Kajal Dhulap
Thane
Summary
Results-driven Relationship Manager with 2 years in private banking. Managed a portfolio of 600+ prime customers, focusing on AUM growth through strategic investment and loan sourcing. Awarded 'Employee of the Month' for exceptional lead generation and consistently surpassing sales goals.
Overview
7
7
years of professional experience
1
1
year of post-secondary education
Work History
Relationship Manager
HDFC BANK PVT LTD
04.2024 - 10.2024
- Manage a portfolio of 600 prime customers with book size of 20 Cr.
- Manage and grow a client's portfolio that focuses mainly on Loans, Funds Management and Investments.
- Maintained the existing client's relationship and identified new business opportunities.
- Sold banking products and services while sourcing and maintaining relationships with customers.
- Provided a full range of banking services to Individual and business Clients.
- Performed the responsibilities of Relationship Manager in developing sales, Marketing goals and objectives.
- Managed customer relationship management (CRM) activities for banking services, ensuring effective tracking and follow-up.
- Assisted customers with balance inquiries, resolved account questions and complaints, and supported online banking transactions.
- Resolved customer complaints and provided after sales support.
- Ensured customer satisfaction and maintained long-term Relationship.
- Worked on different banking reporting sections such as Financial Statements, Auditing reports, Operational Reports.
Relationship Manager
ICICI BANK PVT LTD
10.2022 - 02.2024
- Manage and grow a client's portfolio that focuses mainly on Loans, Funds Management and Investments.
- Manage a portfolio of 300 prime customers with book size of 4 Cr.
- Maintained existing client relationships and identified new business opportunities to drive growth.
- Handled customer inquiries, coordinated site visits, and managed follow-ups to enhance customer engagement.
- Ensured customer satisfaction and maintained long-term Relationship.
- Sourced leads for Demat account openings, contributing to increased client engagement.
- Executed Relationship Manager duties, focusing on developing sales and marketing strategies.
Digital Marketing Executive
Spazemedia Digital Agency
01.2020 - 12.2020
- Managing Social Media Platforms Facebook, Instagram, LinkedIn, and Twitter.
- Coordinated organic and paid promotions to enhance brand visibility.
- Produced engaging content for various platforms to enhance audience engagement.
- Oversaw on-page and off-page SEO strategies to improve client search rankings.
- Managing Website for a regular basis, like their web page speed, Google ranking, competitor analysis, back-linking analysis etc.
- Managed website performance including page speed, Google ranking, competitor analysis, and backlinking strategies.
- Conducted lead generation activities to identify potential clients.
- Created impactful presentations for client proposals to secure new business.
Customer Service New Associate
Accenture Services Pvt Ltd.
11.2019 - 01.2020
- Managing Instagram Department.
SEO Executive
Netbiz Systems
01.2018 - 09.2018
- Managed on-page and off-page SEO for leading real estate companies in India, including Godrej Properties, Radius Developers, and Dosti Realty.
- Developed comprehensive SEO strategies to enhance online visibility.
- Oversaw website performance through regular analysis of page speed, Google rankings, competitor insights, and backlink profiles.
- Managed client communications to ensure project alignment.
- Made SEO Strategies.
- Utilized tools such as Ahrefs, SEM Rush, and Screaming Frog for SEO analysis.
- Managing and coordinating with Clients.
- Cultivated strong relationships with clients to foster loyalty.
- Conducted meetings with clients to discuss project status and needs.
Digital Marketing Intern
Host2 Unlimited
07.2017 - 01.2018
- Handling Social Media and SEO On-page, Off-page.
- Handling 6 clients like Richmond Entertainment, Mulund Property, mapxencaRS, Diwan Pvt ltd, Aastha Health Care, 9th Gear Gym.
- Cultivated and maintained relationships with clients to ensure satisfaction.
- Proposed innovative marketing strategies to clients to enhance engagement.
- Meeting with Clients.
- Completed summer internship at a marketing firm, gaining hands-on experience.
Digital Marketing Intern
Digimarketerz
05.2017 - 07.2017
- Managed 4 clients including Kashmir Box, Exotic Goodies, Cosmoshine & Hi-care.
- Coordinated social media strategies and optimized SEO efforts.
- Developed engaging blogs and presentations for off-page marketing activities.
- Oversaw off-page marketing activities to improve brand visibility.
- Cultivated strong relationships with clients to ensure satisfaction.
- Managing OFF page Activities.
- Conducted meetings with clients to discuss project updates and resolve concerns.
- Completed summer internship, gaining hands-on experience in industry practices and workflows.
Education
PGDM -
IEIBS Akademia
Mumbai 08.2016 - 01.2018
Digital Marketing -
IEIBS Akademia
B.COM -
Bedekar College
MumbaiH.S.C -
K.V.Pendharkar
MaharashtraS.S.C -
S.V.V.M.
MaharashtraSkills
- Client Retention
- Relationship Building
- Client Interaction
- CRM Software Proficiency
- Digital Banking Support
- Regulatory Compliance
- Portfolio Management
- Asset & Liability Products
- Operations
- Market Analysis Site Checkup
- Google Analytics
- MS Office
- Teamwork
- Teamwork
Rewards And Recognition
- Google Fundamentals and Google My Business Certified.
- Awarded by Host2unlimited for the best performance in the month of Oct 2017 for successfully achieving the lead targets consistently.
- Awarded as Best team for successful campaign at Netbiz.
- Managing a team of 4 members in Netbiz Systems.
Personal Information
- Date of Birth: 11/21/94
- Gender: Female
- Marital Status: Married
Acknowledgement
I hereby declare that all the information given above is true to the best of my knowledge and belief.
Languages
Marathi
First Language
English
Advanced
C1
Hindi
Proficient
C2
Timeline
Relationship Manager
HDFC BANK PVT LTD
04.2024 - 10.2024
Relationship Manager
ICICI BANK PVT LTD
10.2022 - 02.2024
Digital Marketing Executive
Spazemedia Digital Agency
01.2020 - 12.2020
Customer Service New Associate
Accenture Services Pvt Ltd.
11.2019 - 01.2020
SEO Executive
Netbiz Systems
01.2018 - 09.2018
Digital Marketing Intern
Host2 Unlimited
07.2017 - 01.2018
Digital Marketing Intern
Digimarketerz
05.2017 - 07.2017
PGDM -
IEIBS Akademia
08.2016 - 01.2018
Digital Marketing -
IEIBS Akademia
B.COM -
Bedekar College
H.S.C -
K.V.Pendharkar
S.S.C -
S.V.V.M.