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
Financial planning processes
Client Relationships
Relationship building and management
Banking
Product knowledge
Service support
Customer portfolio management
Financial services
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