NEEL MITRA
Senior Relationship Manager (DM)
Kolkata
Summary
Results-oriented management professional with expertise in marketing, customer relationship management, and data-driven decision support. Experienced in managing retail and high-net-worth individual client portfolios, driving digital product adoption, and enhancing cross-selling initiatives. Background includes marketing research and service engineering, with technical skills in Python, MATLAB, MS Office, Tableau, and Azure.
Overview
3
3
Languages
2
2
Certifications
4
4
years of professional experience
Work History
Senior Relationship Manager (DM)
IndusInd Bank
06.2025 - Current
- Directed retail banking sales and relationship management prioritizing customer acquisition and service satisfaction.
- Orchestrated re-KYC processes to optimize investment strategies and promote banking product adoption, guaranteeing adherence to RBI guidelines.
- Guiding clients through re-KYC investment strategies and banking product utilization, maintaining alignment with RBI guidelines.
- Advocated for digital adoption of IndusInd Indie app, assisting clients in onboarding and improving user experience.
- Accelerate digital adoption through promotion of IndusInd Indie app and facilitation of seamless onboarding for customers.
- Collaborated with cross-functional teams to streamline account management processes.
- Implemented feedback mechanisms to continuously improve client engagement strategies.
Marketing and Research Management Trainee
Volume9
04.2024 - 06.2024
- Collaborated with cross-functional teams to create content, benchmark competitors, and generate customer insights that informed marketing strategies.
- Contributed to lead-generation initiatives by implementing data-driven targeting and tracking performance metrics to optimize results.
- Executed digital marketing workflows in a fast-paced environment.
Junior Service Engineer
NH RN Tagore Institute of Cardiac Sciences - Kolkata
06.2022 - 07.2022
- Conducted routine maintenance and performance checks of biomedical equipment, enhancing operational reliability.
- Collaborated with senior engineers to troubleshoot device issues and coordinate timely repairs, ensuring minimal downtime in clinical departments.
- Oversaw equipment usage, safety compliance, and calibration requirements across cardiac care units, contributing to patient safety and operational standards.
- Gained practical exposure to hospital engineering workflows, biomedical device handling, and healthcare support operations.
Education
PGDM - Operations Management and Marketing
Praxis Business School
01-2025
Graduation (B.E.) - Biomedical Engineering
Netaji Subhas Engineering College
Kolkata, India01-2023
Skills
Client relationship management
Client Engagement
Customer engagement
Customer interaction
Public speaking
MS OFFICE 365
MATLAB
Certification
Digital Marketing
Timeline
Senior Relationship Manager (DM)
IndusInd Bank
06.2025 - Current
Marketing and Research Management Trainee
Volume9
04.2024 - 06.2024
Junior Service Engineer
NH RN Tagore Institute of Cardiac Sciences - Kolkata
06.2022 - 07.2022
PGDM - Operations Management and Marketing
Praxis Business School
Graduation (B.E.) - Biomedical Engineering
Netaji Subhas Engineering College