Amruta Ojale
Relationship Manager
Mumbai
Summary
Organized and dependable finance professional with proven ability to manage multiple priorities and adapt to changing demands. Skilled in problem-solving, time management, and effective communication. Committed to taking on additional responsibilities to support team goals and consistently meet company objectives. Adept at working under pressure while enhancing organizational reputation and driving professional growth.
Overview
10
10
years of professional experience
4029
4029
years of post-secondary education
Work History
Relationship Manager- Imperia Banking
HDFC Bank
08.2024 - Current
- Resolved customer inquiries and complaints, enhancing satisfaction and trust.
- Built and maintained strong client relationships through expert service and tailored solutions.
- Promoted banking products by identifying client needs and cross-selling effectively.
- Consistently exceeded sales and service performance targets.
- Provided knowledgeable support on banking products and services.
- Identified new business opportunities through market research and client insights.
- Strengthened client loyalty through clear communication and responsive service.
Regional Head Strategic Alliances and Partnerships
Nobroker Technologies Solutions Pvt Ltd
12.2020 - 08.2024
- Onboarded top banks and NBFCs to broaden the product lineup.
- Increased revenue by securing high-value deals and uncovering new opportunities.
- Improved regional performance through strategic sales and team leadership.
- Expanded market reach with targeted marketing and strong client relations.
- Streamlined operations and enhanced efficiency through process improvements and training.
- Led teams and supported employee growth through clear goals and regular reviews.
Forex Solutions Manager
Edelweiss Financial Services
11.2019 - 09.2020
- Part of the Forex Advisory & Hedging sales team, onboarding importers and exporters.
- Identified clients with Forex exposure and pitched tailored hedging solutions.
- Organized training seminars for CFOs and Forex managers across industries.
Relationship Manager
Kotak Mahindra Bank
12.2018 - 10.2019
- Drove new business and referrals through collaboration with advisors and branch teams.
- Resolved client issues promptly to ensure satisfaction and retention.
- Promoted banking products and digital tools to support client financial goals.
- Exceeded sales and service targets consistently.
- Opened accounts, onboarded clients, and supported banking operations.
- Built strong client relationships through personalized service and communication.
- Ensured compliance with internal controls and policies.
Relationship Manager- Personal Banking
HDFC Bank
01.2017 - 12.2018
- Collaborated with financial advisors and branch teams to generate new business and referral clients.
- Proactively resolved client issues, ensuring high satisfaction and loyalty.
- Educated customers on banking products, services, and digital tools to support their financial goals.
- Consistently achieved and exceeded sales and customer service performance targets.
- Assisted clients with account openings, service enrollments, and cross-selling relevant products.
- Developed strong, lasting client relationships through regular communication and personalized support.
- Maintained strict compliance with internal policies and regulatory requirements.
Client Engagement Manager
Indusind Bank
08.2015 - 12.2016
- Partnered with advisors to generate new business and referrals.
- Resolved customer issues promptly to ensure satisfaction.
- Exceeded sales goals and maintained product knowledge.
- Prospected for new clients and sales opportunities.
- Educated clients on tech tools for financial goals.
- Assisted with account openings and service sign-ups.
Education
MBA - Finance
DY Patil University
Bachelor Of Commerce - Finance And Accounting
Mumbai University
Skills
- Relationship Management
- Strategic Alliances and Partnerships
- Banking
- Business Development
Timeline
Relationship Manager- Imperia Banking
HDFC Bank
08.2024 - Current
Regional Head Strategic Alliances and Partnerships
Nobroker Technologies Solutions Pvt Ltd
12.2020 - 08.2024
Forex Solutions Manager
Edelweiss Financial Services
11.2019 - 09.2020
Relationship Manager
Kotak Mahindra Bank
12.2018 - 10.2019
Relationship Manager- Personal Banking
HDFC Bank
01.2017 - 12.2018
Client Engagement Manager
Indusind Bank
08.2015 - 12.2016
MBA - Finance
DY Patil University
Bachelor Of Commerce - Finance And Accounting
Mumbai University
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