SAAGAR KHURANA

Business Development Executive

Panipat, Haryana, India10 yrs experience
Highly Stable

Key Highlights

  • 10 years of banking experience in top-tier institutions
  • Specialized in managing Trade and HNI Clients
  • Certified in Mutual Fund and IRDA
Stackforce AI infers this person is a Wealth Management and Banking Specialist with extensive client relationship management experience.

Contact

Skills

Other Skills

TeamworkRelationship DevelopmentCustomer ServiceSales ManagementCustomer Relationship Management (CRM)

About

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.

Experience

Icici bank

Relationship Manager

Jan 2024Present · 2 yrs 3 mos · Panipat, Haryana, India · Hybrid

Hdfc bank

2 roles

Branch Sales Manager

Sep 2019Jan 2024 · 4 yrs 4 mos · India

Deputy Manager

Sep 2019Jan 2024 · 4 yrs 4 mos · India

Kotak mahindra bank

Assistant Manager

Jul 2017Sep 2019 · 2 yrs 2 mos · India · On-site

Hdfc bank

Branch Sales Manager

Jan 2016Apr 2017 · 1 yr 3 mos · India · On-site

  • Branch Sales Manager (BSO)

Education

Guru Jambheshwar University

Master of Business Administration - MBA — Marketing

Jan 2016Jun 2017

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