PARBATI SAHANI
Banking Professional
Kolkata
Summary
Banking Professional with strong background in financial analysis, budgeting and forecasting. Develops and implements financial plans and delivers strategic financial advice.
Experienced leader with strong background in guiding teams, managing complex projects, and achieving strategic objectives. Excels in developing efficient processes, ensuring high standards, and aligning efforts with organizational goals. Known for collaborative approach and commitment to excellence.
Overview
9
9
years of professional experience
2013
2013
years of post-secondary education
1
1
Certification
2
2
Languages
Work History
Senior Relationship Manager
ICICI Bank Ltd
01.2024 - Current
- Key job role here is to monitor team, guide the team for business generation, high net worth client engagement, generating revenue for branch, managed branch portfolio
- Needs to make a significant growth in the client portfolio map to my team along with the branch portfolio
- Enhanced team performance by mentoring junior relationship managers on best practices in client service, sales techniques, and product knowledge.
- Gave exciting presentations to prospects and leads in effort to build business opportunities.
- Maintained up-to-date knowledge of industry trends, regulatory changes, and competitor offerings to provide informed advice to clients.
- Actively participated in industry events and conferences to maintain a visible presence within the community, promoting the bank''s reputation as a trusted financial partner.
Relationship Manager
ICICI Bank Ltd
06.2022 - 12.2023
- Key job role here is to give service to asset clients (high net worth home loan, LAP, BLG, SMEG, PL, LRS) and acquire business from them
- Needs to make a significant growth in the client portfolio map to us
- Coordinated efforts between various departments such as sales, credit assessment, operations teams for smooth delivery of services to clients.
- Implemented CRM best practices, improving data accuracy and usability for client management.
- Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
- Identified new business opportunities through diligent market research and analysis, contributing to increased revenue growth.
Senior Customer Service Manager
DCB Bank Ltd
10.2021 - 05.2022
- Overall job roll is to give service to your portfolio client and acquire business from them
- Guide the client about the investment and banking products
- Oversaw daily operations of the customer service department, effectively managing resources to meet targets consistently.
- Reduced customer complaints by addressing concerns proactively and implementing effective solutions.
- Enhanced customer satisfaction by resolving complex issues and providing tailored solutions.
- Developed and maintained strong relationships with key clients, ensuring long-term business partnerships.
- Leveraged data and analytics to make informed decisions and drive business improvements.
Customer Relationship Executive
JANA SMALL FINANCE BANK
07.2019 - 08.2021
- Manage and coordinate customer service department and the clients itself
- Working as a Customer Service Officer cum cashier to manage the entire Cash Operations and remittances and possess good knowledge of clearance
- Competent in front desk operations like creating FD, OD, DD
- Manage & acquire the Preferred Banking Customers while establishing healthy business relations with clients & external associates for securing repeat business & long-term customer loyalty and worked towards solving their queries and complaints efficiently
- Maintain documents as per the KYC norms of RBI
- Verify KYC documents for account opening forms at the branch level
- Responsible for the broad array of marketing & sales strategies including sales initiation like Cold Calls, Presentations, Negotiations and Closures while generating revenue through cross selling Insurance (Life and General) and other liability and asset products
Cashier
INDUSIND BANK LTD
07.2018 - 01.2019
- Worked as Teller cum Service Officer to manage the entire Cash Operations and remittances and possess good knowledge of ATM Loading process
- Overall handling of customer financial transaction like deposits, withdrawals, transfers, money order and checking
- Manage & acquire the Preferred Banking Customers while establishing healthy business relations with clients & external associates for securing repeat business & long-term customer loyalty and worked towards solving their queries and complaints efficiently
- Maintain documents as per the KYC norms of RBI
- Verify KYC documents for account opening forms at the branch level
- Monitor all development activities and ensure optimal candidates for various branch operations and ensure optimal standard of all services to ensure quality improvements and ensure issuance of all technical quotations to customers
Commercial Logistic and Accounts Manager
Cemtech
01.2016 - 06.2018
- Overall handling of debtors & creditors, handling dealers network performance
- Maintaining customer Accounts, follow-up with customers for payments
- Reconciliation of debtors & creditors, creation of purchase and sales invoices
- Maintenance of dispatched and logistics
- Implemented efficient billing procedures to reduce outstanding receivables and improve cash flow.
- Collaborated with purchasing department to reconcile vendor invoices and facilitate payments.
- Boosted client satisfaction by effectively managing accounts and addressing concerns promptly.
- Negotiated favorable payment terms with suppliers, reducing costs and improving profit margins.
Education
Bachelor of Commerce -
Calcutta University
Higher Secondary - undefined
WBCHSE
Skills
Communication Skills
Team building leadership
Banking Skills
Adaptability & Flexibility
MS Office
Sales management
Business development
Customer engagement
Portfolio management
Client relationship management
Teamwork and collaboration
Certification
Banking and finance
Timeline
Senior Relationship Manager
ICICI Bank Ltd
01.2024 - Current
Relationship Manager
ICICI Bank Ltd
06.2022 - 12.2023
Senior Customer Service Manager
DCB Bank Ltd
10.2021 - 05.2022
Customer Relationship Executive
JANA SMALL FINANCE BANK
07.2019 - 08.2021
Cashier
INDUSIND BANK LTD
07.2018 - 01.2019
Banking and finance
07-2018
Commercial Logistic and Accounts Manager
Cemtech
01.2016 - 06.2018
Higher Secondary - undefined
WBCHSE
Bachelor of Commerce -
Calcutta University
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