LAVINA LAVINA
BANKING CONSULTANT
KARNAL
Summary
Dynamic Relationship Manager with a proven track record at PNB MetLife, excelling in effective relationship management and service excellence. Leveraged advanced Excel skills to enhance client satisfaction and drive revenue growth through personalized financial strategies. Recognized for building strong customer rapport and implementing innovative solutions to meet diverse client needs.
Professional relationship management expert with strong emphasis on team collaboration and delivering results. Proven track record in client engagement, conflict resolution, and strategic planning. Known for adaptability and reliability while excelling in communication, problem-solving, and building lasting client partnerships. Adept at navigating changing needs and driving success through effective relationship strategies.
Overview
6
6
years of professional experience
1
1
Certification
3
3
Languages
Work History
Relationship Manager
PNB MetLife
07.2025 - Current
- Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Maintained knowledge on banking products and distribution to provide optimal service support.
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
- Built trust with clients by maintaining confidentiality and handling sensitive information professionally at all times.
- Requested customer feedback to drive client satisfaction and retention while quickly remedying issues.
Branch Relationship Manager
Equitas Small Finance Bank
07.2024 - 07.2025
- Managed a diverse portfolio of high-net-worth clients, ensuring their unique financial needs were met.
- Implemented efficient operational processes, improving overall branch productivity.
- Collaborated with colleagues to develop creative marketing campaigns for new products and services.
- Conducted in-depth market research to identify trends and opportunities for business growth within the territory.
- Continuously monitored progress toward sales targets while regularly adjusting strategies as needed based on market conditions.
- Strengthened client relationships by providing personalized financial advice and investment strategies.
- Coordinated cross-selling efforts between product lines, driving revenue growth across multiple areas of the business.
- Managed over 240 customer portfolio.' or, "Increased sales by 10%
Customer Experience Executive
HDFC BANK Ltd.-INDIA
07.2019 - 06.2024
- Built customer confidence by actively listening to concerns and giving resolutions.
- Reduced customer complaints by proactively identifying issues and implementing targeted solutions.
- Enhanced customer satisfaction by implementing efficient problem-solving techniques and providing personalized assistance.
- Established a customer feedback system, allowing for continuous improvement in service delivery.
- Managed high-profile client accounts, ensuring consistent delivery of exceptional service levels.
- Kept current on market and product trends to appropriately answer customer questions.
- Championed the adoption of a customer-centric mindset across all departments, resulting in improved business outcomes and consistent alignment with company values.
- Managed over 100 customer calls per day and provided requisite solution.
Education
MBA - Finance
CHANDIGARH GROUP OF COLLEGES
Mohali 05.2001 -
Bachelor of Commerce - Accounting And Finance
The School of Open Learning University of DELHI
New Delhi 05.2001 -
Commerce
CBSE
Karnal 05.2001 -
High School Diploma -
CENTRAL BOARD OF SECONDARY EDUCATION
Karnal 05.2001 -
Skills
Effective relationship management
Certification
IRDA
Timeline
Relationship Manager
PNB MetLife
07.2025 - Current
IRDA
11-2024
Branch Relationship Manager
Equitas Small Finance Bank
07.2024 - 07.2025
Customer Experience Executive
HDFC BANK Ltd.-INDIA
07.2019 - 06.2024
MBA - Finance
CHANDIGARH GROUP OF COLLEGES
05.2001 -
Bachelor of Commerce - Accounting And Finance
The School of Open Learning University of DELHI
05.2001 -
Commerce
CBSE
05.2001 -
High School Diploma -
CENTRAL BOARD OF SECONDARY EDUCATION
05.2001 -