Skills Gained
Client Relationship Management, Financial Planning, Credit Analysis, Compliance Management, and Process Optimisation.
Primary Responsibilities
Managed client relationships, onboarded new clients, enhanced client portfolios through personalised financial planning and strategic credit service recommendations, and optimised loan sanction processes.
Details
Time Frame:
Jan 23 – Jul 23
Role:
Business Development Manager
Involvement:
Team Management, Consulting
Contribution to Mission
Supported HDFC Bank’s mission by improving client satisfaction, streamlining financial services, and ensuring compliance, which enhanced the bank’s reputation and operational efficiency.
Specific Projects and Contributions:
Successfully onboarded nine new clients with seamless account setup, enhancing client satisfaction scores by 20%. Enhanced client portfolios by 15% by delivering personalised financial planning to 14 clients and strategic credit service recommendations based on requirements. Optimised loan sanction processes for eight companies and conducted ratio analysis for 40 firms, expediting approvals and reinforcing risk assessment.