PARITOSH SINGH
6/501 Omaxe Height, Vibhuti Khnad, Gomti NNagar, Lucknow
Summary
Dynamic Relationship Manager with Axis Bank, adept at exceeding sales targets and enhancing client satisfaction. Skilled in financial modeling and client relationship management. With a proven record of driving revenue growth, managing high-value client portfolios, and implementing innovative banking solutions across multiple financial domains, I identify opportunities and deliver tailored solutions, ensuring loyalty and driving growth in a competitive market.
Overview
1
1
Certification
Work History
Relationship Manager
Axis Bank
Bareilly
- Maintained in-depth knowledge of market trends and competitor activities to advise clients effectively.
- Managed a customer portfolio of ₹14 crores in assets.
- Exceeding sales targets consistently, and achieving high client satisfaction ratings.
- Identified opportunities for cross-selling and up-selling financial products to meet clients' and company objectives.
- Identify customer needs, and provide solutions.
- Maintained strong relationships with clients to ensure satisfaction and loyalty.
- Implemented CRM systems for tracking client interactions and improving service delivery.
- Completed day-to-day duties accurately and efficiently.
Education
Post Graduate Diploma - Banking And Finance
NIIT University
Rajasthan, India 01-2024
Banchelor - commerce
Lucknow University
Lucknow, India 01-2021
High School & Intermediate -
St. Mary's Orthodox School
Kanpur, India 01-2018
Skills
- Readiness to learn and grow
- Financial modeling and analysis
- Advanced Excel
- Risk management and hedging strategies
- Communication and presentation skills
- Client Relationship Management
- Attention to Detail and Time Management
- Proficient in Microsoft Office
Certification
- National Institute of Securities Markets (NISM) certifications
- Investment Advisor Certification (IDRA)
- Course on Computer Concepts (CCC)
- Tally with GST ERP 9
Languages
English
First Language
Hindi
Upper Intermediate (B2)
B2
Activities
- Volunteering in NGO (Swapna Foundation)
- Participation in IT presentation
- Performed role of anchoring at webinars conducted by college
- Hosted event conducted by Uptec Consultancy and at events of Swapna Foundation
Key Skills
- Relationship building and client retention
- Problem-solving
- Strategic Business Planning
- Digital Banking Solutions
Timeline
Relationship Manager
Axis Bank
Post Graduate Diploma - Banking And Finance
NIIT University
Banchelor - commerce
Lucknow University
High School & Intermediate -
St. Mary's Orthodox School
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