EKTA NAIK
Mumbai,MH
Summary
Proven Relationship Manager with a track record of enhancing customer satisfaction and retention at HDFC SECURITIES LTD. Excelled in building client relationships and leveraging excellent communication skills to exceed quarterly sales goals. Achieved significant revenue growth through market research and analysis, demonstrating a strong blend of analytical and interpersonal abilities.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Relationship Manager
RAMASHREE COMODITIES PVT LTD
Mumbai
12.2021 - 10.2022
- Managed customer relations on ongoing basis to maximize customer retention.
- Analyzed customer feedback to improve products and services, resulting in increased overall satisfaction levels.
Relationship Manager
HDFC Securities Ltd
Mumbai
11.2022 - Current
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Consistently exceeded quarterly sales goals by cultivating a strong network of professional contacts and referrals.
- Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
- Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
- Strengthened client relationships by actively listening to their needs and providing tailored financial solutions.
- Identified new business opportunities through diligent market research and analysis, contributing to increased revenue growth.
Education
MASTERS OF COMMERCE - FINANCE AND MANAGEMENT
UNIVERSITY OF MUMBAI
MUMBAI 05.2022
Bachelor of Commerce - BANKING AND INSURANCE
G N KHALSA COLLEGE
MUMBAI03.2020
HSC -
M P SHAH JR COLLEGE
MUMBAI02.2017
SSC -
NKES HIGH SCHOOL
MUMBAI03.2015
Skills
- Relationship Building
- Client Relationships
- Relationship building and management
- Excellent Communication
Certification
NISM-Series-VIII: Equity Derivatives Certification Examination
NISM-Series-V-A: Mutual Fund Distributors Certification Examination
Languages
English
Advanced (C1)
Hindi
Advanced (C1)
Marathi
Upper intermediate (B2)
KANNADA
Intermediate (B1)
Timeline
Relationship Manager
HDFC Securities Ltd
11.2022 - Current
Relationship Manager
RAMASHREE COMODITIES PVT LTD
12.2021 - 10.2022
MASTERS OF COMMERCE - FINANCE AND MANAGEMENT
UNIVERSITY OF MUMBAI
Bachelor of Commerce - BANKING AND INSURANCE
G N KHALSA COLLEGE
HSC -
M P SHAH JR COLLEGE
SSC -
NKES HIGH SCHOOL