Satyendra Singh

Business Development Executive

Mau, Uttar Pradesh, India11 yrs 6 mos experience

Highly Stable

Key Highlights

Expert in personalized investment strategies for HNIs
Proven track record in wealth management and client satisfaction
Strong background in financial planning and risk management

Stackforce AI infers this person is a Wealth Management Specialist with a focus on High Net-Worth Individuals.

Contact

Skills

Core Skills

Financial ManagementClient-centric ApproachFinancial PlanningWealth Management

Other Skills

Suspicious Activity Reports (SAR)Profit MaximizationService Improvement PlansExpansion StrategiesFinancial Risk ManagementDecision-MakingClient ProspectingProblem SolvingFinancial PromotionsTeam MentoringCustomer DataCustomer Acquisition StrategiesCommunicationPortfolio ManagementProduct Evaluations

About

At HDFC Bank, my focus as Preferred Relationship Manager is to deliver personalized investment strategies that cater to the unique needs of High Net-Worth Individuals. Specializing in bonds, I apply my expertise to manage and expand client portfolios, ensuring that every financial solution aligns with our clients' long-term wealth aspirations. Building on a solid foundation from my tenure in Priority Banking at Axis Bank, my approach is rooted in a deep understanding of wealth management and a commitment to precision. The organization and I are dedicated to empowering our clients through comprehensive financial planning, leveraging our collective skills in municipal and corporate bonds to achieve substantial client satisfaction and wealth progression.

Experience

11 yrs 6 mos

Total Experience

2 yrs 10 mos

Average Tenure

Current Experience

Hdfc bank

2 roles

Relationship Manager

Jul 2022 – Dec 2025 · 3 yrs 5 mos · Mau, Uttar Pradesh, India

Achieved goals for sale of bank products and services and exceeded performance metrics for customer service. Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills. Analyzed customer data to identify areas of improvement and maximize customer satisfaction. Participated in staff meetings to discuss innovative strategies to improve services. Built and strengthened industry partnerships to improve product placements, amplify coverage and maximize effectiveness of marketing strategies. Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products. Facilitated workshops and seminars to educate customers on product features and benefits.

Suspicious Activity Reports (SAR)Profit MaximizationService Improvement PlansExpansion StrategiesFinancial Risk ManagementDecision-Making+50

Preferred Relationship Manager

Jul 2022 – Dec 2025 · 3 yrs 5 mos · Mau, Uttar Pradesh, India

With a deep-rooted passion for personal financial planning and wealth management, I specialize in delivering tailored investment strategies and comprehensive financial solutions to High Net-Worth Individuals (HNI) and Ultra High Net-Worth Individuals (UHNI). My goal is to empower clients by managing and growing their wealth with precision and foresight.

Client-Centric ApproachStrategic InsightFinancial PlanningWealth Management

Axis bank

2 roles

Manager Priority Banking

Aug 2021 – Jul 2022 · 11 mos

Handling HNI and UHNI Client's Portfolio

Relationship Manager

Aug 2021 – Jul 2022 · 11 mos

Managing And taking care of HNI EUHNI Relationship and managing Portfolio. Activated new accounts and issued customer identification numbers. Contacted customers as soon as issues arose to immediately find resolution before problems escalated. Explained account terms and conditions to customers. Tracked and processed customer account requests and applications. Maintained customer records and updated account information. Interviewed customers to obtain information needed for opening new accounts or renting safe-deposit boxes. Reconciled customer accounts and balanced daily transactions.

Hdfc bank

2 roles

Deputy Manager

Promoted

Oct 2018 – Oct 2020 · 2 yrs

Managing HNI and UHNI portfolio about 70 Cr. Wealth Management is core values. Following ethics & process of Financial Planning and wealth management

Personal Banker

Mar 2015 – Oct 2018 · 3 yrs 7 mos

Handling classic portfolio

Hdfc bank ltd

Asst Manager To Manager

Mar 2015 – Aug 2021 · 6 yrs 5 mos · Mau · On-site

Handling portfolio of HNI clint that is 200 set of groups and portfolio size is 52 cr

Axis bank

2 roles

Sales Executive

May 2014 – Feb 2015 · 9 mos

Sales Officer

May 2014 – Feb 2015 · 9 mos

Responsible for CASA business development of branch. Acquire new customers and grow and maintain high level of profitability and expand relationship across all product and services offered by bank. Maintain high level of KYC compliance and Standard of documentations. Recommended and implemented strategic initiatives targeting new business to increase sales 120%.