Pravesh Yadav
BANKING
INDORE
Summary
To work in a stimulating environment where I can apply & enhance my knowledge, skill to serve the organization to the best of my efforts. Innovative Relationship Manager focused on developing strategic business opportunities by delivering exemplary service to each client's individual needs. Respected professional with exceptional knowledge regarding risk management. Business-driven Relationship Manager always finding successful ways to acquire new clients and foster lucrative relationships. A determined leader with over 5 years of assisting clients with financial planning processes and assessing financial data. Offering dynamic collaboration and decision making skills. Results-driven sales , retail , trade & forex experienced in financial statement review, auditing and reporting. Well-versed in producing reports, evaluating department operations and handling month- and year-end closings. Meticulous, conscientious and methodical in approach.
Overview
4
4
years of professional experience
Work History
BANKING PARTNER - EXCLUSIVE BANKING
INDUSIND BANK LIMITED
12.2022 - 5 2023
- Collaborated with clients to onboard on banking platform.
- Relationship management with High potential retail & branch banking customers including trade and forex.
- Expanded the firm''s clientele through strategic networking and relationship building initiatives.
- Achieved successful client outcomes by identifying and addressing their unique needs and goals.
- Developed and implemented strategies to enhance partner relations.
- Provided outstanding service to all clients, promoting effective, and lasting business relationships.
- Analyzed legal documents and identified pertinent issues for clients.
Relationship Manager
KOTAK MAHINDRA BANK LIMITED
12.2021 - 12.2022
- Leading with Trade and Forex Department in Branch Banking, Exclusive, Retail Liabilities & branch banking.
- Drove operational improvements which resulted in savings and improved profit margins
- Promoting and marketing the branch and its products
- Develop strategies and operational logistics for banks huge success
- Drove operational improvements which resulted in savings and improved profit margins.
- Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
Relationship Officer
Kotak Mahindra Bank
05.2020 - 12.2021
- Maintained and built close relationships with customers through regular contact and visits.
- Boosted customer satisfaction levels with timely and effective resolution of concerns and inquiries.
- Led successful marketing campaigns to drive new business acquisition and deepen existing client relationships.
- Monitored, followed-up and escalated cases to meet customer response commitments.
- Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
- Participated in industry events and trade shows to promote products and services.
Assistant Manager
Kotak Mahindra Bank
09.2018 - 04.2020
- Supervised day-to-day operations to meet performance, quality and service expectations.
- Improved customer satisfaction by addressing and resolving complaints promptly.
- Developed strong working relationships with staff, fostering a positive work environment.
- Promoted teamwork within the workplace by encouraging collaboration among staff members on various projectstasks.
- Developed strategy to increase sales and drive profits.
- Reviewed sales and gross profit report to assess company efficiency.
Education
Skills
Marketing Strategies & Campaigns
Disclaimer
I hereby declare that the aforesaid information is true in all aspects and beliefs to the best of my knowledge.
Timeline
BANKING PARTNER - EXCLUSIVE BANKING
INDUSIND BANK LIMITED
12.2022 - 5 2023
Relationship Manager
KOTAK MAHINDRA BANK LIMITED
12.2021 - 12.2022
Relationship Officer
Kotak Mahindra Bank
05.2020 - 12.2021
Assistant Manager
Kotak Mahindra Bank
09.2018 - 04.2020
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