Summary
Overview
Work History
Education
Skills
Personal Information
Software
Certification
Timeline
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Kavita

Kavita

M 2 C 33 Sangam Vihar

Summary

Experienced Relationship Manager with expertise in client relationship management and issue resolution. Proven track record of enhancing customer satisfaction through exceptional service and strategic planning. Demonstrated ability to drive product growth and achieve business objectives effectively.

Overview

9
9
years of professional experience
1
1
Certification

Work History

Relationship Manager

Axis Bank Ltd
New Delhi
12.2022 - Current
  • Achieved goals for the sale of bank products and services, and exceeded performance metrics for customer service.
  • Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
  • Maintained knowledge of banking products and distribution to provide optimal service support.
  • Communicated regularly with clients to understand their needs, evaluate current product use, and cross-sell new products.

Personal Banker

HDFC Bank Ltd
New Delhi
02.2020 - 11.2022
  • Promoted financial products by maintaining excellent service, offering knowledge.
  • Educated customers about banking products and services to enhance their financial literacy.
  • Networked to increase the client base and encourage existing clients to expand their financial portfolios.
  • Cross-sold bank products and services to meet customer needs, and provide options.
  • Analyzed customer credit data and other financial information to identify solutions that aligned with customer needs.
  • Met with customers to analyze financial needs and maximize sales opportunities.

Client Relationship Partner

Yes Bank Ltd
New Delhi
12.2018 - 01.2020
  • Informed and suggested new banking products to customers.
  • Opened new accounts according to laid down rules and guidelines.
  • Achieved sales goals and service targets by cultivating and securing new customer relationships.
  • Resolved problems with high-profile customers to maintain relationships and increase return customer base.
  • Cultivated strong relationships with clients to enhance engagement and satisfaction.

Operation Executive

VISOK ADVISORS PVT LTD
New Delhi
09.2016 - 11.2018
  • Managed daily operations to enhance overall efficiency and performance.
  • Managed daily mutual fund transactions and settlement
  • Developed and maintained relationships with financial institutions, brokers, and mutual fund companies.
  • Executed buy and sell orders of mutual funds for clients using BSE platforms.
  • Created reports on portfolio performance for senior management.
  • Analyzed customer requirements and recommended efficient investment products.

Education

Post Graduate Diploma in Financial Management - Financial Management

NMIMS
New Delhi

Bachelor of Commerce - Commerce

Gargi College, Delhi University
New Delhi

Skills

  • Portfolio management
  • Relationship building and management
  • Investment and wealth planning
  • Client needs assessment
  • Effective communication
  • Sales proficiency

Personal Information

Title: Relationship Manager

Software

TABLEAU

Certification

  • AMFI
  • IRDA

Timeline

Relationship Manager

Axis Bank Ltd
12.2022 - Current

Personal Banker

HDFC Bank Ltd
02.2020 - 11.2022

Client Relationship Partner

Yes Bank Ltd
12.2018 - 01.2020

Operation Executive

VISOK ADVISORS PVT LTD
09.2016 - 11.2018

Post Graduate Diploma in Financial Management - Financial Management

NMIMS

Bachelor of Commerce - Commerce

Gargi College, Delhi University

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Kavita