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Partnership Manager with 7+ years in Banking & Financial Services
Manager with over 7+ years of experience in banking and financial services. Expert in managing portfolios up to ₹30 Cr, acquiring new clients, and cross-selling a wide range of financial products. Recognized for delivering high-impact results and awarded multiple performance accolades. Proficient in handling Products like Retail Liability – CASA,NRI &TASC Account Fixed Deposits, Recurring Deposits. Retail Assets like Personal Loans, Education Loans, Gold Loans, Home Loan, Loan Against Property, Third Party Products like -credit cards, SIPs, Corporate & Commercial credit cards, Demat, Life Insurance, Health & Non-Health Insurance. Core Skills – Portfolio Management (30 Cr)- CASA, Loans, Credit Cards, SIPs, Demat Accounts- Insurance (Health, Motor, Life)- Lead Generation & Client Acquisition- Cross-selling & Target Achievement- CRM Tools & Relationship Management
Krishna University
MBA · HR & Marketing
August 1, 2021 – June 30, 2023
JNTUK
B.Tech · Civil
August 1, 2012 – June 30, 2016
Narayana College
Intermediate
June 1, 2010 – May 31, 2012
Viswasanthi EM High School
SSC
June 1, 2009 – May 31, 2010
YES BANK LTD
MANAGER (Yes Premia Relationship Manager)
June 1, 2025 – Present
Guntūr, Andhra Pradesh, India
HDFC Bank Ltd
Deputy Manager (Personal Banker Classic)
February 1, 2025 – April 1, 2025
Vijayawada, Andhra Pradesh, India
Kotak Mahindra Bank Ltd
Deputy Manager (Premier Relationship Manager)
January 1, 2024 – February 1, 2025
Vijayawada, Andhra Pradesh, India
HDFC Bank (via HDB Financial Services)
Sales Officer (Migration)
October 1, 2023 – December 1, 2023
Vijayawada, Andhra Pradesh, India
HDB Financial Services
Assistant Manager
June 1, 2019 – October 1, 2023
Vijayawada, Andhra Pradesh, India
4x 'Oscar Awards' for Performance Excellence
Unknown
June 1, 2026 – Present
Trophy & Certificates of Appreciation
Unknown
June 1, 2026 – Present
Cultural Fit Analysis
The candidate has a consistent career trajectory within the banking sector, demonstrating loyalty and growth within financial institutions. Their experience with diverse client groups (HNW, NRI, TASC) and various financial products suggests adaptability and a broad understanding of market needs. The focus on client satisfaction and retention aligns with a customer-centric culture. However, the lack of project diversity outside of traditional banking roles and the absence of psychometric test results limit a comprehensive cultural fit assessment.
Soft Skills & Operational Fit
The candidate's resume highlights strong client relationship management, negotiation, and sales skills, which are crucial for a Partnership Manager role. Their experience in leading cross-functional teams and strategic financial planning indicates good operational fit. The consistent achievement of targets and awards suggests a results-oriented and dedicated work attitude. However, without psychometric test results, a deeper assessment of stress handling and team collaboration is not possible.