Jyoti
New Delhi
Summary
Dedicated and results-oriented Virtual
Relationship Manager with 1.5+ years of
proven track record of building and
maintaining strong client relationships
in a virtual environment. Seeking an
opportunity to leverage my
interpersonal and communication skills
to provide exceptional client service and
contribute to the growth of a forward-
thinking organization.
Overview
2
2
years of professional experience
Work History
Relationship Manager
HDFC BANK
02.2023 - Current
- Manage a portfolio of 2,500+ clients, and serve as their primary point of contact for all financial needs.
- Address and resolve client concerns, issues, or inquiries promptly. VRMs need to act as the primary point of contact for clients, ensuring their questions are addressed.
- Conduct virtual meetings with clients to review their financial goals, provide investment advice, and offer personalized solutions.
- Collaborate with a cross-functional team of financial experts to develop comprehensive financial plans for clients. `
- Monitor client accounts, and proactively address any issues or concerns to ensure a seamless and satisfying experience.
- Handling customer queries and service-related issues.
- Ensuring a 100% satisfactory rate on NPS (Net Promoter Score).
Education
Master of Arts - History
Indra Gandhi National Open University
New Delhi09-2023
Bachelor of Arts -
Delhi University
New Delhi07-2019
Skills
- Relationship building and management
- Effective customer communication
- Service support
- Wealth management portfolios
Accomplishments
- Qualified GH Inner Club Aug 2024 for Kerala.
- Regular Participation and month on month qualification on Life insurance and general insurance.
Timeline
Relationship Manager
HDFC BANK
02.2023 - Current
Master of Arts - History
Indra Gandhi National Open University
Bachelor of Arts -
Delhi University
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