Operating System : Windows XP
Apeksha Suryavanshi
BANKING (RM)
Summary
Business-driven Relationship Manager always finding successful ways to acquire new clients and foster lucrative relationships. A determined leader with over 4-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
1
1
year of post-secondary education
2
2
Languages
2
2
Certificates
Work History
Relationship Manager(Deputy Manager)
AU SMALL FINANCE BANK
Bhilai
03.2023 - 11.2023
- To acquire high-value customers and increase the book size of my portfolio.
- Doing cross sales like CASA funding, SIP, Mutual fund, RTD,TPP…. etc. Focus on asset's customers like PL, BL, HL, Auto loan …. etc, and pass the leads to asset vertical which helps me to achieve my monthly targets.
- To build the business, deepen relationships, and managing key and potential customers
Customer Care Executive (Assistant Manager)
HDFC BANK LTD
Bhilai
08.2021 - 02.2023
- Custodian of teller vault, cheque drop box.Handle all types of cash and noncash transactions in the prescribed TAT.
- Processed of Retail forex transactions and salary uploads for corporate. Processing of vendor bills/ utility bills at the branch, Generate CASA lead from cheque deposits /NEFT/ RTGS transactions done at branch, Assist colleges /freshers by providing trainings for operational job.
Customer Relationship Executive (Senior Officer)
JANA SMALL FINANCE BANK
Bhilai
04.2019 - 07.2021
- Accomplish Month on monthly targets of CASA Number and Value.
- Opened TASC accounts, UCB accounts, and DCCB accounts, managed high-net-worth customers, Acquisition of Video KYC accounts and DIGIGEN accounts
- Educate customers about online service offerings and mobile apps. Help the operation team in absence of staff. Helping them in clearing cheques, login Account Opening forms, process of service request forms and maintain E-Desk Reports and registers.
- I got promoted as a Customer Relationship Executive from BDE in my 2ndappraisal at June 2021.
Education
MBA - HRM
IIM
RAIPUR 05.2023 - Current
Master of Arts - ECONOMICS
Pt. RS.S. (C.G) University
Raipur 03.2013 - 04.2014
Bachelor of Science - Computer Science
Pt. RS.S. (C.G) University Raipur
Raipur 03.2006 - 04.2007
Skills
Relationship building and management
Customer portfolio management
New business generation
Investment and Wealth Planning
Banking
Cash Handling
Financial services
Sales expertise
Client Relationships
Business Development
Asset Management
Software
Languages : C ,C
Development Tools : VB 60
RDBMS : Oracle, MS ACCESS
Office : MS Office
Interests
Meditation, Yoga, Zumba, Cooking
Certification
IRDA
Additional Information
ACHIEVEMENTS :-NCC-C certificate holder
Timeline
MBA - HRM
IIM
05.2023 - Current
Relationship Manager(Deputy Manager)
AU SMALL FINANCE BANK
03.2023 - 11.2023
NISM
12-2022
Customer Care Executive (Assistant Manager)
HDFC BANK LTD
08.2021 - 02.2023
IRDA
01-2020
Customer Relationship Executive (Senior Officer)
JANA SMALL FINANCE BANK
04.2019 - 07.2021
Master of Arts - ECONOMICS
Pt. RS.S. (C.G) University
03.2013 - 04.2014
Bachelor of Science - Computer Science
Pt. RS.S. (C.G) University Raipur
03.2006 - 04.2007