Charu Smita
Senior Client Relationship Manager
New Delhi,DL
Summary
Possessing the required leadership and dynamism necessary to provide a quality service of the highest order with comprehensive knowledge of the banking industry and its procedures as well as having the ability to aim high, think smart and act fast.
Overview
8
8
years of professional experience
9
9
years of post-secondary education
Work History
Senior Client Service Manager
IDFC Private Banking
New Delhi
01.2019 - Current
- Managing team of 8 Private Bankers across North and East Region Currently servicing top 500 private family clients (clients above 1 cr TRV)
- Leading client’s liaison for administrative and operational matters
- Responsible for Client On-boarding with due diligence
- Managing day to day Banking Operations for all mapped clients
- Regular feedback/suggestion call to all existing mapped clients
- Responsible for managing business MIS for all mapped RM
- Supporting research team for Client portfolio review Manual/ online processing of application for MF, PMS, AIF, Bond and Insurance
- Providing Value Added Services to Corporate clients
- Responsible for Banking Audit and Compliance
- Implementing and monitoring processes to support contractual obligations resulting in increased revenue and client retention
Client Service Manager
ICICI Bank Wealth Management
New Delhi
05.2014 - 01.2019
- In charge of financial operations of bank
- Managing and leading bank staff to deliver exceptional customer service and adding more to existing client base of bank
- Managing team of 4 Wealth Relationship Managers
- Currently catering to top 1300 clients of branch Responsible for Banking Audit and Compliance
- Accompanying relationship managers for client meetings for relationship deepening
- Identifying needs of customers and aiming to provide them highest level of service Pitching clients for sale of bank’s TPP and Non TPP products
- Monitoring customer accounts Maintaining all quality and procedural standards within branch
- Managing day to day operations of branch and achieving targets Acquiring new HNI accounts
- Basic score card: top10 in last 1 year, top 5 three times
- New product services including smart vault, credit cards Revenue dealings: 4 cr /annum
- Promotion within 1year of joining
- Performed FOREX transactions with I/O remittance
Education
PGDBF - Banking
Manipal University
Bangaluru 08.2013 - 07.2014
BA Honours (English) -
Patna Womens College
Patna 04.2009 - 03.2012
XII - BSEB
PT.D.D.U. Inter College
07.2007 - 06.2009
X - CBSE
DAV Public School
06.2004 - 05.2007
Skills
Strong Communication, Presentation and Documentation skillsTroubleshooting existing service and operation issues, being single point of contact for escalationsRelationship building with key customers
Providing sales and support to customers
Proficient with office software -file, spreadsheet and slideOrganization and Time Management
Timeline
Senior Client Service Manager
IDFC Private Banking
01.2019 - Current
Client Service Manager
ICICI Bank Wealth Management
05.2014 - 01.2019
PGDBF - Banking
Manipal University
08.2013 - 07.2014
BA Honours (English) -
Patna Womens College
04.2009 - 03.2012
XII - BSEB
PT.D.D.U. Inter College
07.2007 - 06.2009
X - CBSE
DAV Public School
06.2004 - 05.2007
Personal Information
Date of Birth: 24-08-1992
Linguistic Proficiency: English and Hindi
Permanent Address: D 35, Upper Ground Floor, Chhatarpur Enclave phase 1, New Delhi 110074.
Personal Information
Date of Birth: 24-08-1992
Linguistic Proficiency: English and Hindi
Permanent Address: D 35, Upper Ground Floor, Chhatarpur Enclave phase 1, New Delhi 110074.