Deepa Singh

Business Development Executive

Gurugram, Haryana, India1 yr 11 mos experience

Key Highlights

Proven track record in client acquisition and portfolio management.
Expertise in cross-selling banking products to drive revenue.
Strong interpersonal skills for building long-term client relationships.

Stackforce AI infers this person is a skilled professional in Fintech with a focus on client relationship management and banking solutions.

Contact

Skills

Core Skills

Client AcquisitionPortfolio Management

Other Skills

BankingBanking OperationsCommunicationComplianceCoordinateCredit AssessmentCross-SellingCustomer Relationship ManagementCustomer ServiceCustomer Service ExcellenceHuman Resources (HR)LeadershipManagementMarket & Product KnowledgeMarket Intelligence

About

Dynamic and results-a proven track record at HDFC Bank as a Relationship Manager, I bring hands-on experience in managing client portfolios, delivering tailored financial solutions, and driving revenue growth. My expertise lies in trade finance, client acquisition, cross-selling banking products, and nurturing long-term business relationships. I am passionate about connecting clients with the right financial tools to support their global trade operations and business expansion. Known for my proactive approach, strong interpersonal skills, and ability to navigate complex financial products, I aim to add value through strategic insights and client-centric solutions. Let’s connect if you're looking to collaborate, discuss trade finance opportunities, or expand your financial network.

Experience

Hdfc bank

Relationship Manager

Jun 2023 – May 2025 · 1 yr 11 mos · Chandigarh, India · On-site

1. Client Acquisition & Onboarding
o Acquire new customers through lead generation, referrals, and direct sourcing.
o Onboard clients while ensuring adherence to KYC and regulatory compliance.
2. Portfolio Management
o Manage a portfolio of existing customers including retail, SME, or high-net-worth individuals (HNI).
o Monitor client accounts for profitability, retention, and growth opportunities.
3. Cross-Selling & Upselling
o Recommend and sell appropriate banking products such as personal loans, home loans, insurance, credit cards, mutual funds, and fixed deposits.
o Achieve monthly/quarterly sales targets across various product categories.
4. Customer Relationship Building
o Act as the primary point of contact for client queries and service requirements.
o Build long-term relationships through periodic follow-ups and value-added service.
5. Credit Assessment & Documentation
o Assist in evaluating clients’ creditworthiness for loan products.
o Ensure timely and accurate documentation for loan disbursement and other services.
6. Market Intelligence
o Stay updated on market trends, competitor offerings, and client needs.
o Provide feedback to product and strategy teams for service improvements.
7. Compliance & Risk Management
o Ensure adherence to internal policies and RBI guidelines.
o Minimize risk exposure by performing due diligence and timely escalations.
8. Customer Service Excellence
o Deliver exceptional service experiences to increase customer satisfaction and loyalty.
o Resolve complaints and issues within defined turnaround times (TAT).