Pratiksha Sawant
Thane
Summary
Results-oriented Relationship Manager with 10 years in banking, financial services, insurance, and corporate sales. Specializes in portfolio management, client acquisition, and cross-selling strategies to drive business growth and manage high-value accounts. Cultivates long-term customer relationships while achieving revenue targets. Holds a Bachelor of Management Studies from Mumbai University.
Overview
3
3
Languages
11
11
years of professional experience
Work History
Affluent Senior Relationship Manager
Suryoday small finance bank
12.2023 - 02.2026
- Develop solid rapport with customers through careful management of account portfolios and timely handling of customer queries and inquiries with suitable solutions.
- Designed personal sales plan integrating strategies for attracting new business prospects. Optimized growth among existing clients by executing effective initiatives. Restructured customer financial portfolios to align with market trends. Established processes for continuous engagement and relationship building with clients.
- Operate as central point of communication for customers, engaging with necessary departments within bank to ensure effective resolution of queries, problems, or issues.
- analyzing business performance versus assigned budgets on a monthly basis and adjusting plans to fulfill goals.
- Developing knowledge of bank products/services in order to provide the best possible solutions to the customers.
- engagement with multifunctional departments (operations sales)
- enhancement of service offerings via cross-selling and upselling to these customers.
- successes/functions
Corporate relationship manager
Indusind bank
01.2023 - 11.2023
- Connect with developing corporations to secure employee salary accounts and promote client cross-selling by offering tailored solutions.
- Assessed team members' challenges via tracking key performance metrics and formulating new solutions that eliminated 80% of difficulties in closing deals.
- Established and maintained professional relationship with client, contributing to increased sales profit.
- proposed impactful sales strategies to team members, boosting sales performance
- assessing business performance in relation to defined budgets on a monthly basis and adjusting plans to reach goals.
- Driving lead generation and collaborating with branch on sales strategies for corporate code.
- enhancing understanding of IndusInd Bank solutions to train team members
- Streamlined collaboration with operations and sales departments for improved service delivery. Advanced cross-selling and upselling tactics to increase revenue from existing clients.
Relationship Manager
Axis Bank Limited
07.2021 - 12.2022
- Developed comprehensive sales strategy to attract new clients effectively. Enhanced growth within existing customer base through innovative approaches. Restructured customer financial portfolios, optimizing asset allocation and returns.
- Forge effective relationships with customers, managing account portfolios and handling customer inquiries through phone interactions.
- Operate as key customer contact by engaging closely with necessary departments within Axis Bank to resolve problems and inquiries efficiently.
- cross-selling and up-selling of offerings to these clients.
- Acquiring in-depth knowledge of Axis Bank products/services aimed at providing exceptional customer solutions.
- creating leads and delegating duties to sales manager and liaising with branch for sales and support inquiries digitally.
- engagement with cross-departmental groups (operations, sales)
- assessing business performance versus defined budgets on a monthly basis and adjusting plans to ensure success.
- Achievements/Tasks
Agency Manager
Religare Health Insurance Company
08.2019 - 12.2019
- Oversee responses to telephonic and walk-in customer inquiries.
- Established personal sales framework centered on initiatives targeting attraction and engagement of new business leads, fostering growth among established customer relationships.
- Create sustainable client alliances and develop a proactive team of life advisors to enhance overall effectiveness and progress.
- Function as vital communication resource for customers by interfacing with suitable departments within Religare to manage queries, problems, or issues adeptly.
- Analyzed business performance compared to set budgets on a monthly basis and enhanced plans to fulfill objectives.
- Orchestrated training sessions directed at skill advancement for new life advisor team member in Mumbai.
- Engaged operational sales and underwriting units, improving policy processing efficiency. Executed strategic initiatives for cross-selling and upselling, boosting service adoption.
Recruitment and development manager
kotak mahindra life insurance company limited
04.2018 - 07.2019
- Coordinate responses to telephonic and walk-in customer inquiries.
- Constructed personal sales framework centered on initiatives aimed at attracting and engaging new business leads, facilitating growth within established customer relationships.
- Build lasting client partnerships and form a dynamic team of life advisors to enhance overall performance and advancement.
- Function as key communication link for customers by interacting with appropriate departments within Kotak Mahindra to manage queries, problems, or issues effectively.
- Reviewed business performance in comparison with predetermined budgets on a monthly basis and refined plans to fulfill targets.
- Led training sessions focused on skill development for new life advisor team member in Mumbai.
- Improved policy processing efficiency by engaging with operational sales and underwriting units. Drove service adoption through strategic cross-selling and upselling efforts.
Retail Sales Associate
Adecco India Private Limited
12.2014 - 02.2018
- Formulating personal sales plan that incorporates initiatives for identifying & gaining new business prospects & maximizes growth within the existing customer base.
- Build a strong client relationship to ensure that the Retail performs and grows to its maximum potential.
- Built strong client relationships to enhance retail performance and drive growth.
- Served as the main point of contact for customers by coordinating with relevant departments within DHL to resolve queries and issues.
- Monitoring business performance against given budgets on a monthly basis and plan accordingly to achieve them.
- Co coordinating with local Operation for shipment pickup and deliveries.
- Coordination with the cross functional groups (Operation, Sales, Billing, Network Team and Clearance Team.) for proper processing of shipments.
- Increased customer value by promoting additional services.
- Achievements/Tasks
Education
Bachelor of Management Studies - Marketing
Mumbai University
Thane08-2014
Skills
Client Acquisition
Cross Selling
Branch Operation
Customer Handling
Financial analysis
Team leadership
Decision-making
Time management
Verbal and written communication
Timeline
Affluent Senior Relationship Manager
Suryoday small finance bank
12.2023 - 02.2026
Corporate relationship manager
Indusind bank
01.2023 - 11.2023
Relationship Manager
Axis Bank Limited
07.2021 - 12.2022
Agency Manager
Religare Health Insurance Company
08.2019 - 12.2019
Recruitment and development manager
kotak mahindra life insurance company limited
04.2018 - 07.2019
Retail Sales Associate
Adecco India Private Limited
12.2014 - 02.2018
Bachelor of Management Studies - Marketing
Mumbai University
Hobbies
- Dancing
- Listening Music
- Travelling
- Playing Sports