Priya Deshmukh
Service Relationship Manager
Ghansoli
Summary
To associate with a reputed concern which progress dynamically and gives me a chance to update my knowledge and enhance my skill set, in order to impart qualitative work and to be a part of growth of the organization.
Overview
5
5
years of professional experience
Work History
Service Relationship Manager
YES BANL LTD
11.2021
- Work as a back-up and support to RMs (Yes First) helping in broadening client coverage of their mapped base
- One-point contact for mapped customers on their service requests/ issues
- Providing support system to customers and track for closures to increase customer satisfaction and retention
- Profiling of mapped customers to attain complete knowledge in terms of family, demographics and customer lifestyle and also product relationships with other banks
- Monitor daily account Balances and maintain book stability through immediate client intervention on accounts which demonstrate balance depletion / attrition propensity
- Help to grow CASA book by opening exclusive family accounts of primary customers and grouping them together
- Upgrading customers maintaining high balances to exclusive program to increase client engagement and loyalty and impact retention of wallet share
- Increase client engagement and CASA balances by activating customers on direct transaction channels of the bank like mobile banking app/ net banking / debit card / credit card.
Service Delivery Manager
IndusInd Bank LTD
08.2018 - 07.2021
- Responsible for keeping clients satisfied with the company's service through managing projects, fixing any reliability issues, tracking service metrics
- On boarding of new acquired clients through welcome call and audit on sale process
- Managing TAT for all service and operational transactions
- Activation of clients on net banking and other non - branch channels
- Generating business leads and converting them to achieve given target
- Directing and controlling the processing and resolving client complaints and escalation within TAT
- Streamlining business operation and audit compliance to achieve score card along with KRA.
Relationship Manager
PNB MetLife
11.2017 - 05.2018
- Exploring opportunities to develop new markets/segments in line with company sales strategy from time to time
- Build a good customer base in order to explore opportunities to cross sell and build long term relationship with bank staff to create more leads to generate business
- Arrange meetings of bank branch managers and staff with existing customer
- Accept and follow up on suggestions, request received from clients ensure all services are served with no escalation
- Ensure performance review by submitting various sales MIS report and operation task given.
Branch Service Manager
HDFC Life LTD
10.2016 - 11.2017
- Handling branch walking customer and make them educate with insurance product
- Solve customer query and convince them to have insurance along with investment
- Fixing up quality appointment's and generate business to accomplish goals
- Responsible for providing financial solutions to meet the requirements of the customers along with satisfactory services in given TAT
- Increase customer engagement through cross selling and maintains relationship with all clients.
Education
Skills
Strong empathy
Accomplishments
- Certified with trophy HDFC LIFE for being on 3rd rank in selling health insurance in pan India
- Branch has received satisfactory audit rating during my working period
- Ability to work as an individual and as a team member
- Good problem-solving and analytical skills
Personal Information
- Father's Name: Shivaji Deshmukh
- Date of Birth: 06/20/91
Languages
English
Bilingual or Proficient (C2)
Hindi
Bilingual or Proficient (C2)
Marathi
Bilingual or Proficient (C2)
Interests
Reading/Writting
Travelling
Sports/Fitness
Gardening
Timeline
Service Relationship Manager
YES BANL LTD
11.2021
Service Delivery Manager
IndusInd Bank LTD
08.2018 - 07.2021
Relationship Manager
PNB MetLife
11.2017 - 05.2018
Branch Service Manager
HDFC Life LTD
10.2016 - 11.2017
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