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 Delhi06-2017
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