ANUSHA SINGH
Summary
Business-driven Relationship Manager always finding successful ways to acquire new clients and foster lucrative relationships. A determined leader with over 5 years of assisting clients with financial planning processes and assessing financial data. Offering dynamic collaboration and decision making skills.
Overview
5
5
years of professional experience
Work History
Branch Relationship Manager
Standard Chartered Bank
11.2022 - Current
- Solely handled the portfolio of 15 crore AUM by adding new clients and existing clients all together
- Managed to grow the portfolio by 10 crore AUM by conducting comprehensive reviews of client accounts to identify areas for improvement or potential risks
- Coordinated with product specialists to offer tailored solutions for complex client requirements
- Strengthened client relationships by providing personalized financial advice and investment strategies
- Negotiated favorable terms for clients on loans, mortgages, or other financial products by leveraging strong rapport with partner institutions
- Collaborated with internal teams to deliver comprehensive wealth management services, maximizing client satisfaction and loyalty
Classic Relationship Manager
HDFC BANK LTD
06.2019 - 06.2022
- Solely managed a portfolio of more than 8 cr at branch level
- Grew branch's credit portfolio from 500 crore to 650 crore in the past FY 2021-22
- Managed to create my own portfolio which consisted of 180 HNI groups as a whole with an AUM holding of 8 cr
- Expanded relationships by promoting additional products and services through consultative selling and negotiations
- Cross sold bank's products including secured/unsecured loans, overdrafts and fixed deposits
- Experience to train and mentor 3 Relationship Managers in sales and customer retention, improving their skills and confidence in those areas
- Provided financial advice to business clients with a focus on client experience and risk management through building collaborative internal and external relationships
Education
MBA -
IBS-Hyderabad, ICFAI University
Hyderabad, India03.2019
BBA -
Guru Gobind Singh Indraprastha University
New Delhi06.2017
High School Diploma -
Delhi Public School
Indirapuram, IndiaSkills
Portfolio Management
Customer Relationship Management (CRM)
Financial Planning
Wealth Management
Team Work
Strategic Planning
Client Engagement
Problem Solving
Credit analysis
Accomplishments
- Excelled in achieving persistency of 150% revenue, outperforming the set target for the year FY- 2023-24
- Drove a 34% growth for FY 2022-23 in revenue. Cultivated overachieved performance for all the four quarters
- Generated 105% of the income target assigned for the year FY 2019-20
- Individually managed to reach 3 crore AUM by doing cross sell products
- Brought over 50 cr, funds by targeting high net worth clients for the year FY-2021-22 when associated with HDFC Bank
- Managed a diverse portfolio with approx of 10 crore in deposit accounts and in 20 crore loans/lines of credit in the past two consecutive years
Extracurricular Activities
- Ex- Editorial Head and Executive Member of club ADmire official Branding and Advertising club
- Organized several events, guest lectures when associated with ADmire Club
- Information secretary with "Alumni Relations Cell" of IBS Hyderabad
- Part of Sponsorship team when associated with club ADmire
Volunteer Experience
- Member of the Strategy team : NGO Jeevan Mukt Nishulk Vidyalaya
- Project Coordinator at 'Gramiksha' : NGO Udaan & Jagrukt
- Volunteered for an event of 'Vidya and Child'
Languages
English
Hindi
Personal Information
Date of Birth: 21/12/1996
Timeline
Branch Relationship Manager
Standard Chartered Bank
11.2022 - Current
Classic Relationship Manager
HDFC BANK LTD
06.2019 - 06.2022
MBA -
IBS-Hyderabad, ICFAI University
BBA -
Guru Gobind Singh Indraprastha University
High School Diploma -
Delhi Public School
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