Abhay Garg

Operations Associate

Delhi, India1 yr 7 mos experience

Most Likely To Switch

Key Highlights

Expert in wealth management and investment banking.
Proven track record in client relationship development.
Strong analytical skills using tools like Tableau.

Stackforce AI infers this person is a Banking and Financial Services professional with expertise in client relationship management and investment strategies.

Contact

Skills

Core Skills

Wealth ManagementInvestment BankingDigital Marketing

Other Skills

Business Relationship ManagementBusiness StrategyContent MarketingCustomer Relationship Management (CRM)Customer SatisfactionFeasibility StudiesFinancial AnalysisGeneral InsuranceHealth InsuranceInsuranceInterpersonal CommunicationLead GenerationLeadershipLife InsuranceMutual Funds

About

At HDFC Bank, my role as Deputy Manager has been a dynamic blend of managing banking applications and expanding our client portfolio. Utilizing tools like Tableau, I delve into data to uncover opportunities, enhancing our service delivery and business growth in the banking sector. My academic foundation in Marketing from O.P. Jindal Global University underpins my approach to business development, where I focus on acquiring 'New to Bank' high-value customers. With certifications in mutual funds and insurance, our team consistently generates RAV business revenue, reinforcing HDFC's market position.

Experience

Full-time

HDFC Bank

– Present

Full-time

BYJU'S

– Present

Kotak mahindra bank

Manager

Jan 2025 – Present · 1 yr 2 mos

Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
Managing book size of 100 CR+ with 500+ HNI Clients.
Responsible for sales, services and distribution of banking products across assets, Liabilities and Investment products for various customer segments which includes retail, institutional, commercial, government & NRI.
Monitor and ensure smooth running of processes to maintain high customer service levels.

Mutual FundsPortfolio ManagementWealth managementInvestment BankingFinancial AnalysisBusiness Strategy+1

International panaacea ltd.

Digital Marketing Internship

Aug 2020 – Oct 2020 · 2 mos · Delhi, India

Generating new leads with the help of social media campaigns, telephonic and email marketing.
Used SEO and content marketing for promotions.
Positioning and Customer segmentation.