Palak Chaudhary
Associate Key Relationship Manager
Rohtak
Summary
Business-driven Relationship Manager always finding successful ways to acquire new clients and foster lucrative relationships. A determined leader with over one and a half years of assisting clients with financial planning processes and assessing financial data. Offering dynamic collaboration and decision making skills.
Overview
2
2
years of professional experience
7
7
years of post-secondary education
Work History
Associate Key Relationship Manager
ICICI PRUDENTIAL LIFE INSURANCE CO. LTD.
cHANDIGARH
07.2021 - Current
- Worked witH ICICI PRUDENTIAL and BANCA departments to facilitate communication and deliver personalized solutions to customers.
- Monitored issues carefully and reached out to customers to provide immediate resolution and maintain satisfaction.
- Generated new business and referral clients in partnership with financial advisors and branch team.
- Maintained knowledge on banking products and distribution to provide optimal service support.
Education
MBA - Banking And Financial Support Services
CHANDIGARH UNIVERSITY
GHARUAN,PUNJAB 08.2019 - 08.2022
B.com(honrs) - Accounting And Finance
Maharishi Dayanand University,Rohtak
Rohtak 07.2016 - 05.2020
Skills
Financial planning processes
Banking
Customer portfolio management
Relationship building and management
Investment and Wealth Planning
Client Relationships
Timeline
Associate Key Relationship Manager
ICICI PRUDENTIAL LIFE INSURANCE CO. LTD.
07.2021 - Current
MBA - Banking And Financial Support Services
CHANDIGARH UNIVERSITY
08.2019 - 08.2022
B.com(honrs) - Accounting And Finance
Maharishi Dayanand University,Rohtak
07.2016 - 05.2020