SAAGAR KHURANA — Business Development Executive
Skills Wealth Management/ HNI/Trade RM With 10 Years of banking experience across top-tier institutions like HDFC Bank, Kotak Bank and Icici Bank. I specialized in managing Trade Clients, HNI Clients and delivering consistent revenue and portfolio growth. Currently working as a wealth and trade RM at Icici Bank I am certified in Mutual Fund (NISM) I am certified in IRDA Customer service = Providing excellent service to clients and building strong relationship. Teamwork = Collaborating with colleagues to achieve common goals. Adaptability = Ability to adopt to changing circumstances and priorities. Integrity = Maintaining confidentiality and upholding ethical standards. Attention to details = Ensuring accuracy and precision in work.
Stackforce AI infers this person is a Wealth Management and Banking Specialist with extensive client relationship management experience.
Location: Panipat, Haryana, India
Experience: 10 yrs
Career Highlights
- 10 years of banking experience in top-tier institutions
- Specialized in managing Trade and HNI Clients
- Certified in Mutual Fund and IRDA
Work Experience
ICICI Bank
Relationship Manager (2 yrs 3 mos)
HDFC Bank
Branch Sales Manager (4 yrs 4 mos)
Deputy Manager (4 yrs 4 mos)
Kotak Mahindra Bank
Assistant Manager (2 yrs 2 mos)
HDFC Bank
Branch Sales Manager (1 yr 3 mos)
Education
Master of Business Administration - MBA at Guru Jambheshwar University