Karandeep Singh
Gurdaspur
Summary
Capable Assistant Relationship Manager experienced in developing customized solutions to meet wide-ranging customer needs. Strong collaborator and active listener with excellent verbal and written communication skills. Offering 4 years track record of success in Banking. Skilled at building and deploying strategic and tactical approaches in local, regional, national and global marketing. Promotes organization, improving visibility and networking effectively at conferences, trade shows and media events. Excellent public speaker. Charismatic Relationship Manager focused on developing strategic business opportunities by delivering exemplary service to each client's individual needs. Respected professional with exceptional knowledge regarding risk management.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Relationship Associate
Max Life Insurance Company Limited , Yes Bank
07.2024 - Current
- Identified areas of improvement in internal processes, implementing changes that increased efficiency and quality of service delivery.
- Participated in regular training sessions to stay current on industry trends and emerging products or services.
- Supported special projects as needed under the guidance of senior Relationship Managers, gaining valuable exposure to high-level strategies.
Assistant Relationship Manager
PNB Met Life Indian Insurance Company Limited
07.2022 - 06.2024
- Monitored issues carefully and reached out to customers to provide immediate resolution and maintain satisfaction
- Generated new business and referral clients in partnership with financial advisors and branch team
- Worked with clients to address and respond to client and partnership management issues
- Supported end-to-end credit management process, submitted complete loan documentation and supported credit originations for credit compliance
- Achieved goals for sale of bank products and services and exceeded performance metrics for customer service
- Networked with business leaders and executives to identify clientele within local community
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products
Rural Sales Executive
HDFC Bank
11.2019 - 07.2022
- Drove year-over-year business growth while leading operations, strategic vision and long-range planning
- Generated new business with marketing initiatives and strategic plans
- Built relationships with colleagues to facilitate teamwork, cooperation and success
- Completed and submitted monthly and yearly reports to support executive decision making
Education
Bachelor Of Business Administration's - Business
Sukhjinder Group of Institutes
04.2017
10+2 - Commerce
Army School
04.2012
Skills
- Computer literate
- Companionship and emotional support
- Sales Management
- Competitive Analysis
- Team Management
- Microsoft Office
- Investment and Wealth Planning
- Loans
- Financial planning processes
- Banking Client Relationships
- Financial Advising
- Cash Handling
- Asset Management
Certification
Rural Sales Executive, 11/01/19 - Present
Languages
Punjabi
Hindi
English
Personal Information
- Date of Birth: 03/23/95
- Marital Status: Single
Awards
- Quick start
- Fast start
- Rising star
Professionalreferences
- Sanjeet Singh, HDFC Bank, 6239400174
- Shivam Sharma, PNB Met Life, 8556000110
Timeline
Relationship Associate
Max Life Insurance Company Limited , Yes Bank
07.2024 - Current
Assistant Relationship Manager
PNB Met Life Indian Insurance Company Limited
07.2022 - 06.2024
Rural Sales Executive
HDFC Bank
11.2019 - 07.2022
Bachelor Of Business Administration's - Business
Sukhjinder Group of Institutes
10+2 - Commerce
Army School
Rural Sales Executive, 11/01/19 - Present
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