AKASH PAREEK

105, Chandralok Appt, Chanod, Vapi - 396191

Akash.pareekk@gmail.com
9925203044

Professional Summary
 Handling HNI Client base of the Branch, Clients with net worth of 50 CRs
 Generated assigned revenue on Monthly/Yearly Basis.
 Sourced clients for Bulk Assets such as CC/OD, LAP, Home Loans, Business Loan and
Retail Asset.
 Converted 70% of HNI portfolio to use digital Platform in span of 5 Months.

Skills
 Client service
 Daily workflow improvement
 Team oversight
 Talented client relations manager
 Exceptional workflow management
 Marketing savvy
 Committed to maintaining data integrity
 Strong problem solving aptitude
 Persuasive speaker
 Adheres to customer service procedures

Work History

Affluent Relationship Manager at Axis Bank, Vapi From 07th Nov 2019 to till
date.

 Coordinating the set of branches for ensuring their target is met for acquisition of Ultra – HNI
accounts and building a good rapport with Branch Managers, PBRMs for acquisition of
Burgundy (Ultra – HNI) accounts.
 Responsible for revenue generation by offering the products like all Loans, MF, LI,
Equity/Alternate Products and other cross sell products.
 Develop and maintain a long-term relationship with the customer to maintain a high level
of retention of the existing customer and generate business.
 Counsel client on emerging financial issues, new bank products and services, regulatory tax
changes, and the general financial environment, in order to advise them of the impact on
their personal/corporate wealth and bank related services.
 Review HNI Clients needs and asset allocation, proactively engage with the customer to
validate the understanding of the needs.
 Identify the risk profile of the customer.
 Serve as a dedicated single point of contact for HNW clients.
Relationship Manager at HDFC Bank, Daman From 13th June 2016 to 29th
October 2019 date.

 Review HNI Clients needs and asset allocation, proactively engage with the customer to
validate the understanding of the needs.
 Advise customers to enrich the relationships by mobilising additional funds and sell other fee
based products/services based on the current and future customer needs.
 Utilizing the sales resources (BDR or COEX or Asset Coordinator) for optimal sales support.
 Penetration of products across family groups.
 Sales across all product segments-TPP, Assets, Cards etc.
 Review product penetration for the assigned client base, identify potential customers who can
be sold tailored products to enhance product penetration, Acquire new customers through
converting referral leads.
 Ensure coverage of all relationships through customer engagements, risk profiling and
financial planning.
 Ensure that KYC/AML and other compliance norms are strictly adhered to.
 Provide complete and comprehensive information on products, services, charges etc.
proactively to the customer and ensure best services are provided to them.
 Keep immediate supervisor informed about key market/customer information and proactively
escalate potential issues/concerns pertaining to the branch.
 Ensure quality customer service is delivered.
 Disseminating required product information.
 Recording complaints as per the specified process.
 Resolving all complaints received from preferred customers within the stipulated TAT’s

Customer Service Representative at CITI Bank NA, Vapi from 1st June 2015 to
6th June 2016

 Handling customer queries & instructions with regards to daily banking requirements of the
client.
 Balanced daily cash transactions and reconciled daily banking transactions to ensure accuracy
and also handling ATM related Activities.
 Interfacing with clients for understanding their needs and cultivating relations with them for
customer retention & securing repeat business.
 Managing overall functioning of processes, identifying improvement areas and implementing
adequate measures to maximize customer satisfaction.
 Cross-selling of bank products and services to meet sales target.

Senior Associate- Customer relationship at HDFC Life, Vapi From 2nd Sept
2013 to 31st May 2015

 Handling admin work of branch.

 Target achievement along with operational efficiency.
 Developing and applying new ways of solving Organizational Business problems.
 Grooming, providing Trainings, and mentoring junior Team Members.
 Managing Client (internal, as well as external) relationships.
  Information Security Responsibilities.
 Database & Document Management.
 Communication Responsibilities.

Education
 MBA, Pursuing, From KSOU
 B.Com, 2013 From Pune University
 HSC, 2010 From Gujarat State Board

Personal Details
 Name – Akash Pareek
 Father Name – Mahesh Pareek
 Date of Birth – 27th February 1993
 Marital Status – Single
 Languages Known – English, Hindi, Gujarati, and Marwadi
 Hobbies – Reading, Movies, Listening Music.

(Akash Pareek)