Summary
Overview
Work History
Education
Skills
Certification
PROJECTS
Accounting Internship
Client Relationship Management Internship
Timeline
Generic

Harshita Chhatwani

Vadodara

Summary

Result-driven Client Relationship Manager with expertise in building and maintaining strong client relationships in the banking industry. I am dedicated to providing personalized financial solutions and believe that I believe that building trust and open communication is essential to helping clients achieve their financial goals.

Overview

1
1
year of professional experience
1
1
Certification

Work History

Client Relationship Manager

HDFC Bank
Vadodara
09.2023 - Current
  • Manage a Classic Banking portfolio and understand each client's financial needs, offering personalized solutions that help them achieve their goals.
  • Cross-sell banking products and services, and ensure that they're a perfect fit for each client's individual requirements and long-term financial plans.
  • Serve as a trusted point of contact for Classic Portfolio customers.
  • Built customer confidence by actively listening to needs and concerns and providing appropriate solutions.
  • Provided technical support to customers when needed during product demonstrations or onboarding processes.
  • Provided guidance, resolved issues, ensuring they feel supported at every step of their banking journey.
  • Conducted regular meetings with clients to discuss their current requirements.
  • Identified growth opportunities for business and achieved sales targets by engaging with clients in a meaningful and proactive way.
  • Help bring in new customers while building strong relationships by providing outstanding service and customized financial solutions.
  • Focused on maximizing revenue by delivering high-quality financial services that align with both client needs and business goals.

Education

BBA - Marketing

Navrachana University
Vadodara
04-2023

Skills

  • Relationship building and management
  • Customer Relations
  • Customer Engagement
  • Client Needs Assessment
  • Account Management
  • Proficient in Tally Software
  • Sales
  • Problem Solving
  • Team Collaboration
  • Communication

Certification

  • NISM

PROJECTS

Entrepreneurship Fair | April 2022 | Vadodara, Gujarat

  • Organized and actively contributed to bring the event to life.
  • Showcased leadership and strong organizational skills by coordinating different event activities and ensuring everything ran smoothly.
  • Worked closely with team members to ensure the fair’s success, promoting entrepreneurship and inspiring innovation within the university community.

Accounting Internship

Accountant | Neel-Nayan Pharma Pvt. Ltd. 

May 2022 - July 2022 | Bilimora, Gujarat

  • Managed stock entries and ensured accurate financial transactions.
  • Efficiently used Tally Software to simplify accounting processes, making sure all data was accurate and easy to track.
  • Paid close attention to detail and followed financial regulations, ensuring everything was done correctly and with care.

Client Relationship Management Internship

Client Relationship Executive | Techno Heaven Consultancy Pvt. Ltd.

November 2021 - December 2021 | Bilimora, Gujarat

  • Provided client support and ensured an effective communication.
  • Maintained regular updates on task status to keep clients informed and address their needs proactively.
  • Collaborated with team members to deliver client solutions, building a team-oriented approach.
  • Participated in internal meetings, contributing insights and promoting effective collaboration within the team.

Timeline

Client Relationship Manager

HDFC Bank
09.2023 - Current

BBA - Marketing

Navrachana University
Harshita Chhatwani