Madhu Dubey
Bokaro
Summary
Dynamic Relationship Manager with a proven track record at ICICI Bank, excelling in client acquisition and wealth management portfolios. Leveraged expertise in MS Office and relationship building to enhance customer engagement and satisfaction. Achieved significant portfolio growth by implementing innovative strategies and fostering strong business relationships.
Overview
3
3
years of professional experience
Work History
Relationship Manager - New Relations
ICICI Bank
01.2022 - Current
- Partner with customers through their life-cycle and offer suitable products and services based on their financial needs
- Nurture the current customer relationships while maintaining the quality of the portfolio
- Expand and develop the customer base by on boarding new customers
- Analyse consumer needs, current market trends, and potential partnerships to offer unique and technology-driven solutions
- Collaborate and coordinate to implement different marketing strategies
- Formulate sales strategies, tap into cross-selling and upsell opportunities, to ensure maximum customer reach
- Collaborate with product specialists, subject matter experts, credit and service teams to ensure structured and customized solutions as per the requirement of customers
- Offer 360 degree banking to the individual, professional and business ecosystem
- Conducted regular review meetings with clients to assess their needs and adjust services accordingly.
- Developed strategies to attract new customers while retaining existing ones.
- Collaborated with internal teams to develop strategies that would increase customer engagement levels.
- Implemented strategies aimed at improving overall customer satisfaction levels.
- Resolved client issues and complaints promptly, maintaining trust and loyalty.
Education
M.Com. -
Ranchi University
01.2021
B.Com(H) -
Ranchi University (Marwari College)
01.2019
Intermediate Examination -
Wetge Public School
01.2016
Matriculation -
Carmel High School
01.2014
Skills
- Proficient in MS Office
- Solution management
- Relationship building and management
- Service support
- Wealth management portfolios
- Client acquisition
- Business relationship cultivation
- Wealth management offerings
- Investment and wealth planning
- Product knowledge
Personal Information
- Date of Birth: 23th Sep 1998
- Marital Status: Single
Accomplishments
- Awarded quarterly by Zonal Head and Regional Head for excellence in General Insurance Business, ranking first in the North Bihar Zone for Fee Product
Timeline
Relationship Manager - New Relations
ICICI Bank
01.2022 - Current
M.Com. -
Ranchi University
B.Com(H) -
Ranchi University (Marwari College)
Intermediate Examination -
Wetge Public School
Matriculation -
Carmel High School
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