PRASHANT SINGH SHEKHAWAT
JAIPUR
Summary
Skilled in fostering meaningful client relationships and resolving complex issues with calm and diplomatic approach. Adept at understanding clients' needs and tailoring solutions to exceed expectations. Strong communication and team collaboration skills ensure seamless coordination and successful outcomes. Confident in navigating challenges and driving positive client experiences.
Overview
2
2
Languages
1
1
Certification
16
16
years of professional experience
Work History
Senior Relationship Manager– Affluent
Kotak Mahindra Bank
Jaipur
09.2022 - Current
- Managed a portfolio of affluent and high-net-worth (HNI) clients, delivering personalized banking and wealth management solutions.
- Promoted and managed Solitaire Banking relationships by delivering premium banking services and exclusive financial solutions.
- Built and maintained long-term client relationships through regular financial reviews and proactive engagement.
- Acquired new affluent customers through referrals, networking, and relationship-building activities.
- Cross-sell a wide range of banking products, including CASA, fixed deposits, mutual funds, insurance, forex services, and loans.
Deputy Manager – Priority Banking
Axis Bank
Jaipur
02.2016 - 09.2022
- Managed HNI, Corporate & SME accounts with 90% customer retention rate.
- Established business relationships with partners to increase bank revenue & cross-sell.
- Provided personal financial counseling for Investments, Loans & Insurance solutions.
- Maintained strict confidentiality with zero information breach in 6 years' tenure.
- Adept at Finacle & CRM platforms for account management and service notes.
Loss Prevention Manager
Hotel Marriott
Jaipur
02.2011 - 11.2012
- Ensured safety & security of hotel premises, guests & staff through training & mock drills.
Education
M.B.A – Marketing, Finance
SIMCS, Rajasthan University
Jaipur, RJ01-2015
BCA- Computer Applications
Rajasthan University
Jaipur, RJ01-2011
Higher secondary
SUBODH PUBLIC SCHOOL, CBSE BOARD
Jaipur, RJ01-2008
Secondary
SUBODH PUBLIC SCHOOL, CBSE BOARD
Jaipur01-2006
Skills
- Customer relationship management
- Financial planning
- Cross-selling techniques
- Portfolio management
- Customer retention
- Need-based solutions
- Confidentiality maintenance
- Knowledge of financial markets
Languages
English
Proficient
C2
Hindi
Proficient
C2
Certification
- Proficiency in MS Office suite, including hands-on experience on MS Excel, Word and PowerPoint.
- Certified courses in NISM/ IRDA.
Timeline
Senior Relationship Manager– Affluent
Kotak Mahindra Bank
09.2022 - Current
Deputy Manager – Priority Banking
Axis Bank
02.2016 - 09.2022
Loss Prevention Manager
Hotel Marriott
02.2011 - 11.2012
M.B.A – Marketing, Finance
SIMCS, Rajasthan University
BCA- Computer Applications
Rajasthan University
Higher secondary
SUBODH PUBLIC SCHOOL, CBSE BOARD
Secondary
SUBODH PUBLIC SCHOOL, CBSE BOARD