Skills
Work History
Timeline
Education
Languages
Overview
Certification
Summary
Generic

Poonam Vishwakarma

Indore Madhya Pradesh

Skills

  • Problem solving
  • Excellent communication
  • Banking Operations
  • Computer knowledge -Excel, PowerPoint,Words
  • Working with different types of software - CRM ,Financial ,Iview

Work History

Relationship Manager, Banking Operations

ICICI Bank
09.2021 - Current
  • Established strong referral networks within the community, generating leads for new business opportunities in the banking sector.
  • Negotiated favorable terms for credit facilities, supporting business expansion while mitigating risks associated with lending activities.
  • Reviewed existing policies and procedures to identify areas of improvement within the relationship management function of the bank operations team.
  • Coordinated with internal departments to facilitate seamless transaction processing for relationship banking clients.
  • Managed a diverse portfolio of high-net-worth clients, resulting in expanded revenue growth.
  • Collaborated with cross-functional teams to develop new products and services tailored to the needs of relationship banking customers.
  • Mentored junior team members on best practices in relationship management, contributing to their professional development.
  • Conducted research to answer questions and handle issues using multiple systems and resources.
  • Implemented efficient banking processes to optimize operational performance and reduce errors.
  • Utilized effective communication and negotiation skills, resolving disputes between clients and the bank in a professional manner.
  • Identified opportunities for cross-selling additional bank products, driving business growth through strategic sales efforts.
  • Provided exceptional customer service, addressing concerns promptly and maintaining long-term client retention.
  • Strengthened client relationships by providing timely and accurate financial advice, leading to increased customer satisfaction.

Timeline

Relationship Manager, Banking Operations

ICICI Bank
09.2021 - Current

Bachelor Of Engineering -

Shree Ram Group of Institutions

Education

Bachelor Of Engineering -

Shree Ram Group of Institutions
Jabalpur
06.2018

Languages

Hindi
Bilingual or Proficient (C2)
English
Bilingual or Proficient (C2)

Overview

4
4
years of professional experience

Certification

  • NISM certified
  • Certified in Personal Data Protection Awareness
  • Certified in Anti-Money Laundering and KYC - India

Summary

Highly motivated and results-driven Relationship Manager with 4 years of experience in managing client relationships, fostering customer loyalty, and driving business growth. Proven track record of delivering exceptional customer service, resolving conflicts, and achieving targets. Strong communicator with a passion for building and maintaining positive client relationships

Poonam Vishwakarma