Rashmita Leuva
Relationship Manager
Ahmedabad
Summary
Dynamic Relationship Manager with a proven track record at HDFC Bank, excelling in client portfolio growth and customer satisfaction. Expert in financial advising and relationship building, I consistently exceeded performance metrics while enhancing service delivery and identifying cross-selling opportunities. Committed to fostering long-term client relationships and driving sales success.
Overview
7
7
years of professional experience
Work History
Relationship Manager
HDFC Bank
05.2024 - Current
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Responded to customer inquiries and resolved complaints to establish trust and increase satisfaction.
- Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
- Coordinated efforts between various departments such as sales, credit assessment, operations teams for smooth delivery of services to clients.
- Boosted client portfolio growth, identified cross-selling and upselling opportunities through detailed needs analysis.
- Created and managed financial models to evaluate corporate investments and acquisitions.
Sales Representative
HDB Financial Services, HDFC Bank
07.2018 - 02.2021
- Increased sales revenue by identifying and targeting high-potential accounts.
- Generated additional sales opportunities with upselling and cross-selling techniques.
- Managed portfolio of high-value accounts, ensuring they received exceptional service.
- Streamlined sales process, reducing time from lead to close.
- Built relationships with customers and community to promote long term business growth.
- Attended monthly sales meetings and quarterly sales trainings.
Education
Bachelor of Arts - Economics
Gujarat University
Ahmedabad 04.2001 -
Skills
Relationship building
Customer relationships
Relationship management
Customer service
Issue resolution
Sales reporting
Customer portfolio management
Banking
Portfolio growth
Loans
Customer relationship management
Financial advising
Sales proficiency
Timeline
Relationship Manager
HDFC Bank
05.2024 - Current
Sales Representative
HDB Financial Services, HDFC Bank
07.2018 - 02.2021
Bachelor of Arts - Economics
Gujarat University
04.2001 -
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