BalaKrishnan B
Banking & Relationship Management Professional
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About
Specialized in building strong relationships with clients and providing personalized financial solutions. With expertise in analyzing financial situations and strategic planning, I focus on managing portfolios effectively to ensure client satisfaction and drive business growth.
Experience
Personal Banker—Classic - HDFC Bank Limited
(2025-11 - 2026-08)
- Managed a portfolio of High Net Worth individual (HNI) customers, overseeing a diverse range of assets and liabilities
- Delivered range customized financial solutions by identifying customers need and cross-selling multiple banking products and services
- Acquired new clients and strengthened existing relationships to drive portfolio growth and enhance customer satisfaction
Relationship Manager-- Corporate Salary Accounts - DBS Bank India Limited
(2024-05 - 2025-10)
Relationship Manager – Corporate Employee Solutions Group - ICICI Bank Limited
(2021-03 - 2024-04)
- Identifying and targeting corporate for salary account services
- Building and maintaining a robust lead pipeline in the target market
- Implementing effective sales strategies to meet monthly and quarterly guidance
- Cultivating relationships with corporate decision-makers
- Tailoring product offerings to meet specific corporate needs
- Collaborating with internal teams for seamless onboarding and service delivery
- Articulating ICICI product value to potential clients
Assistant Manager - ICICI Bank Limited
(2023-04 - 2024-04)
Senior Officer - ICICI Bank Limited
(2022-04 - 2023-03)
Officer - ICICI Bank Limited
(2021-03 - 2022-03)
Education
Bachelor Of Commerce - Commerce - Mahendra Arts & Science College
Higher Secondary Education - LF Higher Secondary School, Salem
Secondary School Leaving Certificate - Sri Jothi Higher Secondary School, Salem
