Summary
Overview
Work History
Education
Skills
Personal Sketch
Personal Information
Awards
Timeline
Hi, I’m

Neelu Sharma

Relationship Manager
Mira Road East
Neelu Sharma

Summary

Proactive Senior Relationship manager who Develops and implements financial plans and delivers strategic financial advice. Hardworking and passionate job seeker with strong organizational skills eager to secure good position.

Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals.

Overview

20
years of professional experience

Work History

HDFC BANK

Senior Relationship Manager
11.2021 - Current

Job overview

  • Handling super HNI clients with a quiet good book size and providing all possible services to generate leads and opportunities.
  • Enhancement and deepening of the existing relationship by cross-selling products and services as per the profil and need of the client.
  • Retention of the clients by providing the best possible services being the dedicated point of contact .
  • Building and maintaining relationships with client. Giving personalized advice and build rapport with clients, resolving client issues with employers products or service preserve relationships and communicating with other departments.
  • Developed summaries to assess each client's participation level and determine targets for follow-up plans.
  • Worked with branch partners to maximize sales efforts to business customers and cross-sell other products and services.
  • Planned and attended meetings with clients to cultivate and grow and create more business opportunities.
  • Understand clients need and develop plans to address them and resolve.
  • Also responsible for nurturing corporate and NRI client relationships through continuous client engagements and risk profiling. Responsible for identification of potential customers and providing them customized solutions as per their requirements.

ICICI Bank Ltd

Senior Relationship Manager
07.2019 - 09.2021

Job overview

  • Currently handling a team of 6 Privilege Bankers where I need to support them by getting their targets achieved and also to make them qualify for contests happening across zone and country
  • Helping team groomed professionally and well versed with all the products so that team can performed along with team, individually acquire and nurture HNI clients Banking and Investment requirements along with monitoring their requirements
  • Conduct risk profiling of all mapped clients and showcase investment products as per the client risk profile
  • Use financial acumen and investment expertise to review a client's personal data, align clients need through superior service, seamlessly align service delivery for enhanced experience; thereby helping the client reach short term and long term investments goal
  • Focus on business and development across liabilities, assets & fee to sustain and achieve growth in relationship value, revenues & improves client's stickiness
  • Attend to client's queries on service or investment needs by using relevant skills to probe and identify needs to provide appropriate solutions to clients
  • Responsible for meeting all sales and business targets assigned so as to ensure maximum contribution towards revenue for the bank
  • Enhancement of the relationship by cross selling products and services as per the profile & need of the customers.

IndusInd Bank Ltd

Deputy Manager
04.2018 - 05.2019

Job overview

  • Handling Retail operations at the branch and discharging functions for branch clearing/ handling of lockers /verification of entries/maintaining registers/ handling forex transactions
  • Handling all types of client queries / resolving client escalations / cross selling in products like life insurance /mutual funds / loans and credit card
  • Ensuring portfolio quality by regularly engaging with each mapped relationship and maintaining the desired relationship values
  • Driving revenue business to generate fee income through products like mutual funds, investments and insurance
  • Maintaining the banking and investment relationship and responsible for overall growth of Liabilities and Investment business from Branch/Retail Customers
  • Providing the best client service at the branch and to portfolio clients as well.

Ocwen Financial Solutions Private Limited

Senior Quality Analyst
03.2014 - 10.2017

Job overview

  • Handling operations at backend doing internal QC on Qc which includes sample quality checks and assigned analysts, training new joiners' process improvement opportunities
  • Conducting calibrations with BU for process and to submit MOM for all the meetings attended, publishing weekly reports, etc
  • Coordinating with Pan India auditor's team and having calibrations every month for process improvement.

HSBC Data processing India (HDPI)

Senior Executive
04.2007 - 01.2014

Job overview

  • Responsible for chasing outstanding debts from clients
  • Mentoring new joiners' and taking them through systems and processes
  • Resolving client's queries and complaints with effective solutions including Nodal complaints for Pan India related to assets
  • Handling ongoing projects and also been part of UAT for upcoming applications too.

Beta Consultancy Services

HR consultant
09.2006 - 03.2007

Job overview

  • Recruitment for Overseas client and co-ordinate between client and their requirement
  • Collecting resume from various sources and make it available as per clients need
  • Conducting interviews of candidate and client within the stipulated time frame and scheduling them to Overseas.

Shopper Stop Private Limited

Customer Care Executive
06.2004 - 08.2006

Job overview

  • Responsible for assigned daily targets to be achieved
  • Need to assist walk in client and increase the sale by providing best service
  • Handling team in absence of Floor Manager and also handle cash department under the same period with SSL.

Education

University of Mumbai

Masters of Commerce

University Overview

S N College of Commerce & Arts

Bachelor of Commerce

University Overview

Skills

Strong analytical abilityundefined

Personal Sketch

Personal Sketch
English, Hindi, Marathi, and Marwari., interacting with people, listening to music.

Personal Information

Personal Information
Date of Birth: 04/03/83

Awards

Awards


  • Rewarded with various certificates in all different Contests and drives at HDFC BANK (bank level).
  • Also being part of MDRT aspirants and have won the Award at HDFC BANK - MDRT.
  • Awarded with best client service relationship and retaining and adding NTB clients at HDFC BANK.
  • Exceeded and achieved the targets given every quarter at ICICI bank received bonus and increment with good grade in one year's time.
  • Highest sale award in credit card over the year at IndusInd Bank.
  • Best team player award for last financial year at IndusInd Bank.
  • Achieved the Key Area Objectives and Targets in Shopper Stop Private Limited, Mumbai
  • Participated in Inter School Competition & Team leader at various fairs and team competitions during educational and professional experience.

Timeline

Senior Relationship Manager
HDFC BANK
11.2021 - Current
Senior Relationship Manager
ICICI Bank Ltd
07.2019 - 09.2021
Deputy Manager
IndusInd Bank Ltd
04.2018 - 05.2019
Senior Quality Analyst
Ocwen Financial Solutions Private Limited
03.2014 - 10.2017
Senior Executive
HSBC Data processing India (HDPI)
04.2007 - 01.2014
HR consultant
Beta Consultancy Services
09.2006 - 03.2007
Customer Care Executive
Shopper Stop Private Limited
06.2004 - 08.2006
University of Mumbai
Masters of Commerce
04.2006
S N College of Commerce & Arts
Bachelor of Commerce
04.2004

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