NIVEDITA SINGH
Lucknow
Summary
Client-focused Relationship Manager adept at increasing productivity and completing tasks efficiently. Skilled in client relationship management, financial planning, and strategic sales techniques. Excel in communication, problem-solving, and adaptability, ensuring successful client interactions and satisfaction.
Overview
10
10
years of professional experience
Work History
Relationship Manager
ICICI Bank Limited
Lucknow
09.2023 - Current
- Managed client relationships to enhance customer satisfaction and retention, handling a portfolio of large entities wherein funding is done for exposure above Rs 5 crore.
- Conducted regular follow-ups with clients to address inquiries and resolve issues.
- Collaborated with cross-functional teams to deliver tailored financial solutions.
- Prepared reports on client interactions for management review and assessment.
- Developed and maintained strong relationships with clients to ensure satisfaction and loyalty.
- Managed daily operations including scheduling appointments, coordinating meetings and preparing agendas.
- Resolved escalated customer issues efficiently and effectively within established timelines.
- Maintained accurate records of all client interactions within the company's CRM system.
Portfolio Executive
Utkarsh Small Finance Bank Limited
Varanasi
07.2022 - 09.2023
- Taking care of NBFC lending and managing a portfolio of them.
- Coordinated team meetings to align on project goals and objectives.
- Managed cross-functional communication between departments for seamless operations.
- Oversaw compliance with regulatory standards and internal policies, as well as monthly and quarterly covenant tracking.
- Established relationships with key partners and vendors to ensure successful project outcomes.
- Created and maintained relationships with key stakeholders.
Back Office Executive
Yes Bank Limited
Lucknow
06.2021 - 06.2022
- Managed customer account documentation and ensured accuracy in record-keeping.
- Processed transaction requests and maintained compliance with regulatory standards.
- Implemented data entry processes to streamline workflow and improve efficiency, CAM preparation and Hygiene checks.
- Collaborated with team members to enhance operational procedures and best practices.
- Maintained filing systems to organize operations and administration records.
- Created reports on a weekly basis to track customer service metrics.
Sales Support Executive
State Bank Of India Life Insurance
Lucknow
08.2020 - 06.2021
- Processed customer inquiries and provided information on insurance products.
- Coordinated communication between sales team and clients regarding policy details.
- Managed documentation for policy issuance and renewal efficiently.
- Assisted in training new staff on operational procedures and software tools.
- Facilitated meetings between clients and sales representatives to discuss needs.
- Provided customer service to internal and external clients regarding product inquiries and orders.
- Managed incoming emails, phone calls, and other correspondence in a timely manner.
Team Leader
Aegis Customer Support Pvt Ltd
Lucknow
01.2016 - 08.2020
- Led customer support team to ensure high-quality service standards.
- Trained new team members on company policies and procedures.
- Monitored performance metrics to identify areas for improvement.
- Facilitated team meetings to discuss challenges and share solutions.
- Developed training materials for ongoing team development sessions.
- Implemented feedback systems to enhance customer satisfaction initiatives.
- Motivated and empowered team members to build customer satisfaction and loyalty to support retention and growth.
- Monitored daily workflow to ensure adherence to established policies and procedures.
Education
MBA - Human Resources Management
Sikkim Manipal University
Lucknow01-2016
Bachelor of Arts -
Lucknow University
Lucknow01-2014
Intermediate Certificate -
Awadh Collegiate
Lucknow01-2011
High School Diploma -
St. Teresa's College
Lucknow01-2009
Skills
- Client relationship management
- Financial analysis
- Regulatory compliance
- Data analysis
- Problem solving
- Stakeholder management
- Customer service
- Cross-functional collaboration
Timeline
Relationship Manager
ICICI Bank Limited
09.2023 - Current
Portfolio Executive
Utkarsh Small Finance Bank Limited
07.2022 - 09.2023
Back Office Executive
Yes Bank Limited
06.2021 - 06.2022
Sales Support Executive
State Bank Of India Life Insurance
08.2020 - 06.2021
Team Leader
Aegis Customer Support Pvt Ltd
01.2016 - 08.2020
MBA - Human Resources Management
Sikkim Manipal University
Bachelor of Arts -
Lucknow University
Intermediate Certificate -
Awadh Collegiate
High School Diploma -
St. Teresa's College
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