Nilesh Ramprakash Singh
Wealth Manager & Relationship Manager
MARSEILLE 03
Profil professionnel
Business-driven Relationship Manager always finding successful ways to acquire new clients and foster lucrative relationships. A determined leader with over 6 years of assisting clients with financial planning processes and assessing financial data. Offering dynamic collaboration and decision making skills.
Vue d'ensemble
6
6
years of professional experience
2
2
years of post-secondary education
1
1
Certification
Expérience
RELATIONSHIP MANGER
HDFC Bank Ltd
MUMBAI
2022.08 - 2025.08
- Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Maintained knowledge on banking products and distribution to provide optimal service support.
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
- Tailored financial solutions to client needs, ensuring alignment with their long-term goals and financial health.
RELATIONSHIP MANGER
Kotak Mahindra Bank Ltd
Mumbai
2021.01 - 2022.07
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Maintained knowledge on banking products and distribution to provide optimal service support.
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
- Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
- Organisation du travail en priorisant les tâches dans le but de répondre aux attentes et de respecter les délais.
RELATIONSHIP MANGER
ICICI BANK Ltd
Mumbai
2019.07 - 2020.12
- Strengthened client relationships by actively listening to their needs and providing tailored financial solutions.
- Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
Formation
Master 2 - MSc Banking and Finance
Kedge Business School
Marseille 2025.09 - 2026.04
MBA/MMS - Marketing
Sheila Raheja School of Business Management
2017.08 - 2019.05
B-COM - Accounting And Finance
Mumbai University
2016-05
Higher Secondary Certificate - Commerce
Maharashtra State Board
Compétences
- Banking
- Excel Advance
- Bloomberg (In progress)
- Financial Modeling
- Corporate Finance Banking
- Investment analysis
- M&A LBO modeling
- Relationship building
- Customer service
- Relationship building and management
- Client engagement
- Customer portfolio management
Projets réalisés
- Got Certified for bringing 2.10CR of Sponsorship for a College event
- General Secretary at Sheila Raheja school of business.
- Facilitated with trophy in CASA And Demat Products.
Personnalisé
To study the delivery mechanism of E-commerce Companies. A study on customer satisfaction of Maruti Udyog ltd.
Informations complémentaires
- Passion pour le Cricket
- Gym workouts
- Education
- Exploring World
Langues
English
Bilingual or Proficient (C2)
Français
Débutant
Certificats
Outstanding performance in insurance products at HDFC bank. Awarded for BBH inner circle contest 2024
Consistent performer for CASA (Funds) Collection in the mapped portfolios.
Chronologie
Master 2 - MSc Banking and Finance
Kedge Business School
2025.09 - 2026.04
RELATIONSHIP MANGER
HDFC Bank Ltd
2022.08 - 2025.08
RELATIONSHIP MANGER
Kotak Mahindra Bank Ltd
2021.01 - 2022.07
RELATIONSHIP MANGER
ICICI BANK Ltd
2019.07 - 2020.12
MBA/MMS - Marketing
Sheila Raheja School of Business Management
2017.08 - 2019.05
Higher Secondary Certificate - Commerce
Maharashtra State Board
B-COM - Accounting And Finance
Mumbai University