Chiragkumar Suthar
Deodar, Banaskantha
Summary
Results-driven Relationship Manager with 7 years of experience in the financial sector, specializing in client relationship management and business growth. Certified by IRDAI and NISM, with a focus on high-net-worth portfolio management and customized investment solutions. Proven ability to enhance client satisfaction and exceed sales targets through strategic financial advice and effective cross-selling. Strong communicator with a commitment to fostering long-term client partnerships and delivering exceptional service.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Relationship Manager Plantium
Au Small Finance Bank
Tharad
12.2023 - Current
- Client Acquisition & Retention: Acquire new premium clients (HNIs, businesses, corporate accounts) and retain existing ones by building long-term relationships.
- Portfolio Management: Manage and optimize client portfolios, providing tailored banking solutions to meet their financial needs.
- Cross-Selling & Upselling: Cross-sell bank products (mutual funds, insurance, loans, etc.) and upsell premium services based on client needs.
- Financial Advisory & Planning: Provide expert financial advice and create customized financial plans to help clients achieve their financial goals.
- Service Excellence: Ensure high levels of customer satisfaction by addressing complex queries, resolving issues, and maintaining quality service.
- Sales Target Achievement: Meet and exceed sales targets for CASA, loans, insurance, and investment products.
- Relationship Growth: Continuously engage with clients, understand their changing needs, and offer new solutions to strengthen relationships.
- Market Research & Trend Analysis: Stay updated on market trends and competitors to offer the best financial solutions to clients.
- Client Meetings & Events: Organize and attend client meetings, seminars, and events to foster relationships and promote new services.
- Compliance & Documentation: Ensure all transactions, investments, and documentation are in compliance with regulatory requirements and maintain accurate records.
Relationship Manager
Au Small Finance Bank
Gandhinagar
11.2022 - 11.2023
- Acquired new premium clients, including high-net-worth individuals and corporate accounts, while retaining existing ones through relationship building.
- Managed and optimized client portfolios with tailored banking solutions to address financial needs.
- Cross-sold bank products and services, enhancing client value through targeted upselling strategies.
- Provided customized financial advisory and planning services to help clients achieve their financial objectives.
- Ensured high customer satisfaction by resolving complex queries and maintaining service quality.
- Exceeded sales targets for CASA, loans, insurance, and investment products consistently.
- Engaged continuously with clients to understand evolving needs and strengthen relationships through innovative solutions.
- Conducted market research to analyze trends and competitors, ensuring competitive financial offerings.
Relationship Officer
Au Small Finance Bank
Deodar
01.2019 - 10.2022
- Acquired new customers for CASA products by identifying prospects, pitching offerings, and cultivating relationships.
- Promoted cross-selling of banking products, including loans, insurance, and investments to existing clients.
- Managed client relationships to enhance satisfaction and promptly address account-related concerns.
- Oversaw a portfolio of CASA accounts, ensuring proactive management with regular transactions.
- Achieved sales targets for CASA products through account openings and maintaining minimum balance requirements.
- Facilitated account opening processes, ensuring compliance with documentation and regulatory standards.
- Conducted market research to monitor trends and competitor services for optimal customer solutions.
- Educated clients on CASA product benefits, providing guidance on usage and online banking features.
Education
MBA - Finance
Manipal University
Jaipur05-2025
Bachelor of Arts - English Language
Swami Vivekanand Subharti University
Meerut04-2025
Bachelor of Arts - English Literature
HNGU, PATAN
DEODAR05-2017
H.S.C - ARTS
GSHEB, GANDHINAGAR
DEODAR05-2012
S.S.C - Arts
GSHEB, GANDHINAGAR
DEODAR01-2010
Skills
- Financial analysis and market research
- Regulatory compliance
- Customer service and relationship management
- Sales strategy and portfolio management
- Problem solving and issue resolution
- Wealth management expertise
- Time management and efficiency
Languages
Gujarati
First Language
Hindi
Proficient (C2)
C2
English
Advanced (C1)
C1
Certification
- IRDAI
- NISM
References
References available upon request.
Timeline
Relationship Manager Plantium
Au Small Finance Bank
12.2023 - Current
Relationship Manager
Au Small Finance Bank
11.2022 - 11.2023
Relationship Officer
Au Small Finance Bank
01.2019 - 10.2022
MBA - Finance
Manipal University
Bachelor of Arts - English Language
Swami Vivekanand Subharti University
Bachelor of Arts - English Literature
HNGU, PATAN
H.S.C - ARTS
GSHEB, GANDHINAGAR
S.S.C - Arts
GSHEB, GANDHINAGAR
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