Service, Sales & CRM
PRAGYA TRIPATHI
IndusInd Bank
Gorakhpur
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.
2
Languages
1
Certification
7
years of professional experience
Work History
Key Account Manager (Manager)
10 Months
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)
7 Months
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)
1 Year 6 Months
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)
1 Year 3 Months
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
1 Year 9 Months
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
08.2015
77.5%
B.Com - Business Management
Islamia College of Commerce
07.2013
59.9%
Skills
CRM
PowerPoint
emailer
Client relations
Conflict resolution
Teamwork and collaboration
High-impact proposal presentation
Consultative selling
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.
Languages
English
Hindi
Certification
PGDBM in Banking & Business management
Certified IRDA & NISM VA
Languages
5,6
Timeline
Key Account Manager (Manager)
IndusInd Bank
09.2023 - 07.2024Read more
Relationship Manager (YPRM Manager)
Yes Bank
09.2022 - 04.2023Read more
Personal Banker (Deputy Manager)
HDFC Bank
02.2021 - 08.2022Read more
Customer Service Officer (Asst Manager)
Axis Bank
09.2019 - 12.2020Read more
Senior Associate
City Union Bank
03.2017 - 12.2018Read more
Islamia College of Commerce - B.Com, Business Management
Read more
Pranveer Singh Institute of Technology - MBA, Finance & Marketing
Read more