Divyanshu Tripathi
Gwalior
Summary
Relationship Manager with extensive experience at Yes Bank, specializing in client relationship management and financial analysis. Demonstrated success in driving business growth through strategic sales initiatives and effective risk assessment. Skilled in collaborating with cross-functional teams to deliver customized financial solutions, enhancing client satisfaction and loyalty.
Overview
7
7
years of professional experience
Work History
Senior Relationship Manager
Axis Bank
Gwalior
11.2023 - Current
- Identified new business opportunities through market research and analysis.
- Developed and managed a portfolio of existing clients to ensure long-term customer relationships.
- Drove client satisfaction and kept lines of communication open to further business objectives through strong customer relationships.
- Completed month-end and year-end closings, kept records audit-ready and monitored timely recording of accounting transactions.
Relationship Manager, Government and Institutional Business
Yes Bank
New Delhi
07.2022 - 11.2023
- Cultivated relationships with key government and institutional clients to drive business growth.
- Analyzed market trends to identify new opportunities for expanding customer base.
- Delivered customized financial solutions and ensured seamless banking service execution.
- Collaborated with credit, operations, and legal teams for accurate client transaction processing.
- Conducted regular portfolio reviews to identify risks and implement mitigation strategies.
- Utilized CRM and ERP systems for efficient customer information management and sales reporting.
Manager, Government and Institutional Business
AU Small Finance Bank
Bhopal
01.2022 - 07.2022
- Develop and maintain strong relationships with government and institutional clients to ensure their financial needs are met.
- Identify and pursue new business opportunities to expand the bank's portfolio and meet sales targets.
- Collaborate with cross-functional teams, including Credit, Treasury, and Investment Banking, to provide comprehensive financial solutions to clients.
- Manage large-scale projects from initiation to execution, ensuring client expectations are met and projects are completed on time and within budget.
- Monitor and analyze market trends and client needs to identify potential risks and opportunities for the bank.
- Used CRM tools for Task Management, Customer Information Management.
Deputy Manager 2, Government and Institutional Business
ICICI Bank
Gwalior
08.2018 - 10.2021
- Managed a portfolio of high net worth clients, delivering comprehensive financial solutions that met their investment, wealth management, and lending needs.
- Built strong relationships with clients, earning their trust and loyalty and becoming their primary point of contact for all banking needs.
- Developed and executed sales strategies to grow the bank's portfolio of high net worth clients.
- Collaborated with cross-functional teams to deliver customized financial solutions that met the unique needs of each client.
- Maintained a deep understanding of market trends, industry regulations, and best practices to deliver high-quality service and advice to clients.
- Used CRM & ERP tools for Customer Information Management.
Education
Post-Graduation Diploma - Banking and Finance
Manipal Academy
Bangalore01.2018
Master of Technology (MTech) -
ITM University
Gwalior, M.P.06.2016
Skills
- Client relationship management
- Financial analysis
- Risk assessment
- Market analysis
- Project management
- Sales strategy
References
Available upon request.
Workshops And Seminars
- Attended a workshop on object-oriented programming using C++ at NIIT Gwalior
- Advanced Java from DUCAT, Gwalior
- Certified in the Digital Marketing Program from Manipal Global Education Services
- Pursued a Google certificate program in Advanced Digital Marketing from the Delhi School of Internet Marketing (DSIM)
- I attended the World Congress of Alternative Medicine in Sri Lanka with my parents on 11/01/07
- Attended Anthony Robbins's 'Unleash the Power Within' live workshop with fire walk on 04/01/12 in Sydney, Australia
Timeline
Senior Relationship Manager
Axis Bank
11.2023 - Current
Relationship Manager, Government and Institutional Business
Yes Bank
07.2022 - 11.2023
Manager, Government and Institutional Business
AU Small Finance Bank
01.2022 - 07.2022
Deputy Manager 2, Government and Institutional Business
ICICI Bank
08.2018 - 10.2021
Post-Graduation Diploma - Banking and Finance
Manipal Academy
Master of Technology (MTech) -
ITM University
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