Navneeta Vaid
Lucknow
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 several years of experience.
Overview
8
8
years of professional experience
4
4
years of post-secondary education
1
1
Certification
Work History
Relationship Manager- Aspire
RBL BAK LTD
Lucknow
12.2022 - Current
- Developed strong client relationships to enhance customer satisfaction and loyalty.
- Managed end-to-end operations of a full-service branch including lending, product sales, customer service and regulatory compliance.
- Successfully handled a High Net Worth Individual (HNI) portfolio exceeding INR 1 Billion.
- Government & Institutional Business Exposure.
- Developed and managed relationships with Government departments, PSUs and institutional clients
- Coordinated with government offices for onboarding, documentation and account servicing
- Acted as a single point of contact between the bank and government institutions for smooth operations
- Successfully sourced and managed government business worth INR 400 Crore+ through strategic engagement with government departments.
Public Relationship Manager & Marketing
SAS HYUNDAI AUTOMOTIVE PVT LTD
Lucknow
09.2020 - 11.2022
- Planned and executed end-to-end public relations and marketing strategies to enhance brand visibility and market presence
- Coordinated all PR activities, including media relations, brand communication and public engagement initiatives
- Planned and managed events, exhibitions, fairs and conferences, ensuring strong brand recall and footfall generation
- Formulated effective media relations strategies to secure coverage across print, broadcast and digital platforms
- Managed partnerships, sponsorships and advertising opportunities to maximize outreach and brand positioning
- Monitored customer satisfaction metrics and refined strategies to optimize customer relationships
- Supported sales teams through lead generation activities and promotional campaigns
Financial Service Manager
ICICI PRUDENCIAL LIFE INSURANCE
Lucknow
09.2019 - 09.2020
- Managed end-to-end financial service operations, ensuring achievement of business targets and service excellence
- Led and mentored a high-performing sales team to consistently meet and exceed financial goals
- Drove sales of life insurance, investment and protection products through consultative selling
- Monitored team performance, productivity and sales metrics to improve efficiency
- Provided post-sales servicing and customer support to enhance client satisfaction and retention
Customer Care Executive
SAS HYUNDAI AUTOMOTIVE PVT LTD
Lucknow
02.2018 - 09.2019
- Delivered high-quality customer service, ensuring superior customer satisfaction and brand loyalty
- Handled customer inquiries, complaints and service requests with professionalism and quick turnaround time
- Provided personalized assistance to customers, understanding their needs and offering suitable solutions
- Demonstrated strong product knowledge to guide customers in making informed purchasing decisions
- Built and maintained long-term customer relationships to enhance overall buying experience
- Effectively managed customer feedback and used insights to improve service quality and internal processes
- Coordinated with sales and service teams to ensure smooth customer interactions and timely issue resolution
- Assisted in lead generation and follow-ups, supporting sales conversion opportunities
- Maintained accurate customer records and ensured proper documentation
- Followed a customer-centric approach focused on trust-building and positive brand representation
Education
MBA - Marketing Management
IEC UNIVERSITY
Himachal Pradesh 07.2016 - 01.2018
Commerce
Awadh University
Ayodhya 07.2012 - 09.2014
Skills
- Relationship Management & Client Servicing
- Government & Institutional Business Handling
- HNI & Priority Customer Management
- CASA & Liability Sourcing
- Wealth Management & Financial Planning
- Insurance & Investment Product Knowledge
- Revenue Generation & Business Development
- Regulatory Compliance (KYC, AML, IRDAI norms)
- Audit & Documentation Handling
- Customer Relationship Management (CRM)
- Customer Grievance & Escalation Handling
- Public Relations & Corporate Communication
- Event Planning & Brand Promotion
- Sales Strategy, Cross-selling & Up-selling
- Team Leadership & Performance Management
- Financial Analysis & MIS Reporting
- Problem Solving & Analytical Thinking
- Strong Communication & Negotiation Skills
- Time Management, Adaptability & Resilience
Languages
Hindi
First Language
English
Upper Intermediate (B2)
B2
Certification
- Achieved certification in Higher Account Opening for potential and priority customers
- Attained professional certification in Life Insurance product sales
- Earned certification in Health Insurance product sales
- Successfully sourced and managed Fixed Deposit business worth INR 760 Million from government entities
- Collaborated with government departments and institutions for onboarding with the bank and managing their fund deposits and investments
- Played a key role in establishing and nurturing successful partnerships with government organizations for banking and financial services
Accomplishments
- Qualified for MDRT (Million Dollar Round Table), recognizing exceptional performance, productivity and professional excellence in insurance and financial services
Affiliations
- Reading on banking, finance, and market trends
- Community engagement and financial awareness programs
- Time management and productivity planning
- Mentoring and supporting team members
References
References available upon request.
Timeline
Relationship Manager- Aspire
RBL BAK LTD
12.2022 - Current
Public Relationship Manager & Marketing
SAS HYUNDAI AUTOMOTIVE PVT LTD
09.2020 - 11.2022
Financial Service Manager
ICICI PRUDENCIAL LIFE INSURANCE
09.2019 - 09.2020
Customer Care Executive
SAS HYUNDAI AUTOMOTIVE PVT LTD
02.2018 - 09.2019
MBA - Marketing Management
IEC UNIVERSITY
07.2016 - 01.2018
Commerce
Awadh University
07.2012 - 09.2014