Roje Tudu

Business Development Executive

Hyderabad, Telangana, India7 yrs experience

Most Likely To SwitchHighly Stable

Key Highlights

Proven track record in client relationship management
Strong background in financial advisory services
Experience in operations and service delivery management

Stackforce AI infers this person is a Financial Services professional with expertise in client management and operations.

Contact

Skills

Core Skills

Financial AdvisoryCustomer ServiceOperations ManagementFinancial ServicesBusiness Development

Other Skills

Account ManagementCash ManagementClient NetworkingCustomer EngagementCustomer Relationship Management (CRM)Financial Portfolio ManagementKYC ComplianceLead Generation

About

Looking to secure a position in a progressive financial organization.

Experience

Hdfc bank

2 roles

Welcome Desk

Apr 2021 – Present · 4 yrs 11 mos

Personal Banker

Apr 2021 – Present · 4 yrs 11 mos

Networked to increase client base and encourage existing clients to expand financial portfolios and helped clients plan for investments using debt & market linked funds and other options to manage, customize and diversify portfolio. Backed up teller team by handling needs of new and existing customers at main counter and Interviewed customers to Identify non-financial service needs to prepare proposals and resolve issues. Met with clients to determine financial objectives and review assets, liabilities, cash flow and other financial information. Documented customer interactions and relationships using CRM systems Increased customer satisfaction by resolving issues. Day to day practice of stock checking of deliverables and processing of customer’s instruction. Handling of locker operations and inwards/outward remittance of clients. Performed KYC due diligence of internal and external clients ensuring compliance during onboarding in data base.

Client NetworkingFinancial Portfolio ManagementCustomer Relationship Management (CRM)KYC ComplianceFinancial AdvisoryCustomer Service

Indusind bank

3 roles

Service Delivery Manager

Jun 2020 – Feb 2021 · 8 mos

Assistant Service Manager

May 2019 – Jun 2020 · 1 yr 1 mo

Service Project Manager

May 2019 – Feb 2020 · 9 mos

Having 1 year+ of experience in Operations, Finance, and Sales as Service Delivery Manager. Provide service and develop rapport with existing customers and prospects to retain and expand existing relationships and foster new acquisitions. Established new accounts for high-net-worth individuals and serviced existing accounts to maximize revenue. Processed customer requests for financial services per day, including reissuing statements, and updating customer personal information in database. Balanced cash drawers and vault accounts on daily basis with zero discrepancies and monitored customer behavior and upheld strict protocols to prevent theft of assets.

Customer ServiceAccount ManagementCash ManagementOperations ManagementFinancial Services

Square yards

Business Development Executive

Feb 2019 – May 2020 · 1 yr 3 mos · Noida Area, India

To generate new leads and converting the same. Contacting potential or existing customers to inform them about new projects the market. Fixing appointments with clients for site visit.

Lead GenerationCustomer EngagementBusiness Development

Kidzania

2 roles

Management Trainee

May 2018 – Jul 2018 · 2 mos

Management Intern

May 2018 – Jul 2018 · 2 mos

Customer Service & Handling. Collaborated with different brands such as Google, Oracle, and Aviva Insurance for CSR. Served customers in a friendly, efficient manner following outlined steps of service.