Ayushi Kumari Sinha
Kolkata
Summary
Dynamic Client Relationship Manager with proven expertise in fostering client satisfaction and enhancing transaction volumes. Strong skills in problem resolution and portfolio management, driving impactful results within corporate environments. Dynamic Client Relationship Manager with proven skills in transaction monitoring, client engagement, and problem-solving. Committed to driving client satisfaction and enhancing portfolio performance.
Overview
5
5
years of professional experience
Work History
Client Relationship Manager
INVOICEMART
KOLKATA
09.2024 - Current
- Managed client communications, ensuring satisfaction and promptly addressing concerns to enhance client retention.
- Cultivated relationships with corporate clients, increasing transaction discounting volumes through tailored engagement strategies.
- Managed a portfolio of corporate clients, including Bengal Energy Ltd, Emami Group, Anmol Industries Ltd, and Khadim India Ltd, and handled daily transactions related to bill discounting.
- Monitored client activity and reengaged inactive buyers, boosting platform participation by implementing targeted outreach initiatives.
- Facilitated vendor registration and managed end-to-end transactions on the digital platform.
- Monitor and support the end- to-end transaction lifecycle (invoice uploading, bidding by financers, acceptance and settlement).
- Resolved operational queries and complaints to facilitate seamless transaction processes.
A ONE ADVISORY
RELATIONSHIP MANAGER
KOLKATA
03.2023 - 09.2024
- Expanded client base and deepened relationships with existing clients to drive engagement.
- Syndication of long- term and short- term debt for corporate customers and designing, financing and implementing structured products.
- Identified and secured high-value mandates to enrich client offerings.
- Created client pitch books, proposals, and marketing materials for impactful internal presentations.
- Structure debt solutions (term loans, project finance, refinancing) that meet borrower requirements while managing risk.
Relationship Banker
ICICI BANK
PATNA
03.2021 - 03.2023
- Cultivated client relationships to identify needs and preferences, resulting in improved customer satisfaction.
- Managed portfolio of premium customers as single point of contact for their banking needs, ensuring personalized service.
- Facilitated branch operations by addressing customer queries and delivering exceptional service, contributing to positive client experiences.
- Meet or exceed targets for deposits, CASA, credit products (home loans, personal loans, overdrafts), investment AUM, and fee-income.
- Ensured compliance with KYC/AML regulations and maintained accurate records for audit readiness.
Education
MBA - Marketing And Finance
EIILM
KOLKATA01-2020
Bachelor of Commerce -
VINOBA BHAVE UNIVERSITY
HAZARIBAG JHARKHAND01-2015
HIGHER SECONDARY - Commerce
CCL DAV PUBLIC SCHOOL
GIRIDIH 01-2012
Skills
- Problem solving
- Relationship building
- Negotiation skills
- Analytical thinking
- Client relationship management
- Transaction monitoring
- Transaction Monitoring & Issue Resolution
Timeline
Client Relationship Manager
INVOICEMART
09.2024 - Current
A ONE ADVISORY
RELATIONSHIP MANAGER
03.2023 - 09.2024
Relationship Banker
ICICI BANK
03.2021 - 03.2023
MBA - Marketing And Finance
EIILM
Bachelor of Commerce -
VINOBA BHAVE UNIVERSITY
HIGHER SECONDARY - Commerce
CCL DAV PUBLIC SCHOOL