RANI SINGH
Priority Relationship Manager
Chhatarpur,New Delhi
Summary
Innovative Relationship Manager focused on developing strategic business opportunities by delivering exemplary service to each client's individual needs. Respected professional with exceptional knowledge regarding risk management.
Overview
3
3
years of professional experience
7
7
years of post-secondary education
3
3
Certifications
3
3
Languages
Work History
Priority Relationship Manager
Aditya Birla Capital
Gurgaon
08.2022 - Current
- Developing and maintaining thorough knowledge of all systems applications (One Note, CMS HUB, Elite and Outlook)
- Proficient at lookup, Pivot Tables, Excel formulas
- Submitted ideas for process improvement on Ad hoc work
- Developed tracking logs to keep management informed of different exceptions faced or queries arise while sending invoices for approval
- Coordinate approval processes of all account payable invoices
- Calculating, posting and managing accounting figures and financial data from various internal sources and solving financial statements for institutional investors, on monthly and quarterly basis
- Developed tracking logs to keep management informed of different exceptions faced or queries arises while sending invoices for approval
- Worked on tools where multiple invoices can be posted at once
- Taking responsibility for handling and escalating identified issues and concerns within team
- Ability to follow through multiple tasks to completion and work under pressure
- Team player with long-term vision to achieve business goals through mutual partnerships by following key personal traits Approachable, Assertive, and Credible
- Self-motivated and ability to adapt to changing business needs.
- Identified cross-selling opportunities by understanding each client''s unique financial situation and recommending appropriate products or services
- Streamlined internal processes to increase efficiency within priority banking team
- Collaborated with team members to achieve shared goals and improve overall branch performance
Key Relationship Manager
BAJAJ ALLIANZ
New Delhi
09.2021 - 09.2022
- Create detailed financial models for valuation: prepare marketing documents and materials
- Create marketing pitch materials and management presentations: prepare documentation for M&As and strategic alternatives evaluate risk and return parameters for transactions
- Perform detailed financial quantitative analysis; pitch investing deals to potential clients
- Solicit potential investors; find and follow leads for qualified clients and investors
- Research industry market and other variables support senior leadership as needed
- Manage client portfolios
- Evaluating profitability and conducting financial transactions
- Attend meetings with clients and prepare presentations providing overview of clients' investment portfolios
- Analyze investment strategies, identify potential investments, and conduct risk assessments
- Responsible for efficient, accurate, profitable, and risk-free clearing and settlement of bank transactions for corporate and government clients
- Develop various types of financial models to value debt and equity for mergers, acquisitions, and capital raising transactions: perform various valuation methods
- Develop recommendations for product offerings, private equity transactions, mergers and acquisitions, and valuations
- Conduct preparation and review of materials used in financing of clients, including investment memoranda, presentations, and pitchbooks
- Develop relationships with new and existing clients in order to expand business
- Perform due diligence, research, analysis, and documentation of live transactions: create presentations for client portfolios.
Education
Master of Business Administration - Finance & Marketing
BANASTHALI VIDYAPITH
JAIPUR, RAJASTHAN 04.2015 - 01.2017
B.COM - Corporate Accounting
B.D Evening College
New Delhi, New Delhi 04.2011 - 01.2015
Intermediate -
LITTLE SCHOLAR'S ACADEMY
Amroha, UP 04.2008 - 01.2010
Skills
Brand Awareness
Pipeline Management
Competitor Analysis
Brand Awareness
Multitasking
Calm Under Pressure
Verbal Communication
Excellent Communication
Organization and Time Management
Certification
Secured India wide 64th percentile rank in WHEEBOX EMPLOYMENT SKILL TEST 2016.
Internship
RELIANCE JIO, Patna, Patna, PATNA, SUMMER INTERNSHIP(Marcom 'Strategy and implementation of Lyf and Jio during launch'.), 05/01/16, 07/01/16, Experienced with social media and communications platforms., Collaborated with departmental leaders to establish organizational goals, strategic plans, and objectives., Met deadlines while maintaining high-quality deliverables., Generated networking datasets of 7K+ potential clients, Collaborated on portfolio management for 6+ clients with over $13M+ in assets, providing detailed research frameworks, Crafted Python script for solving 64+ types of issues related to risk management, pricing, and trade, Generated 3 weekly financial reports, utilizing software to communicate information with the firm, Stayed up-to-date with 3+ newspapers, including the Wall Street Journal, American Banker, and the Financial Times, Conducted company research, assisting with valuation models
Timeline
Priority Relationship Manager
Aditya Birla Capital
08.2022 - Current
Key Relationship Manager
BAJAJ ALLIANZ
09.2021 - 09.2022
Master of Business Administration - Finance & Marketing
BANASTHALI VIDYAPITH
04.2015 - 01.2017
B.COM - Corporate Accounting
B.D Evening College
04.2011 - 01.2015
Intermediate -
LITTLE SCHOLAR'S ACADEMY
04.2008 - 01.2010
Secured India wide 64th percentile rank in WHEEBOX EMPLOYMENT SKILL TEST 2016.
Bagged Prize in GK quiz by BHARAT VIKAS PARISHAD at MANDAL LEVEL.
Bagged Prize in 200m race, TUG of war at school level.
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