Manisha Bansal
Palwal , Haryana
Summary
Hardworking Relationship Manager proficient at devising personalized solutions to meet all types of customer demands. Positive and upbeat team player and clear communicator with demonstrated success over 2.5 years of Banking experience.
Overview
3
3
years of professional experience
Work History
Branch Sales Officer
Au small finance bank
Palwal
03.2025 - Current
- Identified opportunities for cross-selling additional products or services to existing customers.
- Managed branch sales, customer service, finances and record keeping.
- Conducted sales meetings with customers to identify their needs and recommend suitable products.
- Met or exceeded sales objectives on consistent basis.
- Established overall growth, sales and profit objectives for branch in coordination with corporate office and established and adhered to annual branch budget.
Virtual Relationship Manager
Hdfc Bank Limited
03.2022 - 07.2024
- Financial planning and review the portfolio.
- Enhancement and deeping of existing relationship by cross selling products and services as per profile and need of customer.
- Retention of customers by providing the best possible services and being the dedicated point of contact for these customers.
- Third party products like cards, insurance, mutual funds, unsecured and secured loans,fd's account opening,etc...
- Ensure banking targets are met with of focus on defined income objectives.
- Collaborate across departments such as sales, marketing, product development to ensure that the client's needs are being met.
- Generate new business and revenue opportunities through cross-selling and upselling.
- Approach potential customers to cultivate fruitful relationships.
- Actively establish and maintaining positive relationships with existing clients by providing exceptional customer service,listening to their needs and addressing their concerns.
Education
Bachelor of Commerce - Commerce
University of Delhi
New Delhi 11-2021
Skills
- Familiarity with customer relationship management (CRM) software
- Strong interpersonal, problem solving and negotiation skills
- Client Engagement
- Customer service support
- Good decision - making abilities
- Quick learner
- Self confidence
- Team management
- Relationship building
Languages
English
Proficient
C2
Hindi
Proficient
C2
Personal details
- Name - Manisha Bansal
- Dob - 09/02/2001
- Father's name - Shyam Sunder Bansal
- Language known - Hindi, English
- Nationality - indian
- Mobile number - 7027655441
- Mail id - manisha.bansal0902@gmail.com
Declaration
I here by declare that the above mentioned is correct up to my knowledge and I bear the responsibility for the correctness of the above mentioned particulars .
Timeline
Branch Sales Officer
Au small finance bank
03.2025 - Current
Virtual Relationship Manager
Hdfc Bank Limited
03.2022 - 07.2024
Bachelor of Commerce - Commerce
University of Delhi
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