Lata Bakliwal
Summary
Innovative Relationship Manager focused on developing strategic business opportunities by delivering exemplary service to each client's individual needs. Respected professional with exceptional knowledge regarding risk management.
Overview
7
7
years of professional experience
Work History
Premium Service Relationship Manager (PSRM)
Axis Bank Limited, Bangalore
01.2023 - Current
- Responsible for providing financial solutions to customer by offering bank's products, providing service to existing and New-To-bank customers in the branch and adding new customers through referral generation activities and customer visits.
- Engage with existing customers of Bank which are mapped to portfolio for offering additional products of the bank as per the need of the customer.
- Processing customer transactions and Service requests within defined turnaround time (TAT) and ensure end to end closure. •
- Introducing customers to alternate channels of banking such as Internet Banking, mobile banking, WhatsApp banking wherever possible Key Responsibilities.
- Offering solutions and Cross selling Bank's retail banking and third party products as per assigned budgets. (Eg. Life insurance, General insurance, Mutual Funds, Loans etc.)
- Achieving Business budgets as assigned by the organization on a monthly basis consistently.
- Generating referrals and leads of new customers for sale of bank's products
- Promoting bank's products by taking part in marketing activities and customer visits outside the branch.
- Approaching existing customers for bringing in more deposits and cross selling of bank's products.
- Timely and accurate processing of customer transactions and requests.
- Handle customer queries and provide correct solutions to ensure there are no customer complaints.
- Following all compliance guidelines (regulatory and legislative) for each activity released from time to time.
- Making sure that all audit requirements of the bank are met optimum audit rating.
- Completing all mandatory certifications required for the role (EUIN, SP Certification etc.)
- Completing all learning activities/ trainings conducted by the bank from time to time.
- Daily entry of interaction with customers in bank's CRM system.
- Participating and following all initiatives/ Campaigns/ Drives that are undertaken by the bank from time to time
Senior Associate
Upgrad Education Pvt. Ltd.
09.2021 - 12.2022
- Vendor Management End to End Managing the team of 4people, setting up their KPI's and communicating with the stakeholders
- Work on database, taking the feedback and initiate the action on the feedback
- Risk and compliance management - Checking the leads, feedback, etc.
- Managing the budget of kiosk and team
- Pay-outs - Raising the Purchase Order, taking ERP approval and getting clear all the payouts.
- Worked on LSQ and TABLEAU
Portfolio Manager
Niyo Solutions
10.2018 - 08.2021
- Managing the team of 10 Sales Officers and Interns.
- Training the Sales Officers and Intern with the regular updates and assigning leads to sales officers.
- Provide recommendation to update the current MIS to improve reporting efficiency and consistency.
- Preparing and updating the daily, weekly and monthly MIS Reports in accurate and timely manner.
- Coordinating with the distributors/channel partners for timely sales and providing support to increase business efficiency and effectiveness.
- Handling end to end KYC process.
Quality Analyst
Karvy Data Management Services Ltd
09.2017 - 10.2018
- Worked as Officer Quality Analyst for Yes Bank Ltd along with credit card collection team.
- Sole individual maintaining the back-end data of south zone
Education
Bachelor of Commerce -
The Bhawanipur Education Society College (BESC)
Kolkata, India06.2013
Indian School Certificate (12th) -
St. Helen School
Kolkata, India06.2010
Secondary School Examination (10th) -
NS DAV Public School
Ranchi, India06.2008
Skills
- MS-Excel (Lookup's, Pivot Tables), Vision Plus, APS Application, Outlook
- Management of Information System (MIS)
- Vendor Management
- Financial Acumen
- Cross-selling abilities
- Performance Tracking
- Exceptional communication
Hobbies
- Dancing, Reading, Listening Songs and Travelling
Languages
English
Hindi
Date of Birth
16th July, 1992
Timeline
Premium Service Relationship Manager (PSRM)
Axis Bank Limited, Bangalore
01.2023 - Current
Senior Associate
Upgrad Education Pvt. Ltd.
09.2021 - 12.2022
Portfolio Manager
Niyo Solutions
10.2018 - 08.2021
Quality Analyst
Karvy Data Management Services Ltd
09.2017 - 10.2018
Bachelor of Commerce -
The Bhawanipur Education Society College (BESC)
Indian School Certificate (12th) -
St. Helen School
Secondary School Examination (10th) -
NS DAV Public School
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