Prashant Sharma

Summary

Client-focused Relationship Manager adept at increasing productivity and completing tasks efficiently. Skilled in client relationship management, financial planning, and strategic sales techniques. Excel in communication, problem-solving, and adaptability, ensuring successful client interactions and satisfaction.

Overview

years of professional experience

Certification

Work History

Assistant Vice President

Axis Bank Limited

New Delhi

06.2016 - Current

Established strong client relationships, enhancing loyalty and retention rates.
Analyzed market trends to identify business opportunities for clients.
Managed client portfolios with timely follow-ups on inquiries and requests.
Formulated strategies for attracting new customers while retaining existing ones.
Conducted risk assessments for client portfolios, recommending loss mitigation strategies.
Maintained relationships with clients to clarify investment goals.
Monitored economic and political developments to forecast impacts on investments.

Education

MBA - Marketing And Finance

FOSTIIMA Business School

06-2016

Skills

Client relationship management
Portfolio management
Effective communication

Corporate communications
Issue resolution

Accomplishments

Regular promotions with good ratings
Shortlisted for the talent pool program
Qualified two times for the MDRT campaign
Have alwys over acheived assigned targets

Languages

English

First Language

Hindi

Advanced (C1)