AMRITEESHWAR RAI

502, Sector-22, Faridabad-121005, Haryana

Phone: 0129-4177502 / Mobile: 09717731022
Email: rai.amriteshwar@gmail.com

Seeking assignments in Banking with an organization of repute.

SYNOPSIS

A result oriented professional with over 6 years experience in Branch Operations, encompassing Sales and
Marketing, Business Development Client Relationship Management, Team Management and MIS in the
Banking Sector. Last assignment held with HDFC Bank as ICRM “Imperia Client Relationship Management”.
Possess a flexible and detail oriented attitude. Leading, training and monitoring the performance of team
members to ensure efficiency in meeting of targets and sales operations.

ORGANIZATIONAL EXPERIENCE

HDFC Bank Ltd. Since May’03

The Growth Path

Imperia Client Relationship Manager Dec’08-Oct’09

Relationship Manager Apr ’06-Nov’08
Personal Banker Dec'04-Mar'06
Senior Sales officer May’03-Nov’04

Accomplishments

As Imperia Client Relationship Manager

 As Imperia Relationship Manager handled a group of High Net Worth Imperia Clients of 5 branches in Faridabad.
 Profiling Customers and provide financial products to meet customer needs.
 Deepen the relationship by Cross selling Banks Products and Services according to Customer Needs.
 Increase liabilities size of relationship via balances in accounts of existing customers.
 Enhance and Retain customer profitability by capturing larger share of Wallet.
 Ensure profitability of the portfolio: Generate high Income per Customer.
 Acquire new customers who meet product criteria through cross-referencing.
 100% YTD achievement of Income targets till Oct’09

As Relationship Manager
 Effective in handling a portfolio of HNW clients of the branch.
 Demonstrated excellence in managing the new acquisition of current account and saving account.
 Distinguished efforts towards handling the cross selling of various products such as mutual fund,
insurance and asset products such as new car loan, used car loan, business banking, mortgages, loan for
commercial vehicle to HNW clients.
 Rewarded as key performer of the cluster.
 Distinction of managing Trade Finance and Forex transaction.
 Played a pivotal role in managing the portfolio of the HNW clients and NRE clients overseas for the
investment made in mutual fund and insurance.
 More than 100% YTD achievement of the overall Income target in the Score Card.
 Tier 1 rating (Outstanding Performance) for FY’ 07-08 in the Annual Performance Appraisal.
 Rewarded as Best Relationship Manager for FY’ 07-08.

As Personal Banker
 Adept at handling key clients of branch such as HNI's and managing a portfolio of 250 groups.
 Successful in achieving branch targets in all third party products such as Insurance, Mutual Fund.
 Distinguished efforts towards achieving targets in asset products such as car loan, personal loan, home
loans, business banking.
 Played a pivotal role in handling the productivity targets of the personal banker with an average of 8.34
Vis a vis target of 4.72 products on a monthly basis.
 Distinction of gaining an income of Rs 12 lacs in 10 months Vis a vis target of Rs 7 lacs 50 thousand for
third party products.
 Successful in achieving the target for Credit Card, Demat account and HSL (On Line Trading Account).
 Liaisoning with the department of verification unit for smooth account opening process.
 Ensuring adherence of audit and compliance for all the operation part.
 Rewarded and certified for :
o Outstanding performance in life insurance business.
o Excellent business in life insurance at SBP meet held in Goa.
o Splendid performance in non resident account acquisition.
 o Best PB in cluster.

As Senior Sales Officer

 Liaisoning with walk-in customer of bank regarding CASA A/C opening and term deposits and managing
business from outside.
 Successful in achieving the account opening targets assigned.
 Played a pivotal role in managing the cross sales of customers asset products such as car loans, personal
loans and two-wheeler loan.
 Effective in promoting direct banking channels.
 Distinguished efforts towards selling third party products to customers such as Mutual Funds, Insurance.

The Key Result Areas

Client Relationship Management

 Managing customer service operations, ensuring customer delight by achieving delivery and quality
service in the shortest possible time.
 Building, nurturing and maintaining healthy, cordial mutually beneficial business relationship with
customers.
 Providing value added customer services, attending customer queries and issues, handling customer
grievances.
 Responsible for nil customer complaints on performance bottlenecks and resolving them, if any, within
the shortest possible time.

Team Management
 Leading, mentoring and monitoring the performance of the team to ensure efficiency in process
operations and meeting of individual and group targets.
 Creating and sustaining a dynamic environment that fosters development opportunities and motivates
high performance amongst team members.

Sales and Marketing

 Managing the sales and marketing operations and accountable for increasing sales growth.
 Driving sales initiatives to achieve business goals and managing the frontline sales team to achieve those
goals.

Business Development
 Effectuating pre-planned sales strategies for accomplishment of performance milestones.
 Utilizing market information and personal network to develop marketing intelligence for generating leads.
 Evolving market segmentation and penetration strategies to achieve targets.
 Conducting competitor analysis by keeping abreast of market trends to achieve market share metrics.

ACADEMIA

PGDM Institute of Technology and Science, 2003

Post Graduate Diploma in Management Mohan Nagar, Ghaziabad
Marketing and Finance

Diploma in Computer Studies Informatics Computer Institute 1998

B.A. Purvanchal University 2001

PERSONAL DETAILS

Date of Birth : 1st January 1980

Permanent Address : A-5, D.I.G. Colony, Varanasi