HARSHITA SRIVASTAVA
SENIOR MANAGER
Gurgaon
Summary
Dynamic professional with extensive experience as a Preferred Relationship Manager at HDFC Bank, excelling in client portfolio management and CRM utilization. Skilled in branch operations and analytics, fostering long-term relationships while driving sales growth.
Overview
10
10
years of professional experience
Work History
Preferred Relationship Manager
HDFC Bank
01.2025 - Current
- Managed client portfolios by conducting regular financial reviews and providing tailored product recommendations to enhance customer satisfaction.
- Executed onboarding processes for new clients, ensuring all documentation was completed accurately and efficiently to facilitate seamless account setup.
- Utilized CRM software to track client interactions, helping to identify upsell opportunities and improve overall service delivery.
- Delivered high-quality customer service by promptly addressing inquiries and resolving issues, fostering long-term relationships with clients.
Select Relationship Manager
IndusInd Bank
11.2022 - 01.2025
- Manage relationships of an existing portfolio of clients to up-sell and cross-sell different products of the bank with main focus on Wealth.
- Ensure timely and accurate processing of all Trade and Forex operations for assigned customers.
- Exception management, tracking transaction status and timely resolution of queries/discrepancy raised by trade processing unit.
- Acquires new customers through active referrals from clients in existing portfolio and self generated leads and thereafter adds these clients to his/her existing portfolio for future cross sell.
- Identify risk posed by high-risk consumers and recommend controls to mitigate risk.
- Acting as an interface between the bank and its key clients to provide complete Banking solutions, Portfolio Management, Wealth Management, and customer servicing.
Branch Relationship Manager
IDFC FIRST Bank
10.2020 - 10.2022
- Perform and analyze documents of high-risk customers through enhanced due diligence (EDD/CDD).
- Responsible for Monitoring Business, Compliance and operations.
- Managing Operational work including BOD and EOD daily activities of the Branch, ensuring strict compliance with banks policies and procedures
- Resolution of customer issues and queries in a timely manner to ensure customer satisfaction and support the branch to do the same.
Senior Associate
Hatch Business Solutions
04.2015 - 06.2017
- Plan and coordinate marketing meetings and events.
- Maintaining customer relationship
Education
MBA - Marketing & Operations
Jaipuria Institute of Management
Lucknow, India 04.2001 -
B.Tech - Chemical Engineering
Anand Engineering College
Agra, India 04.2001 -
Skills
- Branch Sales Management
- Key account Management Branch Operations Management,
- CRM Problem anticipation & Resolution Sales
- Statistics Analysis Business Analytic
Timeline
Preferred Relationship Manager
HDFC Bank
01.2025 - Current
Select Relationship Manager
IndusInd Bank
11.2022 - 01.2025
Branch Relationship Manager
IDFC FIRST Bank
10.2020 - 10.2022
Senior Associate
Hatch Business Solutions
04.2015 - 06.2017
MBA - Marketing & Operations
Jaipuria Institute of Management
04.2001 -
B.Tech - Chemical Engineering
Anand Engineering College
04.2001 -
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