RASMITA BANERJEE
Branch Relationship Manager
Bhubaneswar
Summary
Developed skills in client relationship management and financial services within fast-paced banking environment. Excel in communication and problem-solving, with proven track record of fostering client loyalty and satisfaction. Looking to transition into new field where these transferrable skills can drive success and growth.
Overview
9
9
years of professional experience
2
2
Certifications
Work History
Branch Relationship Manager
IDFC FIRST BANK
12.2024 - Current
- Increased branch sales performance through effective lead generation.
- Managed a diverse portfolio of high-net-worth clients, ensuring their unique financial needs were met.
- Built relationships with customers and community to establish long-term business growth.
- Achieved established KPI for company, regional team and individual performance through teamwork and focus on customers.
- Held one-on-one meetings with sales team members to identify selling hurdles and offered insight into best remedy.
- Resolved problems with high-profile customers to maintain relationships and increase return customer base.
- Enhanced profitability by developing pipelines utilizing marketing and sales strategies.
- Achieved sales goals and service targets by cultivating and securing new customer relationships.
Select Relationship Manager
Indusind Bank Ltd
07.2021 - 12.2024
- Acted as a mentor and coach to junior relationship managers, sharing best practices and fostering a collaborative team environment.
- Consistently achieved monthly sales targets by effectively presenting customized product offerings to potential clients.
- Assisted clients in achieving their wealth management goals by recommending suitable investment products based on their risk tolerance and objectives.
- Increased client satisfaction by providing personalized financial advice and investment strategies tailored to individual needs.
- Facilitated the onboarding process for new clients, collecting necessary documentation and setting up accounts efficiently.
- Provided exceptional customer service, addressing client inquiries promptly and resolving issues effectively to maintain long-term relationships.
- Conducted comprehensive reviews of client portfolios, identifying opportunities for growth and risk mitigation.
- Maintained knowledge on banking products and distribution to provide optimal service support.
- Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
- Built relationships with customers and community to promote long term business growth.
Priority Banking Relationship Manager
Axis Bank Ltd
11.2018 - 07.2021
- Organized exclusive networking events for priority clients, fostering connections and promoting the bank''s services.
- Participated in regular training sessions to stay apprised of new banking regulations and industry best practices.
- Provided ongoing mentorship and guidance to junior relationship managers, contributing to their professional development.
- Streamlined banking processes for increased efficiency and improved client experiences.
Personal Banker
HDFC BANK LTD
01.2016 - 10.2018
- Cross-sold bank products and services to meet customer needs and provide options.
- Boosted sales of bank products through effective cross-selling and up-selling techniques.
- Utilized strong interpersonal communication skills during client interactions, resulting in increased trust and fostering long-lasting relationships.
- Collaborated with branch team members to achieve monthly sales targets and improve overall performance.
- Managed deposits, withdrawals and wire transfers to process smooth banking transactions for clients.
- Maintained compliance with bank policies and regulations while executing various financial transactions for customers.
- Improved customer satisfaction by providing personalized banking solutions and exceptional service.
- Promoted financial products by maintaining excellent service offering knowledge.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Streamlined daily operations, ensuring accurate transaction processing and efficient customer service delivery.
- Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
- Expanded customer base by consistently meeting referral goals through networking events and community outreach initiatives.
Education
Bachelor Of Arts - Economics
Ravenshaw University
Cuttack06.2015
Higher Secondary Education - Arts
Ravenshaw Junior College
Cuttack 05.2012
10th - Board of Secondary Education
Badambadi New Colony Highschool
Cuttack 05.2010
Skills
Wealth management offerings
Certification
AMFI
Timeline
Branch Relationship Manager
IDFC FIRST BANK
12.2024 - Current
Select Relationship Manager
Indusind Bank Ltd
07.2021 - 12.2024
Priority Banking Relationship Manager
Axis Bank Ltd
11.2018 - 07.2021
Personal Banker
HDFC BANK LTD
01.2016 - 10.2018
Bachelor Of Arts - Economics
Ravenshaw University
Higher Secondary Education - Arts
Ravenshaw Junior College
10th - Board of Secondary Education
Badambadi New Colony Highschool
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