Job Search Status
Open to workDesired start date: Open to discussion
Open To Work
Poonam
Senior Relationship Manager
Rohini
Work Preference
Summary
Aspiring professional eager to leverage skills and expertise in a dynamic environment that fosters innovation and adaptability
Overview
9
9
years of professional experience
2
2
Certifications
1
1
Language
Work History
Senior Relationship Manager
Kotak Mahindra Bank
02.2025 - Current
- Cultivated trust with clients by ensuring confidentiality and professional handling of sensitive information.
- Collaborated with branch partners to enhance sales efforts targeting business customers.
- Requested customer feedback to improve client satisfaction and promptly resolve issues.
- Worked with internal teams to provide comprehensive wealth management services, boosting client loyalty.
- Managed diverse portfolio of high-net-worth clients through personalized attention and strategic planning.
- Planned and conducted meetings with clients to foster partnerships and identify growth opportunities.
- Consistently surpassed revenue targets by executing proactive account management strategies.
- Developed new banking relationships with business prospects to expand client base.
Senior Wealth Manager
Nuvama Wealth Pvt Ltd
09.2024 - 01.2025
- Fix a face-to-face meeting or virtual meetings with HNI clients.
- Meet with high-net-worth customers in Delhi, Gurgaon, Faridabad, Noida.
- Handling customer’s portfolio with high return recommendations with best Equity based, PMS AIF, and structured products etc.
- Developed personalized wealth management strategies for high-net-worth clients.
Branch NR-Manager
AU Small Finance Bank
03.2023 - 08.2024
- To ensure more wallet share to the customer to avoid devaluation of securities.
- To the entire Primary banking from approaching a customer to filling AOF i.e. account opening form and vice versa.
- Managing relationships to improve relationship value of existing customers.
- Ensuring products, the customer according to their requirements
- Maintain and deepen relationship with the customers
- Cross sell products and services to both new and as well as existing customers as per their lifestyle, risk profiling and requirements.
- Ensure compliance as per the bank requirements.
- Maintain complete customer profile including the risk profile, demographics, and assets in the bank.
- Identify potential customers who can be sold tailored products to enhance product penetration.
- Maintain relationships with the existing customers through mailers and phone calls and share insights on the fluctuations in interest rates, exchange rates and various product offerings.
Deputy Manager
HDFC BANK Pvt Ltd
09.2022 - 03.2023
- Managing the preferred and imperia customer’s account and handling customer’s query through calls, email and meeting.
- Cross sells the bank’s products to the customer through calls and meetings.
- Giving better wealth management recommendations to the customer after taking customer’s profiling.
Assistant Manager NRI Banking
YES BANK Pvt Ltd
04.2019 - 09.2022
- Managing the liability product acquisition through leads from digital channel and propensity bases, delivering our propensity liability clients as prior customer experience acting as a single point of contact till the customer is on board.
- Maintain relationships with the existing customers through mailers and phone calls, share insights on the fluctuations in interest rates, exchange rates and various product offerings.
- Increase product penetration and exit barriers, by cross–selling a greater number of products per client.
- Ensure delinquency resolution for allotted portfolio.
- Work in close coordination with client experience managers to deliver superior service to clients.
- Reduce rejection rates and improve the quality of documentation.
- Effectively utilize all applications, tools and databases used to process transparent end to end client support. Proficient with systems related to banking transactions and services.
- Strictly adhere to the internal control policies and ensure that the organizational activities are carried out in accordance with the set guidelines.
Sales Executive in telecommute process
NBCL marketing Pvt Ltd
05.2017 - 04.2018
- Connected with the UAE based customers through calls. Explain DU postpaid connection feedback and features.
- Sorted VIP numbers of digits and sell numbers to the customers.
Education
M.A - undefined
IGNOU Delhi
B.A - undefined
Ramjas College Delhi University
12th Passed - undefined
C.B.S.E Board Delhi
10th Passed - undefined
C.B.S.E Board Delhi
Skills
Relationship building and networking, proficient in MS office, client retention strategies, digital banking products and services, Skilled with telephonic inquiries, organized and able to prioritize, maintains professional demeanor, result-oriented
Certification
Basic Knowledge of computer
Interests
Listening to music and Playing adventures games
DECLARATION
I hereby declare that the information given above is true to the best of my knowledge and belief and assure you that I will provide my best service to work with you.
PERSONAL STRENGTH
- Hard working, confident and determined.
- Easy Interaction with people.
- Positive thinking.
- Self-confidence.
Timeline
Senior Relationship Manager
Kotak Mahindra Bank
02.2025 - Current
Senior Wealth Manager
Nuvama Wealth Pvt Ltd
09.2024 - 01.2025
Branch NR-Manager
AU Small Finance Bank
03.2023 - 08.2024
Deputy Manager
HDFC BANK Pvt Ltd
09.2022 - 03.2023
Assistant Manager NRI Banking
YES BANK Pvt Ltd
04.2019 - 09.2022
Sales Executive in telecommute process
NBCL marketing Pvt Ltd
05.2017 - 04.2018
M.A - undefined
IGNOU Delhi
B.A - undefined
Ramjas College Delhi University
12th Passed - undefined
C.B.S.E Board Delhi
10th Passed - undefined
C.B.S.E Board Delhi