Disha Premchandani
Mumbai
Summary
Dynamic Relationship Manager with extensive experience at Deutsche Bank, excelling in client portfolio management and financial analysis. Proven track record in developing tailored investment strategies and enhancing customer satisfaction through effective communication. Adept at collaborating with teams to deliver exceptional service and drive client loyalty.
Overview
10
10
years of professional experience
3
3
years of post-secondary education
Work History
Sales Manager - Premium Banking (RM)
DEUTSCHE BANK
Mumbai
08.2025 - Current
- Analyzed client needs to recommend appropriate financial products and services.
- Collaborated with internal teams to ensure seamless account management for clients.
- Developed tailored financial strategies aligned with clients' long-term goals.
- Facilitated client meetings to discuss portfolio performance and market trends.
- Monitored industry trends to provide clients with relevant insights and guidance.
- Provided ongoing support throughout the sales cycle by responding promptly to inquiries, resolving issues, and following up on requests in a timely manner.
- Managed a portfolio of NRI clients, providing end-to-end banking solutions including investments, remittances, and account management.
- Handled a portfolio of high-net-worth (HNI) and premium clients, delivering personalized wealth management and advisory services.
- Managed portfolio performance by monitoring investment strategies regularly.
- Developed and maintained strong relationships with clients to ensure satisfaction and loyalty.
- Conducted regular client meetings to assess progress, discuss opportunities for growth, and address any concerns.
Deputy Manager - Priority banking (RM)
AXIS BANK
Mumbai
09.2023 - 08.2025
- Cultivated strong relationships with clients to understand their financial needs.
- Facilitated communication between departments to streamline customer service processes.
- Conducted regular meetings with clients to review account performance and services.
- Assisted clients in navigating banking products and services effectively.
- Advised clients on investment strategies aligned with their financial goals.
- Resolved client inquiries promptly to enhance overall satisfaction and loyalty.
- Developed and maintained strong relationships with clients to ensure satisfaction and loyalty.
- Built long-term relationships with lucrative clients by utilizing active listening, effective communication and dynamic interpersonal skills.
- Conducted regular follow-ups to ensure ongoing support and engagement.
- Resolved client inquiries efficiently, maintaining high service standards throughout interactions.
- Resolved escalated customer issues efficiently and effectively within established timelines.
Assistant Manager
CSB BANK LTD
Mumbai
12.2021 - 08.2023
- Supervised daily operations to ensure efficient branch performance.
- Coordinated team schedules to meet customer service demands.
- Assisted in training new staff on banking procedures and compliance.
- Managed customer inquiries to resolve issues promptly and effectively.
- Implemented process improvements to enhance service delivery standards.
- Conducted audits of transactions for accuracy and compliance adherence.
- Developed promotional materials for banking products and services.
- Facilitated communication between management and staff to align goals.
- Managed customer service inquiries and complaints in a timely manner.
- Completed thorough opening, closing, and shift change functions to maintain operational standards each day.
Teller
HDFC BANK
Mumbai
04.2021 - 12.2021
- Received and processed customer transactions, including deposits, withdrawals, loan payments and other banking services.
- Balanced cash drawers on a daily basis.
- Handled large volumes of currency quickly and accurately with minimal errors.
- Handling customer queries at query desk and solving queries within TAT
- Assisted customers with account inquiries and provided product information effectively.
- Maintained cash drawer integrity through diligent counting and balancing procedures.
Sales Consultant
Modi Hyundai
Mumbai
09.2016 - 02.2021
- Assisted customers in selecting vehicles based on needs and preferences.
- Conducted product demonstrations to educate clients about vehicle features.
- Collaborated with team members to enhance the customer service experience.
- Provided detailed product knowledge on Hyundai models and financing options.
- Developed and maintained strong relationships with clients for repeat business.
- Collaborated with the sales team to achieve monthly sales targets.
- Conducted test drives to showcase vehicle features and performance.
- Developed and maintained relationships with clients to increase sales revenue.
- Participated in regular training sessions on new products, services, and industry trends.
- Participated in training sessions to enhance product knowledge and sales techniques.
Education
Bachelor of Commerce - Commerce
Rabindranath Tagore University
Madhya Pradesh, India 06.2017 - 06.2019
Commerce
Jai Bharat Jr College of Commerce
Mumbai , India 06.2005 - 08.2006
St.George’s High School
Mumbai , IndiaSkills
- Financial analysis
- Client portfolio management
- Account management
- Investment advice
- Ability to work in a team
- Communication
- Time management
- Customer service
Languages
Hindi
First Language
English
Proficient (C2)
C2
Marathi
Advanced (C1)
C1
Sindhi
Advanced (C1)
C1
Timeline
Sales Manager - Premium Banking (RM)
DEUTSCHE BANK
08.2025 - Current
Deputy Manager - Priority banking (RM)
AXIS BANK
09.2023 - 08.2025
Assistant Manager
CSB BANK LTD
12.2021 - 08.2023
Teller
HDFC BANK
04.2021 - 12.2021
Bachelor of Commerce - Commerce
Rabindranath Tagore University
06.2017 - 06.2019
Sales Consultant
Modi Hyundai
09.2016 - 02.2021
Commerce
Jai Bharat Jr College of Commerce
06.2005 - 08.2006
St.George’s High School