Summary
Overview
Work History
Education
Skills
Additional Information
Achievement
Timeline
Generic

Abid Ali

CUSTOMER RELATIONSHIP MANAGER
I 36 THOKAR NO 4 OKHLA VIHAR DELHI

Summary

Professional in financial services, well-versed in customer service management and customer relations. Proven ability to streamline processes and enhance client satisfaction through effective problem-solving. Known for collaborative approach and adaptability in dynamic environments, with skills in risk management and account analysis.

Overview

10
10
years of professional experience
3
3
Languages

Work History

ELITE RELATIONSHIP MANAGER

Kotak Mahindra Bank
06.2022 - Current
  • managing portfolio of 350 clients.
  • Identify business opportunities to increase brand and revenue from portfolio
  • Stay in consistent touch with clients in order to keep them aware of new products and services.
  • Met existing customers to review current services and expand sales opportunities.
  • Maintained knowledge on banking products and distribution to provide optimal service support.
  • Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products

ASSISTANT MANAGER

ICICI Bank
01.2020 - 06.2022
  • Opening new current, HUF and TASC account for the bank.
  • Meet with costumers to assess needs and propose customized solutions.
  • Delivered exceptional experience and maintained productive relationship with clients.
  • Used knowledge of business cash management, treasury services, merchant services working to support client for growth of their business.
  • Improved customer satisfaction by resolving complaints and inquiries promptly.
  • Engaged with customers to gather feedback, using insights to improve service and product offerings.

CREDIT CARD SALES EXECUTIVE

Kotak Mahindra Bank
03.2016 - 12.2019
  • Accurately filled out paperwork daily to ensure the credit card process was complete, to find out where we stood for the month on credit card.
  • Documented all customers inquires and thoroughly quickly.
  • Answered customer's questions about Credit Card.
  • Coordinate with our manager to resolve customer's problems
  • Maintained up-to-date knowledge of credit card products and industry trends, ensuring accurate information was provided to clients at all times.
  • Developed strong rapport with potential customers through active listening and clear communication, increasing the likelihood of successful sales conversions.

Education

Bachelor of Science - Science

Ram Manohar Lohia Avadh University
Ayodhya
03-2012

Intermediate - Science

Sant Tulsidas Inter College Basthanwa
Basti
03-2009

High School - Science

Sant Tulsidas Inter College Basthanwa
Basti
03-2007

Skills

Client relationship building

Dispute resolution

Teamwork

Listening skills

Customer service

Sales funnel management

Multitasking

Product and service knowledge

Additional Information

Mother name : Amirun Nisha

Father name: Taiyab Ali

Marital status : Married

Achievement

  • Qualified for Channai cruise trip in life insurance business 2024.
  • Got many award from zonal manager in general insurance business.
  • Many more certificates into other business like assets, funding, mutual funds, etc.

Timeline

ELITE RELATIONSHIP MANAGER

Kotak Mahindra Bank
06.2022 - Current

ASSISTANT MANAGER

ICICI Bank
01.2020 - 06.2022

CREDIT CARD SALES EXECUTIVE

Kotak Mahindra Bank
03.2016 - 12.2019

Bachelor of Science - Science

Ram Manohar Lohia Avadh University

Intermediate - Science

Sant Tulsidas Inter College Basthanwa

High School - Science

Sant Tulsidas Inter College Basthanwa
Abid AliCUSTOMER RELATIONSHIP MANAGER