MAMTA RATHOD
Relationship Manager, Business Analyst
Badlapur
Summary
Seeking a challenging role as a Business Analyst where I can leverage my 6+ years of banking experience along with skills in Excel, SQL, and data analysis to drive business insights and improve decision-making.
Overview
6
6
years of professional experience
3
3
Languages
Work History
Unit Sale Manager
ICICI Lombard
01.2024 - 03.2026
- Managed and led a team to achieve insurance sales targets
- Drove business growth through health & general insurance products
- Built and maintained strong relationships with clients and partners
- Monitored team performance and provided training for improvement
- Developed sales strategies to increase revenue and market penetration
- Ensured high customer satisfaction and retention
Deputy Manager
Kotak Mahindra Bank
01.2022 - 03.2024
- Managed customer portfolio and provided financial solutions (FD, Insurance, Credit Cards)
- Analyzed customer data to improve product recommendations
- Achieved sales and relationship targets
- Created and maintained a strong team culture that promoted high levels of collaboration, employee satisfaction, and overall performance.
- Collaborated with cross-functional teams to drive business growth and achieve corporate objectives.
- Increased customer satisfaction levels by developing targeted strategies to address client concerns effectively.
Relationship Manager
Axis Bank
01.2020 - 12.2022
- Handled customer queries and provided banking solutions
- Maintained strong client relationships and increased retention
- 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.
- Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
- Provided exceptional customer service, resolving issues promptly and maintaining client trust throughout the resolution process.
- Strengthened client relationships by actively listening to their needs and providing tailored financial solutions.
- Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
Education
High School Diploma -
HINDI HIGH SCHOOL
Mumbai, India 04.2001 -
BBA - Business Analyst
Ingrade
Mumbai, India 04.2001 -
BBA - Financial Management
Mumbai University
Mumbai, India 04.2001 -
Skills
Expertise in Excel dashboards
Database querying
Power BI data visualization
Expertise in product features and benefits
Key account management
Goals and performance
New business development
Business planning
Achievements & Awards
Power BI Certificate
Timeline
Unit Sale Manager
ICICI Lombard
01.2024 - 03.2026
Deputy Manager
Kotak Mahindra Bank
01.2022 - 03.2024
Relationship Manager
Axis Bank
01.2020 - 12.2022
High School Diploma -
HINDI HIGH SCHOOL
04.2001 -
BBA - Business Analyst
Ingrade
04.2001 -
BBA - Financial Management
Mumbai University
04.2001 -