DAISY DUTTA
Gurgaon
Summary
Experienced Relationship Manager well-versed in managing diverse customer needs with speed and efficiency. Maximizing satisfaction and bank revenue through hands-on service and support, knowledgeable product recommendations and persuasive communication skills.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Priority Relationship Manager
Standard Chartered Bank
2024.07 - Current
- Strengthened customer relationships by providing personalized financial advice and solutions.
- Managed a portfolio of high-value clients, ensuring their needs were met and expectations exceeded.
- Maintained up-to-date knowledge of industry trends, regulations, products, and competitor offerings to stay ahead in the market.
- Provided exceptional customer service, addressing concerns promptly and resolving issues effectively.
Relationship Manager
Deutsche Bank
2023.01 - 2024.07
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
- Strengthened client relationships by actively listening to their needs and providing tailored financial solutions.
Manager
Gastos Private Limited
2022.02 - 2022.12
- Accomplished multiple tasks within established timeframes.
- Cross-trained existing employees to maximize team agility and performance.
- Reduced operational costs through comprehensive process improvement initiatives and resource management.
- Mentored junior team members for career advancement, fostering a pipeline of future leaders within the organization.
Management Intern
Gastos Private Limited
2021.08 - 2022.02
- Contributed to successful product launches by assisting in the creation of promotional materials and event coordination.
- Analyzed financial data to identify trends and provide recommendations for cost reduction measures.
- Supported company growth by identifying new markets and developing targeted sales strategies.
Education
MBA - Finance & Marketing
Chandigarh Group Of Colleges
Chandigarh, India10.2022
BBA - Finance
S.D College
Hoshiarpur10.2020
High School - Commerce
Sav Jain Day Boarding School
Hoshiarpur07.2017
Matriculation -
Holy Heart Junior School
Hoshiarpur, India04.2015
Skills
- Portfolio Management
- Performance Tracking
- CRM proficiency
- Financial Planning
- Banking operations knowledge
- Excellent Communication
- Organizational Skills
- Time management abilities
- Interpersonal Skills
- Relationship Building
- Analytical Thinking
- Time Management
Accomplishments
- Participated in National level Quiz on stock market Operations and scored 75% in it .
- Topped in BBA 3 years in district Hoshiarpur
- Bagged first position in poem recitation at SD college
- Bagged second position in essay writing at SD college
Certification
- Completed The fundamentals of Digital Marketing Certification exam through Google Digital Garage
- Completed my certification in applying inbound social media strategies from Hubspot academy
- Completed my course on use of social media for enhancing business through future learn academy.
- Online certified course on market research and consumer behavior through coursera
- Online Certified course on portfolio optimization using markowitz model.
- Online certified course on investment risk management.
- Certified in small business marketing through coursera
- Attened workshop on tally and financial statement modeling at IMS Ghaziabad.
Extra Curricular Activities
- Took part in business planning activity in college
- Given speech on business formulation & Entrepreneurship
- Took part in sports events
Additional Information
Projects Undertaken
- A study of consumer preferences towards online food delivery chains in Chandigarh
- Research on stock Exchange
- Formulated a business corporation on Security Solutions
Personal Information
Date of Birth : 5th October 1999
Gender : Female
Marital Status : Unmarried
Language Known: English, Hindi, Punjabi
Timeline
Priority Relationship Manager
Standard Chartered Bank
2024.07 - Current
Relationship Manager
Deutsche Bank
2023.01 - 2024.07
Manager
Gastos Private Limited
2022.02 - 2022.12
Management Intern
Gastos Private Limited
2021.08 - 2022.02
MBA - Finance & Marketing
Chandigarh Group Of Colleges
BBA - Finance
S.D College
High School - Commerce
Sav Jain Day Boarding School
Matriculation -
Holy Heart Junior School
- Completed The fundamentals of Digital Marketing Certification exam through Google Digital Garage
- Completed my certification in applying inbound social media strategies from Hubspot academy
- Completed my course on use of social media for enhancing business through future learn academy.
- Online certified course on market research and consumer behavior through coursera
- Online Certified course on portfolio optimization using markowitz model.
- Online certified course on investment risk management.
- Certified in small business marketing through coursera
- Attened workshop on tally and financial statement modeling at IMS Ghaziabad.
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