Dalip Singh

Operations Associate

Delhi, India6 yrs 6 mos experience

Highly Stable

Key Highlights

Proven track record in exceeding sales targets.
Expert in client relationship management and customer satisfaction.
Strong analytical skills for financial needs assessment.

Stackforce AI infers this person is a Banking and Financial Services professional with strong customer relationship management skills.

Contact

Skills

Core Skills

Banking SoftwareCustomer Service

Other Skills

High-Net-Worth InsuranceRelating to ClientsSales CampaignsNew Product RolloutCross-SellingAnalytical SkillsROI OptimizationAccount RelationsProfit MaximizationRelationship BuildingBank Account MaintenanceCustomer SatisfactionCustomer ExperienceTeamworkHigh Deductible Health Plans

Experience

6 yrs 6 mos

Total Experience

2 yrs 2 mos

Average Tenure

Current Experience

Hdfc bank

Deputy Manager

Oct 2022 – Nov 2025 · 3 yrs 1 mo · Delhi, India

Ensuring adherence to compliance and KYC norms as per RBI guidelines. Handling client queries and complaints with prompt and satisfactory resolutions, enhancing customer satisfaction and loyalty. Conducting financial needs analysis to provide customized solutions. Achieving surpassing monthly sales target consistently.

Banking SoftwareHigh-Net-Worth InsuranceRelating to ClientsSales CampaignsNew Product RolloutCross-Selling+10

Aditya birla sun life insurance

Personal Banker

Oct 2021 – Sep 2022 · 11 mos · Delhi, India

Engaging with clients, and give relevant resolutions. Taking care vertical HDFC securities. Helping them with good insurance policy. Suggest a fruitful portfolio to customer to increase their savings.

Hdb finance ltd

Personal Banker

Apr 2019 – Oct 2021 · 2 yrs 6 mos

Develop new and expand existing High Net worth Customer relationships for liabilities (Branch Banking Customers) by sourcing category – A priority customer. Ensures high levels of customer service orientation by Creating WOW factor for Existing Customers with complete application of bank policy. Cross sells Bank products to existing set of customers. Informs customers of new products or product enhancements to further expand the banking relationship. Plans and conducts Special sales initiatives which include participation of prospective and existing customer in activities and events. Coordinates with other group companies to provide seamless access to other products and also working as a Team Player with Subordinates and Colleagues to create wonderful experience to Customers. Maintains complete relationship record for assigned customer accounts while adding value to their financial needs, Investment needs and Business needs with best available options.