Rajesh Mishra
Banking Professional
Flat No 307 Plot No Q22 Udayraj Homes New Rani Bagh Khandwa Road Indore
Summary
Business-driven Relationship Manager always finding successful ways to acquire new clients and foster lucrative relationships. A determined leader with over 9 years of assisting clients with financial planning processes and assessing financial data. Offering dynamic collaboration and decision making skills. Driven Relationship Manager focused on deepening client relationships by providing superior service and support. Outgoing and ambitious professional with 9 years' experience in Banking professional.
Overview
9
9
years of professional experience
5
5
years of post-secondary education
Work History
Elite Relationship Manager
Kotak Mahindra Bank
Indore
06.2023 - Current
- Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
- Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
Working Capital Relationship Manager
ICICI BANK
Indore
04.2020 - 06.2023
- To understand clients business & provide appropriate working capital solutions across Fund/ non Fund based products like Cash Credit, Demand Loan, Buyers credit, LC, BG etc.
- Work closely with Branch Banking teams for new customer addition.
- Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
- Focus to continually increase the Book size and profitability of the assigned portfolio.
Branch Sales Manager
ICICI Bank
Indore
04.2017 - 04.2020
- Resolved customer complaints to maintain high level of satisfaction.
- Managed branch sales, customer service, finances and recordkeeping.
- Coordinated calls to prospective and existing customers, acceptance of small business loan applications and referrals to other product specialists.
Branch Business Manager
ICICI Bank
Indore
08.2014 - 04.2017
- Created, managed, and executed business plan and communicated company vision and objectives to motivate teams
- Handled problematic customers and clients to assist lower-level employees and maintain excellent customer service.
Education
10th -
MP BOARD BHOPAL
INDORE 07.2006 - 04.2007
12th - COMMERCE
MP BOARD BHOPAL
INDORE 07.2008 - 04.2009
POST GRADUATE CERTIFICATE IN BUSINESS MANAGEMENT - Banking Sales And Financial Management
NMIMS UNIVERSITY SCHOOL OF BUSINESS MANAGEMENT
Mumbai 07.2020 - 07.2021
Bachelor Of Commerce - Commerce
Bundelkhand University
Jhansi 07.2009 - 06.2012
Skills
Relationship building and management
Loans
New business generation
Banking
Business Development
Sales expertise
Customer portfolio management
Service support
Client Relationships
Timeline
Elite Relationship Manager
Kotak Mahindra Bank
06.2023 - Current
POST GRADUATE CERTIFICATE IN BUSINESS MANAGEMENT - Banking Sales And Financial Management
NMIMS UNIVERSITY SCHOOL OF BUSINESS MANAGEMENT
07.2020 - 07.2021
Working Capital Relationship Manager
ICICI BANK
04.2020 - 06.2023
Branch Sales Manager
ICICI Bank
04.2017 - 04.2020
Branch Business Manager
ICICI Bank
08.2014 - 04.2017
Bachelor Of Commerce - Commerce
Bundelkhand University
07.2009 - 06.2012
12th - COMMERCE
MP BOARD BHOPAL
07.2008 - 04.2009
10th -
MP BOARD BHOPAL
07.2006 - 04.2007