RAVI THAPA
RUDRAPUR
Summary
Hardworking Relationship Manager proficient at devising personalized solutions to meet all types of customer demands. Positive and upbeat team player and clear communicator with demonstrated success over one years of Kotak experience. Resourceful individual willing to provide the attention and education customers need to ensure a positive financial experience. Bilingual Relationship Manager knowledgeable in explaining tools clients need to build wealth management portfolios and dedicated team player experienced in overseeing operations of individual and multi-unit facilities. Develops successful programs to improve profitability. Seeking new position with exciting challenges where great skills will be valued. Highly-motivated employee with desire to take on new challenges. Strong worth ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
2
2
years of professional experience
1
1
Certification
Work History
Deputy Manager
KOTAK MAHINDRA BANK
GURUGRAM
02.2023 - Current
- Developed and maintained strong relationships with clients to ensure satisfaction and loyalty.
- Identified customer needs, developed customized solutions, and provided knowledgeable advice.
- Conducted regular client meetings to assess progress, discuss opportunities for growth, and address any concerns.
- Created marketing materials and presentations for prospective clients.
- Provided ongoing support throughout the sales cycle by responding promptly to inquiries, resolving issues, and following up on requests in a timely manner.
- Evaluated customer feedback to identify areas of improvement in products or services offered.
- Analyzed market trends and identified potential new customers through research activities.
- Coordinated with cross-functional teams to ensure successful implementation of projects.
- Developed strategies to attract new customers while retaining existing ones.
- Assessed customer requirements on an ongoing basis in order to provide tailored solutions.
- Maintained accurate records of all client interactions within the company's CRM system.
- Ensured compliance with relevant laws and regulations when dealing with customers.
- Resolved escalated customer issues efficiently and effectively within established timelines.
Business Development Intern
RE/MAX INDIA HQ
FARIDABAD
02.2022 - 05.2022
- Developed and implemented marketing plans to increase sales.
- Researched potential new clients and markets for the organization's products and services.
- Conducted market analysis on competitors, customer needs, and industry trends.
- Created presentations outlining company offerings to prospective clients.
Education
MBA - MARKETING AND FINANCE
ICFAI UNIVERSITY
DEHRADUN06.2023
BBA - Marketing
APEX UNIVERSITY
RUDRAPUR06.2020
Skills
- New Business Development
- Qualifying Customers
- Excellent Communication
- Customer Service
- Wealth Management Portfolios
- Product Recommendations
- Client Engagement
- Relationship Building
- Solution Management
- Customer Relationships
- Relationship Management
- Customer Portfolio Management
- Sales Reporting
- Relationship Building and Management
- Effective Customer Communication
- Value Selling
- Strategic Planning
- Product Knowledge
- Attention to Detail
- Sales Data Analysis
- Public Speaking
- Customer Relationship Management
- Team Leadership
- Critical Thinking
Certification
- RE/MAX INDIA HQ (02/2022- 05/2022)
- TOP 2 GI in JULY month
Languages
Hindi
First Language
English
Intermediate (B1)
B1
Accomplishments
- Ranked as the second top candidate in the NCR, underscoring my standing as a high performing professional in General Insurance in JULY.
- Qualified Personal Loan contest for 12lac login within 3 days with 3 NOPs in NCR.
Timeline
Deputy Manager
KOTAK MAHINDRA BANK
02.2023 - Current
Business Development Intern
RE/MAX INDIA HQ
02.2022 - 05.2022
MBA - MARKETING AND FINANCE
ICFAI UNIVERSITY
BBA - Marketing
APEX UNIVERSITY
Similar Profiles
Sveta KakerlaSveta Kakerla
DEPUTY MANAGER - Product Manager: Risk Monitoring at KOTAK MAHINDRA BANK- Kotak 811DEPUTY MANAGER - Product Manager: Risk Monitoring at KOTAK MAHINDRA BANK- Kotak 811
Raj PatilRaj Patil
Relationship Manager at Kotak Mahindra Bank LtdRelationship Manager at Kotak Mahindra Bank Ltd
Iman ChakrabortyIman Chakraborty
Digital Banking Intern at Kotak Mahindra BankDigital Banking Intern at Kotak Mahindra Bank
Parth Kiran BorseParth Kiran Borse
Deputy Manager – Branch Operations Manager at Kotak Mahindra BankDeputy Manager – Branch Operations Manager at Kotak Mahindra Bank
Aishwary BajpaiAishwary Bajpai
Senior Production Engineer at Pricol LimitedSenior Production Engineer at Pricol Limited