Job Search Status
Open to workDesired Job Title
Senior Relationship BankerWork Type
Full TimeLocation Preference
On-SiteLocation: Jaipur, RJ, INJaipur , Delhi in India and Dubai UAE
Open to relocation: Yes
Open To Work
PREETI GOYAL
Senior Relationship Manager
Jaipur,RJ
Work Preference
Summary
Assistant General Manager with Excellent verbal and written communication skills driving corporate banking, government business, HNI Clients delivering performance across retail and institutional portfolios. Deep understanding of Finance , Sales, Purchase , Inventory , Manufacturing & related business processes. Holds Strong Presentation and Product Demonstration abilities, Leads PFMS, CMS, CKYC, and e-tender integration for public-sector and corporate clients, while supporting credit appraisal, relationship management, and revenue growth. Strong stakeholder management & coordination skills, strong functional consulting & requirement gathering skills. Strong Analytical & Problem Solving skills. Ability to understand complex business requirements & recommend Suitable ERP Solutions. Builds operating discipline through cross-functional coordination, client servicing, and portfolio oversight. Ability to interact confidently with Business owners, Finance teams & senior stakeholders
Overview
2
2
Languages
4
4
Certificates
20
20
years of professional experience
Work History
Assistant General Manager
IDBI Bank Ltd
06.2019 - Current
- Implemented CNA model for Rajasthan Aids Society across 191 centres in 33 districts through PFMS and CMS coordination.
- Supported CPWD's e-tender interface pilot with INTECH Mumbai, Government Banking Division, and Wordline payment gateway teams.
- Enabled CKYC VAN creation for CERSAI by coordinating with INTECH Mumbai and the CMS department.
- Introduced and implemented GEM portal support for REC Ltd., including joint training and remote testing with IDBI Bank spokespeople.
- Handled credit appraisal for Mid-Corporate Group proposals, annual renewals, and consortium meetings with company consultants.
- Strengthened corporate relationships by identifying business opportunities, building client rapport, and supporting revenue growth through relationship management.
- Improved branch performance by analyzing customer behavior, refining product usage, and driving a 20 percent increase in new personal accounts and 35 percent increase in CASA base.
Manager
IDBI Bank Ltd
07.2011 - 05.2019
- Managed 200-300 branch transactions per day while coordinating customer service, cash operations, and branch administration.
- Administered target attainment and banking support for customers while strengthening operational compliance across the branch.
- Developed best practices and standard operating procedures to support organizational excellence and more consistent execution.
- Coordinated delegation, target setting, feedback, and performance appraisals to improve team productivity and quality.
- Advised large corporates on funding strategies, deal structuring, credit approvals, and cross-selling treasury, liabilities, and lending solutions.
- Managed government banking solutions, PFMS/DBT portfolio work, vendor selection, staff training, recruitment, and ongoing client support.
Assistant Manager
IDBI Bank Ltd
07.2006 - 07.2011
- Drove business development and marketing activities to meet assigned targets and strengthen the branch bottom line.
- Managed branch operations and corporate key accounts, building sustainable relationships that expanded revenue opportunities.
- Designed and implemented operating procedures to improve branch workflow, identify anomalies, and support smoother day-to-day execution.
- Prepared MIS reports while managing KYC controls and cash retention activities to support accurate branch administration.
- Coordinated floor management across operations, sales, data entry, and ATM maintenance teams to keep service delivery organized.
Education
Bachelor of Laws - undefined
Delhi University
india06-2019
Master of Science - Chemistry
University of Rajasthan
01-2005
Bachelor of Science - Chemistry, Zoology
Maharani College, Rajasthan University
01-2003
Class 12 - undefined
Kendriya Vidyalaya No. 1 Jaipur
Jaipur01-1999
Skills
Excellent Verbal & written communication skills helping me to cater to HNIs & Corporates
Client relationship management - Efficiently understanding complex business requirements & recommend suitable ERP solutions
Business development-deep understanding of finance, sales, purchase, inventory, manufacturing & related business processes
Strong Analytical & Problem-solving skills
Ability to interact confidently with Promoters, Finance Teams and other senior stakeholders
Branch administration
Operational compliance
AML/ KYC/ Customer Due Diligence/
Credit appraisal/ MIS Reporting
Ms Excel/ My SQL/ Tableau /
Accomplishments
- No 1 RM amongst Pan India Top 5 RM/RO
- No. 4 RM amongst Pan India Top 5 RM/RO for FY
- Secured First Position for Maximum CASA Sourcing in Jaipur Region
- Secured First position in Jaipur Region in terms of Generating TPD fee income
- Secured Third Position in Interbank Rajbhasha Essay writing Competition Organised by Lic , Jaipur under “Narakas” for the Year 2023
- Secured Second Position in Interbank Rajbhasha Elocution Competition Organised by Exim Bank, New Delhi “Narakas” for the Year 2020
- First Star of the Day in IDBI Federal Life Insurance ED match
- Qualified for I-Life Head Start Qualifier Certificate
- IDBI Federal Lifesurance Warrior Category winner from the Branch achieving maximum fee income among the branch staff/Revenue generation for the bank and branch via contribution to call money Market investments and Notice money market investments-FY 2012-13
- Qualified for Christmas Bonanza for Life Insurance Contest.
Certification
JAIIB Certification
Interests
Secured 2nd position in Yearly Sports meet at School Level for 400mts 800mts Discuss Throw , Javelin throw Silver and Bronze Medals up to Zonal Level in Relay 100mts, 100
Athlete at school level, Captain winner Kabaddi Team NCC Cadet in School in Republic Day Parade in Jawahar Lal Nehru Stadium , New Delhi, National Trekking Expedition NCC @ Nilgiris
Personal Information
Date of Birth: 22nd April, 1981
Trainings/Workshops Attended
- Rajbhasha
- Power R.M.
- Soft Skills training for Effective Communication, Product Knowledge enhancements.
- Operational Risk and Fraud Monitoring
- Training in Risk Management.
Timeline
Assistant General Manager
IDBI Bank Ltd
06.2019 - Current
Manager
IDBI Bank Ltd
07.2011 - 05.2019
Assistant Manager
IDBI Bank Ltd
07.2006 - 07.2011
Bachelor of Laws - undefined
Delhi University
Master of Science - Chemistry
University of Rajasthan
Bachelor of Science - Chemistry, Zoology
Maharani College, Rajasthan University
Class 12 - undefined
Kendriya Vidyalaya No. 1 Jaipur