Summary
Overview
Work History
Education
Skills
Timeline
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Abhijeet Anand

Abhijeet Anand

New Delhi

Summary

Experienced with building and sustaining strong client relationships. Utilizes effective communication and problem-solving skills to address client needs and ensure satisfaction. Track record of managing diverse portfolios and achieving client loyalty through strategic relationship management.

Overview

5
5
years of professional experience

Work History

Relationship Manager

IndusInd Bank
GREEN PARK
05.2024 - Current
  • Handling Portfolio Size of 25 Crore of Salary and Self employed Group
  • Cultivated strong client relationships through proactive communication and personalized service strategies.
  • Identified client needs and tailored financial solutions to enhance customer satisfaction and loyalty.
  • Executed daily operational tasks efficiently, ensuring adherence to bank policies and regulatory requirements.
  • Collaborated with cross-functional teams to streamline processes and improve service delivery timelines.

Relationship Manager

Au Small Finance Bank
New Delhi, India
04.2023 - 05.2024
  • Continuously updated personal knowledge of banking regulations and compliance requirements to minimize risk exposure for both clients and the organization.
  • Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
  • Maintained knowledge on banking products and distribution to provide optimal service support.

Relationship Manager

HDFC Bank
Bengaluru, India
09.2022 - 01.2023
  • As a client banker handled portfolio of around 350 customer base of trade groups.
  • Management of Trade & High value SME customers for their business banking requirements.
  • Enhance trade revenue by increasing penetration (wallet share) of existing trade customers.
  • SWIFT transactions in import and export trade.
  • Remittances/ ODI / FDI / Bills end to end execution.
  • Increase the CA balances of managed customers by increasing customer through put.

Relationship Manager

ICICI Bank
Bengaluru, India
09.2020 - 09.2022
  • As a client banker handled portfolio of around 220 plus customer base of trade groups.
  • Management of Trade & High value SME customers for their business banking requirements.
  • Enhance trade revenue by increasing penetration (wallet share) of existing trade customers.
  • SWIFT transactions in import and export trade.
  • Remittances/ ODI / FDI / Bills end to end execution.
  • Increase the CA balances of managed customers by increasing customer through put.
  • Provided exceptional customer service, resolving issues promptly and maintaining client trust throughout the resolution process.

Education

Post Graduate Diploma in Banking -

Manipal Academy of Higher Education Post Graduation
Bengaluru, India
10-2020

Bachelor of Science -

SIKKIM MANIPAL UNIVERSITY
03-2017

HIGH SCHOOL -

JAWAHAR NAVODAYA VIDYALAYA
Giridih, India
05-2012

Skills

  • Relationship building and management
  • Service support
  • Customer relationship management
  • Excellent communication
  • Time management
  • Risk mitigation

Timeline

Relationship Manager

IndusInd Bank
05.2024 - Current

Relationship Manager

Au Small Finance Bank
04.2023 - 05.2024

Relationship Manager

HDFC Bank
09.2022 - 01.2023

Relationship Manager

ICICI Bank
09.2020 - 09.2022

Post Graduate Diploma in Banking -

Manipal Academy of Higher Education Post Graduation

Bachelor of Science -

SIKKIM MANIPAL UNIVERSITY

HIGH SCHOOL -

JAWAHAR NAVODAYA VIDYALAYA
Abhijeet Anand