Summary
Overview
Work History
Education
Skills
Affiliations
Certification
Languages
Timeline
Hi, I’m

Varun Mahajan

Bangor,United kingdom
Varun Mahajan

Summary

Offering strong communication and interpersonal skills to build and maintain client relationships. Knowledgeable about customer service principles and conflict resolution, with proactive attitude towards problem-solving. Ready to use and develop negotiation, empathy, and organizational abilities Assistant Position job role.

Overview

5
years of professional experience
2
Certification

Work History

HDFC Bank ltd
Batala, Punjab

Branch sales executive
06.2019 - 08.2021

Job overview

Sales and Business Development

Product Promotion: Actively promoting and selling various banking products such as savings accounts, loans (personal, home, auto, etc.), credit cards, insurance, and investment products.

Customer Acquisition: Responsible for acquiring new customers, particularly focusing on increasing the customer base for the branch.

HDFC Bank Ltd
Batala, Punjab

Personal banker
08.2021 - 03.2023

Job overview


  • Provided personalized banking services to clients, including opening accounts, loans, and credit applications.
  • Cross-sold a variety of banking products, contributing to a 20% increase in branch revenue.
  • Managed client inquiries, resolved issues, and ensured a high level of customer satisfaction.


HDFC Bank Ltd
Amritsar, Punjab

Client relationship manager
03.2023 - 01.2024

Job overview

  • Managed a portfolio of 100+ high-net-worth clients, achieving a 90% retention rate.
  • Sold banking products, including investment services, personal loans, and credit cards, exceeding sales targets by 15%.
  • Provided personalized financial advice and wealth management solutions, leading to a 30% increase in client investments.
  • Ensured compliance with KYC and AML regulations, preventing potential risks.

Education

Guru Nanak Dev University
Batala

bachelor of Information Technology from Information Technology
06.2014 - 05.2017

University Overview

  • Graduated with Honours

Guru Nanak Dev University
Amritsar

Master of Business Administration - Finance/Market from Finance/Marketing
05.2017 - 06.2019

Bangor University
Bangor

Master of Business Administration from International Business
01.2024

Skills

1 Financial and Technical Skills

  • Financial Analysis
  • Risk Management
  • Financial Modeling


2 Customer Relationship Skills

  • Client Relationship Management
  • Customer Service Excellence
  • Negotiation Skills


3 Communication and Interpersonal Skills
  • Active Listening
  • Clear and Concise Communication
  • Conflict Resolution


4 Regulatory and Compliance Knowledge

  • Compliance with Banking Regulations
  • Anti-Money Laundering (AML) and Fraud Prevention
  • Risk and Regulatory Reporting

Affiliations

  • Volunteering and Community Engagement
  • Team Sports

Certification

Certifications from the Insurance Regulatory and Development Authority (IRDA) and the Association of Mutual Funds in India (AMFI) are highly regarded in the financial services industry, particularly for roles in insurance and mutual fund distribution. These certifications help validate your knowledge and expertise in these areas, making you more credible to employers and clients.

1. IRDA Certification (Insurance Regulatory and Development Authority) 2. AMFI Certification (AMFI – NISM Series V-A (Mutual Fund Distributors)

Languages

English
Advanced (C1)
Hindi
Proficient (C2)
Punjabi
Proficient (C2)

Timeline

Bangor University

Master of Business Administration from International Business
01.2024

Client relationship manager

HDFC Bank Ltd
03.2023 - 01.2024

Personal banker

HDFC Bank Ltd
08.2021 - 03.2023

Branch sales executive

HDFC Bank ltd
06.2019 - 08.2021

Guru Nanak Dev University

Master of Business Administration - Finance/Market from Finance/Marketing
05.2017 - 06.2019

Guru Nanak Dev University

bachelor of Information Technology from Information Technology
06.2014 - 05.2017

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Varun Mahajan