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
Business Relationship Management
Work Planning
Strategy Development
Decision Making
Prioritizing and Planning
Time Management
Relationship Building
Business Strategies
Capital Raising
CRM Tracking
Insurance Negotiation
In-Depth Research
Accomplishments
- 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