Anand Singh
Navi Mumbai
Summary
Capable Relationship Manager experienced in developing customized solutions to meet wide-ranging customer needs.
Confident Relationship Manager with hands-on approach to implementing strategies to cultivate positive customer experiences.
Bilingual in English and Hindi with background advising, educating and engaging clients on various tools to improve financial health.
A determined leader with over almost 6 years of assisting clients with financial planning processes and assessing financial data. Offering dynamic collaboration and decision making skills.
Charismatic Relationship Manager focused on developing strategic business opportunities by delivering exemplary service to each client's individual needs.
Respected professional with exceptional knowledge regarding risk management.
Driven Relationship Manager focused on deepening client relationships by providing superior service and support. Outgoing and ambitious professional with 6 years' experience in banking.
Expert in increasing productivity and customer satisfaction while driving revenue and sales.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Senior Banking Partner- Pioneer Banking
Indusind Bank Ltd
09.2024 - Current
- Provided outstanding service to all individuals, promoting effective, and lasting business relationships.
- Achieved successful client outcomes by identifying and addressing their unique needs and goals.
- Stayed informed on industry developments and market trends to gain competitive advantage.
- Networked with other professionals and organizations to expand contacts and opportunities.
- Developed and implemented strategies to enhance partner relations.
- Collaborated with colleagues and support staff to maximize team efficiency.
- Streamlined internal processes, fostering improved efficiency and productivity within the firm.
Burgundy Relationship Manager
Axis Bank Ltd
12.2022 - Current
- Developed loyalty programs to reward and maintain customer retention.
- Established strong relationships with key stakeholders for effective collaboration and streamlined decision-making processes.
- Consistently exceeded quarterly sales goals by cultivating a strong network of professional contacts and referrals.
- Evaluated portfolio performance regularly using advanced analytics tools, making strategic recommendations to optimize client returns.
- Monitored customer feedback and generated reports to identify areas of improvement.
- Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
- Delivered comprehensive reports detailing account activity and progress towards established financial goals, increasing transparency and trust with clients.
- Coordinated efforts between various departments such as sales, credit assessment, operations teams for smooth delivery of services to clients.
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Complied with established internal controls and policies.
- Maintained knowledge on banking products and distribution to provide optimal service support.
Branch Relationship Manager
KOTAK MAHINDRA BANK LTD
06.2019 - 11.2022
- Monitored issues carefully and reached out to customers to provide immediate resolution and maintain satisfaction.
- Transcended requirements on consistent basis to satisfy customers.
- Assisted customers with needs such as opening accounts, depositing or transferring funds, updating account details and signing up for new services.
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
- Planned portfolio solutions after carefully analyzing clients' financial health and future requirements.
- Educated clients on available technological tools, enabling development and implementation of solutions to achieve personal financial goals.
- Utilized prospecting techniques to identify potential clients and create opportunities to sell financial services.
- Generated new business and referral clients in partnership with financial advisors and branch team.
- Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
- Educated customers about product and service options and processed purchases.
- Presented clients with required options to meet diverse demands.
Privilege Banker
ICICI BANK LTD
10.2016 - 05.2019
Education
Bachelor Of Technology - Mechanical Engineering
Suresh Gyan Vihar University
JaipurPost Graduate Diploma In Banking - Banking
ICICI MANIPAL ACADEMY
BangaloreMBA - Banking And Finance
Narsee Monjee Institute of Management Studies
Navi Mumbai09.2024
Skills
Relationship building and management
Customer portfolio management
Financial planning processes
Accomplishments
In Indusind bank
I have PAN india Rank 1 for starting 2 months and have been continuous performer since then with earning incentives and getting rewards everytime for vontest
In Axis bank
3 times MDRT qualifier in a year in axis bank FY23-24
I have achieved revenue of 50 lakh on quarterly basis
Earned incentives
Re-organized something to make it work better
Affiliations
NISM
IRDA
Additional Information
Expertise in Excel
Good in PowerPoint and Ms. Word
Certification
NISM
IRDA
Languages
English
Advanced (C1)
Personal Information
Title: Senior Banking partner- Pioneer banking and wealth segment
Certifications
01-2020
Hobbies and Interests
Stocks study, Financial books, sales
Three times MDRT Qualifier in a year
In Indusind bank,
I have been PAN India no.1 for continously for 2 months and have been esteemed performer by earning incentives from 1st quarter only i.e fromOctober 2024.
In Axis bank,
Being a burgundy RM have qualified for Dubai, Switzerland and Bali in FY23-24 and adding to that I have crossed an insuranace premium above 4 Crore in 15 months.
Timeline
Senior Banking Partner- Pioneer Banking
Indusind Bank Ltd
09.2024 - Current
Burgundy Relationship Manager
Axis Bank Ltd
12.2022 - Current
Branch Relationship Manager
KOTAK MAHINDRA BANK LTD
06.2019 - 11.2022
Privilege Banker
ICICI BANK LTD
10.2016 - 05.2019
Bachelor Of Technology - Mechanical Engineering
Suresh Gyan Vihar University
Post Graduate Diploma In Banking - Banking
ICICI MANIPAL ACADEMY
MBA - Banking And Finance
Narsee Monjee Institute of Management Studies
Similar Profiles
SHIVA KUMAR MAKAMSHIVA KUMAR MAKAM
Business Development Manager at INDUSIND BANK LTDBusiness Development Manager at INDUSIND BANK LTD
RESHMA G PRESHMA G P
Service Delivery Manager at IndusInd Bank LTDService Delivery Manager at IndusInd Bank LTD
Narahari KotapothulaNarahari Kotapothula
Regional Head at IndusInd Bank LtdRegional Head at IndusInd Bank Ltd