Rachit Shukla
Business Relationship Manager
Lucknow
Summary
Resilient and organized Business relationship manager proficient in organizing schedules, managing inventory and enhancing financial controls. Effectively plan sales strategies, coordinate service initiatives and motivate employee excellence. Recognize team weaknesses and optimize plans to drive growth.
Overview
2
2
years of professional experience
5
5
years of post-secondary education
1
1
Certificate
Work History
Business Relationship Manager
Centre for Monitoring Indian Economy pvt ltd.
Lucknow
06.2021 - Current
- Generated new business and referral clients in partnership with financial advisors and branch team by conducting over 50 calls and emails per day.
- Managed MIS and ensured availability of data across various teams.
- Contributed towards training and development of sales team.
- Kept detailed records of daily activities through online customer database.
- Monitored issues carefully and reached out to customers to provide immediate resolution and maintain satisfaction.
- Utilized prospecting techniques to identify potential clients and create opportunities to sell database.
- Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
- Met with customers to discuss and ascertain needs, tailor solutions and close deals.
- Monitored service after sale and implemented quick and effective problem resolutions.
Personal Banker - Welcome Desk
HDFC Bank ltd.
Noida/Raebareli
07.2018 - 10.2019
- Promoted financial products by maintaining excellent service offering knowledge.
- Performed vault duties to handle large deposits of up to 1 cr. and distribute currency to coworkers.
- Established new accounts for high net worth individuals and serviced existing accounts to maximize revenue
- Generating and maintaining daily branch reports.
- Balanced cash drawers and vault accounts on daily basis with zero discrepancies.
- Authorizing bank to bank transactions.
- Informed customers of procedures for applying for services such as ATM cards, direct deposit of checks and certificates of deposit.
- Backed up teller team by handling needs of new and existing customers at main counter.
- Contacted customers as soon as issues arose to immediately find resolution before problem escalated.
- Answered customer questions and explained available services such as deposit accounts, bonds and securities.
Education
MBA - Finance
University of Lucknow
Lucknow 06.2016 - 06.2018
BBA - Business Management
National P.G College
Lucknow 05.2013 - 05.2016
Skills
Service support
Customer portfolio management
Business relationship cultivation
Relationship building and management
Communication
Project Management
Training and development
Certification
Google's Project Management
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote
The way to get started is to quit talking and begin doing.
Walt Disney
Timeline
Business Relationship Manager
Centre for Monitoring Indian Economy pvt ltd.
06.2021 - Current
Personal Banker - Welcome Desk
HDFC Bank ltd.
07.2018 - 10.2019
MBA - Finance
University of Lucknow
06.2016 - 06.2018
BBA - Business Management
National P.G College
05.2013 - 05.2016