Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic
Open To Work

Rakhi Pal

banker
New Delhi,DL

Summary

Creative professional seeking opportunities that foster growth and leadership while driving organizational success. Highly motivated with a strong work ethic and adaptability to new challenges. Exceptional interpersonal skills enhance collaboration and team dynamics. Proven ability to work independently and rapidly acquire new competencies.

Overview

6
6
years of professional experience
6
6
Certification

Work History

Wealth Manager

HSBC BANK
New Delhi
11.2023 - 10.2024
  • Managing the entire Banking and Financial needs of the customer as a Single Point of Contact from the Bank.
  • Managed portfolio of 450 HNI Clients
  • Guides high-net-worth individuals and institutional clients in managing and growing their wealth.
  • Build and maintain relationship with new and existing client while providing high level of expertise.
  • Used effective sales strategies to convince client to accept the proposal, resulting in increase of business per year.
  • Communicated regularly with the clients to understand needs and evaluate current product use and cross sell new products ie (mutual fund, investment, insurance, personal loan, home loan, credit card).
  • Conducted testing of software and systems to ensure quality and reliability.
  • work with data analytics tools like SQL and power BI to personalize offerings and support wealth strategy presentations.

NRI Relationship manager

hdfc
New Delhi
10.2022 - 10.2023
  • Delivered financial solutions to meet NRI customer requirements and enhance service value.
  • Managed a portfolio of 325 NRI clients, driving increased account balances.
  • Monitored inflows and outflows in NRI accounts, tracking visits to India proactively.
  • Maintained close contact with clients through email and phone to provide market insights.
  • Boosted customer engagement by cross-selling investment and non-investment products.
  • Utilized Power BI dashboard for performance monitoring and data-driven client outreach.

Deputy Manager

KOTAK MAHINDRA BANK LIMITED
New Delhi
08.2021 - 09.2022
  • Responsible for acquisition of clients, cross selling variety of products and generate revenue for the Bank.
  • Managed portfolio of 750 HNI Clients
  • Advising Clients by studying their financial needs and suggest suitable financial package.
  • Resolution of queries for all managed clients within TAT specified.
  • Recognized as the Rising Star within one month of joining.
  • Used SQL to extract customer transaction data to support portfolio analysis and product recommendations.

Assistant Manager

India
New Delhi
01.2019 - 03.2021
  • Company Overview: HDB FINANCIAL LIMITED
  • Educated customer about each and every product of the bank i.e. personal loan, home loan, insurance, credit card and saving account best preferable as per the customer requirement.
  • Managed portfolio of 1400 HNI Clients
  • Build and maintain relationship with new and existing client while providing high level of expertise.
  • Used effective sales strategies to convince the client to accept the proposal, resulting in an increase in business per year.
  • Communicated regularly with the clients to understand their needs, evaluate current product use, and cross-sell new products.
  • Implemented quality control measures to uphold company standards.
  • Generated client analysis reports using MS Excel and Power BI to track sales trends and performance.

Education

Masters in Data Analytics - Data Analysis

Simplilearn
New Delhi India
08-2024

Bachelor of Arts - Political Science

Indraprastha College For Women
New Delhi
06-2017

Skills

  • Computer proficiency: MS Office and Adobe Photoshop
  • Data tools: Power BI, SQL, and Tableau used for portfolio analysis, client insight, and reporting
  • Computer proficiency: MS Office and Adobe Photoshop
  • Data tools: Power BI, SQL, and Tableau used for portfolio analysis, client insight, and reporting

Certification

  • SQL Certification 15th dec 2024
  • python for data science 26 march 2025
  • Microsoft power BI PL 300 certification 30th Jun 2025
  • Tableau Desktop specialist certification training 7 July 2025
  • Data Analyst Masters Capstone 29 Aug. 2025
  • Programming Basics and Data Analytics with Python 30aug 2025

Timeline

Wealth Manager

HSBC BANK
11.2023 - 10.2024

NRI Relationship manager

hdfc
10.2022 - 10.2023

Deputy Manager

KOTAK MAHINDRA BANK LIMITED
08.2021 - 09.2022

Assistant Manager

India
01.2019 - 03.2021

Masters in Data Analytics - Data Analysis

Simplilearn

Bachelor of Arts - Political Science

Indraprastha College For Women

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