Hi, I’m
ANAGHA BHOSALE
ASSOCIATE RELATIONSHIP MANAGER
MUMBAI
Summary
Business-driven Relationship Manager always finding successful ways to acquire new clients and foster lucrative relationships. A determined team player with over 6 years of assisting clients with financial planning processes and assessing financial data. Offering dynamic collaboration and decision making skills.
Overview
7
years of professional experience
2
years of post-secondary education
2
Certifications
Work History
Standard Chartered BankMumbai, maharashtra
Priority Banking Relationship Manager
07.2023 - Current
Job overview
- Worked well in a team setting, providing support and guidance.
- Utilized financial software to prepare consolidated financial statements.
- Conducted financial due diligence on potential investments and acquisitions.
- Created and managed financial models to evaluate corporate investments and acquisitions.
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products for bigger portfolio.
- Built and maintained relationships with new and existing clients while providing high level of expertise.
STANDARD CHARTERED BANKMUMBAI
Associate Relationship Manager
12.2022 - Current
Job overview
- Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Monitored customer feedback and generated reports to identify areas of improvement.
HDFC BANK LTDMUMBAI
Preferred Relationship Manager
07.2018 - 12.2022
Job overview
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
- Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
ICICI DIRECTMUMBAI
SENIOR RELATIONSHIP MANAGER
09.2016 - 05.2018
Job overview
- Worked with clients to address and respond to client and partnership management issues.
- Researched current trends to identify prospective customers and determine specific needs.
- Developed new banking relationships with business prospects.
- Requested customer feedback to drive client satisfaction and retention while quickly remedying issues.
SHRIRAM TRANSPORT FINANCE MUMBAI
Junior Executive
10.2013 - 07.2014
Job overview
- Performed project organization and identification for successful project acquisition and implementation.
- Proofread technical and creative outputs and deliverables for adherence to quality standards
- Prepared and edited technical and financial reports in Excel MIS.
- Liaised with clients and beneficiaries to negotiate for successful contract execution.
Education
DR. D.Y.PATIL UNIVERSITYMUMBAI
MBA from MARKETING
06.2014 - 03.2016
PILLAI'S COLLEGE OF ARTS COMMERCE AND SCIENCEMUMBAI
Bachelor of Management Studies from Finance
06.2010 - 03.2013
Certification
AMFI
Hobbies
1. currently learning painting on canvas and pottery painting
2. have learnt classical kathak dance.
3. travelling
4. listening to podcasts
Timeline
AMFI
07-2023
IRDA
07-2023
Priority Banking Relationship Manager
Standard Chartered Bank
07.2023 - Current
Associate Relationship Manager
STANDARD CHARTERED BANK
12.2022 - Current
Preferred Relationship Manager
HDFC BANK LTD
07.2018 - 12.2022
SENIOR RELATIONSHIP MANAGER
ICICI DIRECT
09.2016 - 05.2018
DR. D.Y.PATIL UNIVERSITY
MBA from MARKETING
06.2014 - 03.2016
Junior Executive
SHRIRAM TRANSPORT FINANCE
10.2013 - 07.2014
PILLAI'S COLLEGE OF ARTS COMMERCE AND SCIENCE
Bachelor of Management Studies from Finance
06.2010 - 03.2013
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