PRAGYA TRIPATHI
Service, Sales & CRM
Gorakhpur
Summary
Results-oriented achiever with proven ability to exceed targets and drive success in fast-paced environments. Combines strategic thinking with hands-on experience to deliver impactful solutions and enhance organizational performance.
Overview
2
2
Languages
2
2
Certifications
7
7
years of professional experience
Work History
Key Account Manager (Manager)
IndusInd Bank
09.2023 - 07.2024
- Drove product improvements by translating key account feedback into actionable changes.
- Expanded sales pipeline and client base through comprehensive market analysis.
- Strengthened forecasting accuracy and reporting quality through CRM tracking of account interactions and sales progress.
- Secured favorable pricing, sales terms, and service agreements through negotiation efforts.
Relationship Manager (YPRM Manager)
Yes Bank
09.2022 - 04.2023
- Prompt resolution of escalated customer issues strengthened service quality and retention.
- Junior staff development in relationship handling, product positioning, and follow-up improved team execution.
- Quarterly sales goals were exceeded through strong professional contacts and referral generation.
- New business opportunities emerged from market research and analysis, contributing to revenue growth.
Personal Banker (Deputy Manager)
HDFC Bank
02.2021 - 08.2022
- Monitored portfolio activity regularly and followed up on renewal delinquencies and service requirements.
- Supported new business growth through detailed financial needs assessments and tailored product recommendations.
- Expanded client base by meeting referral goals through networking events and community outreach.
- Improved client data management by adopting new CRM system and delivering more personalized service.
- Maintained client trust through careful handling of confidential client information and investment details.
Customer Service Officer (Asst Manager)
Axis Bank
09.2019 - 12.2020
- Kept follow-up records organized and helped maintain clear communication after each meeting.
- Updated contact reference lists to improve accuracy for potential investors, traders, and brokers.
- Prepared client-facing presentations and investment updates to keep stakeholders informed on current and future opportunities.
Senior Associate
City Union Bank
03.2017 - 12.2018
- Reviewed account records for discrepancies, corrected data entries, and maintained confidentiality standards.
- Supported audit readiness by organizing files, verifying reports, and following regulatory procedures.
- Collected, sorted, and entered information into database systems.
Education
MBA - Finance & Marketing
Pranveer Singh Institute of Technology
Kanpur 08.2015
B.Com - Business Management
Islamia College of Commerce
Gorakhpur 07.2013
Skills
CRM, PowerPoint, emailer
Client relations
Conflict resolution
Teamwork and collaboration
High-impact proposal presentation
Consultative selling
Excellent communication
Business strategies & Market Research
Accomplishments
- Built & increased investor relations and portfolio to 55% productivity and 80% client satisfaction with 100% compliance management.
Additional Information
I took a planned career break to manage an important family medical responsibility that required my presence & attention 24*7. That responsibility and emergency has been overcome and taken care of. During the entire process I kept myself disciplined and applied my learning’s and skills much practically. I’m now fully prepared and committed to returning to my career where my long term career goals align.
Certification
PGDBM in Banking & Business management
Timeline
Key Account Manager (Manager)
IndusInd Bank
09.2023 - 07.2024
Relationship Manager (YPRM Manager)
Yes Bank
09.2022 - 04.2023
Personal Banker (Deputy Manager)
HDFC Bank
02.2021 - 08.2022
Customer Service Officer (Asst Manager)
Axis Bank
09.2019 - 12.2020
Senior Associate
City Union Bank
03.2017 - 12.2018
MBA - Finance & Marketing
Pranveer Singh Institute of Technology
B.Com - Business Management
Islamia College of Commerce