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
Vadodara04-2023
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
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