Meenakshi Bhati
Navi Mumbai
Summary
Results-driven professional with 15 years in Sales, Administration, Insurance, and Banking Operations. Relationship Manager focused on enhancing productivity and efficiency. Expertise in client relationship management, financial planning, and strategic sales. Strong communication and problem-solving abilities foster successful client interactions and satisfaction.
Overview
17
17
years of professional experience
Work History
Yes First Relationship Manager
Yes Bank
Navi Mumbai
10.2025 - Current
- Acquired new clients through referrals and direct market sales, expanding client base.
- Identified client needs and recommended tailored financial products, enhancing client satisfaction and engagement.
- Resolved client issues and complaints promptly, strengthening client trust and loyalty.
- Developed and managed investment strategies aligned with client objectives.
- Monitored investments, identified risks, and managed portfolio performance through regular reviews.
- Analyzed market trends to identify potential investment opportunities.
- Coordinated with external partners to enhance investment offerings.
Preferred Relationship Manager
HDFC BANK LIMITED
Mumbai
05.2023 - Current
- Client relationship management: Build and maintain relationships with clients, and act as their main point of contact
- Assessed client needs to deliver tailored solutions and recommendations, enhancing client satisfaction and loyalty.
- Tracked client satisfaction to identify and resolve concerns, ensuring prompt issue resolution and maintaining strong client relationships.
- Financial portfolio management: Help clients manage their financial portfolios, including investments, insurance, and other assets
- Collaborated with departments to fulfill client requirements effectively, streamlining processes to enhance client service delivery.
- Business development: Identify opportunities for new business, and generate revenue through cross-selling and up-selling
- Market research: Conduct market research to understand client needs and industry trends
- Ensured compliance with guidelines to maintain operational integrity and standards.: Ensure compliance with relevant processes and guidelines
Senior Agency Development Manager
Maxlife Insurance Co. Ltd
JAIPUR
11.2023 - 05.2023
- Built a robust and profitable distribution network of Advisors.
- Built effective relationships with advisors and partners to develop a high-performing team.
- Managed productivity and activation of team members to enhance advisor engagement and performance.
- Consistently assess and provide ongoing performance feedback to all levels of team members
- Recruitment agent from market & train them for selling Health Insurance
- Supervised business operations, maintaining high quality standards and ensuring compliance.
Branch Manager
Exide Life Insurance Company Ltd.
JAIPUR
02.2021 - 10.2021
- Achieved sales targets by driving growth and effectively cross-selling and up-selling products.
- Recruited and managed team of sales managers, focusing on productivity and performance.
- Branch operations: Manage the day-to-day operations of the branch
- Financial management: Ensure the branch meets financial targets and that commissions are reconciled correctly and on time
- Implemented strategies to enhance employee engagement and satisfaction, contributing to high retention rates within the branch.: Ensure that the branch retains its talent
- Training: Provide training and support for employees and channels, including new hires
- Customer support: Provide on-the-field support to direct reports
- Relationship management: Manage relationships with customers and internal and external teams
- Recruitment agent from market & train them for selling Health Insurance
Business Development Manager
Bajaj Allianz Life Insurance Co.Ltd.
Jaipur
10.2017 - 10.2020
- Achieved sales targets for traditional and ULIP insurance schemes, contributing to overall revenue growth
- Identified and recruited insurance consultants to expand sales force and market reach
- Relationship management: Manage relationships with customers and internal and external teams
- Recruited agents from the market and trained them to sell health insurance.
- Provided training and support for employees and channels, enhancing knowledge and performance of new hires
Senior Operation Executive
Dr. Radha Krishnan Institute of Information Technology and Research Centre
06.2015 - 10.2017
- Analyzed operational processes to identify areas for improvement and efficiency.
- Collaborated with cross-functional teams to develop strategic initiatives and solutions.
- Managed data reporting and analysis for decision-making support across departments.
- Developed e-learning techniques using various digital content, including videos, quizzes, simulations, forums, and personalized learning pathways based on learner needs.
- Identified e-learning techniques aligned with specific learning objectives and target audience for each project.
Marketing Manager
Brilliant Software Inc.
JAIPUR
05.2012 - 05.2015
- Developed and executed comprehensive marketing strategies for software products.
- Oversaw digital marketing campaigns across multiple channels to increase brand awareness.
- Identified target audiences and assessed needs and pain points to inform marketing strategies.
- Analyzed competitor landscape to pinpoint opportunities and threats for strategic positioning.
- Managed cross-functional teams to enhance project collaboration and communication.
Team Leader
Lakme HUL Brand
07.2009 - 11.2011
- Led cross-functional teams to enhance product visibility and market presence.
- Motivated team members to enhance performance and meet sales targets.
- Monitored team performance metrics to pinpoint improvement opportunities.
- Coordinated training sessions for new team members on brand standards and procedures.
- Managed inventory levels and ensured proper stock availability for sales teams.
Education
Bachelor in commerce -
Rajasthan University
Jaipur01-2009
Skills
- Investment strategy development
- Investment strategies
- Client relationship management
- Business development
- Regulatory compliance management
- Customer development
- Independent project leadership
- Strategic decision making
- Team collaboration
- Strong communication
- Effective communication
Personal Information
Date of Birth - 26 August 1991
Languages
- Hindi
- English
Hobbies and Interests
- Badminton
- Cooking
- Listening Music
Father's Name
Mr. Govind Singh Bhati
Skills Strength
- Operation/People management
- Strong communication
- Attention to the details
- Emotional intelligence
- Problems solving skills
- Customer relationship building & business development
- Ability to work independently and take lead on any independent project
- Strong decision making
Timeline
Yes First Relationship Manager
Yes Bank
10.2025 - Current
Senior Agency Development Manager
Maxlife Insurance Co. Ltd
11.2023 - 05.2023
Preferred Relationship Manager
HDFC BANK LIMITED
05.2023 - Current
Branch Manager
Exide Life Insurance Company Ltd.
02.2021 - 10.2021
Business Development Manager
Bajaj Allianz Life Insurance Co.Ltd.
10.2017 - 10.2020
Senior Operation Executive
Dr. Radha Krishnan Institute of Information Technology and Research Centre
06.2015 - 10.2017
Marketing Manager
Brilliant Software Inc.
05.2012 - 05.2015
Team Leader
Lakme HUL Brand
07.2009 - 11.2011
Bachelor in commerce -
Rajasthan University