Raman Bhola

Raman Bhola Email and Phone Number

Regional Relationship Leader at Yes Bank Ltd
Raman Bhola's Location
Chandigarh, India, India
Raman Bhola's Contact Details

Raman Bhola personal email

n/a
About Raman Bhola

Retail Banking and Financial services professional for the last 18 years. Experience in direct sales, Wealth Management & Investment Products (e.g. Mutual Funds, Life Insurance, PMS, Alternates, Structure & Private Equity Products and Mortgages etc.)Service & distribution of banking products across Assets & Liabilities, Branch Banking, Customer Services, Specialties:- Wealth Management & Investment products distributionSales, Service, Distribution & operations- Retail branch banking

Raman Bhola's Current Company Details

Regional Relationship Leader at Yes Bank Ltd
Raman Bhola Work Experience Details
  • Indusind Bank
    Regional Head
    Indusind Bank Sep 2021 - Oct 2022
    Chandigarh, India
    Head Exclusive Banking
    View
  • Yes Bank Ltd
    Rrl Branch Banking
    Yes Bank Ltd Jun 2014 - Sep 2021
    Chandigarh Regional Office
    Heading North 2 Region (41 Branches) as Regional Relationship Leader,Heading a team of Financial Advisors/Financial Partners for Liability & Assets Business.KPI- Driving CASA & Fee Business through Branch Banking & Wealth Management Channel.Responsible for Insurance Business, Mutual Fund Business and Revenue Productivities for the region.
  • Indusind Bank
    Exclusive Banking Head- North 2
    Indusind Bank May 2013 - Jul 2015
    Chandigarh Area, India
    Exclusive Banking in Indusind Bank is a premier banking program designed with the top of the line privileges and offers to cater the Mass affluent & Ultra HNI Client segment of the bank, under Exclusive Banking we ensure that there is no compromise on the products & after sales services to make the client feel truly Exclusive. We have a dedicated team of seasoned professional known as “Partners Exclusive Banking” to manage the high end business in Wealth Mangement.
    View
  • Indusind Bank
    Rm Head - Chandigarh Tri City, Haryana & Himachal
    Indusind Bank Aug 2010 - May 2013
    Worked as Head RM Channel and handled the responsibility of managing the Wealth & CASA Business across18 branches of Haryana Region (including Chandigarh Tri City, Himachal & other interiors of Haryana. Responsible to ensure best of the services to all affluent Clients, organising client engagementprogrammes HNI meets, Product Presentations, financial reports, portfolio reviews & feedbacksessions. Responsible for the overall performance of the RM Channel for the region with a key focus on perhead productivity of RM team, hiring, attrition & retention of the team.Responsible for the over capability of Relationship Managers including product knowledge, training(functional & behavioural), certifications (AMFI & IRDA) and grooming them for the next level of trajectory
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  • Icici Bank Ltd
    Cbm Wealth- Chandigarh
    Icici Bank Ltd Apr 2009 - Aug 2010
    Chandigarh Area, India
    Responsible for the achievement of GL Growth (CASA/TIME) & Profitability (TPP FEE) targets for wealth branches for the Region through WM channel and Branch Network. To identify the key HNI pockets, to open wealth branches based on the wealth clients potentials.Responsible for the successful launch and up-end running of three Wealth Branches for Chandigarh Cluster.To drive the team of Wealth Branch Heads and responsible for their recruitments, on boarding activities, product trainings, capability building , certifications, guiding & nurturing them to handle the team of Wealth managers to ensure the better productivity
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  • Icici Bank Ltd
    Rsm Wealth
    Icici Bank Ltd Apr 2007 - Mar 2009
    Responsible for the achievement of Wealth Fee Targets for the Region through WM team with a key focus on book growth (Deepening & New Acquisition).Responsible for ensuring best of the services to all Wealth Management Clients, organising HNI meets, Product Presentations, financial reviews & feedback sessions. To manage a team of Wealth Managers and responsible for their performance, productivityTrainings, certifications, recruitment etc.
    View
  • Icici Bank Ltd
    Relationship Manager
    Icici Bank Ltd 2006 - 2007
    Mohali
    High Net worth Relationships for bank.Worked with Mohali Branch of ICICI Bank having business volume to the tune of Rs 250 Cr and 28000 retail accounts, 1500 current accounts. Its one of the Largest Branches of ICICI Bank In Punjab Region and in the country in terms of business and average daily footfalls at the branch(approx 800) per day Responsible Deposits and new customer acquisition for bankOne of the key responsibilities for an RM is to retain and increase deposits size of the branch by managing existing High Net worth Relationships and increase the same by references.Responsible for the achievement of Individual Revenue targets as well as Sales targets for Branchaccountable for the achievement of the individual Revenue and sales targets for the branch through third party viz. Life Insurance, Mutual Fund, General Insurance and gold etc.
  • Icici Bank Ltd
    Investment Champion & Branch Banking Executive
    Icici Bank Ltd 2003 - 2006
    Ludhiana & Mohali
    Handling customer Service & Branch operations at Front office, cash transactions, NRI Services Forex, Five-S, SOX and legal matters for the branch.Repsponsible for the cross selling of all TPP ( MF/LI/GI etc) for the branch through branch & out bound team

Raman Bhola Skills

Branch Banking Banking Retail Banking Cross Selling Trade Finance Wealth Management Loans Private Banking Fx Options Relationship Management Mutual Funds Investments Portfolio Management Investment Advisory Wealth Management Services Team Management

Raman Bhola Education Details

Frequently Asked Questions about Raman Bhola

What is Raman Bhola's role at the current company?

Raman Bhola's current role is Regional Relationship Leader at Yes Bank Ltd.

What is Raman Bhola's email address?

Raman Bhola's email address is ra****@****ind.com

What schools did Raman Bhola attend?

Raman Bhola attended Kurukshetra University, Mln College.

What skills is Raman Bhola known for?

Raman Bhola has skills like Branch Banking, Banking, Retail Banking, Cross Selling, Trade Finance, Wealth Management, Loans, Private Banking, Fx Options, Relationship Management, Mutual Funds, Investments.

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