Mamta Rajbhar
B1004, N.G. Ocean Pearl, Mira Road East, Mumbai
Summary
Dynamic banking professional with a proven track record at HDFC BANK, adept in client acquisition and relationship management. Excelled in leveraging computer skills and training development to surpass revenue targets by enhancing product penetration. Skilled in data management and task prioritization, achieving significant client base growth through strategic focus on high-value relationships.
Overview
12
12
years of professional experience
Work History
Imperia RM
HDFC BANK
06.2019 - Current
- Acquiring HNI, retail, and corporate clients for the bank.
- Responsible for building and deepening relationships with existing mapped clients.
- Regularly meeting with the existing base of clients and ensuring a high level of service delivery.
- Ensuring the achievements of the monthly revenue target by maximum penetration fee products, like mutual funds, insurance, and other banking products, such as assets, credit cards, and general insurance.
- Responsible for high-value relationships for the branch through references.
NRI Relationship Manager
ICICI BANK
02.2016 - 05.2019
- Acquiring NRI, HNI clients for the bank.
- Responsible for building and deepening relationships with existing mapped clients.
- Regularly meeting with the existing base of clients and ensuring a high level of service delivery.
- Ensuring the achievements of the monthly revenue target by maximum penetration fee products, like mutual funds, insurance, and other banking products, such as assets, credit cards, and general insurance.
- Responsible for high-value relationships for the branch through references.
Trainee
HDFC BANK
05.2014 - 06.2015
- Calling and ensuring the quality of sales.
- Verifying product details is correctly informed.
- Documents verification.
- Complaints management, MIS, and Report Maintenance
Phone Banking Officer
ICICI BANK
10.2012 - 04.2014
- Collection of LAS.
- NPA recovery.
- Cross Sale.
- Complaints management, MIS, and report maintenance.
Education
P.G.D.B - Banking
Manipal University
01-2016
B.A.F - Finance
Mumbai University
01-2012
H.S.C. -
Maharashtra Board
01-2009
S.S.C. -
Maharashtra Board
01-2007
Skills
- Computer skills
- Training & Development
- Task prioritization
- Data management
Accomplishments
- MDRT USA Qualified in 2022
- MDRT South Korea Qualified in Feb 2023
- MDRT CANADA Qualified in Dec 2023
- BBH Innercircle - Goa 2 times, Udaipur, Dehradun, Cruise 2 times and multiple
- Post Graduate Certificate in Banking from AIIM Endusys Pvt Ltd
- NISM - Mutual Fund and IRDA Certification
Timeline
Imperia RM
HDFC BANK
06.2019 - Current
NRI Relationship Manager
ICICI BANK
02.2016 - 05.2019
Trainee
HDFC BANK
05.2014 - 06.2015
Phone Banking Officer
ICICI BANK
10.2012 - 04.2014
P.G.D.B - Banking
Manipal University
B.A.F - Finance
Mumbai University
H.S.C. -
Maharashtra Board
S.S.C. -
Maharashtra Board