Priyanka Joshi
MUMBAI
Summary
Results-driven Key Account Manager known for unparalleled productivity and efficient task completion. Possess strong skills in strategic account planning, negotiation, and customer relationship management. Excel in communication, problem-solving, and adaptability, ensuring success in managing key accounts and fostering long-term business partnerships.
Overview
5
5
years of professional experience
Work History
Key Account Manager
IndusInd Bank Limited
Kalyan
08.2024 - Current
- Building and Managing Relationships: Developing and maintaining strong relationships with clients and customers by understanding their needs. Expectations and goals, and working to meet and exceed them.
- Customer Service: Providing exemplary customer service by resolving client concerns and requests, and ensuring timely resolution of any issues that may arise.
- Business Development: Play an important role in driving business growth by identifying new opportunities and expanding existing relationships by involving cross-selling products or services, providing recommendations based on customer needs, and actively seeking new business prospects.
- Key/High Value client Account Management: Responsible for managing a portfolio of high value/key clients or accounts, which includes regular communication and monitoring customer satisfaction.
- Reporting and Documentation. Responsible for maintaining accurate records of customer interactions, sales activities, and account statuses by preparing regular reports and presentations summarizing key metrics, achievements, and challenges for management review.
- Team Collaboration: Work alongside with the team to ensure seamless service delivery by collaborating with internal departments to coordinate activities, resolve customer issues, and share customer insights.
Service Delivery Manager
IndusInd Bank Limited
Kalyan
01.2022 - 07.2024
- Managed various responsibilities encompassing forex transactions, trade business activities, non-trade operations, and general banking tasks.
- Enhanced efficiency and accuracy in settlement of death claims while overseeing demat operations and locker management.
- Delivered exceptional customer service by effectively managing complaints and addressing customer needs.
- Efficiently managed periodic internal audit of banking operations.
- Handling service desk at branch and assuring that services are being seamlessly delivered to the customers.
- Ensuring that systems, procedures, and methodologies are in place to support outstanding service delivery.
- Consistently met customer expectations, driving future demand and maintaining high service delivery performance.
- Managed the regular recording of all inbound and outbound transactions.
- Maximized sales by effectively cross-selling a wide range of bank products such as new accounts, debit cards,
credit cards, investment plans, and health insurance. - Managed day-to-day operational tasks such as NEFT, RTGS, and IMPS transactions and authorized entries
Equity Research on Paint Sector
Aditya Birla Sunlife Insurance ltd.
Mumbai
05.2019 - 06.2019
- Worked as an insurance advisor.
- Fixing up a meeting with the clients regarding insurance advice.
- Giving the demonstration to customers on 'Benefits of Insurance and provide customer to the com'.
Education
POST GRADUATE DIPLOMA IN MANAGEMENT(PGDM) - Finance
Sasmira’s Institute of Management Studies And Research
Mumbai, MaharashtraBachelor of Commerce - Commerce
Gurukul College of Commerce
Mumbai, MaharashtraHigher Secondary School Certificate -
D J Doshi Gurukul College of Commerce
Mumbai, MaharashtraSecondary School Certificate -
M P Keniya
Mumbai, MaharashtraSkills
- Consultative Selling
- Regulatory Compliance
- Needs analysis
- Account Retention
- Key Account Management
Accomplishments
- Participated in Table tennis Competition in Gurukul college got 2nd Rank in the year 2013.
- 2nd prize in 'volley ball girls competition' in Gurukul College of Commerce 'in the year 2013.
- 1st prize in volley ball girls competition' at inter college level in the year 2015.
- Yellow belt in Karate.
- Certified beautician
- Participated in 'power point presentation of child trafficking in sasmira college.
- Completed 1st level of foreign language got 60% in spanish in the year 2019.
- Completed certification of NSDL CERTIFICATION OF CAPITAL MARKET.
References
Mr. Tapan S. Ishwad, Head-Placements, Sasmira Institute of Management Studies & Research, Worli, Mumbai, Maharashtra, 9167925218
Extracurricular Activities
NGO – Kartavya Mela INNOBIZ
Hobbies and Interests
- Dancing
- Acting
- Beautician
Timeline
Key Account Manager
IndusInd Bank Limited
08.2024 - Current
Service Delivery Manager
IndusInd Bank Limited
01.2022 - 07.2024
Equity Research on Paint Sector
Aditya Birla Sunlife Insurance ltd.
05.2019 - 06.2019
POST GRADUATE DIPLOMA IN MANAGEMENT(PGDM) - Finance
Sasmira’s Institute of Management Studies And Research
Bachelor of Commerce - Commerce
Gurukul College of Commerce
Higher Secondary School Certificate -
D J Doshi Gurukul College of Commerce
Secondary School Certificate -
M P Keniya