Summary
Overview
Work History
Education
Skills
Hobbies and Interests
Languages
Personal Information
Timeline
Generic

Pratiksha Mohanty

Bengaluru

Summary

To upsurge in the field and work hard to accomplish distinct milestones, keeping up the expectations of the seniors and carry out responsibilities, making best use of my knowledge and skills

Overview

7
7
years of professional experience

Work History

Royale Relationship Manager

AU SMALL FINACE BANK LIMITED
BANGALORE
05.2024 - Current
  • Conducted regular client meetings to assess progress, discuss opportunities for growth, and address any concerns.
  • Developed strategies to attract new customers while retaining existing ones.
  • Maintained accurate records of all client interactions within the company's CRM system.
  • Provided ongoing support throughout the sales cycle by responding promptly to inquiries, resolving issues, and following up on requests in a timely manner.
  • Built long-term relationships with lucrative clients by utilizing active listening, effective communication and dynamic interpersonal skills.

Elite Relationship Manager

Kotak Mahindra Bank
Bangalore
12.2022 - 05.2024
  • Planned and execute strategies for retaining customer and clients.
  • Designed implemented and maintained bank revenue objectives.
  • Ensured adherence to bank privacy policies.
  • Collaborated with wholesale brokers and account executives on long term banking objectives.
  • Identify business opportunities to increase bank revenue.
  • Generated actionable insights from data by developing reports and KPIs.
  • Maintain good relationship with clients for customer sustainability.
  • Manage client requirements.

Unit Sales Manager

ICICI Lombard
Bangalore
06.2022 - 11.2022
  • Responsible for Bank & Customer service relationship for claims and other issues.
  • Responsible to increase the non-motor business through Loan Protector, Personal accident & Health
  • Keep good co-ordination between customer and surveyor at the time of claim.

Relationship Manager

Tata AIG
Bhubaneswar
07.2018 - 06.2022
  • Initiatives & Launching of Campaign for banks.
  • Responsible Working with BANK OF BARODA AND IDBI BANK at ORISSA Location (Business Growth & Services).
  • Having three off role under me in different location of Odisha.
  • Preparing Reports, MIS, and Training to employees and Banks.
  • Cross selling to increase penetration, cross sale
  • Responsible to increase the non-motor business through Loan Protector, Personal accident & Health.
  • Keep good co-ordination between customer and surveyor at the time of claim.
  • I was managing a team of 4 for the client Indusind Bank.

Education

POST GRADUATION DIPLOMA - GENERAL INSURANCE

Manipal Aadamy of Higher Education
Bangalore, Karnataka
04.2025

BSC - Electronics & Telecommunication

Sambalpur University
Odisha
12.2015

12th (PUC) -

Govt Autonomous college
Rourkela, Odisha
12.2012

10th -

Govt High School
Udit Nagar, Rourkela, Odisha
12.2010

Skills

  • Managed a team of 4 for the client IndusInd Bank

Hobbies and Interests

  • Watching news & debate
  • Cooking
  • Photography

Languages

  • English
  • Hindi
  • Odia

Personal Information

  • Husband's Name: Nihar Ranjan Swain
  • Date of Birth: 05/21/95
  • Gender: Female
  • Nationality: Indian

Timeline

Royale Relationship Manager

AU SMALL FINACE BANK LIMITED
05.2024 - Current

Elite Relationship Manager

Kotak Mahindra Bank
12.2022 - 05.2024

Unit Sales Manager

ICICI Lombard
06.2022 - 11.2022

Relationship Manager

Tata AIG
07.2018 - 06.2022

POST GRADUATION DIPLOMA - GENERAL INSURANCE

Manipal Aadamy of Higher Education

BSC - Electronics & Telecommunication

Sambalpur University

12th (PUC) -

Govt Autonomous college

10th -

Govt High School

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Pratiksha Mohanty