financial products.
- Increased branch revenue by cross-selling banking products tailored to individual client needs.
Cashier
Bank Of Baroda
06.2010 - 02.2015
- Greeted customers entering store and responded promptly to customer needs.
- Welcomed customers and helped determine their needs.
- Operated cash register for cash, check, and credit card transactions with excellent accuracy levels.
- Built relationships with customers to encourage repeat business.
- Maintained a balanced cash drawer, ensuring accurate accounting at the end of each shift.
- Restocked and organized merchandise in front lanes.
- Assisted customers with returns, refunds and resolving transaction issues.
- Counted money in cash drawers at beginning and end of shifts to maintain accuracy.
- Resolved customer complaints professionally, leading to improved customer relations and loyalty.
- Handled multiple payment methods securely, minimizing discrepancies and potential losses.
- Enhanced customer satisfaction by providing efficient and accurate cash transactions.
- Mentored new employees on cashier duties and best practices, improving overall staff performance.
- Streamlined checkout process for increased efficiency and reduced waiting times.
- Managed cash drawer accurately, ensuring all transactions balanced at end of day.
Education
PGDM - Business Accountancy
Chetana’s Institute of Management & Research
Bandra Mumbai05.2010
Bachelor Of Commerce - Accounting And Finance
St. Thomas College
Bhilai Chhattisgarh 04.2008
Skills
- Financial services
- Customer relationship management
- Cash management
- Cash handling
- Financial product sales
- Customer relationship building
- Portfolio management
- Loan applications
- Relationship management
- Financial markets
- Financial planning
Languages
English
Native or Bilingual
Hindi
Native or Bilingual
Punjabi
Native or Bilingual
Additional Information
House Captain at School & Loves Sports Very Much
Hobbies
Reading Books
Playing Cricket
Exercising
Timeline
Financial Services Representative
HDFC Bank
03.2022 - 02.2025
Personal Banker
HDFC Bank
03.2015 - 02.2022
Cashier
Bank Of Baroda
06.2010 - 02.2015
PGDM - Business Accountancy
Chetana’s Institute of Management & Research
Bachelor Of Commerce - Accounting And Finance
St. Thomas College
Similar Profiles
KAMALA SUBRAMANIANKAMALA SUBRAMANIAN
Senior Vice President and Unit Head at HDFC Bank Limited, HDFC BankSenior Vice President and Unit Head at HDFC Bank Limited, HDFC Bank
Jignesh PatelJignesh Patel
Relationship Manager at HDFC Sales Pvt. Ltd. (Group Company Of HDFC Bank)Relationship Manager at HDFC Sales Pvt. Ltd. (Group Company Of HDFC Bank)
Prodip SahaProdip Saha
Collection Officer at HDFC Bank, Bajaj Finance, Axis Bank, IDFC BankCollection Officer at HDFC Bank, Bajaj Finance, Axis Bank, IDFC Bank
Rajan GargRajan Garg
Assistant Manager at HDFC Bank LTD (HDFC Sales Pvt Ltd)Assistant Manager at HDFC Bank LTD (HDFC Sales Pvt Ltd)
Mayuri GourMayuri Gour
Integrated Solutions Documentation Engineer at KION GroupIntegrated Solutions Documentation Engineer at KION Group