POOJA P BARADWAD
BANGALORE
Summary
Dynamic banking professional with a proven track record at KOTAK MAHINDRA BANK, excelling in client relationship management and complaint resolution. Skilled in CRM systems and adept at cross-selling financial products, I consistently achieved sales targets while fostering long-term client loyalty through effective communication and active listening.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Manager
KOTAK MAHINDRA BANK
Bangalore
07.2025 - Current
- Managed client relationships to ensure service excellence and satisfaction.
- Collaborated with teams to streamline banking processes and enhance efficiency.
- Coordinated account management activities to support client needs effectively.
- Identified opportunities to cross-sell additional products and services to existing customers.
- Maintained accurate documentation on all customer interactions and transactions.
- Built long-term relationships with lucrative clients by utilizing active listening, effective communication and dynamic interpersonal skills.
- Implemented CRM systems for tracking client interactions and improving service delivery.
- Resolved client issues and complaints promptly, maintaining trust and loyalty.
- Generate the leads of HL, Business loan, Car loan, LAS, and LAP.
- Calling the customer and getting the referral leads for CASA, along with the NTB meetings.
Assistant Manager
HSBC Bank
BANGALORE
08.2023 - 03.2025
- Improved customer satisfaction by addressing and resolving complaints promptly
- Strengthened customer relationships with proactive communication and personalized financial recommendations
- Ensured accuracy in documentation processing while adhering strictly to regulatory guidelines for all transaction types
- Improved branch performance by consistently meeting and exceeding sales targets through effective cross-selling of financial products
- Generate the assets business leads from the induction (Home Loan & personal loan)
- Monitored pipelines to track and log status of loans
- Corporate meeting and onboarding the company
SENIOR CORPORATE SALES ASSOCIATE
CITI BANK
BANGALORE
11.2022 - 08.2023
- Built relationships with customers to encourage repeat business
- Solved customer challenges by offering relevant products and services
- Achieved monthly sales targets consistently by implementing effective sales strategies and maintaining a high level of product knowledge
- Assessed customer needs and utilized suggestive selling techniques to drive sales
- Performing as a team member under the guidance of management
- Plan and organize various marketing events in corporate, in association with marketing and other channels, to cross-sell various retail products
SALES EXECUTIVE
OLA FINANCIAL SERVICES
BANGALORE
09.2019 - 09.2022
- Setting sales goals and developing sales strategies
- Research prospects through various social media platforms
- Contacting potential and existing customers
- The phone, by email, and in person
- Handling customer questions, inquiries, and complaints
- Meeting daily, weekly, and monthly sales targets
- Participating in sales team meetings
Education
Master of Commerce - FINANCE AND MARKETING
JSS COLLEGE
DHARWAD07.2016
Bachelor of Commerce - FINANCE & MARKETING
JAIN COLLEGE
HUBLI07.2014
PUC -
RB PATIL
HUBLI06.2011
Skills
- G-Suite
- MS-Office
- Complaint Management
- Customer Relationship Management (CRM)
Certification
IRDA, 01/01/23
Disclaimer
I hereby declare that the above-written particulars are true to the best of my knowledge and belief.
Languages
English
Intermediate (B1)
B1
kannada
Elementary (A2)
A2
Hindi
Intermediate (B1)
B1
Timeline
Manager
KOTAK MAHINDRA BANK
07.2025 - Current
Assistant Manager
HSBC Bank
08.2023 - 03.2025
SENIOR CORPORATE SALES ASSOCIATE
CITI BANK
11.2022 - 08.2023
SALES EXECUTIVE
OLA FINANCIAL SERVICES
09.2019 - 09.2022
Master of Commerce - FINANCE AND MARKETING
JSS COLLEGE
Bachelor of Commerce - FINANCE & MARKETING
JAIN COLLEGE
PUC -
RB PATIL