Summary
Overview
Work History
Education
Skills
Certification
Accomplishments
Languages
Additional Information
Timeline
Generic

Anastasia Rebello

Margao

Summary

Dynamic Senior NRI Relationship Manager at Axis Bank Ltd with expertise in forex transactions and customer relationship management. Proven track record in driving revenue growth through effective cross-selling and complaint resolution strategies. Committed to fostering client loyalty and satisfaction while leveraging Salesforce proficiency to enhance service delivery.

Overview

17
17
years of professional experience
1
1
Certification

Work History

Senior NRI Relationship Manager

Axis Bank Ltd
Goa
09.2020 - Current
  • Resolved banking queries and issues for NRI customers efficiently.
  • Processed inward and outward remittances along with forex transactions.
  • Sourced new clients while servicing existing accounts to drive revenue growth.
  • Cross-sold third-party products, including mutual funds, life insurance, and PMS.
  • Generated leads through online research, referrals, and cold calling.
  • Managed portfolio of client accounts, ensuring high levels of satisfaction and loyalty.
  • Achieved client loyalty through quality, productivity, service and proactive management.
  • Established strong relationships with clients through regular, personalized communication.
  • Resolved escalated customer issues efficiently and effectively within established timelines.
  • Conducted regular client meetings to assess progress, discuss opportunities for growth, and address any concerns.
  • Developed and maintained strong relationships with clients to ensure satisfaction and loyalty.
  • Provided ongoing support throughout the sales cycle by responding promptly to inquiries, resolving issues, and following up on requests in a timely manner.

Deputy Branch Manager

ICICI Bank Ltd
Goa
04.2010 - 09.2020
  • Oversaw daily front desk operations, managing customer queries and digital banking support.
  • Served wealth and NRI clients, addressing service needs and recommending suitable products.
  • Processed foreign exchange transactions, remittances, travel cards, and traveler’s cheques efficiently.
  • Cross-sold financial products while conducting branch-level training programs.
  • Evaluated local market conditions to identify and pursue new business opportunities.
  • Analyzed customer account trends to enhance cross-selling strategies for products and services.
  • Disciplined employees to ensure adherence to company policies and procedures.
  • Resolved customer complaints promptly and professionally.
  • Provided support and guidance to colleagues to maintain a collaborative work environment.

Insurance Associate

Prudential Company Ltd
Mumbai
07.2008 - 12.2008
  • Resolved UK-based customer inquiries regarding life insurance policies efficiently.
  • Processed policy applications and claims, ensuring accurate premium calculations.
  • Maintained comprehensive administrative records and managed inbound communications.

Education

Bachelor of Commerce -

St. Andrews College
Mumbai
01.2008

H.S.S.C -

Rosary College of Commerce & Arts
Goa
01.2005

Diploma in Banking and Finance -

IFBI
Mumbai

Skills

  • NRI banking and wealth management
  • Forex and remittance transactions
  • Customer relationship management
  • Salesforce proficiency
  • Compliance and KYC procedures
  • Cross-selling financial products
  • Complaint resolution strategies
  • Front desk operations

Certification

  • AMFI Certified (Mutual Funds), 68%
  • IRDA Certified (Insurance)
  • Computer Basics / Internet, Goa, India

Accomplishments

  • Top-rated performer in Axis Bank and ICICI Bank appraisals
  • Received Certificates of Appreciation at Regional & Zonal levels
  • MDRT (Million Dollar Round Table) qualifier for two consecutive years

Languages

  • English, Advanced (C1)
  • Hindi, Intermediate (B1)

Additional Information

Participated in national quiz ‘Awakening Indians to India’, Completed ‘Thinking Skills Program’, Received Certificate of Merit in Social Service, reading, listening to music, traveling

Timeline

Senior NRI Relationship Manager

Axis Bank Ltd
09.2020 - Current

Deputy Branch Manager

ICICI Bank Ltd
04.2010 - 09.2020

Insurance Associate

Prudential Company Ltd
07.2008 - 12.2008

Bachelor of Commerce -

St. Andrews College

H.S.S.C -

Rosary College of Commerce & Arts

Diploma in Banking and Finance -

IFBI

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Anastasia Rebello