Priyanka Sharma
New Delhi
Summary
- Qualified and detailed oriented banking Mortgage Relationship Manager experienced with routinely assessing and meeting wealth branches and Elite Trade Relationship Groups (ETRG).
- Dedicated to achieve high career growth through continues process of learning for achieving goals and keeping myself dynamic in changing Scenario.
Overview
5
5
years of professional experience
Work History
Relationship Manager
KOTAK MAHINDRA
New Delhi
01.2022 - Current
- Handling the loan portfolio of 20cr.
- Sourcing business through 17 Branches & handling team of 5 DSTs.
- Evaluating the credit worthiness of loan applicants.
- Regular training of branch employees for lead generation & conversion.
- Managing a cluster with achieving monthly targets and leading to handsome incentives of DSTs and individuals,
- Proper communication and coordination with area managers and branch managers for fulfilling there targets and achieving branch goals.
Relationship Manager
ICICI BANK LTD
New Delhi
05.2019 - 12.2021
- Sourcing of Mortgage Business from Wealth Management & Elite Trade Relationship Group (ETRG) mapped Branches
- Team Handling SO & Executive
- Ensure Log-in & Disbursal Activation of All Relationship Manager from mapped Branches
- Conducting Branch Huddles & Joint calls to train Wealth-RMs & ETRG- RMs in mortgage products
- Managing the mapped wealth & ETRG Channels & Motivating RMs for maximum participation in mortgage product
- Handling Customer Escalations & Sort-out their Problems
- Retaining the Balance Transfer-Out
- Customer Managing Sales of Mortgage Products to salaried SEP & SENP Clients
- Cross sell of other Banking Products like Current Account, Saving Account, Mortgage insurance, Auto Loan, Personal Loan
- Managing the Log-in, Sanction & Disbursement Procedures
- Maintained confidentiality of bank records and client information
- Meeting with clients prior to logging in application to ensure client profile for self-employed clients.
Education
MBA - Finance & Business Analytics
Galgotias University
New Delhi, INDIA04-2019
Bachelor of Commerce - Accounting And Business Management
ADITI MAHAVIDYALAYA
New Delhi, INDIA07-2017
Skills
- Client Servicing
- Portfolio Management
- Networking
- Work Ethics
- Presentation & Communication Skills
- Stress Management
- MS-Office Suite
- Goal Oriented
- Positive Attitude
- Relationship Building
- Collaboration and Teamwork
- Client Relationship Building
- Document Management
Timeline
Relationship Manager
KOTAK MAHINDRA
01.2022 - Current
Relationship Manager
ICICI BANK LTD
05.2019 - 12.2021
MBA - Finance & Business Analytics
Galgotias University
Bachelor of Commerce - Accounting And Business Management
ADITI MAHAVIDYALAYA
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