Anwesha Ganguly
Noida
Summary
Dynamic Senior Relationship Manager with a proven track record at Standard Chartered Bank, excelling in client relationship management and financial analysis. Recognized as the top RM PAN India, I leverage strong sales strategies and insurance product knowledge to deliver tailored solutions, driving exceptional client satisfaction and retention.
Overview
9
9
years of professional experience
Work History
Senior Relationship Manager
Standard Chartered Bank
01.2025 - Current
- Cultivated strong relationships with clients to enhance customer satisfaction.
- Developed tailored solutions to meet diverse client needs and preferences.
- Analyzed market trends to identify potential growth opportunities for clients.
- Resolved customer inquiries or complaints promptly and efficiently in accordance with established guidelines.
- Performed periodic reviews of client portfolios in order to identify areas requiring further attention or improvement.
- Awarded as the top RM PAN INDIA and qualified for CEO felicitation.
- Awarded as the top RM in the Netsales Wealth Wizards contest, and qualified for the trip to Amsterdam.
Wealth Specialist - Bancassurance Senior Manager
Standard Chartered Bank
Delhi
03.2020 - 12.2024
- Managing the NRI segment of North region on Bancassurance with a total headcount of 14 Relationship Managers (NRHUB) and 11 Business Development Managers (NRAC).
- To support insurance sales by doing Joint calls and to maximize the competitive advantage of the Bank's Business by providing product knowledge, Product comparisons, sales pitches, Illustrations, sales and after sales support of insurance products to customers and solicits referral business to expand customer base.
- Analyze customer's financial situation and identify their financial needs recommend relevant products and structure solutions to best suit their needs.
- To ensure RM activation, increase in count of new to insurance clients and maintain persistency above 90% through follow up on pending renewals, ensuring timely premium debits.
- To maintain sales and service quality and zero cancellations and complaints.
- Awarded for exemplary performance in Sep-Oct contest G.O.AT 2021
- Awarded as Top Insurance Specialist PAN India in Vr 2022 at Delta (National Contest)
- Awarded as Top Insurance Specialist PAN India in 2022 in Banca CEO recognition awards
- Awarded for Exceptional Performance in March for the Unicorn Contest 2023
- Awarded for Exceptional Performance in Jan for Swords contest 2124
- Only IS Pan India to participate in SC-INSEAD Wealth Academy-HNW Programme Abu Dhabi UAE from 12th-14th February 2024
First Relationship Manager
YES BANK LTD
New Delhi
06.2016 - 02.2020
- Involved in Wealth cum Relationship Management for High Net Worth Clients and servicing of such accounts.
- Analyzed the cash inflows and outflows for long and short term goal planning along with cross selling third party products (Life insurance, MF, Loans ETC).
- Responsible for Retention of Relationships by deepening of existing CASA relationships.
- Awarded for Exemplary performance in January 2020 for revenue generation
- Awarded for exemplary Performance in January to March 2019 and qualify the moscow trip
- Certificate of Appreciation awarded for exemplary performance towards life insurance in Dec 2018
Assistant Manager
ICICI Securities Ltd
Noida
06.2016 - 03.2016
- Opening Demat and trading of bank account holders.
- Selling Mutual funds, Bonds, NPS and corporate deposits to demat account holders.
- Cross sell life and general insurance products.
- Award of excellence for exemplary performance in Shikhar for highest revenue generation (Nov/Dec 2015)
Education
PGDM -
Asia Pacific Institute of Management
Delhi05.2015
B-Tech -
Jaypee Institute of Information Technology
Noida04.2015
12th -
Navrachna International School
Vadodara10th -
Bharatiya Vidya Bhawan
DelhiSkills
- Client relationship management
- Financial analysis
- Sales strategy development
- Portfolio management
- Insurance product knowledge
- Cross-selling techniques
Personal Information
Date of Birth: 10/24/91
Timeline
Senior Relationship Manager
Standard Chartered Bank
01.2025 - Current
Wealth Specialist - Bancassurance Senior Manager
Standard Chartered Bank
03.2020 - 12.2024
First Relationship Manager
YES BANK LTD
06.2016 - 02.2020
Assistant Manager
ICICI Securities Ltd
06.2016 - 03.2016
PGDM -
Asia Pacific Institute of Management
B-Tech -
Jaypee Institute of Information Technology
12th -
Navrachna International School
10th -
Bharatiya Vidya Bhawan
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