- Watching Movies
Abhishek Pandey
Relationship Manager
Bhopal,M.P
Summary
Confident Relationship Manager with hands-on approach to implementing strategies to cultivate positive customer experiences. Bilingual in Hindi and English with background advising, educating and engaging clients on various tools to improve financial health.
Overview
15
15
years of professional experience
5
5
years of post-secondary education
3
3
Certificates
Work History
Relationship Manager
SBI Wealth
Bhopal, Madhya Pradesh
02.2020 - Current
- Generated new business and referral clients in partnership with branch team across the Bhopal city.
- Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills to deepen the Net New Money in my assigned book.
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell of Mutual Funds/Life Insurance/General insurance & PMS. And to maintain a minimum of client contact ratio of 90% month on month basis.
- Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
- Maintained knowledge on banking products and distribution to provide optimal service support.
- Retained updated knowledge of market competition and related offerings to generate favor for Mutual Funds/Life Insurance/General insurance & PMS.
- Collaborated cross-functionally with headquarters, regional and other teams nationally to maintain consistent message and experience.
- Resolved problems with high-profile customers to maintain relationships and deepen the relationship with the bank by cross sell.
- Achieved Super achiever in Lakshya Contest of the bank , achieved the award of TOP SIP aggregator award in Pan India contest.
Operations Manager
Axis Bank
Sironj, Madhya Pradesh
02.2009 - 02.2020
- Joined as Executive and got 3 promotions to the designation of Manger and Ops Head.
- Trained employees on proper procedures and strategies to improve productivity.
- Performed monthly compliance checks.
- Created strategies to develop and expand existing customer sales, resulting in increase in annual sales.
- Conducted cash and key audits for controls and compliance.
- Assisted with daily cash and ATM balancing.
- Assisted clients with issues or requests and mentored employees on customer service techniques.
- Achievement of cross sell budget of my team and to closely monitoring of branch profitability
Officer
ICICI Bank Ltd
Jabalpur, Madhya Pradesh
03.2008 - 10.2008
- Oversaw liquidity and cash management operations.
- Achieved goals for sale of bank products like Life Insurance General insurance and CASA
- Archived goals for bring in Net New Money and to deepen the bank book.
Technical Support Executive
Infosys Bpo. Ltd.
Pune, Maharastra
08.2006 - 01.2008
- Oversaw troubleshooting, technical issue resolution and consulting services to upgrade technology infrastructure.
- Analyzed and developed service goals for in-bound call center.
- Increased customer satisfaction ratings to 90%.
- Worked with software development team on reported errors and bugs on newly released software and assisted in deployment of release fixes.
- Broke down and evaluated user problems, using test scripts, personal expertise and probing questions.
- Configured hardware, devices and software to set up for Customers of Verizon in USA.
Education
Bachelor of Science - Science
SGS Govt PG Collage
Ganj Basoda 05.2003 - 05.2005
Higher Secondary - Science
T.T Jain School
Ganj Basoda 03.2001 - 03.2002
High School -
Bharat Mata Convent High School
Ganj Basoda 03.1999 - 03.2000
PGDCA -
All Tech Computer Education
Ganj Basoda 03.2005 - 03.2006
Skills
- Wealth management offerings
Certification
- Crisil
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
swipe to browse
Interests
- Singing and listing Songs
- Learning about Astronomy
Quote
The price of anything is the amount of life you exchange for it.
Henry David Thoreau
Timeline
- Crisil
10-2021
- Composite SP Certificate
10-2020
- NISM
03-2020
Relationship Manager
SBI Wealth
02.2020 - Current
Operations Manager
Axis Bank
02.2009 - 02.2020
Officer
ICICI Bank Ltd
03.2008 - 10.2008
Technical Support Executive
Infosys Bpo. Ltd.
08.2006 - 01.2008
PGDCA -
All Tech Computer Education
03.2005 - 03.2006
Bachelor of Science - Science
SGS Govt PG Collage
05.2003 - 05.2005
Higher Secondary - Science
T.T Jain School
03.2001 - 03.2002
High School -
Bharat Mata Convent High School
03.1999 - 03.2000
Similar Profiles
Kalpesh KhatavkarKalpesh Khatavkar
Business Analyst Manager at Nuvama Wealth formerly known as Edelweiss Wealth ManagementBusiness Analyst Manager at Nuvama Wealth formerly known as Edelweiss Wealth Management
Richard CalhounRichard Calhoun
CEO at Naples Wealth Planning & Laidlaw Wealth ManagementCEO at Naples Wealth Planning & Laidlaw Wealth Management
Sidharth NavarkheleSidharth Navarkhele
Assistant Manager at 360 One Wealth And Asset Management (formally Known As IIFL Wealth And Asset Management )Assistant Manager at 360 One Wealth And Asset Management (formally Known As IIFL Wealth And Asset Management )
ANTIMA MAKHIJAANTIMA MAKHIJA
MATHEMATICS TEACHER at BCM ARYA MODEL SENIOR SECONDARY SCHOOL, SHASTRI NAGARMATHEMATICS TEACHER at BCM ARYA MODEL SENIOR SECONDARY SCHOOL, SHASTRI NAGAR
Varun JhawarVarun Jhawar
Business Head - Food. at Caegis Equity Advisors LLPBusiness Head - Food. at Caegis Equity Advisors LLP