ANOOP PANDEY
SENIOR RELATIONSHIP MANAGER
ALLAHABAD
Summary
Versatile Senior Relationship Manager with 6 years of experience networking with stakeholders of companies such as vendors, customers and clients. In-depth knowledge of CRM practices, risk analysis and business process improvement. Well-versed in forging strategic partnerships to drive revenue and acquire customers. Collaborative individual focused on increasing market share and exceeding client needs.
Overview
6
6
years of professional experience
Work History
Senior Relationship Manager
BANK OF BARODA
9 2021 - Current
- Drove client satisfaction and kept lines of communication open to further business objectives through strong customer relationships.
- Addressed inquiries from clients and department team members.
- Interacted with customers and worked closely to resolve issues.
- Cultivated relationships with customers by participating in meetings onsite and at client locations.
- Collaborated with various departments to improve communication and deliver individualized customer solutions.
- Provided information on technology resources to improve client financial well-being.
- Analyzed competitors and market trends to facilitate business growth.
- Identified leads by researching trends in Banks to determine customer needs.
- Invested funds and recommended appropriate dividend issuances based on historical dividend patterns and expected cash flows.
- Communicated with stockholders or other investors to provide information or raise capital.
- Coordinated approval or rejection of lines of credit or commercial, real estate or personal loans.
- Answered clients' questions about purposes and details of financial plans and strategies.
- Interviewed clients to assess income, expenses, insurance coverage, tax status, financial and investment goals and risk tolerance.
- Expertly managed client portfolios to maximize returns and maintain risk tolerances.
- Driving investment product through sales team
- Educate client about investment & Insurance options and potential risks 11 &Insurance) Research and analyse investments, strategies and market conditions to optimize investment portfolios,
- To combine analytical ability, comprehensive fiscal knowledge and customer service skills to help clients define and reach their financial goals.
- Ownership of the investment & Insurance targets of the cluster/ location that they are mapped to
- AUM increase Penetration of client base for creating new investors in MF/investments from existing client base
- Increase in ( Investment & Insurance Products) productivity of RMs Ensuring better client experience both by qualitative and quantitative subventions Portfolio Monitoring, rebalancing & reviews
- Partnered with other financial professionals such as accountants and estate attorneys, ensuring seamless integration of wealth management services into clients'' broader financial plans.
- Implemented risk mitigation strategies within client portfolios, protecting their investments from potential market volatility.
- Streamlined internal processes, improving efficiency in client onboarding and portfolio management.
- Developed and maintained strong relationships with clients to maximize satisfaction.
Deputy Manager
ICICI Bank Ltd
01.2018 - 09.2021
- Analyzed financial data to determine efficient use of resources.
- Promoted finance products to customers and sales force to increase penetration.
- Approved and qualified applications for financing, closed sales contracts and cross-sold insurance products while complying with state laws.
- Analyzed sales activity to identify and correct cost errors or price discrepancies.
- Made estimates of funds required for short and long-term financial objectives of organization.
- Reviewed financial projections relating to business and industry trends and identified areas requiring improvement.
- Achieved proper mix of equity and debt to minimize cost and maximize operational profit.
- Consolidated business data into actionable metrics to simplify and highlight areas of concern and opportunity.
- Invested funds and recommended appropriate dividend issuances based on historical dividend patterns and expected cash flows.
- Communicated with stockholders or other investors to provide information or raise capital.
- Implemented risk mitigation strategies within client portfolios, protecting their investments from potential market volatility.
- Partnered with other financial professionals such as accountants and estate attorneys, ensuring seamless integration of wealth management services into clients'' broader financial plans.
- Driving investment product through sales team
- Educate client about investment & Insurance options and potential risks 11 &Insurance) Research and analyse investments, strategies and market conditions to optimize investment portfolios,
- To combine analytical ability, comprehensive fiscal knowledge and customer service skills to help clients define and reach their financial goals. Ownership of the investment & Insurance targets of the cluster/ location that they are mapped to
- AUM increase Penetration of client base for creating new investors in MF/investments from existing client base
- Increase in ( Investment & Insurance Products) productivity of RMs Ensuring better client experience both by qualitative and quantitative subventions
- Portfolio Monitoring, rebalancing & reviews
Education
POST GRADUATION DIPLOMA IN BANKING AND FINANCE -
MANIPAL UNIVERSITY
BANGALOREBTech - Mechanical Engineering, Vendor Management
UTTAR PRADESH TECHNICAL
Skills
Customer Service
undefinedAccomplishments
- Proactive professional with 5+ years of experience and a proven knowledge of vendor and customer communications, customer service, and project planning
- Aiming to leverage my skills to successfully fill the Wealth or Relationship management or Team Lead role at your company.
Additional Information
NISM VI -DEPOSITORY QUALIFIED
NISM V -A -QUALIFIED
Timeline
Deputy Manager
ICICI Bank Ltd
01.2018 - 09.2021
Senior Relationship Manager
BANK OF BARODA
9 2021 - Current
POST GRADUATION DIPLOMA IN BANKING AND FINANCE -
MANIPAL UNIVERSITY
BTech - Mechanical Engineering, Vendor Management
UTTAR PRADESH TECHNICAL
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