ANURUDDH YADAV
Fremont,California
Summary
Determined banking professional eager to apply financial knowledge and sales negotiation skills. Collaborative individual communicates with tact and diplomacy to internal and external customers. Researches and pursues new sales prospects to build strong base of clientele.
Overview
14
14
years of professional experience
2
2
years of post-secondary education
4
4
Certifications
Work History
Licensed Relationship Banker
JPMorgan Chase
05.2023 - Current
- Streamlined account opening processes for new clients, resulting in higher client retention rates.
- Enhanced customer satisfaction by promptly addressing inquiries and providing tailored financial solutions.
- Ensured regulatory compliance by accurately completing documentation and adhering to bank policies.
- Exceeded personal sales goals consistently, contributing significantly towards the branch''s overall success.
- Improved customer experience with thorough product knowledge and prompt issue resolution.
- Strengthened referral partnerships with business lines across the bank to maximize cross-selling potential.
- Boosted sales of investment products by conducting financial needs assessments and recommending suitable options.
- Maximized cross-selling opportunities by proactively identifying customers'' unmet financial needs.
- Developed strong client relationships through consistent follow-ups and personalized banking advice.
- Provided exceptional service to high net worth clients, building trust and fostering long-term relationships.
- Resolved customer complaints and disputes to maintain satisfaction and loyalty.
- Educated customers on various lending options available, empowering them to make informed decisions about their finances.
ASSISTANT VICE PRESIDENT
Au Small Finance Bank
2 2021 - 12.2022
- Reach out to prominent individuals or businesses to attract new high net-worth clients
- Generate new business for the bank through various products like CASA & Deposits
- Generate revenue through cross selling Insurance, Mutual funds, PMS, Stock Trading, Foreign exchange and Mortgages
- Achieve sales goals and service targets by cultivating and securing new customer relationships
- Communicated with leadership teams to assist with administrative initiatives and decisions and attended weekly meetings to support policy changes
- Increased revenue by implementing effective sales strategies in the sales cycle process from prospecting leads through close
- Researched sales opportunities and possible leads to exceed sales goals and increase profits
- Attended weekly meetings and special sessions of Leadership and Executive Leadership Teams and contributed to major administrative initiatives, policies and decisions
- Comply with KYC/SEBI/RBI rules, regulations, and legislation governing the Bank
Wealth Manager
AXIS BANK LTD
10.2019 - 01.2021
- Provide financial solutions to the Burgundy customers while maintaining high service standards
- Maintain complete customer profile including the risk profile, demographics and assets in the bank
- Enrich relationships and garner higher wallet share through customer engagement activities
- Deepen the existing relationships by cross selling the Bank's products and services/ third party investment products
- Identify potential customers who can be sold tailored products to enhance product penetration
- Acquire new customers by converting referral leads
- Achieve targets as assigned by the organization on a monthly basis
- Record and track all engagement activities through the CRM system
- Built and maintained relationships with new and existing clients while providing high level of expertise.
Wealth Relationship Manager
INDUSIND BANK LTD
05.2016 - 10.2019
- Assisted clients in making beneficial and strategic decisions regarding investments, low-cash financing and sourcing overseas clients
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities
- Sold consumer Banking products, Life Insurance, General Insurance and Mutual Funds, etc
- Providing every financial solution, related to liability or assets side of banking for Saving, Current, NRE, NRO Accounts, Deposits, Insurance, Investments, Mutual funds, Stock broking, Forex, loans and Mortgages
- Conduct risk profiling of all mapped clients for better advisory on their personal banking investment needs as well as Business needs for Loans and advances.
Manger-Financial Partner- Global Indian Business
Yes Bank
12.2013 - 04.2016
- To generate business from NRI customers for the organization
- Creating and maintaining the relationships with the corporate and retail customers
- Providing every financial solution, related to liability or assets side of banking for NRIs like NRE /NRO a/c, Deposits, Insurance, Investments, Mutual funds, Online stoke broking, Foreign Exchange and Home loan
- Assisted customers with needs such as opening accounts, depositing or transferring funds, updating account details and signing up for new services.
Personal Banker
HDFC BANK
10.2012 - 09.2013
- Reached out to all mapped clients and cross selling as many products as possible
- Provided seamless and superior service delivery
- Assisted customers with setting up or closing accounts, completing loan applications and signing up for new services
- Networked to increase client base and encourage existing clients to expand financial portfolios.
Branch Banking Relationship Officer
ICICI BANK
07.2010 - 09.2012
- Enhanced sales operations through development of new sales strategies, cold calling techniques and customer follow-up
- Maintained in-depth understanding of bank operations, products and services
- Built and deepened long-term relationships with customers
- Liaised with clients by phone, email and text messaging to meet client needs and define expectations
- Generated new business and referral clients in partnership with financial advisors and branch team.
Education
MBA - Business Administration
IMT
Ghaziabad India Current -
Master of Economics - Economics
CSJM University Kanpur
Kanpur, India 01.2008 - 05.2010
Skills
Personal Banking
Client Relationship Building
Retirement planning
Portfolio Analysis
Asset Allocation
Investment Management
Financial Planning
Wealth Management
Relationship building and management
Customer Service-Oriented
Sales expertise
Financial Advising
Bank Operations
Prospecting
Sales Strategies
Cold Calling
Customer Engagement
Customer Relationship Management
Annuities
Insurance Business
Certification
Series 63
Workauthorization
United States
Personal Information
- Date of Birth: 07/01/84
- Gender: Male
- Nationality: Indian
- Marital Status: Married
Languages
Hindi - Fluent
English - Advanced
Hindi
English
Awards
- Excellence award in Business for the month of Oct'16
- Excellence award in General Insurance Business
- Excellence award in Mutual Fund
- Zones Leader in CASA award
- Zones Leader in Life Insurance Award
- Outstanding Performance in Credit Card Business Award
- MBA from IMT, Ghaziabad
- IRDA CERTIFIED
- Mutual Fund Distributors Certification
- Depository Operations Certification
Timeline
Licensed Relationship Banker
JPMorgan Chase
05.2023 - Current
Wealth Manager
AXIS BANK LTD
10.2019 - 01.2021
Wealth Relationship Manager
INDUSIND BANK LTD
05.2016 - 10.2019
Manger-Financial Partner- Global Indian Business
Yes Bank
12.2013 - 04.2016
Personal Banker
HDFC BANK
10.2012 - 09.2013
Branch Banking Relationship Officer
ICICI BANK
07.2010 - 09.2012
Master of Economics - Economics
CSJM University Kanpur
01.2008 - 05.2010
ASSISTANT VICE PRESIDENT
Au Small Finance Bank
2 2021 - 12.2022
MBA - Business Administration
IMT
Current -