Open To Work
Lavanya Reddy
Rajahmundry
Summary
Dynamic relationship manager with expertise in client satisfaction and loyalty. Proven ability to lead and train teams, enhancing customer service practices. Skilled in CRM systems, financial advice, and strategic solutions, driving customer engagement and retention.
Overview
4
4
years of professional experience
Work History
Relationship Manager
ICICI Bank
Hyderabad
12.2021 - 08.2025
- Managed client relationships to ensure satisfaction and loyalty.
- Provided financial advice tailored to individual customers' needs.
- Resolved customer inquiries and issues promptly and professionally.
- Facilitated onboarding processes for new clients and accounts.
- Maintained accurate records of client interactions and transactions.
- Led training sessions for junior staff, improving customer service practices.
- Developed strategies for customer acquisition and retention, boosting engagement levels.
- Built long-term relationships with lucrative clients by utilizing active listening, effective communication, and dynamic interpersonal skills.
- Managed daily operations, including scheduling appointments, coordinating meetings, and preparing agendas.
- Resolved escalated customer issues efficiently and effectively within established timelines.
- Conducted regular client meetings to assess progress, discuss opportunities for growth, and address any concerns.
- Provided ongoing support throughout the sales cycle by responding promptly to inquiries, resolving issues, and following up on requests in a timely manner.
- Evaluated customer feedback to identify areas for improvement in products or services offered.
- Collaborated with internal teams to develop and implement customized financial solutions.
- Implemented CRM systems, enhancing client interaction tracking, and service delivery.
- Developed strategies for customer acquisition and retention, boosting engagement levels.
- Generated reports regarding customer interactions, performance metrics, and revenue goals.
- Analyzed market trends and identified potential new customers through research activities.
- Facilitated financial planning seminars and workshops for clients.
- Conducted risk assessments for client portfolios, recommending strategies to mitigate potential losses.
- Provided expert financial advice to clients, enhancing their decision-making process.
- Participated in networking events and industry conferences to attract new clients.
- Managed client relationships, ensuring satisfaction and retention through proactive communication.
- Prepared and presented detailed reports on client account status and growth opportunities to senior management.
- Implemented strategies aimed at improving overall customer satisfaction levels.
- Collaborated with internal teams to create customized financial solutions for clients.
- Led training sessions for junior relationship managers on client service best practices.
- Identified opportunities for cross-selling and upselling financial products to meet clients' objectives.
- Resolved client issues and complaints promptly, maintaining trust and loyalty.
- Completed month-end and year-end closings, kept records audit-ready, and monitored the timely recording of accounting transactions.
- Coordinated approval or rejection of lines of credit, or commercial, real estate, or personal loans.
Education
Bachelor of Technology - Electronics And Instrumentation Engineering
Montessori English Medium School
Tanuku, Andhra Pradesh.06-2018
Skills
- Written and verbal communication
- Active listening
- Relationship building and management
- Service support
- CRM tracking
- Customer portfolio management
- Risk assessment strategies
- Customer engagement strategies
- Issue resolution
- Team collaboration
- Leadership and team training
- Financial advising
- Expertise in CRM system implementation
Languages
Telugu
First Language
English
Advanced (C1)
C1
Hindi
Upper Intermediate (B2)
B2
Accomplishments
- Won the 'Prathibha Award' in 2015 from the state government for scoring merit marks in the diploma
Work Preference
Job Search Status
Open to workLocation Preference
RemoteSalary Range
₹600000/yr - ₹1000000/yrTimeline
Relationship Manager
ICICI Bank
12.2021 - 08.2025
Bachelor of Technology - Electronics And Instrumentation Engineering
Montessori English Medium School