Priyanka Shinde
Navi Mumbai
Summary
Results-driven Relationship Manager with over 8 years of experience in managing high-value NRI and retail client portfolios at leading banks. Proven track record in cross-selling wealth management solutions and investment advisory services, consistently surpassing business targets. Certified in Mutual Funds and Equity Derivatives, with expertise in financial analysis and strategic sales techniques. Multilingual communicator dedicated to enhancing customer satisfaction through tailored financial strategies and effective client relationship management.
Overview
10
10
years of professional experience
1
1
Certification
Work History
Virtual Relationship Manager
YES BANK LTD
10.2022 - Current
- Working as a Virtual Relationship Manager for privileged NRI customers.
- Managed portfolio of over 800 privileged NRI clients, ensuring exceptional service delivery.
- Achieved wealth management and asset growth targets through cross-selling and up-selling initiatives.
- Identified customer financial needs, delivering customized banking solutions.
- Resolved escalations and queries promptly for top-priority clients.
- Escalation handling and providing end-to-end service.
- End-to-end query handling of top priority clients.
Relationship Manager
HDFC Securities Ltd.
01.2017 - 10.2022
- Acted as primary advisor and contact for Preferred and Imperia clients.
- Delivered strategic portfolio advice based on research insights and market trends.
- Identified and bridged client needs gaps to increase acquisition and wallet share.
- Collaborated with internal partners to enhance service delivery and operational efficiency.
- Improve business generation from new and existing clients.
Executive
Maharashtra State Electricity Transmission Company Limited (MSETCL)
01.2015 - 01.2017
- Conducted audits of procurement documents, tenders, and commercial evaluations.
- Prepared purchase proposals and managed SAP-based order processing.
- Coordinated between suppliers and internal procurement teams to ensure smooth operations.
- Coordinating with indenter/supplier.
- Preparation of purchase proposals, LOAs, ATs, etc.
- Opening of tender, and scrutinizing techno-commercial deviation, price bid, etc.
Education
Master's - Financial Management
Jamnalal Bajaj Institute of Management Studies
01.2021
Masters in Commerce -
Mumbai University
01.2017
Bachelor of Commerce -
D.B.J College
01.2014
Skills
- Client Relationship Management
- Wealth Management and Investment Advisory
- NRI Banking Solutions
- Cross-selling and upselling strategies
- Forex and trade services
- CRM tools
- SAP
- Microsoft Office
- Tally
- Technical and fundamental analysis
Certification
- NISM Series V-A: Mutual Fund Distributor Certification
- NISM Series VIII: Equity Derivatives Certification
Languages
- English
- Marathi
- Hindi
Timeline
Virtual Relationship Manager
YES BANK LTD
10.2022 - Current
Relationship Manager
HDFC Securities Ltd.
01.2017 - 10.2022
Executive
Maharashtra State Electricity Transmission Company Limited (MSETCL)
01.2015 - 01.2017
Master's - Financial Management
Jamnalal Bajaj Institute of Management Studies
Masters in Commerce -
Mumbai University
Bachelor of Commerce -
D.B.J College
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