Niral Furia
Mumbai
Summary
Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Enthusiastic Manager eager to contribute to team success through hard work, attention to detail and excellent organizational skills. Clear understanding of Trade and Forex and training in Trade Finance. Motivated to learn, grow and excel in BFSI Industry. Relationship Manager with background selling financial services and providing customer service. Successfully offered financial guidance and managed client investments. Strengths in Trade and Finance and Sales and Marketing. Analytical with proven track record of offering sound advice.
Overview
10
10
years of professional experience
Work History
Trade Relationship Manager
Kotak Mahindra Bank
Mumbai
10.2022 - Current
- Worked with customers to understand needs and provide excellent service.
- Demonstrated respect, friendliness and willingness to help wherever needed.
- Improved operations through consistent hard work and dedication.
- Generated new business and referral clients in partnership with financial advisors and branch team.
- Monitored issues carefully and reached out to customers to provide immediate resolution and maintain satisfaction.
- Supported branch manager with team initiatives, resulting in 10% increase in new business.
- Read financial publications to remain informed about trends affecting market conditions.
- Targeted accounts at senior and executive levels and secured funding for future initiatives.
- Maintained regular contact with clients to inform about transactions and performance.
- Worked with clients and finance companies to find optimal solutions for financing.
Relationship Manager
RBL Bank
Mumbai
07.2021 - 10.2022
- Worked with Trade Finance and Loans departments to facilitate communication and deliver personalized solutions to customers.
- Generated new business and referral clients in partnership with financial advisors and branch team.
- Monitored issues carefully and reached out to customers to provide immediate resolution and maintain satisfaction.
- Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
- Assisted customers with opening accounts and signing up for new services.
- Networked with business leaders and executives to identify clientele within local community.
- Educated clients on available technological tools, enabling development and implementation of solutions to achieve personal financial goals.
- Managed portfolio of 100 high net worth (HNW) clients with $ 15000 in total assets.
Senior Financial Service Manager
ICICI Prudential Life Insurance
Mumbai
11.2019 - 06.2021
- Sought out new clients and developed client relationships through networking, direct referrals and lead databases
- Displayed consistent, positive attitude towards customers, peers and other personnel, even during high-stress situations.
- Calculated premiums and established payment methods for sales.
- Utilized direct marketing strategies such as mailings and phone contracts to approach potential clients and increase sales by 10%.
- Customized existing insurance programs to suit individual client needs by analyzing specific requirements.
- Conducted research on insurance packages and investment options to generate client recommendations.
- Finalized sales and collected necessary deposits.
Manager
Furia General Stores
Mumbai
10.2014 - 11.2019
- Controlled costs and optimized spending via restructuring of budgets for labor, capital assets, inventory purchasing and technology upgrades.
- Expanded cross-functional organizational capacity by collaborating across departments on priorities, functions and common goals.
- Kept detailed records of daily progress to identify and correct areas needing improvement.
- Evaluated suppliers to maintain tight cost controls and maximize business operational performance.
- Applied customer feedback to develop process improvements and support long-term business needs.
- Cross-trained existing employees to maximize team agility and performance.
- Supervised staff of 10 personnel by implementing company policies, work ethics and discipline
Customer Service Executive
Firstsource Solutions Limited
Mumbai
02.2013 - 11.2013
- Developed and maintained courteous and effective working relationships.
- Prepared variety of different written communications, reports and documents.
- Developed team communications and information for meetings.
- Used critical thinking to break down problems, evaluate solutions and make decisions.
- Participated in continuous improvement by generating suggestions, engaging in problem-solving activities to support teamwork.
- Worked within applicable standards, policies and regulatory guidelines to promote safe working environment.
- Created spreadsheets using Microsoft Excel for daily, weekly and monthly reporting.
Education
Diploma in Banking Management - Banking
Timespro
Mumbai07.2014
Bachelor of Commerce - Audit And Accounting
Nagindas Khandwala College of Commerce And Arts
Mumbai07.2012
Skills
- Manager Support
- Activity Manager
- Skilled Manager
- Presentation Manager
- Manage Budgets
- Microsoft Windows
- Financial Statements
- Customer Service
- Product Knowledge
- Financial Advising
- Financial Markets
- Sales and Marketing
- Time Management
- Financial Analysis
- Critical Thinking
- Train Employees
Languages
Hindi
Advanced (C1)
Marathi
Upper intermediate (B2)
Gujarati
Advanced (C1)
English
Bilingual or Proficient (C2)
Timeline
Trade Relationship Manager
Kotak Mahindra Bank
10.2022 - Current
Relationship Manager
RBL Bank
07.2021 - 10.2022
Senior Financial Service Manager
ICICI Prudential Life Insurance
11.2019 - 06.2021
Manager
Furia General Stores
10.2014 - 11.2019
Customer Service Executive
Firstsource Solutions Limited
02.2013 - 11.2013
Diploma in Banking Management - Banking
Timespro
Bachelor of Commerce - Audit And Accounting
Nagindas Khandwala College of Commerce And Arts
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