Summary
Overview
Work History
Education
Skills
Certification
Accomplishments
Timeline
Generic

ABHISHEK SHARMA

DEHRADUN

Summary

Relationship Manager with 13 Years of extensive experience overseeing entire relationship management systems. Quick to spot problem areas for improvement to enhance customer and client satisfaction. Friendly but professional communication style builds rapport and solves issues quickly.

Overview

14
14
years of professional experience
1
1
Certification

Work History

Affluent Relationship Manager

Kotak Mahindra Bank Ltd
Dehradun
09.2025 - Current
  • Built strong client relationships through regular communication and personalized service.
  • Managed client portfolios to assess needs and recommend appropriate financial products.
  • Conducted thorough market research to stay informed on banking trends and services.

Relationship Manager

HDFC BANK LTD.
DEHRADUN
04.2022 - 08.2025
  • Built strong and positive relationships with customers by staying polite and helpful throughout interactions.
  • Created sales and marketing strategies to increase customer base and enhance sales.
  • Grew and maintained client base to maximise revenue.
  • Maximised sales opportunities by determining and standardising best practices.
  • Tracked investment performance, providing clients with scheduled updates.
  • Identified upselling and cross-selling opportunities, contributing to a 15% increase in revenue from existing clients.
  • Achieved client financial objectives within agreed timescales.
  • Managed client relationships to enhance customer satisfaction and loyalty.
  • Provided expert advice on banking products and services to clients.
  • Developed and maintained strong relationships with clients to ensure satisfaction and loyalty.

Relationship Manager

INDUSIND BANK LTD
LUCKNOW
03.2020 - 03.2022
  • Created sales and marketing strategies to increase customer base and enhance sales.
  • Scheduled, arranged and attended meetings with customers to maintain trusting and long-lasting relationships.
  • Grew and maintained client base to maximise revenue.
  • Advised and implemented appropriate insurance cover for clients.
  • Shared comprehensive product knowledge and drove revenue through consultative sales approach.
  • Developed robust strategies to achieve clients' financial goals
  • Monitored market trends and regulatory changes to advise clients proactively on potential impacts on their investments.
  • Developed and executed business development strategies, resulting in a 20% increase in client base.

Branch Sales Manager

AXIS BANK LTD
LUCKNOW
03.2012 - 02.2020
  • Designed sales and service strategies to improve revenue and retention.
  • Conducted regular training sessions for sales team to improve product knowledge and sales techniques.
  • Led branch sales team in developing and implementing strategies to achieve sales targets.
  • Established strong relationships with key clients, enhancing brand reputation and fostering long-term loyalty.
  • Led the branch in achieving targets for business growth, customer acquisition, and retention through strategic planning.
  • Maximised branch revenue by optimising operations.
  • Developed high-performing teams to consistently exceed goals, drive revenue and expand markets.

Education

Master of Business Administration - Marketing

Accurate institute of management and technology
Greater Noida

B TECH - Engineering

Marathwada institute of technology
Greater Noida

SSC - Science

GIC
Bulandshahr

HSC - Science

GIC
Bulandshahr

Skills

  • Customer Service
  • Sales and marketing strategy
  • Client needs analysis
  • Sales and results-focused
  • Product knowledge
  • Workload management

Certification

NISM & IRDA

Accomplishments

  • 2 TIMES MDRT QUALIFIER
  • RECEIVED BEST RM PAN INDIA IN TPP

Timeline

Affluent Relationship Manager

Kotak Mahindra Bank Ltd
09.2025 - Current

Relationship Manager

HDFC BANK LTD.
04.2022 - 08.2025

Relationship Manager

INDUSIND BANK LTD
03.2020 - 03.2022

Branch Sales Manager

AXIS BANK LTD
03.2012 - 02.2020

Master of Business Administration - Marketing

Accurate institute of management and technology

B TECH - Engineering

Marathwada institute of technology

SSC - Science

GIC

HSC - Science

GIC
ABHISHEK SHARMA