Summary
Overview
Work History
Education
Skills
Affiliations
Languages
Accomplishments
Certification
Timeline
Generic

DEEPANKIT TIWARI

NEW DELHI

Summary

Adept at financial planning and client acquisition, I excelled as a Relationship Officer at SBICAP SECURITIES PVT LTD, where I enhanced customer satisfaction by leveraging my sales expertise and effective communication. My proactive approach in identifying cross-selling opportunities and providing strategic financial advice underscores my ability to drive new business growth. Self-motivated relationship officer with several years of experience delivering exceptional client support in industry. Known for building cross-functional partnerships to develop innovative solutions to client issues. Exceptional leadership and collaboration skills. Service-oriented Relationship Officer dedicated to driving new business by presenting valuable solutions to client needs. Competitive and intelligent to identify and secure new accounts.

Overview

3
3
years of professional experience
1
1
Certification

Work History

Relationship Officer

SBICAP SECURITIES PVT LTD
NEW DELHI
04.2022 - Current
  • Assisted customers in opening new accounts and resolving any queries or issues they had.
  • Provided financial advice to clients based on their needs and goals.
  • Performed credit analysis of customer profiles and portfolios, ensuring adherence to credit policies.
  • Analyzed client data to identify opportunities for cross-selling products and services.
  • Collaborated with internal teams such as marketing, sales, operations, risk management and compliance to maximize customer satisfaction levels.
  • Drafted proposals for potential new business opportunities, providing clear explanations of the benefits offered by each product or service.
  • Provided advice and guidance to customers regarding health insurance plans, coverage options, and benefits.
  • Processed applications for health insurance policies and ensured accuracy of information provided.

Education

Master of Arts - Political Science

INDIRA GANDHI NATIONAL OPEN UNIVERSITY
ARSD COLLEGE SOUTH CAMPUS
04-2024

Bachelor of Arts - Political Science

RAM LAL ANAND COLLEGE UNIVERSITY OF DELHI
SOUTH CAMPUS
06-2019

GED -

GOVT BOYS SENIOR SEC SCHOOL CBSE
NANGLOI
05-2016

High School Diploma -

GOVT BOYS SENIOR SEC SCHOOL CBSE
NANGLOI
03-2014

Skills

  • Financial planning processes
  • Service support
  • New business generation
  • Client acquisition
  • Banking
  • Effective customer communication
  • Sales expertise
  • Sales proficiency

Affiliations

  • Playing Chess , Cricket ,

Languages

Hindi
First Language
English
Intermediate (B1)
B1
Hindi
Advanced (C1)
C1

Accomplishments

  • Got the medal for general insurance.

Certification

  • Certification for big number of demat account

Timeline

Relationship Officer

SBICAP SECURITIES PVT LTD
04.2022 - Current

Master of Arts - Political Science

INDIRA GANDHI NATIONAL OPEN UNIVERSITY

Bachelor of Arts - Political Science

RAM LAL ANAND COLLEGE UNIVERSITY OF DELHI

GED -

GOVT BOYS SENIOR SEC SCHOOL CBSE

High School Diploma -

GOVT BOYS SENIOR SEC SCHOOL CBSE

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DEEPANKIT TIWARI