Mansi Singh
Experienced banking professional skilled in legal consulting and customer relations.
Bengaluru
Summary
Experienced professional banker bringing 2.5 years of quality performance in customer support supervisory roles. Skilled in mentoring team members to deliver exceptional service and building team morale through effective communication and positive performance feedback. Accustomed to defusing customer dissatisfaction and managing competing priorities with superior results.
Overview
1
1
year of professional experience
5
5
years of post-secondary education
2
2
Languages
Work History
Customer Relationship Manager (Manager II)
Kotak Mahindra Bank Ltd
Bangalore
08.2023 - 03.2024
- Optimized onboarding process for new clients by delivering comprehensive product training sessions that ensured seamless adoption
- Managing portfolio of 225 salaried customers and 25 Current account clients with total of 9 CR relationship value with bank
- Developed and executed personalized financial plans for clients resulting in 15% - 25% increase in assets under management and 30% - 40% growth in client referrals
- Have strong command over all different products and services like KYC document verification along with cross selling of bank products and services
- Maintained statistical database of customers using Sales CRM for types of customer complaints, resolutions offered by organization and satisfaction rating by customer
- Got recognized by Zonal Head for offering good services and getting promoters for bank which resulted in increased TNPS score.
- Acted as a liaison between customers and internal teams such as product development, engineering, and quality assurance departments, resulting in improved collaboration and streamlined issue resolution
- Reduced waste and pursued revenue development strategies to keep department aligned with sales and profit targets
Customer Relationship Manager (Deputy Manager II)
ICICI Bank Ltd
Bangalore
1 2021 - 7 2023
- Cracked auto loan NPA case worth 2 million within 3 days post rigorous follow up with customer
- 150 crores collected till date from defaulters of auto loan, personal loans, etc.
- Successfully filed legal under DRT Bangalore on big startup companies like Pravasi Mobility, Drivezy India Private Limited for defaulted amount of more than 50 crores
- Got achievement award for best Customer relationship manager
- Conducted town halls in TAJ hotel MG Road Bangalore for Mr Sandeep Bakhshi (CEO of ICICI)
- Got first promotion on April 02, 2023 basis my work performance and achievements
Education
KYC & AML Certificate -
Indian Institute of Banking And Finances
Bangalore 04.2024 - 04.2024
IRDA Certified for selling Insurances -
Insurance Regulatory And Development Authority
Bangalore 01.2024 - 01.2024
Post Graduate Diploma in Banking and Management -
Manipal Academy of Higher Education, Bangalore
Bangalore 02.2021 - 02.2022
NISM 5A Certified -
National Institute of Securities Markets (NiSM)
Bangalore 05.2021 - 05.2021
Bachelor of Commerce -
University Of Lucknow
Lucknow 08.2017 - 08.2020
Secondary School -
St. Dominic Savio College, Lucknow
Lucknow 04.2016 - 03.2017
Skills
Financial Analysis
Proficient in leading teams
Portfolio Management
Idea Development and Brainstorming
Profound knowledge of Libre office, word and PPTs, microsoft excel
Effective Communication
Sales & Negotiation
Team Collaboration
Customer Relationship Management
CRM software proficiency
Timeline
KYC & AML Certificate -
Indian Institute of Banking And Finances
04.2024 - 04.2024
IRDA Certified for selling Insurances -
Insurance Regulatory And Development Authority
01.2024 - 01.2024
Customer Relationship Manager (Manager II)
Kotak Mahindra Bank Ltd
08.2023 - 03.2024
NISM 5A Certified -
National Institute of Securities Markets (NiSM)
05.2021 - 05.2021
Post Graduate Diploma in Banking and Management -
Manipal Academy of Higher Education, Bangalore
02.2021 - 02.2022
Bachelor of Commerce -
University Of Lucknow
08.2017 - 08.2020
Secondary School -
St. Dominic Savio College, Lucknow
04.2016 - 03.2017
Customer Relationship Manager (Deputy Manager II)
ICICI Bank Ltd
1 2021 - 7 2023