Haresh Israni
Gandhidham
Summary
Dynamic Relationship Manager with a proven track record at HDFC Bank, excelling in customer relationship management and client retention strategies. Adept at leveraging CRM software to enhance client satisfaction and loyalty, while effectively resolving issues. Skilled in sales forecasting and building strong, lasting relationships that drive business growth.
Overview
23
23
years of professional experience
3
3
years of post-secondary education
1
1
Certification
Work History
Relationship Manager
HDFC Bank
Gandhidham
2016.09 - Current
- Identified customer needs, developed customized solutions, and provided knowledgeable advice.
- Provided exceptional customer service by responding promptly to inquiries and resolving issues in a timely manner.
- Managed daily operations including scheduling appointments, coordinating meetings and preparing agendas.
- Conducted regular client meetings to assess progress, discuss opportunities for growth, and address any concerns.
- Developed strategies to attract new customers while retaining existing ones.
- Resolved escalated customer issues efficiently and effectively within established timelines.
- Evaluated customer feedback to identify areas of improvement in products or services offered.
- Maintained accurate records of all client interactions within the company's CRM system.
- Developed and maintained strong relationships with clients to ensure satisfaction and loyalty.
- Implemented strategies aimed at improving overall customer satisfaction levels.
- Provided ongoing support throughout the sales cycle by responding promptly to inquiries, resolving issues, and following up on requests in a timely manner.
- Collaborated with internal teams to develop strategies that would increase customer engagement levels.
- Built long-term relationships with lucrative clients by utilizing active listening, effective communication and dynamic interpersonal skills.
- Managed portfolio of client accounts, ensuring high levels of satisfaction and loyalty.
- Identified opportunities for cross-selling and upselling financial products to meet clients' objectives.
- Resolved client issues and complaints promptly, maintaining trust and loyalty.
- Established strong relationships with clients through regular, personalized communication.
Sales Manager
Chetak Techno
Gandhidham
2010.12 - 2016.08
Sales Manager
Baba’s
Curacao
2002.10 - 2010.05
Education
Bachelor of Commerce -
Tollani Commerce College
Gandhidham 1999.04 - 2002.06
Skills
- Customer relationship management
- CRM software
- Client retention strategies
- Sales forecasting
Languages
Hindi
First Language
English
Proficient (C2)
C2
Gujarati
Proficient (C2)
C2
Sindhi
Proficient (C2)
C2
Spanish
Upper Intermediate (B2)
B2
Accomplishments
- MDRT Qualified 3 times in HDFC Bank
Certification
- Qualified Domestic R&R for 3 times
Timeline
Relationship Manager
HDFC Bank
2016.09 - Current
Sales Manager
Chetak Techno
2010.12 - 2016.08
Sales Manager
Baba’s
2002.10 - 2010.05
Bachelor of Commerce -
Tollani Commerce College
1999.04 - 2002.06