ANIL KUMAR BHARTI
Ludhiana
Summary
Dynamic Senior Relationship Manager with a proven track record at PB partners Policybazaar.com, excelling in client relationship management and team collaboration. Adept at identifying customer needs and delivering tailored investment solutions, consistently surpassing team targets through effective problem-solving and critical thinking skills.
Overview
7
7
years of professional experience
Work History
Senior Relationship Manager
PB partners Policybazaar.com
Ludhiana
12.2023 - Current
- Facilitated cross-functional meetings to align project goals and objectives.
- Collaborated with colleagues and leadership to drive team performance and achieve objectives.
- Worked alongside peers and supervisors to consistently exceed team targets.
- Partnered with team members and management to successfully accomplish organizational goals.
WEALTH MANAGER
ANGEL ONE
07.2023 - Current
- Identified customer needs promptly and efficiently to drive tailored investment solutions.
- Facilitated strong client relationships to enhance understanding of unique investment requirements.
ASSISTANT MANAGER
KOTAK MAHINDRA BANK
12.2021 - 05.2023
JUNIOR OFFICER
AXIS BANK
10.2019 - 03.2020
BRANCH RELATIONSHIP EXECUTIVE
SBI CARD
08.2018 - 09.2019
Education
Bachelors of Science - NON MEDI.
JS UNIVERSITY SHIKOHABAD
SHIKOHABAD, UP05.2021
Senior Secondary Examination -
RPJ INTER COLLEGE TETRI BAZAR
SIDDHARTH, U.P.04.2018
Matriculation Examination -
RAI COLLEGE ITWA SIDDHARTH
NAGAR, UTTAR PRADESH05.2015
Skills
- Team leader skills
- Management skills
- Client relationship management
- Team collaboration
- Problem solving
- Critical thinking
- Teamwork
- MS Office
- MS Excel
- MS Word
- Maintaining professional relationships with customers
- Basic computer skills
- Field work
- Life insurance
- Health insurance
Languages
- English
- Hindi
- Punjabi
Practical Skills
- Team Leader Skills
- Management Skills
Personal Information
- Father's Name: SITARAM BHARTI
- Date of Birth: 06/15/99
- Gender: MALE
Languages
Hindi
First Language
English
Beginner
A1
Punjabi
Beginner
A1
Family
- Spouse
- Daughter
Timeline
Senior Relationship Manager
PB partners Policybazaar.com
12.2023 - Current
WEALTH MANAGER
ANGEL ONE
07.2023 - Current
ASSISTANT MANAGER
KOTAK MAHINDRA BANK
12.2021 - 05.2023
JUNIOR OFFICER
AXIS BANK
10.2019 - 03.2020
BRANCH RELATIONSHIP EXECUTIVE
SBI CARD
08.2018 - 09.2019
Bachelors of Science - NON MEDI.
JS UNIVERSITY SHIKOHABAD
Senior Secondary Examination -
RPJ INTER COLLEGE TETRI BAZAR
Matriculation Examination -
RAI COLLEGE ITWA SIDDHARTH