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Rakesh Pathak
Banker - Relationship Manager
Fatehgarh Sahib,Punjab
Summary
Capable Relationship Manager experienced in developing customized solutions to meet wide-ranging customer needs. Strong collaborator and active listener with excellent verbal and written communication skills. Offering 5-year track record of success in Banking and Finance Industry.
Overview
7
7
years of professional experience
2
2
Certifications
3
3
Languages
Work History
Relationship Manager, Branch Banking (BSM)
IDFC FIRST Bank Ltd.
02.2023 - Current
- Worked for the establishment of the bank in the first year, done all the initial ground level work individually and from the team as well.
- Directed all the leadership profiles of the Branch including Operations & Sales.
- Conducted regular performance reviews for team members, identifying strengths as well as areas requiring further development or training opportunities for continuous growth.
- Participated in local networking events to increase brand visibility within the city, generating interest from prospective clients as well as potential partners or investors.
- Coached and mentored sales team members to enhance individual performance, ultimately contributing to the overall success of the branch.
Sales Executive
Load Karma Logistics
8 2022 - 02.2023
- Managed cross-functional teams for efficient project execution and timely completion.
- Managed Overseas Clients from USA and Canada and made excellent conversions from business.
- Analyzed customer requirements and provided customized logistics solutions.
- Built and established relationships with staff and vendors.
- Negotiated contracts to secure favorable rates and terms.
Personal Banker
HDFC Bank Ltd
01.2020 - 07.2022
- Promoted financial products by maintaining excellent service offering knowledge.
- Helped clients plan for and fund retirements using mutual funds and other options to manage, customize and diversify portfolio.
- Networked to increase client base and encourage existing clients to expand financial portfolios.
- Conducted detailed financial reviews for business clients to sell Third Party products to fit clients needs.
- Generated Income month on month and Annually for Bank and for Incentives .
Customer Service Executive
HDFC Bank Ltd.
11.2018 - 12.2019
- Employed comprehensive benchmarks to establish and monitor customer service standards.
- Maintained customer satisfaction with forward-thinking strategies focused on addressing customer needs and resolving concerns.
- Managed Delivery Management Systems, Stock Management, Handled direct customer complaints.
Cashier
HDFC Bank Ltd.
04.2017 - 07.2018
- Worked according to RBI circulars on Cash Transactions, Detailed knowledge of Bank and regulatory authorities guidelines on Cash Transactions
- Tallied cash drawer at beginning and end of each work shift.
- Provided friendly service and assistance to clients promote customer loyalty, satisfaction and sales.
- Mentored new team members on sales software system operation.
Education
MBA - Global Financial Markets
Bombay Stock Exchange
Mumbai 05.2016 - 2017.03
MBA - Financial Market Practices
Chitkara Business School
Rajpura 04.2015 - 2016.05
BBA - Business Administration
Chandigarh Group of Colleges
Jhanjeri, Punjab 04.2012 - 2015.04
Skills
Equity and Fixed Income Markets
Software
Oracle
MS Word, Excel, PowerPoint
Internet Banking
Drayage Directory
Certification
IRDA Certified
Interests
Reading Books
Gardening
Bug of Virtual Games
Painting and Sketching
Timeline
Relationship Manager, Branch Banking (BSM)
IDFC FIRST Bank Ltd.
02.2023 - Current
AMFI
03-2022
IRDA Certified
05-2021
Personal Banker
HDFC Bank Ltd
01.2020 - 07.2022
Customer Service Executive
HDFC Bank Ltd.
11.2018 - 12.2019
Cashier
HDFC Bank Ltd.
04.2017 - 07.2018
MBA - Global Financial Markets
Bombay Stock Exchange
05.2016 - 2017.03
MBA - Financial Market Practices
Chitkara Business School
04.2015 - 2016.05
BBA - Business Administration
Chandigarh Group of Colleges
04.2012 - 2015.04
Sales Executive
Load Karma Logistics
8 2022 - 02.2023
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