Arti Shivshankar Karmakar
Ulhasnagar
Summary
Seasoned Relationship Manager with a proven track record at CSB Bank Ltd., excelling in client acquisition and wealth management offerings. Demonstrated expertise in customer relationship management in banking, achieving over 100% competency targets. Renowned for exceptional client assistance and relationship review processes, securing multiple regional recognitions.
Overview
9
9
years of professional experience
Work History
Relationship Manager
CSB Bank Ltd.
Ulhasnagar
07.2024 - Current
- Developed and maintained strong relationships with clients to ensure satisfaction and loyalty.
- Conducted regular client meetings to assess progress, discuss opportunities for growth, and address any concerns.
- Ensured compliance with relevant laws and regulations when dealing with customers.
- Managed daily operations including scheduling appointments, coordinating meetings and preparing agendas.
Business Development Manager
MAX LIFE INSURANCE (APC CHANNEL)
Mumbai
05.2024 - 06.2024
- Maintained a database of existing customers and prospective leads.
- Collaborated with marketing team members to design promotional materials.
- Researched target markets to understand the needs of current and potential customers.
- Provided training to sales staff on effective communication techniques when dealing with clients.
- Collaborated with internal teams for successful execution of projects.
Senior Development Manager 2
EDELWEISS TOKIO LIFE INSURANCE CO LTD
Mumbai
09.2021 - 05.2024
- As a Development Manager I am taking care
- Team Building
- Relationship Management
- Customer Service
- Joined as Development Manager 1 and take fastest 4 promotions within 6 months now as Senior Development Manager 2 in March 2022
- Month on month achieving competency Target 100% and above
- Qualifying for 2 Time Regional Convey 2022,2023
- Qualifying ZONAL/HOS Convey 2022
- Qualifying in JFM Contest 2022 for Bangkok, Pattaya
- Qualifying in JFM Contest 2023 2 for Sri Lanka
Insurance Advisor
MAX LIFE INSURANCE
Mumbai
12.2020 - 08.2021
- Working as Insurance Advisor
- Relationship Management
- Customer Service
- Qualifying for 4 Time Regional Convey 2015, 2016, 2017, 2018
Insurance Advisor
STAR ALLIED HEALTH INSURANCE
Mumbai
05.2016 - 11.2020
- Working as Health Insurance Advisor
- Relationship Management
- Customer Service
- Qualifying for Goa, Lonavala
- Qualifying for Lots of Branch and Regional Contest
- Provided advice to clients on the most suitable insurance policies for their individual needs.
- Educated clients on the features of various insurance products and services.
- Ensured compliance with legal regulations related to insurance policies.
- Processed applications for new policies including verifying eligibility criteria.
Education
Graduation -
YCMOU
Skills
- Relationship review process
- Solution Implementation
- Wealth management offerings
- Client Assistance Expertise
- Client Acquisition
- Proficient Customer Engagement
- Customer Relationship Management in Banking
Disclaimer
I hereby declare that the above-mentioned information is true as per my knowledge.
Languages
- English
- Marathi
- Hindi
Personal Information
- Date of Birth: 12/06/85
- Gender: Female
- Marital Status: Widow
Timeline
Relationship Manager
CSB Bank Ltd.
07.2024 - Current
Business Development Manager
MAX LIFE INSURANCE (APC CHANNEL)
05.2024 - 06.2024
Senior Development Manager 2
EDELWEISS TOKIO LIFE INSURANCE CO LTD
09.2021 - 05.2024
Insurance Advisor
MAX LIFE INSURANCE
12.2020 - 08.2021
Insurance Advisor
STAR ALLIED HEALTH INSURANCE
05.2016 - 11.2020
Graduation -
YCMOU
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