Summary
Overview
Work history
Education
Skills
Websites
Accomplishments
Personal Information
References
Timeline
Generic
Udey Singh

Udey Singh

Wolverhampton,UK

Summary

Dynamic and results-driven Senior Relationship Manager with over 12 years of experience in business banking, specializing in relationship management, business development, and financial advisory services. Proven track record of exceeding lending and savings targets, growing portfolios, and driving customer acquisition by 200% in 6 months. Adept at building long-term client relationships, strategising tailored financial solutions, and leading high-performing teams. Recognized as a top performer regionally and nationally, with expertise in real estate lending, risk management, and innovative prospecting tools.

Overview

21
21
years of professional experience
4
4
years of post-secondary education

Work history

Branch Manager / Senior Relationship Manager

Habib Bank AG Zurich
04.2021 - 06.2025
  • Grew branch lending book by 52% (£23M to £35M) in 6 months, specializing in commercial and residential real estate lending.
  • Awarded Employee of the Year 2023 for exceptional performance in lending growth and client acquisition.
  • Exceeded annual account opening target by 200% and increased deposits by £5M in Q1 2023.
  • Introduced “Fullcircl” prospecting tool, streamlining client acquisition and pending bank-wide adoption.
  • Deputised for Area Head, overseeing three Midland branches and implementing a “Local Lending Policy” to drive regional growth.
  • Coached Relationship Support Officer to Junior Relationship Manager, enhancing team capability.
  • Ensured 100% compliance in branch risk prevention and staff coaching initiatives.
  • Improved branch productivity by implementing efficient work schedules.
  • Organised local marketing activities, boosting brand visibility within community.
  • Optimised financial procedures for improved fiscal management.
  • Led team meetings to foster communication and collaboration.
  • Maintained inventory levels to meet customer demand without excess stockholding.
  • Liaised with clients, resulting in strong relationships and repeat business.

Commercial Field Relationship Manager

TSB Bank
06.2019 - 04.2021
  • Delivered best-in-class customer service, achieving 110% of lending and 105% of savings targets during COVID-19.
  • Secured £14.5M in CBILS and BBLS lending, the highest individual contribution in the Business Banking Channel.
  • Built a client portfolio from scratch and onboarded 14 new brokers, expanding lending opportunities in the dental market (£3M).
  • Mentored junior staff and earned Healthcare accreditation to support specialized lending.
  • Travelled extensively meeting clients across various regions establishing productive partnerships.

Commercial Relationship Manager

Lloyds Banking Group
10.2017 - 06.2019
  • Managed a portfolio of 250+ clients with £3M–£10M turnover, ranking #1 in lending among 215 colleagues.
  • Secured £1.1M in Enterprise Finance Guarantee funding for a West Midlands skip manufacturer.
  • Represented Lloyds at regional business events and trained new Relationship Managers in Wales and Telford.
  • Achieved 100% audit compliance in team quality assurance checks.
  • Managed corporate customer portfolio to strengthen long-term business relations.

Business Development Manager

Lloyds Banking Group
08.2015 - 10.2017
  • Drove business growth through strategic client engagement and relationship management.
  • Hosted local business events to enhance Lloyds’ regional presence.
  • Identified market trends, resulting in enhanced product offerings.
  • Secured new business opportunities by cultivating strong relationships with potential clients.

Telephony Business Banking Relationship Manager

Lloyds Banking Group
06.2014 - 08.2015
  • Ranked #1 in lending among 215 colleagues at Lloyds Banking Group (Colmore Row)
  • Delivered tailored solutions creating positive client experiences.
  • Delivered excellent customer service and proactively sought innovative ways to enhance service quality.
  • Advised clients on relevant insurance for maximised investment security.

Franchisee and Partner

Papa Johns
03.2011 - 10.2013
  • Launched and managed three franchise locations, achieving 20% year-on-year sales growth.
  • Recruited and led a team of 27 staff, negotiating supplier contracts to optimize costs.
  • Sold business for £650,000, earning “Best New Franchise Team” (2nd place) among 14 entrants.

Partner and Manager

Diva Restaurant
07.2004 - 03.2011
  • Co-managed a family restaurant, achieving a 5-star rating in local media.
  • Secured partnerships with Cineworld and NHS for exclusive team meeting venues.
  • Led a team of 15, negotiating with major suppliers to ensure operational efficiency.

Education

Diploma - Social Care and Criminal Justice

University of Wolverhampton
Wolverhampton
09.2008 - 07.2010

A-Levels - Physics (B), Psychology (B), Sociology (B), 7 GCSEs including Maths and English

St Thomas More
Wolverhampton
09.2002 - 07.2004

Skills

  • Business Development
  • Relationship Management
  • Lending Expertise
  • Risk Management
  • Compliance
  • Team Leadership
  • Mentorship
  • Prospecting
  • CRM Tools
  • Strategic Planning
  • Communication
  • Stakeholder Engagement
  • Microsoft Office
  • Banking Systems

Accomplishments

  • Award-Winning Performance, Won Employee of the Year at Habib Bank AG Zurich in 2023 for outstanding contributions to lending and client acquisition.
  • Top Performer, Ranked #1 in lending among 215 colleagues at Lloyds Banking Group (Colmore Row) and 1 for Business Bounce Back Loan among 28 peers at TSB Bank.
  • Lending Growth, Increased lending book from £23M to £35M in 6 months at Habib Bank AG Zurich, achieving 119% of lending target during COVID-19 (130% and 121% in prior years) in respective roles.
  • Customer Acquisition, Boosted new-to-bank account openings by 200% in 6 months at Habib Bank AG Zurich.
  • Innovation, Introduced and implemented 'Fullcircl' prospecting tool, enhancing client acquisition processes to Habib Bank AG Zurich. This has led to an overall uptick in deposits and lending.
  • Team Leadership, Mentored junior staff to secure promotions and devised career progression plans, including coaching a Relationship Support Officer to Junior Relationship Manager.
  • Awards, Shortlisted for Young Achiever of the Year at Lloyds Banking Group; led top regional team for lending and savings. Also, featured on promotional material for Lloyds Bank, West Midlands.

Personal Information

  • Hobbies: Thai Boxing, Cricket and Regular Gym Training
  • Title: Branch Manager / Senior Relationship Manager

References

References available upon request.

Timeline

Branch Manager / Senior Relationship Manager

Habib Bank AG Zurich
04.2021 - 06.2025

Commercial Field Relationship Manager

TSB Bank
06.2019 - 04.2021

Commercial Relationship Manager

Lloyds Banking Group
10.2017 - 06.2019

Business Development Manager

Lloyds Banking Group
08.2015 - 10.2017

Telephony Business Banking Relationship Manager

Lloyds Banking Group
06.2014 - 08.2015

Franchisee and Partner

Papa Johns
03.2011 - 10.2013

Diploma - Social Care and Criminal Justice

University of Wolverhampton
09.2008 - 07.2010

Partner and Manager

Diva Restaurant
07.2004 - 03.2011

A-Levels - Physics (B), Psychology (B), Sociology (B), 7 GCSEs including Maths and English

St Thomas More
09.2002 - 07.2004
Udey Singh