MICROSOFT OFFICE
NIRAV KOHLI
Relationship Manager
New Delhi,India
Summary
Innovative Relationship Manager focused on developing strategic business opportunities by delivering exemplary service to each client's individual needs. Respected professional with exceptional knowledge regarding risk management.
Overview
8
8
years of professional experience
6
6
years of post-secondary education
3
3
Certifications
3
3
Languages
Work History
Relationship Manager
HDFC Bank
New Delhi, India
06.2022 - Current
- Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
- Maintained knowledge on banking products and distribution to provide optimal service support.
- Developed and managed relationships with partners to establish cost-effective products and services.
Personal Banker
HDFC BANK
NEW DELHI, INDIA
01.2020 - 05.2022
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Networked to increase client base and encourage existing clients to expand financial portfolios.
- Answered customer questions and explained available services such as deposit accounts, bonds, and securities.
Customer Service Officer
AXIS BANK
NEW DELHI, INDIA
05.2016 - 12.2019
- Addressed customer complaints and mitigated dissatisfaction by employing timely and on-point solutions.
- Promoted company brand and unique offerings through personalized customer service.
- Assisted call-in customers with questions and orders.
- Provided primary customer support to internal and external customers.
Teller
AXIS BANK
NEW DELHI, INDIA
01.2015 - 04.2016
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
- Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
- Answered telephone inquiries on checking and savings accounts, loans, and lines of credit.
Education
MBA - Marketing
NEW DELHI INSTITUTE OF MANAGEMENT
NEW DELHI 04.2012 - 03.2014
B. TECH - Computer Science
RAJASTHAN INSTITUTE OF ENGINEERING AND TECHNOLOGY
JAIPUR 04.2007 - 03.2011
Skills
Equity and Fixed Income Markets
Customer portfolio management
Service support
Relationship building and management
Financial planning processes
Business Development
Investment and Wealth Planning
Business relationship cultivation
Financial Advising
Software
CRM
FINACLE
Certification
IRDA
Timeline
Relationship Manager
HDFC Bank
06.2022 - Current
Personal Banker
HDFC BANK
01.2020 - 05.2022
Customer Service Officer
AXIS BANK
05.2016 - 12.2019
Teller
AXIS BANK
01.2015 - 04.2016
MBA - Marketing
NEW DELHI INSTITUTE OF MANAGEMENT
04.2012 - 03.2014
B. TECH - Computer Science
RAJASTHAN INSTITUTE OF ENGINEERING AND TECHNOLOGY
04.2007 - 03.2011