Rahul Kengar

Professional Summary

A results-driven and client-focused Relationship Manager with two years of experience in managing high-value client portfolios, providing tailored financial solutions, and driving revenue growth. Adept at building long-term client relationships, achieving sales targets, and delivering exceptional customer service. Extensive expertise in remittance and loan products.

• Client Relationship Management.
• Financial Advisory and Wealth Management.
• Cross-Selling Banking Products.
• Generated new business opportunities.
• Conducted comprehensive risk assessments.
• Sales Strategy and Target Achievement.
• Market and Competitor Analysis.
• Leveraged proficiency in CRM systems and financial platforms.
• Manage a portfolio of high-net-worth clients, delivering tailored financial solutions to address their banking and investment requirements.
• Achieved recognition for inward remittance in 2023, and conducted home loan sales consecutively from November 2023 to January 2025.
• Cross-sold banking products, increasing MAB, and MIB. Conducted financial analysis to identify client needs, and recommend suitable products.
• Enhanced long-term partnerships by developing rapport and understanding client needs.

• Company Profile: Sutherland Global Services, Airoli Mindspace
• Executed resolution of technical problems and software errors.
• Multi-tasking and problem-solving skills in a fast-paced environment.
• Proficiency in swiftly navigating software programs and utilizing shortcuts.
• Delivered precise and efficient data input through advanced typing techniques.
• Maintained composure during high-pressure situations to ensure consistent performance.
• Implemented effective scheduling techniques to streamline workflows.
• Demonstrated strong problem-solving skills in conflict situations.

• Executed policies to optimize accounts receivable systems.
• Streamlined processes for handling insurance claims, invoice generation, and payments.
• Reviewed compliance of codes with established standards for healthcare procedures.
• Generated claims for financial reimbursements with accuracy.
• Monitored financial transactions and managed customer inquiries.
• Maintained reliability in processing documentation and account details.
• Ensured safeguarding of company revenue through meticulous billing processes.
• Processed and submitted comprehensive claims to meet operational standards.
• Examined medical billing processes for account details, settlements, claims accuracy and certification approvals.

• Addressed and clarified customer concerns.
• Executed tasks involving email correspondence and call handling to ensure seamless banking workflows.
• Addressed order inquiries, maintained accounts, and organized appointments.
• Updated databases with new and modified customer data.
• Developed strong relationships with customers by providing knowledgeable advice on products and services.
• Performed follow-up calls to customers regarding their inquiries or orders.