Summary
Overview
Work History
Education
Skills
Personal Information
Accomplishments
Certification
Interests
Timeline
Generic
Aparna Sinha

Aparna Sinha

Virtual Relationship Manager (Assistant Manager)
Shillong

Summary

Motivated and customer-focused Virtual Relationship Manager with proven experience in handling end-to-end banking services through digital platforms. Adept at managing virtual client relationships using efficient communication tools to deliver seamless and personalized banking solutions. Skilled in resolving client queries, promoting banking products, and ensuring high levels of customer satisfaction. Committed to building long-term client trust and driving customer retention through consistent engagement, proactive support, and a deep understanding of financial needs. Seeking to contribute in a dynamic environment that fosters professional growth and values relationship-driven service.

Overview

2
2
years of professional experience
2026
2026
years of post-secondary education
1
1
Certification
6
6
Languages

Work History

Virtual Relationship Manager (Assistant Manager)

HDFC BANK Ltd
04.2024 - Current
  • Client Relationship Management: Build and maintain relationships with clients virtually.
  • Sales & Cross-Selling: Promote financial products or services like loans, credit cards, insurance, or investments.
  • Customer Support: Resolve client queries, complaints, and requests efficiently.
  • Account Monitoring: Track client accounts to ensure satisfaction and suggest relevant services.
  • Documentation: Maintain accurate records of client interactions and transactions.

Digital Advisor

24×7.ai Pvt Ltd
10.2023 - 01.2024
  • Customer Interaction (Voice Support): Handle inbound or outbound voice calls from international customers.
  • Address queries, provide information, resolve complaints or issues.
  • Digital Product/Service Guidance: Guide customers in using digital tools (apps, websites, software).
  • Help with troubleshooting basic digital or technical issues.
  • Promote usage of self-service platforms (online accounts, chatbots, mobile apps).
  • Documentation and CRM Use: Record call details and actions taken using CRM tools.
  • Ensure accurate and up-to-date customer records.
  • Quality and Compliance: Follow company policies, international compliance standards, and call scripts.
  • Ensure data privacy and a high level of professionalism.

Education

Bachelor of Commerce -

St Anthony's College
Shillong, India
01-2021

Class 12 -

Nongthymmai Nepali Higher Secondary School
Shillong, India
01.2018 - 01.2021

Class 10 -

Umpling Rynjah Girls Secondary School
Shillong, India
01.2016 - 01.2018

Skills

  • Effective Communication: Skilled in articulating financial products and services clearly across digital channels to build trust and rapport with clients
  • Customer Relationship Management (CRM): Experienced in managing client portfolios and using CRM tools to track interactions, preferences, and follow-ups
  • Digital Banking Proficiency: Well-versed in navigating digital platforms for virtual banking, onboarding, and servicing clients efficiently
  • Investment & Wealth Advisory: Knowledgeable in identifying customer financial goals and recommending suitable investment and wealth management solutions
  • Goal-Oriented Approach: Consistently meets and exceeds targets through focused client engagement and strategic upselling
  • Constructive Feedback Implementation: Actively applies client and team feedback to enhance service delivery and continuously improve customer experience

Personal Information

  • Date of Birth: 06/27/98
  • Gender: Female
  • Nationality: Indian
  • Marital Status: Single

Accomplishments

  • Cross-sold banking products such as savings accounts, credit cards, insurance, auto loans, personal loans, fixed deposits, etc., exceeding monthly sales targets.
  • Achieved 100% customer satisfaction rating by consistently resolving customer queries quickly and accurately, resulting in positive feedback and repeat business.
  • Managed a portfolio of over 1000 clients, maintaining regular contact to understand financial goals and provide tailored banking solutions.

Certification

Certificate course in MS Excel & Tally

Interests

Classical Indian Dance

Drawing

Artistic Yoga

Timeline

Virtual Relationship Manager (Assistant Manager)

HDFC BANK Ltd
04.2024 - Current

Digital Advisor

24×7.ai Pvt Ltd
10.2023 - 01.2024

Class 12 -

Nongthymmai Nepali Higher Secondary School
01.2018 - 01.2021

Class 10 -

Umpling Rynjah Girls Secondary School
01.2016 - 01.2018

Bachelor of Commerce -

St Anthony's College
Aparna SinhaVirtual Relationship Manager (Assistant Manager)