NEETU SHARMA
Jaipur,Rajasthan
Summary
Detail-oriented Banking Relationship Manager experienced with routinely assessing and meeting the financial needs of various individual and business customers. Adept at handling various banking transactions. Focused on applying knowledge of financial products and investment packages to offer to existing and new customers.
Overview
9
9
years of professional experience
Work History
Royale- Relationship Manager
AU Bank
Jaipur
09.2026 - Current
- Identified customer needs promptly to improve satisfaction.
- Prioritized and organized tasks to meet service goals effectively.
- Collaborated with cross-functional teams to improve project outcomes.
Key Account Manager
IndusInd Bank
Jodhpur
06.2024 - 08.2026
- Promoted from SDM to KAM within 1 year of joining IndusInd Bank.
- Managed 20 Cr portfolio at the largest branch in region, driving client satisfaction and retention.
- Received consistently high ratings in annual PMS, demonstrating commitment to excellence and team contributions.
Service Delivery Manager
IndusInd Bank
Jodhpur
06.2023 - 06.2024
- Expedited KAM promotion via Continuum Program.
- Facilitated over 50 awards, recognizing team achievements and enhancing morale.
- Performed routine responsibilities effectively, ensuring smooth operations.
SO CASA
YES BANK
Jaipur
09.2022 - 06.2023
- Grew a liability portfolio by maintaining strong opening balances and fund retention across new accounts, ensuring financial stability.
- Increased revenue per customer by cross-selling insurance, mutual funds, and credit cards, contributing to overall profitability.
- Acquired new current and savings accounts through direct field sales and targeted local market mapping, to enhance customer base.
CASA OFFICER
Kotak Mahindra Bank
Jaipur
11.2020 - 08.2022
- Generated leads for family accounts and cross-sell products, contributing to sales growth.
- Resolved customer queries by providing timely and accurate information.
- Prepared customer wish lists through cold calling and promotional activities to drive engagement.
CASA RELATIONSHIP OFFICER
AXIS Bank
02.2020 - 11.2020
- Sourced salary accounts from corporate clients to strengthen banking relationships and drive account growth.
- Acquired new current and savings accounts from branch catchment area, increasing client base.
- Conducted low-cost micro marketing activities in catchment areas to generate leads and boost account openings.
Relationship Officer- Credit Card
SBI
Jaipur
10.2017 - 01.2020
- Acquired new credit card customers through targeted outreach, expanding customer base and driving engagement
- Prioritized and scheduled proactive calls to organization's accounts, fostering relationships and ensuring timely follow-up
- Updated and managed contact database with accurate profiles and relevant information to enhance customer interactions
Education
M.Com: Post Graduation -
Rajasthan University
B.Com: Graduation -
Rajasthan University
Skills
- Portfolio management
- Credit analysis
- CASA acquisition
- Cross sell strategy
- CRM systems
- Customer relationship management
Timeline
Royale- Relationship Manager
AU Bank
09.2026 - Current
Key Account Manager
IndusInd Bank
06.2024 - 08.2026
Service Delivery Manager
IndusInd Bank
06.2023 - 06.2024
SO CASA
YES BANK
09.2022 - 06.2023
CASA OFFICER
Kotak Mahindra Bank
11.2020 - 08.2022
CASA RELATIONSHIP OFFICER
AXIS Bank
02.2020 - 11.2020
Relationship Officer- Credit Card
SBI
10.2017 - 01.2020
M.Com: Post Graduation -
Rajasthan University
B.Com: Graduation -
Rajasthan University